📊 JBHT Key Takeaways
Is Hunt J B Transport Services Inc. (JBHT) a Good Investment?
J.B. Hunt demonstrates operational efficiency with net income and EPS growth despite declining revenue, supported by strong free cash flow generation of $242.8M. However, declining revenue (-0.7% YoY) in the cyclical trucking sector, critically low cash reserves ($4.6M), and weak capital returns (ROE 3.9%, ROA 1.8%) limit upside and raise liquidity concerns.
J.B. Hunt shows solid fundamental quality through resilient earnings, strong cash generation, and conservative leverage despite a slight revenue decline. Net income and diluted EPS both improved year over year, indicating better operating discipline and capital efficiency even in a softer freight environment. The main constraint is weaker near-term growth and below-1.0 liquidity ratios, which make continued margin and cash flow execution important.
Hunt J B Transport Services Inc. Key Strengths (JBHT)
- Profitability growth expanding (Net Income +4.8% YoY, EPS +10.1% YoY) despite revenue decline, indicating margin expansion and operational efficiency
- Strong free cash flow generation of $242.8M with 7.9% FCF margin; sufficient for debt service and capital allocation
- Manageable leverage at 0.36x Debt/Equity with interest coverage of 2.6x; balance sheet is not overleveraged
- Strong free cash flow generation with $947.59M in FCF and a 7.9% FCF margin
- Healthy balance sheet with low debt-to-equity of 0.22x and solid 10.9x interest coverage
- Profitability remains sound with 16.8% ROE and net income growth despite slightly lower revenue
JBHT Stock Risks: Hunt J B Transport Services Inc. Investment Risks
- Revenue contraction (-0.7% YoY) signals demand weakness in cyclical trucking sector; growth trajectory is negative heading into potential economic uncertainty
- Critically low cash balance of $4.6M creates liquidity vulnerability relative to $7.9B asset base; dependent on continuous operating cash flow with minimal financial cushion
- Weak returns on capital (ROE 3.9%, ROA 1.8%) indicate poor capital productivity; asset-heavy business model with low profit conversion
- Revenue contraction suggests end-market demand or pricing pressure in a cyclical trucking environment
- Current ratio of 0.83x and very low cash balance reduce short-term liquidity flexibility
- Thin 5.0% net margin leaves results sensitive to freight rates, fuel, labor, and utilization swings
Key Metrics to Watch
- Revenue trend reversal or stabilization; continued contraction signals sector headwinds or market share loss
- Cash position trajectory; must rebuild reserves to 2-3% of assets for adequate liquidity buffer
- Operating margin sustainability; maintenance of 6.8%+ required to offset volume pressures in cyclical downturns
- Operating margin trend
- Operating cash flow and free cash flow consistency
Hunt J B Transport Services Inc. (JBHT) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Hunt J B Transport Services Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
JBHT Profit Margin, ROE & Profitability Analysis
JBHT vs Automotive Sector: How Hunt J B Transport Services Inc. Compares
How Hunt J B Transport Services Inc. compares to Automotive sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Hunt J B Transport Services Inc. Stock Overvalued? JBHT Valuation Analysis 2026
Based on fundamental analysis, Hunt J B Transport Services Inc. has mixed fundamental signals relative to the Automotive sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Hunt J B Transport Services Inc. Balance Sheet: JBHT Debt, Cash & Liquidity
JBHT Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Hunt J B Transport Services Inc.'s revenue has shown modest growth of 5% over the 5-year period. The most recent EPS of $6.97 reflects profitable operations.
JBHT Revenue Growth, EPS Growth & YoY Performance
JBHT Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $2.9B | $117.7M | $1.17 |
| Q3 2025 | $3.1B | $152.1M | $1.49 |
| Q2 2025 | $2.9B | $128.6M | $1.31 |
| Q1 2025 | $2.9B | $117.7M | $1.17 |
| Q3 2024 | $3.1B | $152.1M | $1.49 |
| Q2 2024 | $2.9B | $135.9M | $1.32 |
| Q1 2024 | $2.9B | $127.5M | $1.22 |
| Q3 2023 | $3.2B | $187.4M | $1.80 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Hunt J B Transport Services Inc. Dividends, Buybacks & Capital Allocation
JBHT SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Hunt J B Transport Services Inc. (CIK: 0000728535)
📋 Recent SEC Filings
❓ Frequently Asked Questions about JBHT
What is the AI rating for JBHT?
Hunt J B Transport Services Inc. (JBHT) has a Combined AI Grade of A from Claude (B) and ChatGPT (A) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are JBHT's key strengths?
Claude: Profitability growth expanding (Net Income +4.8% YoY, EPS +10.1% YoY) despite revenue decline, indicating margin expansion and operational efficiency. Strong free cash flow generation of $242.8M with 7.9% FCF margin; sufficient for debt service and capital allocation. ChatGPT: Strong free cash flow generation with $947.59M in FCF and a 7.9% FCF margin. Healthy balance sheet with low debt-to-equity of 0.22x and solid 10.9x interest coverage.
What are the risks of investing in JBHT?
Claude: Revenue contraction (-0.7% YoY) signals demand weakness in cyclical trucking sector; growth trajectory is negative heading into potential economic uncertainty. Critically low cash balance of $4.6M creates liquidity vulnerability relative to $7.9B asset base; dependent on continuous operating cash flow with minimal financial cushion. ChatGPT: Revenue contraction suggests end-market demand or pricing pressure in a cyclical trucking environment. Current ratio of 0.83x and very low cash balance reduce short-term liquidity flexibility.
What is JBHT's revenue and growth?
Hunt J B Transport Services Inc. reported revenue of $3.1B.
Does JBHT pay dividends?
Hunt J B Transport Services Inc. pays dividends, with $42.6M distributed to shareholders in the trailing twelve months.
Where can I find JBHT SEC filings?
Official SEC filings for Hunt J B Transport Services Inc. (CIK: 0000728535) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is JBHT's EPS?
Hunt J B Transport Services Inc. has a diluted EPS of $1.49.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is JBHT's fundamental grade?
Based on our AI fundamental analysis in June 2026, Hunt J B Transport Services Inc. has a A grade with 70% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is JBHT stock overvalued or undervalued?
Valuation metrics for JBHT: ROE of 3.9% (sector avg: 12%), net margin of 4.6% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.
What is JBHT's AI grade for 2026?
Our dual AI analysis gives Hunt J B Transport Services Inc. a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is JBHT's free cash flow?
Hunt J B Transport Services Inc.'s operating cash flow is $353.0M, with capital expenditures of $110.3M. FCF margin is 7.9%.
How does JBHT compare to other Automotive stocks?
Vs Automotive sector averages: Net margin 4.6% (avg: 6%), ROE 3.9% (avg: 12%), current ratio 1.26 (avg: 1.2).