(JBHT) JB Hunt Transport - NASDAQ
Sector: Industrials | Industry: Integrated Freight & Logistics | Exchange: NASDAQ (USA) | Market Cap: 26.716m USD | Total Return: 95.3% in 12m
Avg Turnover: 244M
EPS Trend: -62.1%
Qual. Beats: 0
Rev. Trend: -85.3%
Qual. Beats: 1
Warnings
No concerns identified
Tailwinds
Rs Leader, Tailwind
J.B. Hunt Transport Services Inc. (JBHT) is a North American logistics provider operating through five specialized segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The company manages a massive asset base, including over 124,000 pieces of trailing equipment and a substantial fleet of company-owned tractors and chassis. Its service portfolio covers freight brokerage, supply chain design, and the delivery of diverse goods ranging from consumer electronics to industrial chemicals.
The company is a primary beneficiary of the intermodal model, which involves moving freight via multiple modes of transportation-typically combining rail and truck-to improve fuel efficiency and lower carbon emissions compared to long-haul trucking alone. As a leader in Cargo Ground Transportation, J.B. Hunt relies on high density and equipment utilization to maintain margins in a cyclical freight environment.
Investors can evaluate the companys historical valuation trends and peer performance by reviewing the data on ValueRay.
- Intermodal segment volume fluctuations driven by West Coast port activity
- Dedicated Contract Services retention rates impact long-term revenue stability
- Rising driver wages and fuel costs compress consolidated operating margins
- Excess trucking industry capacity pressures freight brokerage and spot pricing
- Consumer demand for big-ticket items dictates Final Mile delivery growth
| Net Income: 622.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.13 > 0.02 and ΔFCF/TA 6.80 > 1.0 |
| NWC/Revenue: 2.90% < 20% (prev -1.69%; Δ 4.59% < -1%) |
| CFO/TA 0.21 > 3% & CFO 1.63b > Net Income 622.1m |
| Net Debt (1.30b) to EBITDA (1.57b): 0.83 < 3 |
| Current Ratio: 1.26 > 1.5 & < 3 |
| Outstanding Shares: last quarter (95.2m) vs 12m ago -5.26% < -2% |
| Gross Margin: 17.28% > 18% (prev 16.00%; Δ 1.28% > 0.5%) |
| Asset Turnover: 149.9% > 50% (prev 146.1%; Δ 3.80% > 0%) |
| Interest Coverage Ratio: 12.21 > 6 (EBIT TTM 857.6m / Interest Expense TTM 70.3m) |
| A: 0.04 (Total Current Assets 1.72b - Total Current Liabilities 1.37b) / Total Assets 7.93b |
| B: 1.00 (Retained Earnings 7.90b / Total Assets 7.93b) |
| C: 0.11 (EBIT TTM 857.6m / Avg Total Assets 8.09b) |
| D: 0.83 (Book Value of Equity 3.59b / Total Liabilities 4.34b) |
| Altman-Z'' = 5.12 = AAA |
| DSRI: 1.10 (Receivables 1.33b/1.20b, Revenue 12.1b/12.1b) |
| GMI: 0.93 (GM 16.00% / 17.28%) |
| AQI: 0.98 (AQ_t 0.10 / AQ_t-1 0.10) |
| SGI: 1.01 (Revenue 12.1b / 12.1b) |
| TATA: -0.13 (NI 622.1m - CFO 1.63b) / TA 7.93b) |
| Beneish M = -3.03 (Cap -4..+1) = AA |
As of June 11, 2026, the stock is trading at USD 280.75 with a total of 1,191,707 shares traded.
Over the past week, the price has changed by +0.25%,
over one month by +16.61%,
over three months by +30.31% and
over the past year by +95.25%.
JB Hunt Transport has received a consensus analysts rating of 3.96. Therefore, it is recommended to buy JBHT.
- StrongBuy: 11
- Buy: 3
- Hold: 12
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 238.3 | -15.1% |
P/E Trailing = 44.0607
P/E Forward = 37.8788
P/S = 2.2017
P/B = 7.2302
P/EG = 2.6847
Revenue TTM = 12.1b USD
EBIT TTM = 857.6m USD
EBITDA TTM = 1.57b USD
Long Term Debt = 1.30b USD (from longTermDebt, last quarter)
Short Term Debt = 785.5m USD (from shortTermDebt, last fiscal year)
Debt = 1.30b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.30b USD (calculated: Debt 1.30b - CCE 4.56m)
Enterprise Value = 28.0b USD (26.7b + Debt 1.30b - CCE 4.56m)
Interest Coverage Ratio = 12.21 (Ebit TTM 857.6m / Interest Expense TTM 70.3m)
EV/FCF = 27.15x (Enterprise Value 28.0b / FCF TTM 1.03b)
FCF Yield = 3.68% (FCF TTM 1.03b / Enterprise Value 28.0b)
FCF Margin = 8.50% (FCF TTM 1.03b / Revenue TTM 12.1b)
Net Margin = 5.13% (Net Income TTM 622.1m / Revenue TTM 12.1b)
Gross Margin = 17.28% ((Revenue TTM 12.1b - Cost of Revenue TTM 10.0b) / Revenue TTM)
Gross Margin QoQ = 28.33% (prev 13.67%)
Tobins Q-Ratio = 3.53 (Enterprise Value 28.0b / Total Assets 7.93b)
Interest Expense / Debt = 5.39% (Interest Expense 70.3m / Debt 1.30b)
Taxrate = 24.43% (201.1m / 823.2m)
NOPAT = 648.1m (EBIT 857.6m * (1 - 24.43%))
Current Ratio = 1.26 (Total Current Assets 1.72b / Total Current Liabilities 1.37b)
Debt / Equity = 0.36 (Debt 1.30b / totalStockholderEquity, last quarter 3.59b)
Debt / EBITDA = 0.83 (Net Debt 1.30b / EBITDA 1.57b)
Debt / FCF = 1.26 (Net Debt 1.30b / FCF TTM 1.03b)
Total Stockholder Equity = 3.60b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.69% (Net Income 622.1m / Total Assets 7.93b)
RoE = 17.30% (Net Income TTM 622.1m / Total Stockholder Equity 3.60b)
RoCE = 17.50% (EBIT 857.6m / Capital Employed (Equity 3.60b + L.T.Debt 1.30b))
RoIC = 8.82% (NOPAT 648.1m / Invested Capital 7.35b)
WACC = 9.45% (E(26.7b)/V(28.0b) * Re(9.71%) + D(1.30b)/V(28.0b) * Rd(5.39%) * (1-Tc(0.24)))
Discount Rate = 9.71% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -95.56 | Cagr: -3.90%
[DCF] Terminal Value 74.50% ; FCFF base≈824.4m ; Y1≈945.1m ; Y5≈1.39b
[DCF] Fair Price = 172.2 (EV 17.5b - Net Debt 1.30b = Equity 16.2b / Shares 94.3m; r=9.45% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -62.11 | EPS CAGR: -8.64% | SUE: 0.22 | # QB: 0
Revenue Correlation: -85.27 | Revenue CAGR: -4.13% | SUE: 1.31 | # QB: 1
EPS current Quarter (2026-06-30): EPS=1.70 | Chg30d=+0.06% | Revisions=+0% | Analysts=20
EPS next Quarter (2026-09-30): EPS=2.02 | Chg30d=+0.86% | Revisions=+33% | Analysts=20
EPS current Year (2026-12-31): EPS=7.35 | Chg30d=+0.42% | Revisions=+33% | GrowthEPS=+20.1% | GrowthRev=+7.3%
EPS next Year (2027-12-31): EPS=9.09 | Chg30d=+0.52% | Revisions=+33% | GrowthEPS=+23.6% | GrowthRev=+7.1%
[Analyst] Revisions Ratio: +33%