J.B. Hunt Transport Services Inc. (JBHT), based in Lowell, Arkansas, ranks among North America’s top logistics and transportation providers. Since its founding in 1961, the company has provided intermodal, dedicated, truckload, and final-mile delivery freight services.
The company’s expansive fleet and extensive network support vital supply chain activities across the region. The company also focuses on environmentally conscious practices and cutting-edge logistics strategies, maintaining a leading role in the evolving landscape of freight transport. It currently has a market capitalization of $14.53 billion.
J.B. Hunt Transport has not exactly been a top performer on Wall Street. Over the past 52 weeks, the stock has declined by 13.4%, while it is down by 12% year-to-date (YTD). In April, the stock reached a 52-week low of $122.79, but it has since increased by 22.3%. It has broadly underperformed the S&P 500 Index ($SPX), which has gained 16.1% and 10% over the same periods, respectively.
The overall industrial sector has also been performing better than the stock. The Industrial Select Sector SPDR Fund (XLI) has been up 19.6% over the past 52 weeks and 16.2% this year.
On July 15, J.B. Hunt reported its second-quarter results for fiscal 2025, which fell short of Wall Street’s expectations. The stock declined 2.2% on the same day, but recovered in the next session on July 16, by rising 1.7% intraday. The company’s total operating revenues were flat year-over-year (YOY) at $2.93 billion. This was modestly lower than the $2.94 billion that analysts were expecting.
The company incurred higher total operating expenses compared to the prior year’s period, which led to its operating income dropping 4.1% YOY to $197.27 million. Its EPS declined marginally from its year-ago value to $1.31, which was lower than the $1.34 that Wall Street analysts were expecting. For the current quarter, ending in September 2025, Wall Street analysts expect J.B. Hunt’s EPS to increase marginally YOY to $1.50 on a diluted basis.
For the current year, ending December 2025, EPS is expected to grow by 1.3% annually to $5.63. The company has a mixed history of surpassing consensus estimates, topping them in two of the trailing four quarters and missing them on two other occasions.
