J.B. Hunt (JBHT)
Industrials · Integrated transportation and logistics
North America's largest integrated transportation and logistics network combining intermodal rail, dedicated contract services, truckload, brokerage, and last-mile delivery.
What J.B. Hunt does
J.B. Hunt is one of North America's largest surface transportation and logistics companies operating through five reporting segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The company provides full-truckload containerized freight transportation using company-controlled equipment and drivers, intermodal services leveraging major North American rail carriers, customized dedicated logistics services, last-mile delivery through a network of cross-dock locations, and comprehensive freight brokerage utilizing third-party carriers. Its platform, J.B. Hunt 360°, offers shippers and carriers enhanced supply chain visibility and transparency.
Themes: ["Transportation logistics","Intermodal freight","Last-mile delivery","Supply chain efficiency","Fuel efficiency and emissions reduction","Multimodal freight solutions","Digital supply chain visibility","Rail-truck intermodal","Dedicated freight services","Third-party brokerage"]
Fundamentals
- Price$282.61 as of 2026-07-09 close
- Market cap$26.5B as of 2026-07-10
- 1-year return+80.6% as of 2026-07-09 close
- P/E42.64 as of 2026-07-10
- Net margin+5.1% as of 2026-07-10
- Gross margin+19.2% as of 2026-07-10
- ROE+17.3% as of 2026-07-10
- Debt / equity0.36 as of 2026-07-10
- Revenue growth (YoY)+0.6% as of 2026-07-10
- Revenue CAGR (3y)+5.3% SEC XBRL
- Beta1.31 as of 2026-07-10
Dividend: yield +0.7%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on freight volumes and economic conditions; seasonal variation in August through early November requires supply chain flexibility and capital management across capacity-oriented segments","Operating leverage to fuel prices and driver labor costs; Q1 2026 fuel and fuel taxes represented $175M of expenses with competitive pressure from third-party carrier networks affecting pricing","Regulatory and environmental compliance costs; company is exposed to ongoing capital investment requirements for fleet modernization, alternative fuel vehicle adoption, and greenhouse gas emissions reduction mandates"]
Competitors & peers
- Werner Enterprises
- Knight-Swift Transportation
- Schneider National
- XPO Logistics
- Universal Truckload Services
- Saia Inc.
- Estes Express Lines
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.