DailyIQ
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Sector:IndustrialsAll sectors
Last updated 5 minutes ago

JBHT·J.B. Hunt Transport Services, Inc.

$.
-. (-.%)
After Hours
High
$288.02
Open
$287.70
Market Cap
26.40B
52W High
$294.98
Low
$277.09
P. Close
$279.93
P/E
42.44
52W Low
$130.12
Fwd P/E
29.55
DailyIQ Est.
$283.29
Technical Score (1D)
73
BUY
News Sentiment
85
BULLISH
J.B. Hunt Transport Services is set to report its Q2 2026 earnings on July 15, a key event that will likely dominate market sentiment for the next trading week. Analysts note the stock is trading above its consensus fair‑value estimate, suggesting that investors are pricing in potential upside but also raising valuation concerns. The company’s strong recent momentum—23 % return over the past 90 days and an 84 % total shareholder return for the year—has built optimism around its operational performance. The earnings release will provide critical guidance on revenue growth, operating margin, and capital allocation, all of which are pivotal for assessing the company’s ability to sustain its freight‑transport business. Freight demand and fuel‑cost dynamics are highlighted as key drivers that could influence post‑earnings performance, given the sector’s sensitivity to macro‑economic conditions. A positive earnings surprise could reinforce the current valuation premium, while a miss or weaker guidance could trigger a reassessment of the stock’s fair value. Investors should watch the earnings call for any commentary on future freight‑demand outlook and fuel‑price hedging strategies, as these factors directly impact profitability. Additionally, guidance on capital allocation—such as planned fleet expansion or dividend policy—will signal management’s confidence in growth prospects. Monitoring the company’s margin trends and any updates on regulatory or rate‑setting changes will be essential for gauging medium‑term valuation adjustments.
Earnings Summary
J.B. Hunt Transport Services, Inc. is a leading U.S. surface transportation and logistics provider, operating through Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload segments. The company’s core business revolves around freight movement using a substantial fleet of tractors, trailers, and chassis, positioning it within the integrated freight and logistics sector of the industrials industry. In the most recent quarter, Q1 2026, J.B. Hunt reported earnings per share of $1.49, beating the $1.44625 estimate, and revenue of $3.056 billion, surpassing the $2.953 billion forecast; this follows a pattern of earnings beats in five of the last six quarters, with the sole miss occurring in Q4 2024 when EPS fell short of the $1.62476 estimate. Revenue trends have been mixed: after a dip in Q1 2025 to $2.921 billion, the company rebounded to $3.053 billion in Q3 2025 and $3.097 billion in Q4 2025, before a slight decline to $3.056 billion in Q1 2026, indicating a volatile but generally upward trajectory. Historically, J.B. Hunt has maintained a strong earnings beat record, with EPS consistently exceeding analyst expectations except for the Q4 2024 miss, while revenue has occasionally lagged estimates, as seen in Q4 2025. Recent analyst commentary underscores this trend: Goldman Sachs and Citigroup have both raised price targets to $239 and $278 respectively, citing improving freight demand and disciplined cost control as key drivers of future earnings growth. Investors should watch the upcoming earnings guidance for updates on capacity utilization, freight rate trends, and fuel cost impacts, as these factors will likely shape the company’s near‑term performance and could influence the revised target ranges.

EPS

EstBeatMiss
$1.03$1.28$1.52$1.77$2.01Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.73 - -
Q1'26$1.45$1.49+3.0%
Q4'25$1.84$1.90+3.0%
Q3'25$1.46$1.76+20.7%
Q2'25$1.30$1.31+0.5%
Q1'25$1.14$1.17+2.2%

Revenue

EstBeatMiss
$2.9B$3.0B$3.1B$3.2B$3.3BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.3B - -
Q1'26$3.0B$3.1B+3.5%
Q4'25$3.2B$3.1B-2.1%
Q3'25 - $3.1B -
Q2'25 - $2.9B -
Q1'25 - $2.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

JBHT Stock Snapshot

JBHT is currently trading at $279.96, giving J.B. Hunt Transport Services, Inc. a market cap of 26.40B and a P/E ratio of 42.4. Today's range spans $277.09–$288.02, with shares opening at $287.70 and moving up $0.03 (0.0%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 85/100.

Over the past year JBHT has traded between $130.12 and $294.98 - the current price is +115.2% off the 52-week low and -5.1% from the high. 31 analysts cover the stock with a Buy consensus and a mean 12-month target of $272.00 (range $171.00–$360.00), implying downside of -2.8%.

Short interest data on large-cap Industrials names like JBHT (26.40B market cap) becomes relevant when the technical picture turns bullish - a BUY on 73/100 with bullish sentiment (85/100) is exactly the kind of setup that makes shorts nervous. Price at $279.96 (near 52-week highs in $130.12–$294.98). The current P/E ratio stands at 42.4. Short covering in a bullish technical phase can add a secondary momentum layer on top of genuine long-side conviction - a dynamic worth monitoring in the current setup.

The combination of a BUY signal (73/100) and bullish news sentiment (85/100) puts JBHT on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 26.40B in Industrials market cap without immediately moving the stock. At $279.96 (near 52-week highs in the $130.12–$294.98 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.