JB Hunt Transport Services Inc

JBHTIndustrials

Sentinellis Health Score

6.3/10

Moderate concerns

Market Cap

$24.2B

Revenue

$12.0B

P/E Ratio

39.8x

AI Summary

J.B. Hunt moves freight across America using a mix of rail-truck intermodal containers, dedicated truck fleets that work for specific customers, a brokerage network that matches shippers with carriers, and last-mile delivery trucks that bring goods to homes and stores. The company operates five business segments and transports everything from consumer goods and food to auto parts and chemicals [Yahoo Finance].

J.B. Hunt Transport Services is a major U.S. trucking and logistics company operating over 100,000 trailers and 11,000+ trucks across intermodal rail-truck shipping, dedicated fleets, freight brokerage, and last-mile delivery [Yahoo Finance]. The company recently reported Q1 2026 earnings that beat expectations by 27%, and management projects freight rates will climb 20% over the next two years as regulatory enforcement and competitor exits tighten industry capacity [Yahoo Finance]. While revenue growth is flat year-over-year and three insiders sold shares in recent months, the fundamentals show a profitable business with $947.6M in free cash flow and a manageable 1.2x net debt to EBITDA [Yahoo Finance].

Solid profitability and strong free cash flow, but revenue is flat and the stock trades at a steep 39.8x P/E ratio [Yahoo Finance].

Confidence8/10