J.B. Hunt Transport Services, Inc. (JBHT) Stock

J.B. Hunt Transport Services, Inc. (JBHT) is a Industrials stock trading at $296.75 (as of 2026-07-15), with a market capitalization of $27.98B and a trailing P/E of 45.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistics services across North America through segments including Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. It operates intermodal equipment and related transportation, supply-chain and logistics solutions, and capacity and brokerage services for customers.

Understand J.B. Hunt Transport Services, Inc.: how it makes money

J.B. Hunt Transport Services provides intermodal freight, dedicated contract logistics, integrated capacity solutions, final mile services, and truckload transportation in North America, and it makes money by delivering freight and logistics services through its five operating segments.

The profit model is asset and capacity utilization driven, because J.B. Hunt operates multiple transportation services and runs large company-owned fleets (for example, intermodal trailing equipment and chassis, plus tractors and driver operations) that convert contracted and spot demand into segment revenue.

Revenue by segment (latest quarter)
JBI$1.6B
DCS$0.8B
ICS$0.3B
JBT$0.2B
FMS$0.2B

Business quality (Weak): Multi-segment, North America-focused surface transportation provider with a notably asset-heavy intermodal component, where segment revenue mix (especially JBI and DCS) is a key operational lens.

Valuation: At 42× earnings, JBHT trades 139% above the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Diversified revenue streams across five segments, with Intermodal (JBI) and Dedicated Contract Services (DCS) contributing the largest segment revenues (from the provided segment figures): This diversification can reduce reliance on any single service type, while still keeping the intermodal franchise central to the business model.
  • Intermodal scale and operational control through owned and maintained equipment: The company reports large company-owned trailing equipment (104,973 pieces) and a company-owned chassis fleet (85,649 units), supporting consistent service execution in the intermodal business.

Bear case

  • Asset intensity can increase sensitivity to demand and utilization: Because J.B. Hunt runs substantial company-owned fleets (for example, trailing equipment, chassis, tractors, and associated operations), weak demand or lower utilization can pressure results.
  • Segment mix and execution matters across a broad portfolio: With five reportable segments (JBI, DCS, ICS, FMS, JBT), performance depends on maintaining competitive execution in multiple service types, not just one.
Valuation — source: SEC EDGAR (first-party)
Price$296.75
Market Cap$27.98B
P/E Ratio45.0
EV / EBITDA18.2
Price / Book7.79
Price / Sales2.31
Dividend Yield0.7%
FCF Yield3.7%
DCF Value (model)$80.31
DCF Upside vs Price-72.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$12.00B
Net Margin5.0%
Return on Equity17.3%
Debt / Equity0.36
Current Ratio1.26
Revenue Growth (YoY)4.6%
EPS Growth (YoY)27.1%
FCF Growth (YoY)53.3%
Financial Health — source: SEC EDGAR
Altman Z-Score7.06 (safe)
Valuation vs Sector & Industry
Stock P/E45.0
Sector P/E (Industrials)28.7
Industry P/E (Transportation)17.6
vs Sector56.9%
vs Industry155.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($1.80B)
Institutional Holders Tracked10
Congressional Trades (recent)1
Company
SectorIndustrials
IndustryTransportation
CEOShelley Simpson
Employees33,646
CountryUS
IPO Date1983-11-22

Related Companies (Business model: Freight Logistics (Parcel, LTL, Truckload, Intermodal, Forwarding); 8 closest by market cap; US-domiciled)

  • Old Dominion Freight Line, Inc. (ODFL)
  • Knight-Swift Transportation Holdings Inc. (KNX)
  • Saia, Inc. (SAIA)
  • Landstar System, Inc. (LSTR)
  • Schneider National, Inc. (SNDR)
  • ArcBest Corporation (ARCB)
  • Werner Enterprises, Inc. (WERN)
  • Marten Transport, Ltd. (MRTN)
JBHT earnings history · JBHT institutional & insider holders · JBHT KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-15.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.