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JBJBHT

J.B. Hunt Transport Services, Inc.

$JBHT·$25B·Integrated Freight & Logistics·Industrials
$261.03-0.9%YTD+41.2%1Y+81.3%
Mentions · last 7 days
2026-08-20: 2 posts2026-08-21: 3 posts2026-08-22: 0 posts230%
Price updated 2d ago·X counts updated 8d ago
JBJBHT
$JBHTJ.B. Hunt Transport Services, Inc.
$261.03-0.90%23 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $JBHT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Intermodal-and-trucking bellwether printing 19% growth — the freight cycle turned and JBHT is levered to it.

J.B. Hunt is one of the largest US truckload and intermodal carriers, with dedicated-contract, brokerage, and final-mile businesses to round out the mix. Intermodal in particular gives it operating leverage to the freight cycle — when volumes recover, the fixed-cost network re-rates fast.

  • Q2 revenue grew 19% year-on-year to $3.5B and EPS came in at $1.91 vs $1.74 consensus (a 10% beat) — the fourth straight beat, and volumes stepped up meaningfully after five prior soft quarters, which is the signal the freight cycle actually inflected.
  • Trades at ~42x trailing earnings on a still-depressed 2025 baseline — forward 2027 EPS ~$10.15 works out to ~27x, which is the number to hold in mind because the trailing multiple only looks stretched if the cycle turn is fake.
  • Sits at the 85th percentile of the 52-week range and is +41% year-to-date, +92% over 12 months — momentum is real and follows through in a freight cycle recovery because pricing lags volume by a quarter or two, so upside earnings revisions arrive in tranches.
  • Zero named insider selling in the last 90 days — no distribution overhang to weigh against the tape.

What sustains the accelerating call is Q3 confirming intermodal volume growth plus initial signs of pricing power in truckload — that turns the cycle inflection into an earnings cycle. What invalidates it is a soft Oct 21 print or a sharp move in diesel that squeezes the margin recovery; either would reset expectations from the current forward multiple.

Agrees with X sentimentThe X 'higher-quality transport name in the freight-inflection basket' framing matches the mechanics — 19% revenue growth, four-straight beat cadence, and 85th percentile of the range. The AI-freight-platform mention (Overroute) is a mostly-symbolic detail; the core case is the cycle turn.

What to watch: Oct 21 Q3 earnings — intermodal volume growth and truckload pricing trajectory are the two data points. Watch for any diesel-price shock that would squeeze the margin story.

On the calendar: 2026-10-21 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-29

J.B. Hunt is being framed as a higher-quality transport name — same freight-inflection idea as ARCB. Overroute launched an AI-native freight platform on JBHT. Truckers are finding support (ODFL, JBHT charts). Bearish voices are essentially absent.

Read the AI verdict + X sentiment for $JBHT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

North American ground transportation leader combining intermodal rail, dedicated contract trucking, and last-mile delivery services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $JBHT.

Integrated Freight & Logistics · Industrials

No material change from last week — the FedEx Freight spin-off starts trading this week, creating a pure-play LTL company while allowing FedEx to concentrate capital on parcel and express network..

What this means for $JBHT

Partial — Operating across North America, J.B. Hunt Transport Services, Inc. specializes in ground transportation, last-mile delivery, and comprehensive logistics solutions. Its operations are structured int; partial earnings exposure to integrated freight & logistics demand dynamics through its product portfolio.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+17.4%YTD
+20.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 15, 2026$1.91$1.74+9.8%
Q1 2026Apr 15, 2026$1.49$1.44+3.5%
Q4 2025Jan 15, 2026$1.90$1.81+5.0%
Q3 2025Oct 15, 2025$1.76$1.46+20.5%
Next earningsWed, Oct 21·consensus EPS $2.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.5B+19.4%10.1%7.4%$1.91—
Q1 FY26$3.1B+4.6%28.3%6.8%$1.49$242.8M
Q4 FY25$3.1B-1.6%13.7%8.0%$1.90$251.3M
Q3 FY25$3.1B-0.5%13.8%7.9%$1.74$352.4M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.7B$12.8B – $14.2B$7.84$7.33 – $8.1316
FY27$14.9B$13.6B – $16.0B$10.16$9.27 – $11.0516
FY28$16.1B$14.5B – $17.4B$12.11$10.42 – $13.2110
FY29$17.4B$16.3B – $18.3B$13.64$12.49 – $14.615
FY30$18.7B$17.4B – $19.7B$14.54$13.31 – $15.575

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5David KeefauverEVP of People703 sh$200KSellJun 5Brian WebbEVP- Final Mile Services1.5K sh$426KSellMay 19Spencer FrazierEVP of Sales and Marketing2.0K sh$516KSellMay 15Bradley W. HicksPresident7.6K sh$2.0MSellMay 14Darren P. FieldPresident4.0K sh$1.0MSellApr 22Nicholas HobbsCOO1.3K sh$319KSellApr 21James K ThompsonHonorary Founding Director1.0K sh$254K
+ 28 other (10 exempts · 8 inkinds · 6 awards · 3 gifts · 1 other) in window

See when $JBHT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMar 58-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 12 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's Why Investors Should Add J.B. Hunt Stock to Their Portfoliozacks.com·5d agoBank of Nova Scotia Purchases Shares of 26,907 J.B. Hunt Transport Services, Inc. $JBHTdefenseworld.net·5d agoJB Hunt Transport Services Inc (JBHT) Shares Fall 5.7% -- GF Value Says Still Overvaluedgurufocus.com·6d agoBlackRock Inc. Buys New Position in J.B. Hunt Transport Services, Inc. $JBHTdefenseworld.net·10d agoEmpowered Funds LLC Sells 6,317 Shares of J.B. Hunt Transport Services, Inc. $JBHTdefenseworld.net·12d ago

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Voices on X · last 7 days

No standout posts about $JBHT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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