JBHT
NASDAQ · Industrials · Integrated Freight & Logistics · US
Research · Oct 29, 2026
Freight Trucking Faces Qualified-Driver Capacity Constraints
J.B. Hunt and Werner say freight demand is available, but qualified-driver supply, training lead times and compliance enforcement are limiting carrier growth.
Research · Oct 16, 2026
J.B. Hunt (JBHT) Q3 2026 Earnings: Dedicated Profit Falls 22%, Brokerage Margins Recover
J.B. Hunt's Q3 2026 operating income rose 2% as Dedicated profit fell 22% on driver and medical costs, while brokerage gross margin recovered to 14.3%.
Research · Oct 13, 2026
[JBHT] J.B. Hunt: Q3 2026 earnings preview on intermodal margins and cost pressure
J.B. Hunt grew Q2 2026 operating income 32% to $259.5 million with EPS of $1.91; Q3 tests whether intermodal profit holds as driver and fuel costs outrun contract rates.
Research · Sep 3, 2026
[JBHT] J.B. Hunt Thesis 2026: Intermodal Recovery and JBHT 360 Await Freight Cycle Turn
J.B. Hunt delivered a modest freight cycle recovery in FY2025 with revenue of ~$12.2B and EPS of ~$6.25, as intermodal volumes recovered from the FY2024 trough and cost discipline improved operating margins. ICS (digital brokerage) remained compressed at ~$1.28B as spot rates stayed weak. JBHT 360 platform investment continues to differentiate the company for the eventual freight recovery, when tighter truckload capacity would widen the intermodal cost advantage and improve brokerage volumes simultaneously. Normalized cycle EPS is ~$9-10.
Research · Aug 26, 2026
Canada 50% Auto Tariff: What It Means for Toyota, Honda and Century Aluminum
Trump's 50% tariff on Canadian vehicles, parts and steel from January 2027 killed the metals deal, leaving Toyota, Honda and Century Aluminum on the chain.
Research · Aug 25, 2026
Trump Sets 50% Canada Auto Tariff, Ending the Metals Tariff Cut
Trump's 24 August pledge puts a 50% US tariff on Canadian cars, trucks, parts and steel from 1 January 2027, and kills the deal that would have halved the metals rate.