Earnings Preview: What To Expect From J.B. Hunt Transport's Report

Company Overview - J.B. Hunt Transport Services, Inc. (JBHT) has a market cap of $18.5 billion and operates in surface transportation, delivery, and logistics through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload [1] Financial Performance - Analysts expect JBHT to report a profit of $1.77 per share for fiscal Q4 2025, representing a 15.7% increase from $1.53 per share in the same quarter last year [2] - For fiscal 2025, EPS is projected to be $6.01, an 8.1% rise from $5.56 in fiscal 2024, with further growth expected in fiscal 2026 to $7.10, an 18.1% year-over-year increase [3] Stock Performance - JBHT's shares have increased by 15.3% over the past 52 weeks, slightly lagging behind the S&P 500 Index's 15.4% gain and the Industrial Select Sector SPDR Fund's 16.7% return year-to-date [4] - Following the Q3 2025 results released on October 15, shares climbed 22.1% after reporting stronger-than-expected revenue of $3.05 billion and EPS of $1.76, driven by structural cost reductions and productivity improvements [5] Analyst Ratings - The consensus rating for JBHT stock is "Moderate Buy," with 25 analysts providing insights: 13 "Strong Buys," one "Moderate Buy," 10 "Holds," and one "Moderate Sell" [6] - The stock is currently trading above the average analyst price target of $174.39 [6]