J.B. Hunt Transport Services, Inc.

JBHT · NASDAQ

Company research

J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) is one of North America's largest integrated freight and logistics companies, headquartered in Lowell, Arkansas, and founded in 1961 by Johnnie Bryan and Johnelle Hunt. Operating across the continental United States, Canada, and Mexico, the company provides a broad suite of transportation and supply chain solutions through five distinct business segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). For FY 2025, J.B. Hunt generated approximately $12.0 billion in operating revenues and $598.3 million in net earnings, supported by a total asset base of $10.6 billion and a market capitalization of approximately $26.7 billion. As a Fortune 500 company, an S&P 500 component, and the only road transportation company admitted to the Dow Jones Sustainability North America Index, J.B. Hunt serves as a large-scale freight orchestrator, combining owned equipment, rail partnerships, contract logistics, freight brokerage, and last-mile delivery into one of the most comprehensive transportation networks in North America, under the leadership of CEO Shelley Simpson.

Research reports

Flash By StockSentinel.ai · July 15, 2026J.B. Hunt Transport Services, Inc. (JBHT) Stock Research Report

This long-form equity research report presents JBHT as a structurally advantaged North American logistics franchise with a dominant intermodal position, detailing segment-level drivers, recent Q2 2026 beat (revenue up 19%, operating income up 32%, EPS 1.91 vs 1.71–1.73), and a probability-weighted 5‑year price target around 386 USD supported by scenario analysis. It emphasizes cyclical operating leverage and structural cost savings (~130M USD annual run-rate) as key upside catalysts while flagging premium valuation (about 43.5x trailing P/E and 17.2x EV/EBITDA), dependence on Class I rail partners, spot-rate competition, and macro cyclicality as principal risks.

Ultra Stock Analysis Pro · April 17, 2026J.B. Hunt Transport Services, Inc. (JBHT) – Comprehensive Analyst Report

This quantitative‑driven report rates JBHT as a HOLD with a conservative fixed ATR‑based stop-loss, citing a historical backtest win rate of 52.4%, average return of +4.6%, and an open position initiated at 214.91 USD now showing a 14% unrealized gain while consensus analyst target (230.39 USD) implies about −6% downside from the then‑current price. It frames fundamentals as mixed—highlighting roughly 27% earnings growth, 77.5% institutional ownership, positive but moderate revenue growth (+4.6%), and solid profitability metrics, yet warning that risk‑adjusted returns (0.40:1), elevated forward P/E (~27x), and technical overbought readings (RSI ~74) argue for patience rather than aggressive accumulation.

Sharemaestro · July 3, 2026JBHT Weekly Report (JBHT Weekly Equity Report)

This weekly equity report delivers a structured, indicator‑driven view on JBHT, assigning a Neutral “Sharemaestro Evidence Rating” and a 69/100 composite score that reflects an active 38‑week uptrend, strong 12‑week and 52‑week returns (26.1% and 88.8%, respectively), and full 12/12 confirmation on trend, activity pressure, and relative leadership. It notes that price is trading near 52‑week highs and well above the model trend and fair‑value lines, while cautioning that nine recent “reversal markers,” modest participation (volume at 0.8x the 13‑week average), and a fair‑value premium of ~59% justify a balanced outlook where the next shift in trend or activity pressure will be critical for timing entries or trims.

Documents

MorningstarJ.B. Hunt's Intermodal Volumes Rebound Sharply
MorningstarJ.B. Hunt Earnings: Intermodal Volumes Rebound Sharply, but Shares Looking Rich
MorningstarJ.B. Hunt Seeing Early Signs of Freight Demand Recovery
MorningstarJ.B. Hunt Earnings: Early Signs of Demand Recovery Emerging
MorningstarDespite Lingering Demand Headwinds, J.B. Hunt's Margin Execution Remains Sound
MorningstarAI Disruption Speculation Hits Freight Brokerage Stocks; We've Been Here Before
MorningstarDespite Lingering Demand Headwinds, J.B. Hunt's Margin Execution Remains Solid
MorningstarJ.B. Hunt's Intermodal Volumes Decelerating as Expected, but Productivity Showing Positive Momentum
MorningstarJ.B. Hunt Earnings: Intermodal Volumes Ease as Expected, Margins Outperform
MorningstarJ.B. Hunt: Intermodal Volume Growth Persists in First Half, but the Ride Might Get Bumpy
MorningstarJ.B. Hunt Earnings: Intermodal Volumes Still Growing, but the Ride Might Get Bumpy
MorningstarEconomic Fallout From Tariffs Will Likely Derail Intermodal Rate Rebound for J.B. Hunt