J.B. Hunt is emerging from a freight recession with revenue growth accelerating to 19.4% in Q2 2026, yet the sharp gross margin contraction to 10.1% and a 55% capex reduction raise questions about earnings quality and reinvestment. The company's cash conversio...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded 19.4% YoY in Q2 2026, but gross margin swung from 28.3% to 10.1% sequentially, indicating pricing instability.
J.B. Hunt reported higher sales, revenue, and net income in Q1 2026 compared to the previous year, demonstrating financial growth.
The company declared a regular quarterly dividend of $0.45 per share and continues share repurchases, reflecting shareholder-friendly capital allocation.
J.B. Hunt is showing early signs of freight market recovery, with Q1 2026 revenue up 5.1%, indicating improving industry conditions.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 15, 2026 | $1.91+9.8% vs $1.74 | $3.5B+7.1% vs $3.3B |
Q2 2026 Apr 15, 2026 | $1.49+3.5% vs $1.44 | $3.1B+3.4% vs $3.0B |
Q1 2026 Feb 24, 2026 | $1.90 vs — | $3.1B vs — |
Q1 2026 Jan 15, 2026 | $1.90+5.0% vs $1.81 | $3.1B-0.6% vs $3.1B |
J.B. Hunt Transport Services NASDAQ: JBHT said demand for its freight services has remained strong across most business lines, while higher driver-related expenses, fuel costs and claims costs are expected to pressure third-quarter earnings relative to the second quarter.
Diesel just delivered J.B. Hunt its worst single-day drop in recent memory, yet Wall Street still sees shares climbing more than 25% from here.
J.B. Hunt NASDAQ: JBHT issued an unexpected profit warning at a Morgan Stanley investor conference. The news is bad, don't get me wrong; higher costs are never good, but the market has completely mispriced the situation.
It didn't help that several analysts became more bearish on the logistics specialist's future. Not every pundit became more negative, however.
Benchmark JBHT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for J.B. Hunt Transport Services, Inc. (JBHT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $237.41 | $22.39B | 38.79 | -0.73% | 4.99% | 15.79% | 0.74% | |
| $149.56 | $17.63B | 30.96 | -8.42% | 3.73% | 36.01% | — | |
| $177.31 | $36.87B | 36.71 | -5.48% | 19.44% | 24.87% | — | |
| $177.67 | $20.86B | 67.30 | 1.05% | 4.71% | 21.57% | — | |
| $348.38 | $9.29B | 36.59 | 0.79% | 8.19% | 10.63% | — | |
| $34.79 | $2.09B | -144.96 | -1.84% | -1.42% | -3.31% | — |
J.B. Hunt Transport Services, Inc. (JBHT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
J.B. Hunt Transport Services, Inc. (JBHT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 15, 2026·SEC
Apr 24, 2026·SEC
Apr 15, 2026·SEC
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J.B. Hunt Transport Services, Inc. (JBHT) stock FAQ — growth, dividends, profitability & financials explained
J.B. Hunt Transport Services, Inc. (JBHT) reported $12.70B in revenue for fiscal year 2025. This represents a 754% increase from $1.49B in 1996.
J.B. Hunt Transport Services, Inc. (JBHT) saw revenue decline by 0.7% over the past year.
Yes, J.B. Hunt Transport Services, Inc. (JBHT) is profitable, generating $674.5M in net income for fiscal year 2025 (5.0% net margin).
Yes, J.B. Hunt Transport Services, Inc. (JBHT) pays a dividend with a yield of 0.74%. This makes it attractive for income-focused investors.
J.B. Hunt Transport Services, Inc. (JBHT) has a return on equity (ROE) of 15.8%. This is reasonable for most industries.
J.B. Hunt Transport Services, Inc. (JBHT) generated $1.10B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
