TopFunds

J.B. Hunt

NASDAQ: JBHT

Stock price

225.52 USD

(+15.26%) 5 years

Cargo Ground TransportationIntegrated Freight & Logistics

Financial Performance

Share

5Y price score: 22

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: 204.5%

DATE RANGE:

%

ㅤ

  • Earnings per share

  • Free cash flow per share

  • Stock price

Time scale:

By default your notes are visible only to you.

157.8

52-week range

299.7

225.52

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

3.5 %

Dividend Yield TTM

0.8 %

Market cap $

$ 21,180

Price / Earnings TTM

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

31.7

Price / Book TTM

5.9

PEG TTM

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

3.1

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

34.9 %

19.4 %

204.5 %

Free cash flow per share growth

(25.5) %

169.5 %

664.1 %

Earnings per share growth

3.4 %

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.

Q&A

SEARCH
Get answers on financials, industry, fundamentals or other questions.

Contribute

By providing well-researched and detailed answer you increase your chance of becoming Top Contributor. TopFunds is free for all top contributors. Learn more

VIEW ALL Q&A

Contribute or ask questions about business following TopFunds community guidelines

Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q3 (Oct 15, 2026)

1) Strategy & Leadership
- CEO Shelley Simpson emphasized the importance of operational excellence and disciplined growth, stating that the company is strategically positioned for future opportunities.
- The management team is focused on creating sustainable growth that generates long-term value for customers and shareholders.
- There is a strong commitment to improving productivity and lowering structural costs while ensuring pricing reflects the value provided.

2) Financial & Segment Results
- Total revenue increased by 20% YoY, operating income rose 2%, and diluted earnings per share grew 3% compared to the prior year.
- Operating income fell 5% sequentially from Q2, attributed to cost pressures from driver-related investments, volatile fuel prices, and higher claims and medical costs.
- Intermodal volumes grew 8% YoY, with strong demand leading to record volume levels, while Dedicated segment saw challenges from growth-related expenses.

3) Problems / Headwinds
- The company faced $50 million in cost headwinds primarily from driver-related expenses, volatile fuel prices, and increased claims costs.
- Driver-related costs included recruiting, onboarding, and training, which are expected to continue impacting margins in the near term.
- Medical claims and cargo claims have also been higher than anticipated, adding to the cost pressures.

4) Operational or Product Plans
- J.B. Hunt is actively working on driver recruitment and retention strategies, with early success in hiring new drivers to support growth.
- The company is focused on repairing margins through disciplined pricing and operational excellence across all business units.
- There is an ongoing effort to reprice contracts in Dedicated and Intermodal to align with current market conditions and cost structures.

5) Guidance & Outlook / Investor Angle
- Management expressed confidence in achieving margin repair and long-term shareholder returns, with pricing expected to catch up with costs.
- The upcoming bid season is seen as an opportunity to improve pricing and recover costs, with expectations for disciplined growth to continue.
- The transcript lacks specific forward-looking guidance on revenue or earnings targets for the upcoming quarters.

Bottom line: J.B. Hunt is navigating through cost pressures while positioning itself for disciplined growth and margin recovery. The company's focus on operational excellence and strategic pricing is expected to enhance long-term shareholder value, despite current challenges in the market.

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 October 23, 2026, the company's market capitalization is $21179688248 with a current stock price of $225.52.