J.B. Hunt's earnings call reflected strong operational achievements, particularly in Intermodal and Dedicated segments, and customer satisfaction with peak season execution. However, financial performance was hampered by revenue and income declines, significant charges, and ongoing cost pressures due to the freight recession. While the company is strategically positioned for future growth, short-term challenges persist, particularly in balancing costs and margins.

Company Guidance

During J.B. Hunt's Q4 2024 earnings call, the company provided detailed guidance on several key metrics and strategic focuses for the upcoming year. Revenue for the fourth quarter declined by 5% compared to the previous year, while operating income increased by 2%, and diluted earnings per share rose by 4%. For the full year 2024, revenue decreased by 6%, operating income fell by 16%, and diluted EPS dropped by 20%. The company anticipates capital expenditures for 2025 to range between $700 million and $900 million, an increase from $674 million in 2024, mainly driven by growth initiatives in the Intermodal and Dedicated Contract Services segments. J.B. Hunt aims to improve margins and returns on capital by focusing on operational excellence, cost control, and leveraging its investments in people, technology, and capacity. Despite facing a deflationary rate environment and inflationary cost pressures, the company is optimistic about its growth potential and plans to address these challenges by repricing its services and scaling its operations.

Record Intermodal Volumes

J.B. Hunt achieved two consecutive quarters of record Intermodal volumes, with a 5% year-over-year increase in Q4 and the largest Intermodal volume month ever in October.

Strong Dedicated Truck Sales

The Dedicated segment sold nearly 440 trucks of new business in Q4 2024, marking one of the best truck sales years in company history.

Successful Peak Season Execution

J.B. Hunt successfully executed a strong peak season, particularly in Intermodal, maintaining high service levels and being recognized by customers for excellent service.

Improved Cost Control

The company reduced headcount by approximately 12% from peak levels and identified $60 million in aggregate costs related to excess capacity.

Positive Customer Feedback

Customers provided positive feedback on J.B. Hunt's execution during peak season, appreciating the company's strong value proposition around capacity and service.

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JB Hunt (JBHT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JBHT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 21, 2025	2025 (Q1)	1.18 / -	1.22	―	―	―
Jan 16, 2025	2024 (Q4)	1.61 / 1.53	1.47	4.08% (+0.06)
Oct 15, 2024	2024 (Q3)	1.39 / 1.49	1.8	-17.22% (-0.31)
Jul 16, 2024	2024 (Q2)	1.48 / 1.32	1.81	-27.07% (-0.49)
Apr 16, 2024	2024 (Q1)	1.50 / 1.22	1.89	-35.45% (-0.67)
Jan 18, 2024	2023 (Q4)	1.74 / 1.47	1.92	-23.44% (-0.45)
Oct 17, 2023	2023 (Q3)	1.83 / 1.80	2.57	-29.96% (-0.77)
Jul 18, 2023	2023 (Q2)	1.90 / 1.81	2.42	-25.21% (-0.61)
Apr 17, 2023	2023 (Q1)	2.01 / 1.89	2.29	-17.47% (-0.40)
Jan 18, 2023	2022 (Q4)	2.44 / 1.92	2.28	-15.79% (-0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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JBHT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 16, 2025	$185.72	$172.00	-7.39%
Oct 15, 2024	$173.80	$179.27	+3.15%
Jul 16, 2024	$174.70	$162.68	-6.88%
Apr 16, 2024	$181.17	$166.46	-8.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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