J.B. Hunt Transport Services, Inc. (JBHT)

Over the past six months, J.B. Hunt's stock price has declined by approximately 14.92%. In Q1 2025, the company reported mixed results with EPS matching forecasts and revenue slightly exceeding projections, but the stock fell due to a challenging market environment. In Q2 2025, consolidated GAAP revenue was flat, and operating income decreased due to inflationary cost pressures, though the company repurchased $319 million of stock. The acquisition of BNSF Logistics LLC has presented challenges, including unexpected losses. The stock experienced a 10.2% rise following a U.S.-China trade deal breakthrough.

Demand for J.B. Hunt's products and services generally follows seasonal patterns. In Q2 2025, customer demand trended modestly below normal seasonality, though intermodal demand remained strong. In Q3 2024, the company observed improved demand in its intermodal segment. In Q4 2024, demand trends for intermodal service were seasonally strong. J.B. Hunt leaders anticipate continued demand for their services, though lower intermodal yields are expected to persist through the first half of 2025.

J.B. Hunt Transport Services, Inc. operates in the transportation sector, providing integrated freight, logistics, and trucking services. The company offers a range of transportation, brokerage, and delivery services, focusing on freight transportation, logistics solutions, and supply chain management. Its services are divided into five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The company transports a wide variety of freight, including general merchandise, specialty consumer items, and automotive parts.

J.B. Hunt Transport Services, Inc. operates across the United States, Canada, and Mexico. The company's transportation network covers 44 states and three Canadian provinces, with its intermodal network spanning approximately 12,000 miles of rail routes.

J.B. Hunt has maintained a strong brand reputation, built on 63 consecutive years of operational experience. The company was named to Fortune's World's Most Admired Companies for the 12th time in February 2023 and recognized in Newsweek's America's Most Reliable Companies 2025 and TIME's World's Best Companies 2024. It was also recognized for its corporate responsibility efforts and climate leadership. Challenges with the integration of BNSF Logistics LLC could implicitly affect perceptions of operational efficiency.

J.B. Hunt Transport Services, Inc. has a diverse ownership structure, with a significant portion held by institutional investors. As of March 31, 2025, institutional owners held approximately 75.49% of total shares outstanding. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and JPMorgan Chase & Co. Significant individual ownership includes Johnnie B. Hunt and Johnelle D. Hunt, along with J B Hunt LLC.