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Earnings transcript
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JBHT
J.B. Hunt Transport Services, Inc.
$214.91
1.47
(0.69%)
| Exchange: | NASDAQ |
| Market Cap: | 20.463B |
| Shares Outstanding: | 138.723M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Integrated Freight & Logistics | |||||
| CEO: | Shelley Simpson | |||||
| Full Time Employees: | 33646 | |||||
| Address: |
| |||||
| Website: | https://www.jbhunt.com |
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in North America. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions. It operates 104,973 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 85,649 units; and manages a fleet of 5,612 company-owned tractors, 582 independent contractor trucks, and 6,943 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2021, it operated 11,139 company-owned trucks, 544 customer-owned trucks, and 6 contractor trucks. The company also operates 21,069 owned pieces of trailing equipment and 7,753 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; an online multimodal marketplace; and logistics management for customers to outsource the transportation functions. The FMS segment offers delivery services through 1,272 company-owned trucks, 272 customer-owned trucks, and 19 independent contractor trucks; and 1,036 owned pieces of trailing equipment and 185 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through 734 company-owned tractors and 11,172 company-owned trailers. It also transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, forest and paper products, food and beverages, building materials, soaps and cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 12,829,665 | 12,087,204 | 11,999,096 |
| Gross Profit | 2,210,139 | 2,063,158 | 1,596,624 |
| EBITDA | 1,738,774 | 1,599,677 | 1,579,854 |
| Operating Income | 993,196 | 831,225 | 865,069 |
| Net Income | 728,287 | 570,886 | 598,282 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 8,588,148 | 8,312,270 | 7,927,155 |
| Total Liabilities | 4,434,502 | 4,297,765 | 4,362,070 |
| Total Stockholders Equity | 4,103,758 | 4,014,505 | 3,565,085 |
| Total Debt | 1,928,868 | 1,477,702 | 1,466,797 |
| Cash and Cash Equivalents | 53,344 | 46,983 | 17,284 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,744,618 | 1,483,156 | 1,678,272 |
| Capital Expenditure | -1,862,431 | -865,373 | -730,687 |
| Free Cash Flow | -117,813 | 617,783 | 947,585 |
| Net Income | 728,287 | 570,886 | 598,282 |
| Net Change in Cash | 1,417 | -6,361 | -29,699 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 14,706,854.263 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 16,841,387.889 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 15,437,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,955,265.670 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 2,239,050.377 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 2,052,338.020 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,050,668.641 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,251,905.923 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,119,504.491 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 677,221.785 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 775,512.870 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 710,843.563 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 11.460 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 12.820 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 10.760 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 7 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance: JBHT reported over $225 million in net income for Q2 2025, reflecting strong profitability as highlighted in the earnings call transcript. Revenue and net income trends from income statements indicate consistent growth, supported by robust operating cash flow and free cash flow figures from cash flow statements.
- Operational Efficiency: The Q2 2025 earnings call emphasized a focus on operational excellence and cost management, contributing to improved margins. High gross profit margin (TTM) and net profit margin (TTM) from key metrics underscore the company’s ability to maintain profitability relative to peers in the transportation industry.
- Strong Market Position: As a key player in the trucking and logistics sector (per sectorName and industryName), JBHT benefits from a large market cap and stable dividend yield (TTM), signaling investor confidence and a commitment to shareholder returns, as seen in lastDiv and dividendYieldTTM data.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates JBHT intrinsic value between $88.47 – $134.96 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about JBHT valuation
Is J.B. Hunt Transport Services, Inc. (JBHT) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for J.B. Hunt Transport Services, Inc. (JBHT) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is JBHT a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether JBHT trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is JBHT’s P/E ratio?
You can see JBHT’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for JBHT?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is JBHT a good long-term investment?
Whether JBHT fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
JBHT
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Daily snapshot
0.69
Trading Metrics:
| Open: | 210.47 | Previous Close: | 213.44 | |
| Day Low: | 208.89 | Day High: | 216.6 | |
| Year Low: | 122.79 | Year High: | 236 | |
| Price Avg 50: | 215.28 | Price Avg 200: | 174.47 | |
| Volume: | 667663 | Average Volume: | 1.035M |
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Login — it's freeJBHT full analysis
Welcome to MARKETSNAP’s SWOT analysis for J.B. Hunt Transport Services, Inc., a major player in the transportation and logistics game. If you’re a long-term investor looking to dig into a company that’s been navigating the tricky waters of freight and supply chain, you’re in the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for J.B. Hunt, along with some fresh insights from their latest earnings call and financials to help you decide if this stock fits…
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