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

Over the past six months, J.B. Hunt's stock price has been impacted by several events. In Q4 2025, the company announced net income of $181.1 million, or $1.90 diluted earnings per share. In Q1 2026, net earnings were $141.6 million, or $1.49 per diluted share, and JBHT shares gained +6.3% the day after the earnings release. A quarterly dividend was announced in April 2026. J.B. Hunt was included in the Dow Jones Best-in-Class North America Index in May 2026.

Demand for J.B. Hunt's products and services exhibits seasonality, particularly in its Intermodal segment. The fourth quarter typically sees seasonally strong demand for intermodal services. The first quarter can be impacted by challenging winter weather and elevated demand across the business. In the dedicated segment, severe winter weather can be a headwind. Overall, the company's intermodal volumes have shown strength, with record first-quarter volumes and a record volume week in March in 2026.

J.B. Hunt Transport Services, Inc. is a North American transportation and logistics company headquartered in Lowell, Arkansas. Founded in 1961, it operates in the Industrials sector, specifically in the Integrated Freight & Logistics industry. The company's core business segments include Intermodal (JBI), which accounts for approximately 48% of sales and involves moving freight using both rail and truck. Dedicated Contract Services (DCS) provides customized transportation solutions and represents about 27% of sales. Integrated Capacity Solutions (ICS) focuses on flexible, multimodal freight brokerage services, contributing around 12% of sales. Final Mile Services (FMS) specializes in delivering large items directly to customers, making up approximately 7% of sales. Truckload (JBT) offers full-truckload freight services and accounts for about 6% of sales.

J.B. Hunt primarily operates throughout the continental United States, Canada, and Mexico. In the United States, as of January 2026, the company has 15 locations across 9 states, with the highest concentration in Texas, followed by California and Georgia. J.B. Hunt has also expanded its transloading footprint to include operations in Seattle and Laredo, Texas, in addition to services in the Northeast and Southern California. In 2023, J.B. Hunt, in collaboration with BNSF Railway and GMXT, introduced a Mexico service through the Eagle Pass, Texas, Border Gateway.

J.B. Hunt has maintained a strong brand reputation over the past year. The company was named to Newsweek's list of America's Most Reliable Companies 2025 and was included in the Dow Jones Best-in-Class North America Index. The company received numerous awards, including Newsweek – America's Greatest Workplaces, Forbes – The Best Employers for Women, and Fortune – World's Most Admired Companies. J.B. Hunt is committed to reducing greenhouse gas emissions, aiming for a 32% reduction in carbon emissions intensity by 2034. The company celebrated 30 years of Million Mile Drivers in April 2026, recognizing safety achievements.

J.B. Hunt Transport Services, Inc. has a mixed ownership structure, with institutional investors holding a significant majority. Approximately 74% of shares are held by institutional investors, including Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The Hunt family retains a notable influence, with Johnelle Hunt holding approximately 16.2% of common stock through family trusts. Johnnie B. Hunt (deceased) is also listed as a significant insider owner in some reports, owning 35.84% of the company.