📊 JBHT Key Takeaways
Is JBHT a Good Investment? Thesis Analysis
JBHT demonstrates solid operational efficiency with a 7.2% operating margin and strong profitability, evidenced by 4.8% net income growth and 10.1% EPS growth despite flat revenue. The company generates robust free cash flow of $947.6M (7.9% FCF margin) and maintains conservative leverage (0.22x Debt/Equity) with healthy interest coverage of 10.9x, providing financial flexibility for fleet investments and shareholder returns.
Why Buy JBHT? Key Strengths
- Strong EPS growth of 10.1% YoY despite modest revenue decline, indicating operational leverage and cost management
- Robust free cash flow generation of $947.6M with 7.9% FCF margin, covering capex of $730.7M comfortably
- Conservative balance sheet with 0.22x Debt/Equity and 10.9x interest coverage, reducing financial distress risk
- Solid returns on equity (16.8%) and assets (7.5%) demonstrate efficient capital deployment
- High insider activity (41 Form 4 filings) suggests management confidence
JBHT Investment Risks to Consider
- Revenue decline of 0.7% YoY indicates potential headwinds in trucking demand or market share pressure
- Low current ratio of 0.83x and quick ratio of 0.81x suggest tight working capital management and potential liquidity stress if cash flow deteriorates
- Minimal cash position of $17.3M relative to $4.4B liabilities creates vulnerability to operational disruptions
- Capital intensity (annual capex of $730.7M) limits financial flexibility in economic downturns
- Exposure to cyclical trucking industry with freight demand sensitivity to macro conditions
Key Metrics to Watch
- Revenue trend and YoY growth rate (currently negative)
- Operating margin sustainability (currently 7.2%)
- Free cash flow generation and capex requirements
- Debt/Equity ratio and liquidity position
- Quarterly EPS growth trajectory
JBHT Financial Metrics
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
JBHT Profitability Ratios
JBHT vs Default Sector
How HUNT J B TRANSPORT SERVICES INC compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is JBHT Overvalued or Undervalued?
Based on fundamental analysis, HUNT J B TRANSPORT SERVICES INC has mixed fundamental signals relative to the Default 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.
JBHT Balance Sheet & Liquidity
JBHT 5-Year Financial Trend & Growth Analysis
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 Growth Metrics (YoY)
JBHT Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| 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 |
| Q2 2023 | $3.1B | $189.6M | $1.81 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
JBHT Capital Allocation
JBHT SEC 10-K & 10-Q Filing 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 an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.
What are JBHT's key strengths?
Claude: Strong EPS growth of 10.1% YoY despite modest revenue decline, indicating operational leverage and cost management. Robust free cash flow generation of $947.6M with 7.9% FCF margin, covering capex of $730.7M comfortably.
What are the risks of investing in JBHT?
Claude: Revenue decline of 0.7% YoY indicates potential headwinds in trucking demand or market share pressure. Low current ratio of 0.83x and quick ratio of 0.81x suggest tight working capital management and potential liquidity stress if cash flow deteriorates.
What is JBHT's revenue and growth?
HUNT J B TRANSPORT SERVICES INC reported revenue of $12.0B.
Does JBHT pay dividends?
HUNT J B TRANSPORT SERVICES INC pays dividends, with $171.0M 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 $6.12.
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 rating reflects both perspectives for balanced insights.
Is JBHT a good stock to buy right now?
Based on our AI fundamental analysis in March 2026, HUNT J B TRANSPORT SERVICES INC has a BUY rating with 78% 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 16.8% (sector avg: 15%), net margin of 5.0% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
Should I buy JBHT stock in 2026?
Our dual AI analysis gives HUNT J B TRANSPORT SERVICES INC a combined BUY rating 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 $1.7B, with capital expenditures of $730.7M. FCF margin is 7.9%.
How does JBHT compare to other Default stocks?
Vs Default sector averages: Net margin 5.0% (avg: 12%), ROE 16.8% (avg: 15%), current ratio 0.83 (avg: 1.8).