JB Hunt (JBHT) Tops Q1 Earnings and Revenue Estimates

Group 1: Earnings Performance - JB Hunt reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $1.15 per share, but down from $1.22 per share a year ago, representing an earnings surprise of 1.74% [1] - The company posted revenues of $2.92 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.10%, but down from $2.94 billion year-over-year [2] - Over the last four quarters, JB Hunt has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - JB Hunt shares have declined approximately 19.2% since the beginning of the year, compared to a decline of 8.1% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $1.45 on revenues of $3.01 billion, and for the current fiscal year, it is $6.16 on revenues of $12.44 billion [7] - The estimate revisions trend for JB Hunt is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Transportation - Truck industry, to which JB Hunt belongs, is currently in the bottom 4% of over 250 Zacks industries, suggesting a challenging environment [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact JB Hunt's stock performance [5]