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JBJBHT

J.B. Hunt Transport Services, Inc.

$JBHT·$28B·Integrated Freight & Logistics·Industrials
$291.41-2.3%YTD+49.9%1Y+90.9%
Mentions · last 7 days
2026-07-11: 9 posts2026-07-12: 17 posts2026-07-13: 10 posts2026-07-14: 11 posts2026-07-15: 89 posts2026-07-16: 116 posts2026-07-17: 30 posts284
Price updated 6h ago·X counts updated 6h ago
JBJBHT
$JBHTJ.B. Hunt Transport Services, Inc.
$291.41-2.35%284 posts
AI analysisFundamentalsVoices on X
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Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $JBHT and which way it's leaning — read in seconds.

X sentiment

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

Bullish sentiment18 posts analyzed · as of 2026-07-17

J.B. Hunt delivered a decisive Q2 double-beat: revenue of $3.5B versus $3.17B estimate (+19% YoY) and EPS of $1.91 versus $1.71 (+45% YoY), with Intermodal revenue of $1.75B up 22% and operating income growth close to 60% in that segment. The stock rallied about 6% after-hours and posters describe a Darvas-box breakout and Daily/Weekly ATH 300 breakout setup. Management framed intermodal demand as steady despite supply-chain volatility, and analysts flagged JBHT as confirmation of a 'physical stagflation' thesis. The critical thread is limited to a caution that consolidated operating expenses also grew 19% (in-line with revenue), and one post highlighting margin pressure in Highway Services, but the top-of-book narrative is unambiguously constructive.

Read what X is saying about $JBHT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
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What it does

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

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 into five distinct divisions: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The Intermodal (JBI) division facilitates freight movement using multiple transport modes. This segment boasts a substantial asset base, including 104,973 company-owned trailers, a self-maintained fleet of 85,649 chassis, 5,612 company-owned tractors, 582 independent contractor vehicles, and a workforce of 6,943 company drivers. Dedicated Contract Services (DCS) focuses on engineering, implementing, and managing bespoke supply chain strategies for diverse transportation requirements. As of December 31, 2021, its fleet comprised 11,139 company-owned trucks, 544 client-owned trucks, and 6 contractor trucks, complemented by 21,069 company-owned trailers and 7,753 customer-owned trailers. Integrated Capacity Solutions (ICS) delivers comprehensive freight brokerage and logistics services. Offerings span specialized transport options such as flatbed, temperature-controlled, expedited, and less-than-truckload (LTL) shipping, alongside standard dry-van and intermodal modalities. This segment also features an online platform connecting various transportation options and offers outsourcing solutions for clients' logistics needs. Final Mile Services (FMS) handles last-stage delivery operations. This is supported by 1,272 company-owned trucks, 272 customer-supplied trucks, 19 independent contractor trucks, 1,036 company-owned trailers, and 185 client-owned trailers. The Truckload (JBT) segment specializes in over-the-road dry-van freight transport, deploying 734 company-owned tractors and 11,172 company-owned trailers. Across its segments, the company facilitates the movement of a diverse array of goods, including consumer products (e.g., general merchandise, specialty items, appliances, food and beverages, soaps and cosmetics, electronics), industrial materials (e.g., forest and paper products, building materials, automotive parts), agricultural products, and chemicals. Established in 1961, the corporation maintains its headquarters in Lowell, Arkansas.

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..

Top industry ETF

$IYTiShares U.S. Transportation ETF
+19.2%YTD
+26.5%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$1.71+11.7%
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 $2.14

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.2B$12.5B – $13.9B$7.55$7.27 – $7.7915
FY27$14.3B$13.6B – $15.7B$9.72$9.10 – $10.7315
FY28$15.6B$15.4B – $15.8B$11.72$10.13 – $13.009
FY29$16.3B$15.4B – $17.4B$13.32$12.37 – $14.444
FY30$17.5B$16.5B – $18.6B$14.12$13.11 – $15.304

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.1.5×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.95%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.+6.9%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.+34.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.295-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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Recent news

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

Is JBHT Stock too Expensive or Still Attractive After Its Rally?zacks.com·14h agoBest Momentum Stocks to Buy for July 17thzacks.com·17h ago5 Top Stocks With Relative Price Strength to Buy Right Nowzacks.com·18h agoJ.B. Hunt Stock Could Reach $340 as Trucking Capacity Shrinksmarketbeat.com·19h agoJ.B. Hunt Transport Services (NASDAQ:JBHT) Reaches New 52-Week High After Strong Earningsdefenseworld.net·20h ago

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