Integrated Capacity Solutions (ICS)

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Is J.B. Hunt Transport Stock Underperforming the Nasdaq?
Yahoo Finance· 2025-09-22 11:43
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]
J.B. Hunt Transport Services(JBHT) - 2025 Q2 - Earnings Call Presentation
2025-07-15 21:00
Financial Performance - J.B. Hunt's Q1 2025 revenue was $2.92 billion, a 1% decrease compared to Q1 2024 [10] - Excluding fuel surcharge, Q1 2025 revenue was $2.56 billion, a 0.3% increase [10] - Q1 2025 operating income was $178.7 million, down 8% year-over-year [10] - Diluted EPS for Q1 2025 was $1.17, a 4% decrease from $1.22 in Q1 2024 [10] Segment Performance - Intermodal (JBI) revenue increased by 5% to $1.47 billion, but operating income decreased by 7% to $94.4 million [10] - Dedicated Contract Services (DCS) revenue decreased by 4% to $822 million, and operating income decreased by 14% to $80.3 million [10] - Integrated Capacity Solutions (ICS) revenue decreased by 6% to $268 million, but operating loss improved to $(2.7) million compared to $(17.5) million in Q1 2024 [10] - Final Mile Services (FMS) revenue decreased by 12% to $201 million, and operating income decreased significantly by 69% to $4.7 million [11] - Truckload (JBT) revenue decreased by 7% to $167 million, but operating income increased by 66% to $2.0 million [11] Revenue Mix - Intermodal (JBI) accounted for 50% of the company's revenue [6] - Dedicated Contract Services (DCS) accounted for 28% of the company's revenue [6] - Integrated Capacity Solutions (ICS) accounted for 9% of the company's revenue [6]