Here's What Key Metrics Tell Us About JB Hunt (JBHT) Q2 Earnings

Core Insights - JB Hunt reported $2.93 billion in revenue for the quarter ended June 2025, showing no change year over year, with an EPS of $1.31 compared to $1.32 a year ago, indicating a slight decline in earnings [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.94 billion, resulting in a surprise of -0.54%, while the EPS also missed the consensus estimate of $1.34 by -2.24% [1] Financial Performance Metrics - Average trucks during the period were 12,689, exceeding the three-analyst average estimate of 12,624 [4] - Revenue per load for Integrated Capacity Solutions was $1,967.00, surpassing the average estimate of $1,949.26 [4] - Intermodal revenue per load was $2,738.00, below the average estimate of $2,797.39 [4] - Truckload revenue was $176.97 million, exceeding the average estimate of $163.94 million, representing a year-over-year increase of +5.3% [4] - Dedicated revenue was $846.76 million, slightly below the average estimate of $849.27 million, reflecting a -0.5% change year over year [4] - Final Mile Services revenue was $210.63 million, missing the average estimate of $219.08 million, indicating a -10.5% change year over year [4] - Integrated Capacity Solutions revenue was $260.24 million, below the average estimate of $272.18 million, representing a -3.8% year-over-year change [4] - Intermodal revenue was $1.44 billion, slightly below the average estimate of $1.45 billion, showing a +2.2% change year over year [4] - Fuel surcharge revenues were $351.86 million, missing the average estimate of $357.33 million, reflecting an -8.3% change year over year [4] - Operating revenues, excluding fuel surcharge revenues, were $2.58 billion, below the average estimate of $2.62 billion, indicating a +1.2% year-over-year change [4] - Intersegment eliminations were reported at $-4.3 million, slightly better than the average estimate of $-4.54 million, showing a year-over-year change of +19.9% [4] Stock Performance - JB Hunt shares returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]