📊 JBHT Key Takeaways
Is Hunt J B Transport Services Inc. (JBHT) a Good Investment?
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.
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
- 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
- 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 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
- 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 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
- 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
The current ratio below 1.0x warrants monitoring of short-term liquidity.
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 |
|---|---|---|---|
| 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.
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 (BUY) and ChatGPT (BUY) with 75% combined 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. 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 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. 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 $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 April 2026, Hunt J B Transport Services Inc. has a BUY rating with 75% 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: 12%), net margin of 5.0% (sector avg: 6%). 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 Automotive stocks?
Vs Automotive sector averages: Net margin 5.0% (avg: 6%), ROE 16.8% (avg: 12%), current ratio 0.83 (avg: 1.2).