JB Hunt (JBHT) AI Stock Analysis

• Market Cap: $16.08B
• Dividend Yield: 1.05%
• Average Volume (3M): 1.61M
• Price to Earnings (P/E): 29.2
• Beta (1Y): 0.99
• Revenue Growth: -1.60%
• EPS Growth: 4.87%
• Country: US
• Employees: 33,646
• Sector: Industrials
• Sector Strength: 72
• Industry: Integrated Freight & Logistics
• EPS (TTM): 1.76
• Shares Outstanding: 95,218,346
• 10 Day Avg. Volume: 2,070,502
• 30 Day Avg. Volume: 1,614,332
• PEG Ratio: -1.47
• Price to Book (P/B): 4.33
• Price to Sales (P/S): 1.44
• P/FCF Ratio: 28.16
• Enterprise Value/Market Cap: 0.90
• Enterprise Value/Revenue: 1.21
• Enterprise Value/Gross Profit: 7.76
• Enterprise Value/Ebitda: 9.24
• 1Y Price Target: $167.06
• Price Target Upside: -1.07% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 18

• Rating: 65 Neutral
• Price Target: $177.00 ▲(4.82% Upside)

JB Hunt's overall stock score reflects a stable financial foundation with strong cash flow and balance sheet metrics. Technical analysis indicates potential overbought conditions, and valuation metrics suggest the stock may be overvalued. Despite operational improvements and cost-saving initiatives, market challenges such as soft demand and rising costs remain significant.

Positive Factors

Cash Flow Generation

Strong cash flow generation indicates robust liquidity and financial health, enabling JB Hunt to reinvest in growth opportunities and manage debt effectively.

Cost Savings Initiative

The cost savings initiative enhances operational efficiency and profitability, positioning JB Hunt to better withstand economic pressures and improve margins.

Intermodal Segment Efficiency

Improved efficiency in the intermodal segment strengthens JB Hunt's competitive position by reducing costs and enhancing service reliability, crucial in a challenging market.

Negative Factors

Revenue Decline

A decline in revenue growth can impact long-term profitability and market share, challenging JB Hunt's ability to sustain its competitive edge in the logistics industry.

Soft Demand Environment

A soft demand environment may lead to underutilization of assets and pressure on pricing, affecting JB Hunt's revenue and profitability in the medium term.

Rising Cost Pressures

Rising cost pressures can erode profit margins and reduce financial flexibility, posing a challenge to JB Hunt's cost management and long-term financial stability.

JB Hunt Business Overview & Revenue Model

Company Description

JB Hunt Transport Services, Inc. (JBHT) is a leading transportation and logistics company based in the United States, specializing in freight transportation services across multiple sectors. The company operates through four primary segments: Dedicated Contract Services, Intermodal, Truckload, and Final Mile Services. JB Hunt offers a range of core services including logistics management, freight brokerage, and transportation solutions that leverage its extensive network and advanced technology, positioning itself as a key player in the transportation industry.

How the Company Makes Money

JB Hunt generates revenue through various key streams. The Dedicated Contract Services segment provides customized transportation solutions under long-term contracts, contributing a significant portion of its earnings. The Intermodal segment utilizes a combination of rail and truck transportation, capitalizing on the efficiency of multimodal transport to move freight over long distances. The Truckload segment offers both dry van and refrigerated transportation services for shippers, while the Final Mile Services segment focuses on delivering goods directly to consumers, particularly in the e-commerce sector. Additionally, JB Hunt benefits from strategic partnerships with railroads and other transportation providers, which enhance its service offerings and operational efficiency. The company's investment in technology and logistics solutions further drives its revenue by optimizing supply chain management for its clients.

JB Hunt Financial Statement Overview

Summary

JB Hunt demonstrates stable financial performance with strong cash flow generation and balance sheet stability. Despite a decline in revenue growth, the company maintains profitability margins and showcases effective cash management, indicating a solid financial foundation.

Income Statement

JB Hunt's income statement shows a mixed performance. The company has experienced a decline in revenue growth, with a negative growth rate of -12.7% in the TTM period. However, the company maintains stable profitability margins, with a gross profit margin of 15.5% and a net profit margin of 4.8% in the TTM. The EBIT and EBITDA margins are also stable, indicating operational efficiency. Despite the revenue decline, the company has managed to sustain its profit margins, which is a positive sign.

Balance Sheet

The balance sheet of JB Hunt reflects a stable financial position. The debt-to-equity ratio is moderate at 0.45, indicating a balanced approach to leveraging. The return on equity (ROE) is healthy at 15.2%, showcasing effective use of equity to generate profits. The equity ratio stands at 44.1%, suggesting a solid equity base relative to total assets. Overall, the balance sheet indicates financial stability with manageable debt levels and strong equity returns.

Cash Flow

JB Hunt's cash flow statement reveals a strong cash flow position. The free cash flow growth rate is impressive at 31.5% in the TTM, indicating robust cash generation capabilities. The operating cash flow to net income ratio is 0.83, reflecting efficient conversion of earnings into cash. The free cash flow to net income ratio is 0.49, suggesting a good level of free cash flow relative to net income. The company's cash flow metrics highlight strong liquidity and cash management.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	12.05B	12.09B	12.83B	14.81B	12.17B	9.64B
Gross Profit	1.87B	2.06B	2.21B	2.47B	1.87B	1.45B
EBITDA	1.57B	1.60B	1.74B	1.98B	1.60B	1.24B
Net Income	572.67M	570.89M	728.29M	969.35M	760.81M	506.04M
Balance Sheet
Total Assets	8.11B	8.53B	8.81B	8.00B	6.95B	6.07B
Cash, Cash Equivalents and Short-Term Investments	52.29M	46.98M	53.34M	51.93M	355.55M	313.30M
Total Debt	1.60B	1.79B	1.93B	1.57B	1.48B	1.44B
Total Liabilities	4.54B	4.51B	4.70B	4.34B	3.84B	3.47B
Stockholders Equity	3.57B	4.01B	4.10B	3.67B	3.12B	2.60B
Cash Flow
Free Cash Flow	789.66M	617.78M	-117.81M	236.09M	276.33M	384.31M
Operating Cash Flow	1.61B	1.48B	1.74B	1.78B	1.22B	1.12B
Investing Cash Flow	-677.10M	-663.69M	-1.69B	-1.55B	-877.02M	-612.96M
Financing Cash Flow	-1.00B	-825.83M	-57.99M	-530.43M	-304.63M	-231.60M

JB Hunt Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 168.86
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JBHT, the sentiment is Positive. The current price of 168.86 is above the 20-day moving average (MA) of 156.61, above the 50-day MA of 145.91, and above the 200-day MA of 147.42, indicating a bullish trend. The MACD of 7.69 indicates Negative momentum. The RSI at 66.63 is Neutral, neither overbought nor oversold. The STOCH value of 48.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JBHT.

JB Hunt Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ZTO	―	$14.44B	12.72	13.98%	3.42%	14.40%	2.41%
CHRW	―	$18.18B	31.23	34.32%	1.60%	-7.08%	71.39%
EXPD	―	$16.31B	19.18	39.01%	1.25%	23.70%	31.33%
LSTR	―	$4.41B	32.80	14.41%	2.83%	-0.74%	-32.79%
XPO	―	$16.89B	51.77	19.26%	―	-0.11%	-4.28%
JBHT	―	$16.08B	29.23	15.13%	1.05%	-1.60%	4.87%
Sector *	―	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

JB Hunt Corporate Events

J.B. Hunt’s Earnings Call Highlights Resilience Amid Challenges

The recent earnings call for J.B. Hunt Transport Services presented a balanced outlook, highlighting both the company’s improved financial performance and the challenges it faces in a soft demand environment. The call underscored the company’s resilience through strategic cost-saving measures and a focus on operational excellence, despite the rising costs and market difficulties.

J.B. Hunt Reports Strong Q3 2025 Earnings Growth

J.B. Hunt Transport Services, Inc., a leading provider of transportation and logistics services, operates in the trucking industry and offers a range of solutions including intermodal, dedicated, and truckload services. The company, listed on NASDAQ under the ticker JBHT, is known for its extensive fleet and digital freight marketplace, J.B. Hunt 360.

JB Hunt Appoints New CFO Amid Strategic Growth Plans

On August 21, 2025, J.B. Hunt Transport Services announced the appointment of A. Brad Delco as Executive Vice President and Chief Financial Officer, effective September 1, 2025. Delco, who has been with the company since 2019, brings extensive experience in finance and the transportation industry, having previously worked at Stephens Inc. His appointment is part of J.B. Hunt’s strategy to drive disciplined growth and enhance shareholder value through operational excellence and strategic investments. John Kuhlow will transition to Chief Accounting Officer, continuing to support the company’s financial integrity.

The most recent analyst rating on (JBHT) stock is a Hold with a $148.00 price target. To see the full list of analyst forecasts on JB Hunt stock, see the JBHT Stock Forecast page.