J.B. Hunt has delivered three consecutive earnings beats and converts free cash flow at 133% of net income, but the stock trades at a forward P/E of 30.8x with a PEG of 2.76 — a premium the current growth profile may not justify — and with only 1.6% to nearest resistance against 6.4% potential downside, the 0.25-to-1 risk/reward does not compensate for holding risk at current prices.
Thesis pillars
- Rich Valuation Relative To Growth↑Improving
- Earnings Beat Streak Execution Floor↓Deteriorating
- Momentum Deterioration And Distribution↑Improving
- +1 more pillar — see the Why tab for full reasoning
J.B. Hunt Transport Services, I (JBHT) Stock Analysis
Breakout setup
Industrials · Integrated Freight & Logistics
Hold if already holding. Not a fresh buy at $291.41, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.8% away).
J.B. Hunt Transport Services operates five North American freight segments: Intermodal ($5.98 billion 2025 revenue), Dedicated Contract Services ($3.38 billion), Integrated Capacity Solutions ($1.11 billion), Final Mile Services ($824 million), and Truckload ($734 million). The... Read more
Hold if already holding. Not a fresh buy at $291.41, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.8% away). Chart setup: Golden cross, above all MAs, RSI 58, MACD bullish. Mixed signals. Hold existing position. Score 5.9/10, moderate confidence.
Passes 6/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 87d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About J.B. Hunt Transport Services, I
About J.B. Hunt Transport Services, I
J.B. Hunt Transport Services generated fiscal 2025 revenue of $5.98 billion in the JBI intermodal segment, $3.38 billion in Dedicated Contract Services, $1.11 billion in brokerage and logistics through ICS, $824 million in Final Mile Services, and $734 million in Truckload. The JBI fleet comprised 124,838 owned containers and 104,474 chassis at December 31, 2025, with a combined company tractor and truck fleet of 18,843 units averaging 2.7 years old. JBHT employed 31,750 people with no union coverage, serving Fortune 500 customers throughout North America.
JBI, the largest segment, uses BNSF and Norfolk Southern for linehaul movement while JBHT performs the majority of drayage via company-owned tractors, creating an integrated rail-truck intermodal service. DCS focuses on dedicated private fleet conversion under long-term cost-plus contracts spanning three to ten years, where fixed costs are recovered regardless of equipment utilization. ICS provides freight brokerage through J.B. Hunt 360 with approximately 126,000 available third-party carriers, offering flatbed, refrigerated, expedited, and dry-van solutions. FMS delivers big-and-bulky last-mile goods through a cross-dock network under one-to-five-year contracts. The top 10 customers by revenue accounted for approximately 33% of fiscal 2025 revenue; JBI, ICS, and JBT segments typically have no long-term contracts, while DCS and FMS contracts may contain cancellation clauses. JBHT held no derivative financial instruments to hedge fuel-price exposure at December 31, 2025.
Show full overview
JBHT's JBI segment — its largest at $5.98 billion in 2025 revenue — depends on BNSF and Norfolk Southern for linehaul movement under contractual arrangements the 10-K describes as subject to labor disruptions, shortages, and rail network inefficiencies. A material service deterioration at either railroad could impair JBI economics, as the company relies entirely on rail for the long-haul leg while performing the majority of drayage via owned tractors. The absence of fuel hedges leaves diesel price volatility as a direct operating cost exposure, with surcharge programs recovering the majority of fuel cost changes but subject to timing lags.
See also: Industrials · Integrated Freight & Logistics
From J.B. Hunt Transport Services, I's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-07-19Recent Developments — J.B. Hunt Transport Services, I
Latest news
- NEWS J.B. Hunt jumps as investors bet on stronger intermodal trends ahead of earnings - Quiver Quantitative — Quiver Quantitative positive
- NEWS Is JB Hunt Transport Services Inc (JBHT) Overvalued After Q2 Ear - GuruFocus — GuruFocus negative
- NEWS J.B. Hunt Stock Rallies After Q2 Earnings Beat Estimates - Benzinga — Benzinga positive
- NEWS J.B. Hunt rallies after revenue jumps and profits improve in Q2 (JBHT:NASDAQ) - Seeking Alpha — Seeking Alpha positive
- NEWS Earnings Flash (JBHT) J.B. Hunt Transport Services, Inc. Reports Q2 Revenue $3.50B, vs. FactSet Est of $3.26B - marketsc — marketscreener.com positive
Generated 2026-07-20T05:32:10Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Concentration Risks(10-K Item 1A)
- MEDIUMCustomertop 10 customers33%10-K Item 1A: 'our top 10 customers, based on revenue, accounted for approximately 33% of our revenue'
- MEDIUMcounterpartyBNSF and Norfolk Southern10-K Item 1A: 'the majority of our business travels on the BNSF and the Norfolk Southern railways'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $291.41, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.8% away). Chart setup: Golden cross, above all MAs, RSI 58, MACD bullish. Mixed signals. Hold existing position. Target $293.76 (+0.8%), stop $271.51 (−7.3%), A.R:R -0.6:1. Score 5.9/10, moderate confidence.
Take-profit target: $293.76 (-5.7% upside). Target $293.76 (+0.8%), stop $271.51 (−7.3%), A.R:R -0.6:1. Stop-loss: $271.51.
Analyst target reached - limited upside remaining; Near 52-week high (2.8% away).
J.B. Hunt Transport Services, I trades at a P/E of 41.5 (forward 28.9). TrendMatrix value score: 4.2/10. Verdict: Hold.
30 analysts cover JBHT with a consensus score of 3.8/5. Average price target: $305.
What does J.B. Hunt Transport Services, I do?J.B. Hunt Transport Services operates five North American freight segments: Intermodal ($5.98 billion 2025 revenue),...
J.B. Hunt Transport Services operates five North American freight segments: Intermodal ($5.98 billion 2025 revenue), Dedicated Contract Services ($3.38 billion), Integrated Capacity Solutions ($1.11 billion), Final Mile Services ($824 million), and Truckload ($734 million). The company earns fees from transportation, brokerage, and dedicated logistics services, employing 31,750 people with no union representation.