J.B. Hunt Transport Services, Inc. JBHT trades higher Thursday. This comes after a lackluster earnings report. First quarter earnings per share came in at $1.17, while analysts were looking for $1.19.Traders are watching how the stock reacts around the important $128.00 level.  Two weeks ago it was support. Now it is resistance. This is why it is our Stock of the Day.Most volume for a stock typically trades at the opening and closing prices. This is why short-term traders need to know where these levels hav ...

Following my coverage of J.B. Hunt Transport Services (NASDAQ: JBHT ) in April 2024, which I downgraded to a hold rating as I was worried about the near-term performance, this post is to provide an update on myI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to ...

It’s been about 27 ½ months since I suggested investors avoid J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT ), and in that time, the shares are down about 27.3% against a gain of about 39% for the S&PI'm a quant investment newsletter writer who marries fundamental analysis with the latest research in momentum. Over the past few years, I’ve developed a piece of software that helps me track the level of optimism and pessimism embedded in stock price. I seek to challenge the assumptions embedded in price by ...

J.B. Hunt Transport Services' (JBHT) first-quarter 2025 earnings per share of $1.17 surpassed the Zacks Consensus Estimate of $1.15. Quarterly earnings declined 4.1% year over year. Results were hurt by weak freight demand and excess capacity.Total operating revenues of $2.92 billion narrowly beat the Zacks Consensus Estimate but declined 0.8% year over year. The decline was primarily due to a 5% decrease in average truck count in the Dedicated Contract Services unit, 15% fewer stops in the Final Mile Servi ...

Q1 2025 Results J.B. Hunt Transport Services, Inc. Truckload (JBT) Disclosure This presentation and discussion may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "expects," "anticipates," "intends," "estimates," or similar expressions are intended to identify these forward-looking statements. These statements are based on J.B. Hunt's current plans and expectations and involve risks and uncertainties that could cause future activit ...

Financial Data and Key Metrics Changes - For Q1 2025, consolidated GAAP revenue declined by 1%, operating income decreased by 8%, and diluted EPS decreased by 4% compared to the prior year quarter, primarily due to lower yields and inflationary cost pressures [15][16][20] - The company has reduced people costs by over $200 million over the past two years through headcount attrition and performance management, although some savings were offset by merit increases and higher benefit costs [16][17] Business Line Data and Key Metrics Changes - Intermodal volumes reached record levels in Q1 2025, with an 8% year-over-year increase, and strong performance in the Eastern network, which grew by 13% [13][45] - The Dedicated Contract Services segment continues to have industry-leading margins, with a focus on maintaining balance in the network to drive the best utilization of trailing assets [31][39] - The Final Mile segment experienced muted demand for big and bulky products, although fulfillment network demand was positive due to off-price retail trends [30] Market Data and Key Metrics Changes - Overall customer demand trended in line with normal seasonality, despite weather events impacting operations in January and February [22] - The truckload market has loosened as the quarter progressed, indicating that truckload capacity continues to exceed demand [23] Company Strategy and Development Direction - The company remains focused on operational excellence, providing valuable services to customers, and scaling strategic investments [10][12] - Management is exploring various options to aggressively eliminate costs while remaining agile to adapt to changing market dynamics [10][11] Management's Comments on Operating Environment and Future Outlook - The management team expressed confidence in the company's positioning for future growth despite a challenging freight environment, emphasizing the importance of service levels and safety culture [12][13] - The company is committed to repairing margins and improving financial performance, with a focus on cost discipline and productivity improvements [9][19] Other Important Information - The company issued $750 million of new senior notes to extend the term on some maturing debt and expects net capital expenditures to fall between $500 million to $700 million for 2025 [20] - During Q1, the company repurchased $234 million of stock, with $650 million remaining under current authorization [21] Q&A Session Summary Question: Can you provide insights on intermodal bid season and rate increases? - Management indicated mild satisfaction with bid season success, achieving some rate increases while also losing some business due to disciplined pricing [56][57] Question: How do you view the impact of tariffs on the market? - Management acknowledged potential impacts of tariffs on supply and demand but noted the difficulty in predicting magnitude and timing [25][86] Question: What is the outlook for intermodal pricing and profitability? - Management stated that while they are working to repair margins, the competitive environment and network inefficiencies continue to pose challenges [135][136] Question: How is the company managing its capacity in light of current market conditions? - Management emphasized that reducing capacity is not the strategy; instead, they are looking for ways to utilize excess equipment effectively [116][119] Question: What are the expectations for intermodal revenue per carload in the second half of the year? - Management noted that while there is a consensus for a 2% gain, the ongoing negotiations and market conditions could lead to different outcomes [148][150]

JB Hunt (JBHT) reported $2.92 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 0.8%. EPS of $1.17 for the same period compares to $1.22 a year ago.The reported revenue represents a surprise of +0.10% over the Zacks Consensus Estimate of $2.92 billion. With the consensus EPS estimate being $1.15, the EPS surprise was +1.74%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

JB Hunt (JBHT) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.74%. A quarter ago, it was expected that this trucking and logistics company would post earnings of $1.62 per share when it actually produced earnings of $1.53, delivering a surprise of -5.56%.Over the last four quarters ...

FOR IMMEDIATE RELEASE Exhibit 99.1 J.B. Hunt Transport Services, Inc. 615 J.B. Hunt Corporate Drive Lowell, Arkansas 72745 (NASDAQ: JBHT) Contact:Brad Delco Senior Vice President – Finance (479) 820-0000 J.B. HUNT TRANSPORT SERVICES, INC. REPORTS U.S. GAAP REVENUES, NET EARNINGS AND EARNINGS PER SHARE FOR THE FIRST QUARTER 2025 LOWELL, Ark., April 15, 2025 - J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) announced first quarter 2025 U.S. GAAP (United States Generally Accepted Accounting Principles) net e ...

Core Viewpoint - Analysts forecast JB Hunt (JBHT) will report quarterly earnings of $1.16 per share, reflecting a year-over-year decline of 4.9%, with anticipated revenues of $2.94 billion, a decrease of 0.2% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised 3.2% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts predict 'Revenue- Truckload' will reach $173.99 million, down 2.4% from the year-ago quarter [5]. - The estimated 'Revenue- Dedicated' is $856.59 million, indicating a decline of 0.4% from the prior-year quarter [5]. - The consensus for 'Revenue- Final Mile Services' stands at $223.06 million, reflecting a decrease of 2.7% from the previous year [5]. - 'Revenue- Integrated Capacity Solutions' is expected to reach $283.57 million, down 0.6% from the prior-year quarter [6]. Load and Revenue per Load Estimates - Analysts estimate 'Intermodal - Loads' will reach 505,145, compared to 485,166 in the same quarter last year [6]. - 'Integrated Capacity Solutions - Revenue per load' is projected at $1,890.89, up from $1,803 in the same quarter last year [7]. - 'Intermodal - Revenue per load' is forecasted to be $2,802.74, down from $2,876 in the same quarter last year [7]. Truck and Equipment Estimates - 'Dedicated - Average trucks during the period' is expected to be 12,736, down from 13,298 in the same quarter last year [8]. - 'Intermodal - Trailing equipment (end of period)' is projected to reach 123,062, compared to 119,307 in the same quarter last year [8]. - 'Final Mile Services - Average trucks during the period' is expected to be 1,372, down from 1,408 in the same quarter last year [9]. - 'Integrated Capacity Solutions - Loads' is projected at 147,483, down from 158,247 in the same quarter last year [9]. - 'Truckload - Loads' is expected to be 96,381, compared to 93,685 in the same quarter last year [10]. Stock Performance - JB Hunt shares have experienced a decline of 8.3% in the past month, contrasting with a 5.3% move in the Zacks S&P 500 composite [10].