TopFunds

J.B. Hunt

NASDAQ: JBHT

Stock price

291.41 USD

(+Infinity%) NaN day

Cargo Ground TransportationIntegrated Freight & Logistics

Financial Performance

Share

5Y price score: 105

Help

The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 256.8%

DATE RANGE:

US$ Per
Share

    Time scale:

    By default your notes are visible only to you.

    130.1

    52-week range

    299.7

    291.41

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    3 %

    Dividend Yield TTM

    0.6 %

    Market cap $

    $ 27,480

    Price / Earnings TTM

    Help
    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    41.3

    Price / Book TTM

    7.6

    PEG TTM

    Help
    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    4.1

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    92 %

    81.5 %

    256.8 %

    Free cash flow per share growth

    61.3 %

    169.5 %

    664.1 %

    Earnings per share growth

    10.1 %

    29.1 %

    67.2 %

    Founded: 1,961

    Employees: 33,646

    Business Summary:Operating across North America, J.B. Hunt Transport Services, Inc. specializes in ground transportation, last-mile delivery, and comprehensive logistics solutions. Its operations are structured into five distinct divisions: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The Intermodal (JBI) division facilitates freight movement using multiple transport modes. This segment boasts a substantial asset base, including 104,973 company-owned trailers, a self-maintained fleet of 85,649 chassis, 5,612 company-owned tractors, 582 independent contractor vehicles, and a workforce of 6,943 company drivers. Dedicated Contract Services (DCS) focuses on engineering, implementing, and managing bespoke supply chain strategies for diverse transportation requirements. As of December 31, 2021, its fleet comprised 11,139 company-owned trucks, 544 client-owned trucks, and 6 contractor trucks, complemented by 21,069 company-owned trailers and 7,753 customer-owned trailers. Integrated Capacity Solutions (ICS) delivers comprehensive freight brokerage and logistics services. Offerings span specialized transport options such as flatbed, temperature-controlled, expedited, and less-than-truckload (LTL) shipping, alongside standard dry-van and intermodal modalities. This segment also features an online platform connecting various transportation options and offers outsourcing solutions for clients' logistics needs. Final Mile Services (FMS) handles last-stage delivery operations. This is supported by 1,272 company-owned trucks, 272 customer-supplied trucks, 19 independent contractor trucks, 1,036 company-owned trailers, and 185 client-owned trailers. The Truckload (JBT) segment specializes in over-the-road dry-van freight transport, deploying 734 company-owned tractors and 11,172 company-owned trailers. Across its segments, the company facilitates the movement of a diverse array of goods, including consumer products (e.g., general merchandise, specialty items, appliances, food and beverages, soaps and cosmetics, electronics), industrial materials (e.g., forest and paper products, building materials, automotive parts), agricultural products, and chemicals. Established in 1961, the corporation maintains its headquarters in Lowell, Arkansas.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Jul 15, 2026)

    1) Strategy & Leadership
    - J.B. Hunt continues to focus on disciplined growth through operational excellence and cost control.
    - The company is leveraging investments in people, technology, and capacity to create sustainable competitive advantages.
    - CEO Shelley Simpson emphasized the importance of adapting to market changes and maintaining transparent conversations with customers regarding pricing and service value.
    - The company aims to repair margins and generate long-term shareholder returns, with a commitment to operational excellence and safety.

    2) Financial & Segment Results
    - Total revenue increased by 19%, operating income improved by 32%, and diluted earnings per share rose by 45% YoY.
    - Double-digit volume growth was achieved across JBI, ICS, and JBT segments.
    - Over $135 million in structural costs were removed from the business over the past year, enhancing operational efficiency.
    - Intermodal service volumes reached a record 578,000 loads, marking a 10% YoY increase.

    3) Problems / Headwinds
    - The freight market is experiencing tightening capacity due to regulatory enforcement and rising operating costs, impacting available truckload capacity.
    - Higher purchase transportation rates have led to margin pressure, particularly in the JBT segment, where gross profit dollars declined by 12% despite a 35% revenue increase.
    - The driver market remains tight, necessitating ongoing recruitment and retention strategies to maintain service levels.

    4) Operational & Product Plans
    - The company is focused on enhancing safety performance, with a 11% improvement in DOT preventable accidents per million miles year-to-date.
    - J.B. Hunt is actively preparing for the fall peak season, engaging in planning discussions with customers to align capacity needs.
    - The Intermodal segment is expected to benefit from ongoing road-to-rail conversions as truckload rates rise.
    - The company is committed to maintaining a strong investment-grade balance sheet while being opportunistic with share repurchases.

    5) Guidance & Outlook / Investor Angle
    - J.B. Hunt anticipates strong demand for its services in the second half of the year, with a focus on disciplined growth and margin recovery.
    - The company is optimistic about pricing opportunities as the market evolves, particularly in the Intermodal segment leading into the 2027 bid season.
    - The call did not provide specific guidance on future earnings or volume growth rates, leaving some uncertainty for investors.

    Bottom line: J.B. Hunt's strong financial performance and strategic focus on operational excellence position it well for continued growth, despite challenges in the freight market. The company's disciplined approach to cost control and customer engagement is expected to enhance shareholder value moving forward.

    Annual Reports, Presentations And IR Contacts

    Go to the website
    Annual report links (10K)
    2025202420232022202120202019201820172016

    J.B. Hunt — Financial Overview, Stock Price, Market Cap

    J.B. Hunt is a company. Founded in 1961. As of July 20, 2026, the company's market capitalization is $27479729872 with a current stock price of $291.41.