J.B. Hunt (JBHT)

Industrials · $20.9B market cap · SEC CIK 0000728535

Next reports on Jan 13, 2027, after the close, with analysts expecting $2.07 in earnings per share.

52-week range $157.82 to $299.76. 25% below its 52-week high and 43% above its low.

The case for JBHT

• Revenue growing 10.6% year over year.
• Return on equity of 19%.

The case against

• Expensive for its growth: 30.9× earnings, where 7% a year of growth plus a 0.9% dividend would justify about 20×.
• Net margin of 5% is thinner than 90% of Industrials companies.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Industrials companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Each factor except momentum is half fixed thresholds, half rank among the 79 Industrials companies.

The financials

The financials, five years deep

Pulled from J.B. Hunt's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What J.B. Hunt says it does

OVERVIEW We are one of the largest surface transportation, delivery, and logistics companies in North America. J.B. Hunt Transport Services, Inc. is a publicly held holding company that, through our wholly owned subsidiaries, provides a wide range of reliable transportation, brokerage, and delivery services to a diverse group of customers and consumers throughout the continental United States, Canada, and Mexico. Unless otherwise indicated by the context, “we,” “us,” “our,” the “Company”, and “JBHT” refer to J.B. Hunt Transport Services, Inc. and its consolidated subsidiaries. We were incorporated in Arkansas on August 10, 1961, and have been a publicly held company since our initial public offering in 1983. Our service offerings include transportation of full-truckload containerized freight, which we directly transport utilizing our company-controlled revenue equipment and company drivers, independent contractors or third-party…

Risk factors JBHT lists in its 10-K

• Our business can be significantly impacted by economic conditions, customer business cycles, government policies, and seasonal factors
• Extreme or unusual weather conditions can disrupt our operations, impact freight volumes, and increase our costs, all of which could have a material adverse effect on our business results
• We depend on third parties in the operation of our business, particularly rail service providers, transportation equipment manufacturers, third party carriers and independent contractors
• Rapid changes in fuel costs could impact our periodic financial results
• Insurance and claims expenses could significantly reduce our earnings
• We operate in a regulated industry, and increased direct and indirect costs of compliance with, or liability for violation of, existing or future regulations could have a material adverse effect on our business
• Difficulty in attracting and retaining drivers and delivery personnel could affect our profitability and ability to grow
• We operate in a competitive and highly fragmented industry. Numerous factors could impair our ability to maintain our current profitability and to compete with other carriers and private fleets
• Our business can be significantly impacted by the effects of national or international health pandemics on general economic conditions and the operations of our customers and third-party suppliers and service providers
• We derive a significant portion of our revenue from a few major customers, the loss of one or more of which could have a material adverse effect on our business
• A determination that independent contractors are employees could expose us to various liabilities and additional costs
• We may be subject to litigation claims that could result in significant expenditures
• We rely significantly on our information technology systems, a disruption, failure or security breach of which could have a material adverse effect on our business
• An inability to develop, adopt, and integrate new or enhanced technologies, including rapidly evolving artificial intelligence, could have a material adverse effect on our business
• Acquisitions or business combinations
• may disrupt or have a material adverse effect on our operations or earnings

Filings

Other Industrials companies