JB Hunt (JBHT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - JB Hunt reported $2.92 billion in revenue for Q1 2025, a year-over-year decline of 0.8%, with EPS of $1.17 compared to $1.22 a year ago, indicating a slight decrease in profitability [1] - The revenue exceeded the Zacks Consensus Estimate by 0.10%, while the EPS surprised by 1.74% over the consensus estimate of $1.15 [1] Revenue Performance - Dedicated revenue was $822.29 million, down 4.4% year-over-year, compared to the average estimate of $856.59 million [4] - Integrated Capacity Solutions revenue was $268.04 million, a 6% decline year-over-year, against an estimate of $283.57 million [4] - Intermodal revenue increased by 5.3% year-over-year to $1.47 billion, surpassing the average estimate of $1.42 billion [4] - Truckload revenue was $166.63 million, down 6.6% year-over-year, compared to the average estimate of $173.99 million [4] - Final Mile Services revenue decreased by 12.5% year-over-year to $200.70 million, below the estimate of $223.06 million [4] - Fuel surcharge revenues were $361.66 million, down 7.6% year-over-year, slightly above the estimate of $359.16 million [4] Key Metrics - Average trucks in Dedicated segment were 12,624, slightly below the estimate of 12,736 [4] - Revenue per load in Integrated Capacity Solutions was $1,946, exceeding the estimate of $1,890.89 [4] - Revenue per load in Intermodal was $2,816, slightly above the estimate of $2,802.74 [4] - Trailing equipment in Intermodal was 124,971, exceeding the estimate of 123,062 [4] - Operating revenues, excluding fuel surcharge revenues, were $2.56 billion, a 0.3% increase year-over-year, but below the estimate of $2.58 billion [4] - Intersegment eliminations were -$5.53 million, worse than the estimate of -$4.63 million, representing a 30.2% increase year-over-year [4] Stock Performance - JB Hunt shares returned -7.8% over the past month, underperforming the Zacks S&P 500 composite's -3.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]