Lumida
/JBHT
⌘K
J B Hunt Transport Services Inc

J B Hunt Transport Services Inc

JBHT
$270.45USD↑+0.98%+2.62 today

MARKET CAP

25.4B

P/E (TTM)

42.0x

FWD P/E

—

DAY RANGE

$267 – $272

52W RANGE

$130
$300

AI Summary

Stalk
Buy NowMedium

The Bullish Pivot Point pattern signals that downside control has failed and structural repair is underway. With the 9EMA and 20EMA crossing above the 50-day SMA and price holding above the short-term EMAs, the medium-term bias shifts bullish under mean-reversion eligibility. Short-term conditions favor execution now as price consolidates just above rising EMAs. A drop back below the 9EMA would negate this pivot and require reevaluation.

  • ↑Q2 revenue grew 19% YoY to $3.5 B; EPS rose 45% to $1.91
  • ↑Intermodal load volume climbed 10% to 578 K loads, outpacing seasonality
  • ↓Profitability negative; infrastructure spending may tighten margins
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) is a leading player in the North American logistics and transportation sector, providing a comprehensive range of integrated transportation solutions across various business segments, including intermodal, dedicated contract services, and final mile delivery. Known for leveraging technology and optimizing operational efficiencies, J.B. Hunt is strategically positioned to capitalize on the rising transportation demands and evolving market conditions, effectively navigating through challenges in labor supply and regulatory pressures.

Bull says

  • ↑Q2 revenue grew 19% YoY to $3.5 B; EPS rose 45% to $1.91
  • ↑Intermodal load volume climbed 10% to 578 K loads, outpacing seasonality
  • ↑Structural cost cuts of $135 M improve operational efficiency
  • ↑Institutional investors own 74.9%; recent $15 M inflow signals confidence
  • ↑High earnings yield and book-to-price ratio of 0.94 imply undervaluation
  • ↑Positive price momentum and analyst revisions support further upside

Bear says

  • ↓Profitability negative; infrastructure spending may tighten margins
  • ↓Fuel headwinds cut 100 bps from Q2 operating margin
  • ↓Capacity constraints and stricter regulation tighten driver supply
  • ↓Widening highway-to-intermodal rate gap risks future price adjustments
  • ↓High leverage amid rising rates raises balance-sheet concerns
  • ↓Poor dividend yield metrics question payout sustainability

Investment themes with JBHT

Buybacks↓ -0.29%

Companies repurchasing their own shares

C · JCI · WFC
Logistics↓ -1.52%

UNP · UBER · FDX

Earnings Call · Q1 2024 · Mgmt. Guidance

Updated 05-07-2025neutral

Transcript signals

Bull points

  • Segment gross revenue was down 13% year-over-year driven by a 9% decline in revenue per load and a 5% decrease in volumes.
  • we continue to believe our technology investments will drive productivity and efficiency gains and remain confident that these investments better position us for long-term growth with our customers and allow us to create greater value for our stakeholders.
  • the sales performance in DCS coming out of Q1 is a lot stronger than we anticipated.

Bear points

  • Segment gross revenue declined 26% year-over-year in the first quarter driven by a 22% decrease in volume and a 5% reduction in revenue per load.
  • we would characterize demand for drop trailing capacity as soft as a reflection of our current trailer utilization and what we are seeing in bids.
  • We view our trailing capacity specifically as being greater than 20% underutilized.
Read full transcript analysis ›