Cost Savings SkepticismThere is skepticism in the market regarding the credibility and impact of J.B. Hunt's cost savings program, which may affect investor confidence.
Revenue ImpactRevenue per load ex-fuel was negatively affected by shorter haul Local East growing faster than Transcon, although the overall margin impact was muted.
Service DisruptionHunt faces potential short-term service/customer disruption if UP merges with NS and BN merges with CSX, although it is expected to benefit eventually.