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J.B. Hunt Transport Services, Inc. JBHT SPX

Industrials · Integrated Freight & Logistics · United States
https://www.jbhunt.com

J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2025, it operated 11,878 company-owned trucks, 761 customer-owned trucks, and a contractor trucks. It operates 26,767 owned pieces of trailing equipment and 5,218 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; online multimodal marketplace; and logistics management services for customers to outsource their transportation functions. The FMS segment delivers services through 1,085 company-owned trucks, 169 customer-owned trucks, and 39 independent contractor trucks; and 1,091 owned pieces of trailing equipment and 98 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through two company-owned tractors and 12,658 company-owned trailers. It transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, home furnishings, forest, paper, rubber, plastic products, food, beverages, building materials, apparel, accessories, soaps, cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.

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$276.43
+101.01% 1Y

Market & Price

Market Cap
$26.07B
Current Price
$276.43
High / Low (52W)
$276.43 / $129.81
Beta
1.29

Valuation

Stock P/E
42.92
Industry PE
28.38
Forward P/E
30.42
PEG Ratio
2.69
Book Value
$38.12
Price to Book
7.25
P/S
2.15
EV/EBITDA
17.18
Dividend Yield
0.65%

Profitability & Returns

ROCE
14.51%
ROE
16.68%
ROA
6.90%
Profit Margin
5.13%
Op Margin
6.77%
EPS (Latest Qtr)
$1.49
EPS (TTM)
$6.44

Balance Sheet & Liquidity

Debt/Equity
0.44
Quick Ratio
0.98
Current Ratio
1.26
Debt
$1.57B
Total Assets
$7.93B
Current Assets
$1.60B
Working Capital
$-331.15M

Ownership

Promoter Holding
20.31%
Chg in Prom Hold
-
FII / Inst Holding
78.51%
Chg in FII Hold
0.01%

Financial Snapshot

Enterprise Value
$27.63B
Total Revenue (TTM)
$12.13B
EBITDA
$1.61B
Free Cash Flow
$829.85M
Operating Cash Flow
$1.63B
Shares Outstanding
94.30M
Gross Margin
18.86%
Payout Ratio
27.48%

Growth (CAGR)

Revenue 5Y
-6.78%
Profit 5Y
-14.86%
Revenue (YoY)
4.60%
Earnings (YoY)
27.40%

PROS

  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Revenue declined at -6.8% CAGR over 5 years.
  • Earnings shrank at -14.9% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 JBHT J.B. Hunt Transport Services, Inc. SPX 276.43 42.92 $26.07B 0.65% 14.51% 16.68% -6.78% -14.86%
2 CAT Caterpillar Inc. SPX 875.87 43.66 $403.42B 0.69% 19.42% 51.33% 4.38% 9.83%
3 GE GE Aerospace SPX 323.76 40.17 $338.27B 0.58% 11.89% 45.43% 16.32% 195.89%
4 GEV GE Vernova Inc. SPXAI 968.32 28.33 $260.21B 0.21% 6.30% 75.71% 8.68% 92.84%
5 RTX RTX Corporation SPX 179.66 33.64 $241.95B 1.54% 9.41% 11.57% 9.72% 9.01%
6 UNP Union Pacific Corporation SPX 262.64 21.60 $155.93B 2.10% 16.19% 40.69% -0.49% 0.66%
7 ETN Eaton Corporation plc SPXAI 400.60 39.20 $155.55B 1.10% 16.23% 20.84% 9.77% 18.41%
8 HON Honeywell International Inc. NDXSPX 237.86 38.00 $150.72B 2.00% 13.57% 24.26% 1.82% -1.62%
9 DE Deere & Company SPX 542.18 30.67 $146.45B 1.20% 12.82% 18.35% -4.50% -11.00%
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Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 1.59B1.62B1.53B1.62B1.69B1.72B1.63B1.73B1.84B1.99B-------------------------2.92B2.93B3.05B3.10B3.06B
Cost of Revenue -----------------------------------2.56B2.54B2.63B2.67B2.67B
Gross Profit -----------------------------------365.56M385.40M422.48M423.19M386.26M
Operating Expenses -----------------------------------186.88M188.12M179.83M176.73M179.22M
Operating Income 193.85M192.89M167.89M175.79M182.98M194.36M149.39M163.62M164.97M145.81M168.78M214.81M174.69M122.74M167.79M193.09M167.86M205.07M154.74M175.18M175.50M207.69M207.65M241.55M273.83M334.29M353.08M362.23M277.49M270.71M241.72M194.37M205.71M--178.68M197.27M242.66M246.46M207.05M
EBITDA -----------------------------------358.16M374.25M421.78M429.91M386.46M
Interest Expense -----------------------------------18.60M21.29M17.87M17.45M17.90M
Pretax Income -----------------------------------160.08M175.99M224.79M233.25M189.15M
Tax Provision -----------------------------------42.34M47.37M53.94M52.19M47.59M
Net Income 115.14M116.75M100.10M105.01M109.42M117.56M102.70M97.87M100.39M385.31M118.14M151.65M131.11M88.68M119.60M133.63M118.41M144.68M104.83M121.70M125.50M154.01M146.61M172.16M199.83M243.32M255.34M269.38M197.77M189.55M187.43M127.49M135.87M--117.74M128.62M170.85M181.07M141.55M
Diluted EPS 0.991.010.880.920.971.050.920.880.913.481.071.371.190.811.091.231.101.350.981.141.181.441.371.611.882.292.422.571.891.811.801.221.32--1.171.311.761.901.49

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 3.73B3.20B3.79B4.53B5.05B5.58B6.17B6.19B6.56B7.19B----14.81B12.83B12.09B12.00B
Cost of Revenue --------------12.84B11.13B10.52B10.40B
Gross Profit --------------1.97B1.70B1.57B1.60B
Operating Expenses --------------638.42M707.59M736.56M731.55M
Operating Income 358.42M247.97M347.62M444.23M530.20M576.71M631.54M715.69M721.02M623.79M681.02M733.83M713.12M-1.33B993.20M831.23M865.07M
EBITDA --------------1.98B1.74B1.60B1.58B
Interest Expense --------------51.25M65.93M79.02M75.21M
Pretax Income --------------1.28B934.89M759.52M794.11M
Tax Provision --------------312.02M206.60M188.63M195.83M
Net Income 200.59M136.44M199.62M257.01M310.35M342.38M374.79M427.24M432.09M686.26M489.58M516.32M506.04M-969.35M728.29M570.89M598.28M
Diluted EPS 1.561.051.562.112.592.873.163.663.816.184.434.774.74-9.216.975.566.12

Compounded Sales Growth

5 Years:-6.78%
1 Year:4.60%

Compounded Profit Growth

5 Years:-14.86%
1 Year:27.40%

Stock Price Performance

1 Year:+101.01%
6 Months:+61.31%
3 Months:+18.65%
1 Month:+12.44%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Sep 2022Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.86B1.96B2.27B2.46B2.82B3.37B3.63B3.95B4.47B5.09B5.47B5.93B--7.79B8.59B8.31B7.93B
Current Assets ----------------2.21B1.96B1.77B1.60B
Cash & Equivalents 14.96M2.37M7.84M7.65M5.45M5.59M5.83M5.96M5.57M6.38M14.61M7.60M35.00M313.30M--51.93M53.34M46.98M17.28M
Inventory ----------------40.60M42.19M41.66M42.21M
Receivables ----------------1.53B1.33B1.22B1.16B
Total Liabilities --1.21B1.39B1.70B1.67B1.81B2.17B2.33B2.54B2.63B2.99B3.20B3.33B--4.12B4.48B4.30B4.36B
Current Liabilities --269.22M509.95M438.51M502.76M712.30M771.07M532.42M694.87M921.84M1.35B1.04B1.08B--1.57B1.45B1.68B1.94B
Long Term Debt --565.00M454.21M699.18M585.35M458.42M683.54M998.00M986.28M1.09B898.40M1.30B1.31B-1.26B1.26B1.33B977.70M766.94M
Total Debt ----------------1.26B1.58B1.48B1.47B
Total Equity 343.20M529.01M643.85M573.02M567.54M791.86M1.01B1.20B1.30B1.41B1.84B2.10B2.27B2.60B--3.67B4.10B4.01B3.57B
Shares Outstanding ----------------167.10M167.10M167.10M167.10M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 505.15M356.92M428.08M635.69M548.04M574.35M646.78M873.31M854.14M855.15M1.09B1.10B1.12B-1.78B1.74B1.48B1.68B
Investing Cash Flow -202.30M-243.95M-226.02M-445.53M-369.59M-442.54M-659.68M-576.53M-485.39M-651.28M-886.77M-803.96M-612.96M--1.55B-1.69B-663.69M-574.77M
Financing Cash Flow -315.43M-107.50M-202.25M-192.36M-178.31M-131.57M13.03M-297.17M-367.94M-195.64M-208.08M-266.99M-231.60M--530.43M-57.99M-825.83M-1.13B
Capital Expenditure -303.24M-353.16M-262.45M-502.28M-439.49M-493.43M-808.57M-725.12M-638.43M-526.93M-995.65M-854.12M-738.54M--1.54B-1.86B-865.37M-730.69M
Free Cash Flow 201.91M3.77M165.63M133.41M108.55M80.92M-161.79M148.19M215.71M328.23M92.19M244.23M384.31M-236.09M-117.81M617.78M947.59M
Net Change in Cash ---------------303.62M1.42M-6.36M-29.70M
Share Buybacks --250.89M246.41M50.00M114.72M125.00M262.27M249.76M179.81M150.34M275.66M92.55M151.72M300.03M159.58M513.92M923.29M
Dividends Paid 50.14M55.69M59.91M62.24M83.43M52.81M93.60M97.36M98.99M101.36M104.99M111.82M114.23M124.44M166.72M173.90M175.54M171.05M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % --------------13.3%13.3%13.0%13.3%
Operating Margin % 9.6%7.7%9.2%9.8%10.5%10.3%10.2%11.6%11.0%8.7%----9.0%7.7%6.9%7.2%
Net Margin % 5.4%4.3%5.3%5.7%6.1%6.1%6.1%6.9%6.6%9.5%----6.5%5.7%4.7%5.0%
ROE % 37.9%21.2%34.8%45.3%39.2%33.8%31.1%32.9%30.6%37.3%23.3%22.8%19.5%-26.4%17.7%14.2%16.8%
ROCE % -15.6%23.9%24.3%27.0%27.4%24.3%23.1%22.1%17.6%18.2%16.5%14.7%-21.4%13.9%12.5%14.4%

Shareholding Pattern

Insiders
20.31%
Institutions
78.51%
Public Float
98.52%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 6.42% 6.05M $1.67B
2 Vanguard Capital Management LLC 5.19% 4.89M $1.35B
3 AQR Capital Management, LLC 4.30% 4.05M $1.12B
4 Janus Henderson Group PLC 4.22% 3.98M $1.10B
5 Vanguard Portfolio Management LLC 4.07% 3.84M $1.06B
6 State Street Corporation 4.03% 3.80M $1.05B
7 Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main 2.68% 2.53M $699.48M
8 Geode Capital Management, LLC 2.23% 2.10M $580.93M
9 Morgan Stanley 2.00% 1.88M $520.17M
10 JPMORGAN CHASE & CO 1.63% 1.53M $423.77M

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