J.B. Hunt Reports Revenue Decline Despite Earnings Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 15 2025
0mins
Should l Buy JBHT?
Source: Benzinga
J.B. Hunt Transport Services Inc shares rose 3.09% as the stock reached a 52-week high.
Despite reporting a year-over-year revenue decline of 2% in Q4, J.B. Hunt's earnings per share of $1.90 exceeded expectations, reflecting effective cost management. However, the revenue miss of $3.097 billion compared to the $3.099 billion estimate raised concerns among investors, leading to a 5% drop in after-hours trading. The company is facing challenges in revenue growth due to soft demand across various end markets, which may impact future performance.
The implications of the earnings report suggest that while J.B. Hunt has managed to control costs effectively, the ongoing revenue decline could affect investor confidence and future stock performance.
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Analyst Views on JBHT
Wall Street analysts forecast JBHT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBHT is 197.77 USD with a low forecast of 150.00 USD and a high forecast of 240.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
12 Buy
10 Hold
0 Sell
Moderate Buy
Current: 225.250
Low
150.00
Averages
197.77
High
240.00
Current: 225.250
Low
150.00
Averages
197.77
High
240.00
About JBHT
J.B. Hunt Transport Services, Inc. is a surface transportation, delivery, and logistics company in North America. The Company, through its wholly owned subsidiaries, provides a range of transportation, brokerage, and delivery services to a diverse group of customers and consumers throughout the continental United States, Canada, and Mexico. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS) and Truckload (JBT). JBI segment includes freight that is transported by rail over at least some portion of the movement and also includes certain repositioning truck freight moved by JBI equipment or third-party carriers. DCS segment focuses on private fleet conversion and creation of replenishment and specialized equipment. ICS segment provides non-asset and asset-light transportation solutions to customers through relationships with third-party carriers and integration with Company-owned equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
J.B. Hunt Transport Services to Attend Multiple Investor Conferences
- Investor Meeting Schedule: J.B. Hunt's CFO Brad Delco will host one-on-one investor meetings at the Evercore ISI Travel & Transport Conference in New York on February 10, 2026, aimed at enhancing investor engagement and transparency.
- Industry Conference Speaking: Brad Hicks is set to speak at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026, where he is expected to discuss the company's strategic direction and market outlook, further elevating the company's influence in the industry.
- Executive Presentation Plans: CEO Shelley Simpson and COO Nick Hobbs will address the Raymond James 47th Annual Institutional Investors Conference in Orlando on March 3, 2026, showcasing operational achievements and future growth plans to bolster investor confidence.
- Forward-Looking Statements: The presentations may include forward-looking statements, with J.B. Hunt cautioning investors that actual results could differ materially from expectations due to various factors, underscoring the company's commitment to transparency and risk management.
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J.B. Hunt Transport Services Investor Meeting Schedule Announced
- Investor Meeting Schedule: J.B. Hunt's CFO Brad Delco will host one-on-one investor meetings at the Evercore ISI Travel & Transport Conference in New York on February 10, 2026, aimed at enhancing investor engagement.
- Industry Conference Presentation: Executives Brad Hicks and Brad Delco will speak at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026, expected to share insights on the company's strategic direction and market outlook.
- Institutional Investor Conference: CEO Shelley Simpson and COO Nick Hobbs will address the Raymond James 47th Annual Institutional Investors Conference in Orlando on March 3, 2026, further elevating the company's visibility among investors.
- Forward-Looking Statements: The presentations may include forward-looking statements involving risks and uncertainties, with actual results potentially differing materially from expectations, reflecting the company's commitment to transparency and information disclosure.
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- Dividend Increase: J.B. Hunt has declared a quarterly dividend of $0.45 per share, marking a 2.3% increase from the previous $0.44, indicating the company's ability to maintain stable cash flow and shareholder returns amid a fragile freight market.
- Yield Metrics: The forward yield of this dividend stands at 0.86%, reflecting the company's balance between ongoing investments and shareholder returns, aimed at attracting more investor interest in its stock.
- Payment Schedule: The dividend is payable on February 20, with a record date of February 6 and an ex-dividend date also set for February 6, ensuring shareholders receive timely returns and bolstering investor confidence.
- Future Outlook: Despite facing challenges from soft demand, J.B. Hunt aims to achieve over $100 million in cost savings momentum by 2026, demonstrating the company's strategic flexibility and ongoing profitability in an uncertain market environment.
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J.B. Hunt (JBHT) Declares Quarterly Dividend of $0.45, Up 2.3%
- Dividend Increase: J.B. Hunt has declared a quarterly dividend of $0.45 per share, representing a 2.3% increase over the previous quarter, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Payment Schedule: The dividend will be paid on February 20, 2026, to shareholders of record as of February 6, 2026, ensuring timely returns for investors and bolstering confidence in the company's financial health.
- Market Positioning: As a member of the S&P 500, J.B. Hunt leverages its extensive company-owned fleet and the J.B. Hunt 360°® digital freight marketplace to maintain a leading position in North America's transportation network, enhancing supply chain visibility and efficiency for customers.
- Long-term Growth Strategy: The company is focused on delivering exceptional service and value through disciplined investments in technology, personnel, and capacity, aiming for sustainable growth and increased shareholder value.
See More
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- Cultural Reference: The title "Planes, Trains and Automobiles" references a classic 1980s comedy, highlighting the intersection of entertainment and economic themes.
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J.B. Hunt Transport Services to Attend Multiple Investor Conferences
- Investor Meeting Schedule: J.B. Hunt's CFO Brad Delco will host one-on-one investor meetings at the Evercore ISI Travel & Transport Conference in New York on February 10, 2026, aimed at enhancing investor engagement and transparency.
- Industry Conference Speaking: Brad Hicks is set to speak at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026, where he is expected to discuss the company's strategic direction and market outlook, further elevating the company's influence in the industry.
- Executive Presentation Plans: CEO Shelley Simpson and COO Nick Hobbs will address the Raymond James 47th Annual Institutional Investors Conference in Orlando on March 3, 2026, showcasing operational achievements and future growth plans to bolster investor confidence.
- Forward-Looking Statements: The presentations may include forward-looking statements, with J.B. Hunt cautioning investors that actual results could differ materially from expectations due to various factors, underscoring the company's commitment to transparency and risk management.
See More
J.B. Hunt Transport Services Investor Meeting Schedule Announced
- Investor Meeting Schedule: J.B. Hunt's CFO Brad Delco will host one-on-one investor meetings at the Evercore ISI Travel & Transport Conference in New York on February 10, 2026, aimed at enhancing investor engagement.
- Industry Conference Presentation: Executives Brad Hicks and Brad Delco will speak at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026, expected to share insights on the company's strategic direction and market outlook.
- Institutional Investor Conference: CEO Shelley Simpson and COO Nick Hobbs will address the Raymond James 47th Annual Institutional Investors Conference in Orlando on March 3, 2026, further elevating the company's visibility among investors.
- Forward-Looking Statements: The presentations may include forward-looking statements involving risks and uncertainties, with actual results potentially differing materially from expectations, reflecting the company's commitment to transparency and information disclosure.
See More
J.B. Hunt (JBHT) Declares $0.45 Quarterly Dividend, 2.3% Increase
- Dividend Increase: J.B. Hunt has declared a quarterly dividend of $0.45 per share, marking a 2.3% increase from the previous $0.44, indicating the company's ability to maintain stable cash flow and shareholder returns amid a fragile freight market.
- Yield Metrics: The forward yield of this dividend stands at 0.86%, reflecting the company's balance between ongoing investments and shareholder returns, aimed at attracting more investor interest in its stock.
- Payment Schedule: The dividend is payable on February 20, with a record date of February 6 and an ex-dividend date also set for February 6, ensuring shareholders receive timely returns and bolstering investor confidence.
- Future Outlook: Despite facing challenges from soft demand, J.B. Hunt aims to achieve over $100 million in cost savings momentum by 2026, demonstrating the company's strategic flexibility and ongoing profitability in an uncertain market environment.
See More
J.B. Hunt (JBHT) Declares Quarterly Dividend of $0.45, Up 2.3%
- Dividend Increase: J.B. Hunt has declared a quarterly dividend of $0.45 per share, representing a 2.3% increase over the previous quarter, reflecting the company's ongoing commitment to stable cash flow and shareholder returns.
- Payment Schedule: The dividend will be paid on February 20, 2026, to shareholders of record as of February 6, 2026, ensuring timely returns for investors and bolstering confidence in the company's financial health.
- Market Positioning: As a member of the S&P 500, J.B. Hunt leverages its extensive company-owned fleet and the J.B. Hunt 360°® digital freight marketplace to maintain a leading position in North America's transportation network, enhancing supply chain visibility and efficiency for customers.
- Long-term Growth Strategy: The company is focused on delivering exceptional service and value through disciplined investments in technology, personnel, and capacity, aiming for sustainable growth and increased shareholder value.
See More
Transportation Stocks Reach All-Time Highs, Indicating a Strong Bullish Trend
- Market Trends: The stock market is experiencing growth this year, driven by the transportation sector, including planes, trains, automobiles, trucks, railroads, and boats.
- Cultural Reference: The title "Planes, Trains and Automobiles" references a classic 1980s comedy, highlighting the intersection of entertainment and economic themes.
See More
Nvidia Drops 2% Amid Trade Tensions; J.B. Hunt Reports Revenue Decline
- Nvidia Stock Decline: Nvidia's shares fell approximately 2% as escalating global trade tensions prompted traders to trim positions in the AI giant, potentially impacting its future market performance.
- J.B. Hunt Revenue Miss: J.B. Hunt Transport Services reported a year-over-year revenue decline in Q4, with final mile services revenue of $206 million falling short of the $213 million estimate, indicating a trend of soft demand across various end markets.
- Micron Acquisition Plan: Micron Technology signed a letter of intent to acquire Powerchip Semiconductor Manufacturing Corporation's fab in Taiwan for $1.8 billion in cash, despite a 1.5% drop in shares, which could enhance its competitive position in the semiconductor market.
- 3M Mixed Earnings: 3M released its latest earnings report, projecting full-year earnings per share between $8.50 and $8.70, below the consensus estimate of $8.64, leading to a 4% drop in stock price, reflecting market concerns about its future growth prospects.
See More
