Cost ManagementJBHT moved full steam ahead on its cost-out program, removing $20MM in 3Q across all segments of its business, demonstrating effective cost management.
Financial PerformanceJBHT reported 3Q25 EPS of $1.76 significantly exceeding our estimate and the Street forecast, indicating strong financial performance.
Market PositioningIntermodal could be entering a new period of growth, and JBHT is seen as best positioned to capitalize on this outlook.