J.B. Hunt Transport Services, Inc.

J.B. Hunt Transport Services, Inc.

JBHT

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Market Cap$25.58B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
J.B. Hunt Transport Services, Inc.J.B. Hunt Transport Services, Inc.41.50.66%17%2.20.4

Earnings Call Q1 2026

April 15, 2026 - AI Summary

Strong Financial Performance: J.B. Hunt reported a 5% increase in total revenue, a 16% improvement in operating income, and a 27% rise in diluted earnings per share (EPS) year-over-year in the first quarter of 2026, indicating solid demand and operational efficiency despite a challenging environment.
Positive Market Outlook: Company executives expressed optimism regarding a shift in the freight market towards recovery due to tighter truckload capacity and increasing regulatory enforcement, suggesting potential pricing improvements as demand strengthens. They highlighted structural changes leading to reduced capacity and ongoing customer interest in J.B. Hunt's services.
Cost Management Initiatives: The company successfully eliminated over $30 million in structural costs in Q1 2026, outperforming their original target. This focus on lowering the cost to serve is intended to counteract inflationary pressures while maintaining operational excellence.

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$251.93

Target Price by Analysts

7.9% downsideJ.B. Hunt Transport Services Target Price DetailsTarget Price
$112.09

Current Fair Value

59% downside

Overvalued by 59% based on the discounted cash flow analysis.

Share Statistics

Market cap$25.58 Billion
Enterprise Value$26.87 Billion
Dividend Yield$1.78 (0.66%)
Earnings per Share$6.12
Beta1.31
Outstanding Shares95,204,000

Return

Return on Equity17.31%ROE
Return on Assets7.84%
Return on Invested Capital13.06%

Valuation & Multiples

P/E Ratio41.51P/E Ratio
PEG205.22PEG
Price to Sales2.15Price to Sales
Price to Book Ratio7.39Price to Book Ratio
Enterprise Value to Revenue2.21
Enterprise Value to EBIT31.34
Enterprise Value to Net Income43
Total Debt to Enterprise0.05
Debt to Equity0.36Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 21, 2026
EPS Estimate
$1.44
Average shareholder expectation
Revenue Estimate
$2.93 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 21, 2026
EPS Estimate
$1.70
Average shareholder expectation
Revenue Estimate
$3.19 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7555 60.13%
Total Calls355,800 43.60%
Total Puts268,800 68.60%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %74.74% 0.75%
Total Invested$15.09B 9.98%
Investors Holding787 35.00%

ESG Score

No data

About J.B. Hunt Transport Services, Inc.

CEO: John Roberts

Relevant Senate Committees

Joint Committee on Taxation

As a key body in tax legislation analysis, this committee directly influences the corporate tax environment, affecting J.B. Hunt's tax burden, investment incentives, and overall financial performance.

Finance

This committee controls taxation and trade policy. Changes in corporate tax rates directly affect J.B. Hunt's profitability, and trade policies (tariffs) impact the volume and type of goods requiring transportation services.

Appropriations

This committee directly allocates federal spending. Its decisions on funding for infrastructure projects (e.g., roads, bridges) and federal logistics contracts significantly impact J.B. Hunt's operating environment and potential revenue streams.

Health, Education, Labor, and Pensions

This committee's jurisdiction over labor laws directly impacts J.B. Hunt, particularly concerning regulations on truck drivers' wages, hours of service, unionization, and workplace safety, which are critical operational costs.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, transportation safety, and technology, making it highly relevant. It directly impacts regulations on trucking, logistics technology, and operational standards for companies like J.B. Hunt.

Environment and Public Works

This committee directly impacts J.B. Hunt through its regulation of federal highway programs (critical infrastructure for trucking) and the EPA, which sets emissions standards and fuel regulations directly affecting vehicle operations and costs.