📊 JBHT Key Takeaways
Is Hunt J B Transport Services Inc. (JBHT) a Good Investment?
J.B. Hunt demonstrates operational efficiency with net income and EPS growth despite declining revenue, supported by strong free cash flow generation of $242.8M. However, declining revenue (-0.7% YoY) in the cyclical trucking sector, critically low cash reserves ($4.6M), and weak capital returns (ROE 3.9%, ROA 1.8%) limit upside and raise liquidity concerns.
J.B. Hunt shows solid fundamental quality through resilient earnings, strong cash generation, and conservative leverage despite a slight revenue decline. Net income and diluted EPS both improved year over year, indicating better operating discipline and capital efficiency even in a softer freight environment. The main constraint is weaker near-term growth and below-1.0 liquidity ratios, which make continued margin and cash flow execution important.
Why Buy Hunt J B Transport Services Inc. Stock? JBHT Key Strengths
- Profitability growth expanding (Net Income +4.8% YoY, EPS +10.1% YoY) despite revenue decline, indicating margin expansion and operational efficiency
- Strong free cash flow generation of $242.8M with 7.9% FCF margin; sufficient for debt service and capital allocation
- Manageable leverage at 0.36x Debt/Equity with interest coverage of 2.6x; balance sheet is not overleveraged
- Strong free cash flow generation with $947.59M in FCF and a 7.9% FCF margin
- Healthy balance sheet with low debt-to-equity of 0.22x and solid 10.9x interest coverage
- Profitability remains sound with 16.8% ROE and net income growth despite slightly lower revenue
JBHT Stock Risks: Hunt J B Transport Services Inc. Investment Risks
- Revenue contraction (-0.7% YoY) signals demand weakness in cyclical trucking sector; growth trajectory is negative heading into potential economic uncertainty
- Critically low cash balance of $4.6M creates liquidity vulnerability relative to $7.9B asset base; dependent on continuous operating cash flow with minimal financial cushion
- Weak returns on capital (ROE 3.9%, ROA 1.8%) indicate poor capital productivity; asset-heavy business model with low profit conversion
- Revenue contraction suggests end-market demand or pricing pressure in a cyclical trucking environment
- Current ratio of 0.83x and very low cash balance reduce short-term liquidity flexibility
- Thin 5.0% net margin leaves results sensitive to freight rates, fuel, labor, and utilization swings
Key Metrics to Watch
- Revenue trend reversal or stabilization; continued contraction signals sector headwinds or market share loss
- Cash position trajectory; must rebuild reserves to 2-3% of assets for adequate liquidity buffer
- Operating margin sustainability; maintenance of 6.8%+ required to offset volume pressures in cyclical downturns
- Operating margin trend
- Operating cash flow and free cash flow consistency
Hunt J B Transport Services Inc. (JBHT) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Hunt J B Transport Services Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
JBHT Profit Margin, ROE & Profitability Analysis
JBHT vs Automotive Sector: How Hunt J B Transport Services Inc. Compares
How Hunt J B Transport Services Inc. compares to Automotive sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Hunt J B Transport Services Inc. Stock Overvalued? JBHT Valuation Analysis 2026
Based on fundamental analysis, Hunt J B Transport Services Inc. has mixed fundamental signals relative to the Automotive 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.
Hunt J B Transport Services Inc. Balance Sheet: JBHT Debt, Cash & Liquidity
JBHT Revenue & Earnings Growth: 5-Year Financial Trend
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 Revenue Growth, EPS Growth & YoY Performance
JBHT Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $2.9B | $117.7M | $1.17 |
| 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 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Hunt J B Transport Services Inc. Dividends, Buybacks & Capital Allocation
JBHT SEC Filings: Latest 10-K & 10-Q 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 a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are JBHT's key strengths?
Claude: Profitability growth expanding (Net Income +4.8% YoY, EPS +10.1% YoY) despite revenue decline, indicating margin expansion and operational efficiency. Strong free cash flow generation of $242.8M with 7.9% FCF margin; sufficient for debt service and capital allocation. ChatGPT: Strong free cash flow generation with $947.59M in FCF and a 7.9% FCF margin. Healthy balance sheet with low debt-to-equity of 0.22x and solid 10.9x interest coverage.
What are the risks of investing in JBHT?
Claude: Revenue contraction (-0.7% YoY) signals demand weakness in cyclical trucking sector; growth trajectory is negative heading into potential economic uncertainty. Critically low cash balance of $4.6M creates liquidity vulnerability relative to $7.9B asset base; dependent on continuous operating cash flow with minimal financial cushion. ChatGPT: Revenue contraction suggests end-market demand or pricing pressure in a cyclical trucking environment. Current ratio of 0.83x and very low cash balance reduce short-term liquidity flexibility.
What is JBHT's revenue and growth?
Hunt J B Transport Services Inc. reported revenue of $3.1B.
Does JBHT pay dividends?
Hunt J B Transport Services Inc. pays dividends, with $42.6M 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 $1.49.
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 May 2026, Hunt J B Transport Services Inc. has a BUY rating with 70% 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 3.9% (sector avg: 12%), net margin of 4.6% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.
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 $353.0M, with capital expenditures of $110.3M. FCF margin is 7.9%.
How does JBHT compare to other Automotive stocks?
Vs Automotive sector averages: Net margin 4.6% (avg: 6%), ROE 3.9% (avg: 12%), current ratio 1.26 (avg: 1.2).