Core Insights - J.B. Hunt Transport Services, Inc. (JBHT) has a market capitalization of $12.8 billion, positioning it as a leading provider in the surface transportation, delivery, and logistics sector in the U.S. [1] - The company operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload, which allows it to mitigate cyclical risks and maintain market leadership [2] Financial Performance - In Q2 FY2025, JBHT reported flat year-over-year revenue of $2.93 billion, slightly below analyst expectations of $2.94 billion [5] - Operating income decreased by 4.1% year-over-year to $197.27 million due to elevated operating expenses, and earnings per share (EPS) fell to $1.31, missing the forecast of $1.34 [5] Stock Performance - JBHT stock has experienced a significant decline of 33.9% from its 52-week high of $200.40, reached on November 11, 2024 [3] - Year-to-date, the stock has dropped 22.4%, underperforming the Nasdaq Composite's 17.2% increase in 2025 [4] - Over the past 52 weeks, JBHT has declined 24.2%, while the Nasdaq Composite has gained 25.6% [4] - The stock has been trading below its 200-day moving average since mid-February and below its 50-day moving average since the end of July, indicating a bearish trend [4] Competitive Landscape - Within the integrated freight and logistics industry, competitor Expeditors International of Washington, Inc. (EXPD) has seen an 8.5% growth in 2025 and a 4.4% decline over the past year, slightly outperforming JBHT [6]