J.B. Hunt Transport Services, Inc.

J.B. Hunt Transport Services, Inc.

JBHT

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Market Cap$25.52B
Close$

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.38.60.66%18%20.3

Earnings Call Q2 2026

July 15, 2026 - AI Summary

Strong Q2/GAAP momentum driven by execution + cost-to-serve (good) - Total revenue +19% YoY, operating income +32%, diluted EPS +45%. - Management attributed performance mainly to people/operational excellence and technology-driven productivity, plus continued structural cost reduction (not just price). - Double-digit volume growth across JBI, ICS, and JBT; strategy is producing market share gains even as pricing power is still evolving.
Structural cost program progressing; still “runway ahead” (good / investor-relevant) - Over the past year, J.B. Hunt removed >$135M of structural costs and is continuing to simplify processes, improve productivity, increase asset utilization, and automate work. - They reiterated objective: build a more efficient company that can generate higher returns across market cycles. - This is positioned as a core margin lever going forward, especially if pricing doesn’t fully offset cost inflation.
Freight cycle has shifted—tight capacity mainly from supply conditions (surprising but consistent theme) - Management emphasized truckload capacity tightening due to safety-focused enforcement and broader supply pressures; they described a step change around the annual road check event in early May that persisted. - Industry indicators (tender rejections, spot pricing, lower driver employment) moved toward levels not seen since 2021/2022. - They said many shippers are struggling to re-plan fast enough, increasing demand for providers that can offer more durable capacity/service solutions (i.e., J.B. Hunt’s platform and mode-neutral model).

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$277.90

Target Price by Analysts

2.3% upsideJ.B. Hunt Transport Services Target Price DetailsTarget Price
$108.85

Current Fair Value

59.9% downside

Overvalued by 59.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$25.52 Billion
Enterprise Value$26.66 Billion
Dividend Yield$1.78 (0.66%)
Earnings per Share$6.12
Beta1.29
Outstanding Shares94,944,000

Return

Return on Equity18.44%ROE
Return on Assets8.49%
Return on Invested Capital14.15%

Valuation & Multiples

P/E Ratio38.6P/E Ratio
PEG94.73PEG
Price to Sales2.04Price to Sales
Price to Book Ratio7.15Price to Book Ratio
Enterprise Value to Revenue2.1
Enterprise Value to EBIT28.99
Enterprise Value to Net Income39
Total Debt to Enterprise0.04
Debt to Equity0.31Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 21, 2026
EPS Estimate
$1.70
Average shareholder expectation
Revenue Estimate
$3.21 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 21, 2026
EPS Estimate
$2.12
Average shareholder expectation
Revenue Estimate
$3.54 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 75.55%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.95% 70.80%
Total Invested$1.08B 92.83%
Investors Holding302 487.00%

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.