Feed / JBHT

J.B. Hunt Transport Services, Inc.

JBHT

Industrials · 225.76 -1.5% today

Isolated · not yet confirmedMarket checked 1 Oct, 12:00 GMT-4

Market read

No connected market move is active around J.B. Hunt Transport Services, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-1.5% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Industrials · Integrated Freight & Logistics

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations615
Usable filing statements161
Verified relationships1
Evidence supporting the case
  • 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.
Evidence challenging the case
  • 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.
Questions before a position
  • P/E is 157% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 72% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 30, 2026

224.04
6m+5.7%12m+66.2%24m+30.4%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$12.2B+26.3%$7.14-0.2%
2022-12-31$14.8B+21.7%$9.21-1.2%
2023-12-31$12.8B-13.4%$6.97-0.8%
2024-12-31$12.1B-5.8%$5.56-1.6%
2025-12-31$12.0B-0.7%$6.12-4.9%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
“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 ↗
Demand and volumenegative · 5 filings
“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 ↗
Input and raw-material costsmixed · 3 filings
“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 ↗
Energy and commodity pricesmixed · 3 filings
“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 1.8× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

225.76-1.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 12:00 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 Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for JBHT; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.