Analyse produit facultative
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J.B. Hunt Transport Services, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $21.0B | |
|---|---|---|
| P/E (forward) | 23.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $12.17B | $14.81B | $12.83B | $12.09B | $12.00B | -0.3% |
| Gross profit | $1.87B | $2.47B | $2.21B | $2.06B | $1.60B | -3.9% |
| Operating income | $1.05B | $1.33B | $993.2M | $831.2M | $865.1M | -4.6% |
| Net income | $760.8M | $969.4M | $728.3M | $570.9M | $598.3M | -5.8% |
| EPS (diluted) | $7.14 | $9.21 | $6.97 | $5.56 | $6.12 | -3.8% |
| EBITDA | $1.60B | $1.98B | $1.74B | $1.60B | $1.58B | -0.4% |
| R&D | — | — | — | — | — | — |
| SG&A | $395.5M | $570.2M | $632.6M | $664.0M | $660.0M | +13.7% |
Recent company headlines from major financial publishers.
In the base scenario, freight volumes experience a gradual cyclical recovery, enabling JBI to deploy excess container capacity without heavy capital additions. Consolidated operating margins expand from 7.21% in FY2025 to normalized mid-cycle levels of 8.48% by FY2030, anchored by resilient 11.17% margins in DCS. Free cash flow conversion remains healthy as reinvestment settles between 20% and 28% of NOPAT.
In the upside scenario, rapid freight market tightening accelerates customer mini-bids and peak surcharges, driving JBI intermodal yields higher and enabling swift absorption of excess container capacity,. Operating leverage expands consolidated operating margins toward 9.0%, matching prior cyclical peaks, while disciplined capex boosts free cash flow and drives diluted EPS toward the top end of consensus expectations ($11.00 in FY2027),.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 9.3% | $131 | $132 | $134 | $135 | $137 |
| 9.8% | $126 | $128 | $129 | $130 | $132 |
| 10.3% | $122 | $123 | $125 | $126 | $127 |
| 10.8% | $119 | $120 | $121 | $122 | $123 |
| 11.3% | $116 | $116 | $117 | $118 | $119 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
