“Net interest expense decreased 21.2% in 2026 due to a decrease in our average debt balance, partially offset by an increase in effective interest rates compared to second quarter 2025.”10-Q · Jul 24, 2026 ↗
J.B. Hunt Transport Services, Inc.
JBHT
Market read
J.B. Hunt Transport Services, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- Intermodal load volumes rose: Transcontinental loads +5% and Eastern network +16% in Q2 2026 versus Q2 2025, indicating a measurable change in demand.
Invalidation: The isolated read changes if JBHT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Intermodal load volumes rose: Transcontinental loads +5% and Eastern network +16% in Q2 2026 versus Q2 2025, indicating a measurable change in demand.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 2.81x in the latest annual period.
- Input and raw-material costs has repeated favorable evidence across 3 filings.
- Latest annual revenue changed -0.7% year over year.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Demand and volume has repeated adverse evidence across 5 filings.
- P/E is 187% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 94% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
267.84Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“14 FMS segment revenue decreased 6% to $198 million in the second quarter 2026 from $211 million in 2025, primarily due to the impact of lost business due to the ongoing internal efforts to improve revenue quality and profitability across certain accounts, pa…”10-Q · Jul 24, 2026 ↗
“Overall volumes decreased 9%, while revenue per load increased 7%, primarily due to higher contractual and spot rates and changes in customer freight mix when compared to 2024.”10-K · Feb 24, 2026 ↗
“Fuel costs increased 30.8% in 2026, compared with 2025, due primarily to an increase in the price of fuel, partially offset by decreased road miles.”10-Q · Jul 24, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.2× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for JBHT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for JBHT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind JBHT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
JBHT is currently a Follower in the organic co-movement group Trucking & Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.