J.B. Hunt Transport Services(US:JBHT) ZACKS·2025-10-10 14:16Core Viewpoint - Analysts project JB Hunt (JBHT) will report quarterly earnings of $1.48 per share, reflecting a year-over-year decline of 0.7%, with revenues expected to reach $3.02 billion, down 1.4% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 1.4% in the past 30 days, indicating a reassessment by covering analysts [2]. - Prior revisions to earnings projections are crucial for predicting investor behavior regarding the stock, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenue- Truckload' will be $174.68 million, a change of +0.8% year over year [5]. - 'Revenue- Dedicated' is forecasted to reach $858.25 million, indicating a +1.5% change from the prior year [5]. - 'Revenue- Final Mile Services' is expected to be $207.83 million, reflecting a -4.8% change year over year [5]. - 'Revenue- Integrated Capacity Solutions' is projected at $270.83 million, down 2.6% from the previous year [6]. Operational Metrics - The consensus estimate for 'Dedicated - Average trucks during the period' is 12,700, slightly down from 12,800 a year ago [6]. - 'Integrated Capacity Solutions - Revenue per load' is expected to be $1941.63, up from $1882.00 in the same quarter last year [7]. - 'Intermodal - Revenue per load' is projected at $2788.87, down from $2841.00 in the same quarter of the previous year [7]. - 'Intermodal - Trailing equipment (end of period)' is estimated at 125,796, compared to 121,477 a year ago [8]. - 'Final Mile Services - Average trucks during the period' is expected to be 1,317, down from 1,334 in the same quarter last year [8]. Load Estimates - 'Integrated Capacity Solutions - Loads' is projected at 139,186, down from 147,805 a year ago [9]. - 'Intermodal - Loads' is expected to be 539,821, compared to 547,988 in the same quarter last year [9]. - 'Truckload - Loads' is estimated at 100,928, slightly up from 100,896 a year ago [9]. Stock Performance - JB Hunt shares have increased by +0.8% in the past month, while the Zacks S&P 500 composite has risen by +3.5% [11]. - With a Zacks Rank 4 (Sell), JBHT is expected to underperform the overall market in the near term [11].