Loading…
Diversified trucking and logistics company running intermodal container transport, dedicated fleets and truck brokerage.
Diversified trucking and logistics company running intermodal container transport, dedicated fleets and truck brokerage.
Intermodal moves freight in its own containers by rail, mainly with BNSF, with its trucks handling the first and last miles; Dedicated Contract Services supplies customers with a fleet and drivers under multi-year contracts. Those two carry the company, while brokerage arranges other carriers' trucks.
Moat: narrow (scale, network, installed base). Large owned container/chassis fleet and rail relationships give a cost and capacity edge over brokers.
Headquarters: Lowell, Arkansas, USA · Founded: 1961 · Employees: 31,750
Size J.B. Hunt (JBHT) is a United States Industrials company (Trucking) with a market value of $20.3B, the 490th largest of 3,117 United States companies the cockpit tracks. Shares closed at $217.55 on 6 Nov 2026.
Performance Over six months the shares fell 11.3%, against -16.9% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 6 in its peer set.
Growth Revenue grew 10.6% over the last twelve months (peer median +5.4%); the operating margin is 7.3% (peer median 8.9%).
Valuation It trades at 24.3× forward earnings against a peer median of 24.4× (4th cheapest of 7).
Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +12 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.2 points above its cost of capital (10.9% WACC).
Credit J.B. Hunt has 1 bond outstanding ($750M), rated BBB+ by the agencies and trading like A- at a weighted spread of 72 bp.
Short interest Short interest is 2.7% of the free float (15 Oct 2026).
Next results Next results expected around 21 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $13.3B | $12.0B | $12.1B | $12.8B | $14.8B |
| Revenue growth | — | -1% | -6% | -13% | — |
| Gross profit | $1.34B | $1.26B | $1.25B | $1.39B | $1.65B |
| EBITDA | $1.69B | $1.59B | $1.61B | $1.76B | $2.03B |
| Net income | $676M | $598M | $571M | $728M | $969M |
| Free cash flow | $966M | $948M | $618M | -$118M | $236M |
| Capital expenditure | $528M | $731M | $865M | $1.86B | $1.54B |
| Total debt | $1.12B | $1.72B | $1.79B | $1.93B | $1.57B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| J.B. Hunt JBHT | $20.3B | -11% | +11% | 7% | 24.3× | 16.8% |
| Schneider National SNDR | $4.88B | -10% | +6% | 3% | 18.7× | 19.5% |
| Knight-Swift Transportation KNX | $9.51B | -9% | +7% | 4% | 15.6× | 21.3% |
| Werner Enterprises WERN | $1.62B | -26% | +15% | 2% | 18.8× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JBHT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.8% | -6.0% | 4th highest of 7 |
| 6-month return | -11.3% | -16.9% | 2nd highest of 6 |
| Distance from 52-week high | -27.4% | -33.7% | 2nd highest of 7 |
| Revenue growth (TTM) | +10.6% | +5.4% | highest of 7 |
| Operating margin | 7.3% | 8.9% | 3rd lowest of 7 |
| Forward P/E | 24.3× | 24.4× | 4th cheapest of 7 |
| Growth the price implies (Req g, 7 yrs) | 16.8% | 21.3% | 3rd least demanding of 6 |
| Growth delivered (Del g) | +4.5% | +9.8% | 2nd lowest of 6 |
| Hurdle (Req g minus delivered) | +12.3 pp | +11.5 pp | 3rd most demanding of 6 |
| ROIC minus cost of capital | +5.2 pp | -0.6 pp | 2nd highest of 7 |
| EV / EBITDA | 12.6× | 15.3× | 3rd cheapest of 7 |
| Net debt / EBITDA | 0.7× | 2.2× | 3rd least indebted of 7 |
| Bond spread | 72 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| J.B. Hunt JBHT | United States | $20.3B | -11% | +11% | 7% | 24.3× | 16.8% | +4.5% |
| XPO XPO | United States | $20.6B | -13% | +9% | 11% | 26.6× | 26.2% | -4.4% |
| FedEx Freight FDXF | United States | $18.5B | n/a | -1% | 6% | 24.7× | n/a | n/a |
| Old Dominion ODFL | United States | $34.2B | -17% | +4% | 27% | 24.9× | 15.7% | +6.5% |
| Knight-Swift Transportation KNX | United States | $9.51B | -9% | +7% | 4% | 15.6× | 21.3% | +9.8% |
| Saia SAIA | United States | $8.86B | -26% | +9% | 11% | 24.0× | 27.4% | +12.2% |
| TFI International TFII.TO | Canada | $7.86B | -29% | +3% | 7% | 14.2× | 11.6% | +16.8% |
J.B. Hunt has 1 bond outstanding with $750M face value. The agencies rate it BBB+; its bonds trade like A-. Weighted yield 5.28%, a spread of 72 bp over government bonds.