J.B. Hunt Transport Services（JBHT）株式概要
J.B.ハント・トランスポート・サービス社は、米国で地上輸送、配送、物流サービスを提供している。 詳細
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Analyst Price Targets
J.B. Hunt Transport Services, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$262.88 |
| 52週高値 | US$264.98 |
| 52週安値 | US$130.12 |
| ベータ | 1.29 |
| 1ヶ月の変化 | 4.48% |
| 3ヶ月変化 | 16.46% |
| 1年変化 | 88.62% |
| 3年間の変化 | 56.24% |
| 5年間の変化 | 55.15% |
| IPOからの変化 | 18,456.23% |
最新ニュース
Recent updates
ナラティブの更新 • May 08
JBHT: Freight Recovery And Buybacks Will Shape Future Repricing Balance
Analysts have nudged the J.B. Hunt Transport Services price target higher to around $234, up from about $231. This reflects revised assumptions on fair value and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.ナラティブの更新 • Apr 21
JBHT: Freight Cycle Recovery And Capital Returns Will Guide Future Repricing
Analysts have raised the J.B. Hunt Transport Services price target to about $231 from roughly $212, reflecting updated views on revenue, margins and P/E assumptions following a broad wave of target increases across major firms. Analyst Commentary Bullish analysts have broadly lifted price targets for J.B. Hunt Transport Services, with individual increases ranging from about $2 to $50 across a wide group of firms.Seeking Alpha • Apr 16
J.B. Hunt: The Hunt For Further Upside Is Risky
Summary J.B. Hunt Transport Services, Inc. remains fundamentally solid with diversified operations and strong network capacity but faces mounting macroeconomic and geopolitical headwinds. Q1 2026 revenue grew 4.6% YoY to $3.1B, with operating margin improving to 6.8% amid rising costs and strategic pricing adjustments. Valuation appears stretched: the DDM target price is $191.49, P/E is 34.76x vs. a 5-year average of 25.85x, and the PEG is 3.5x, indicating overvaluation. I reiterate a Hold rating on JBHT, as technicals show early bearish divergence and overbuying signals despite the ongoing uptrend. Read the full article on Seeking Alphaナラティブの更新 • Apr 05
JBHT: Freight Recovery And Capital Returns Will Shape Future Cycle Expectations
Narrative Update on J.B. Hunt Transport Services The analyst price target for J.B. Hunt Transport Services has moved slightly higher to $211.87 from $211.17, as analysts balance a series of recent target increases across the Street with mixed views on the timing and strength of a broader freight recovery. Analyst Commentary Recent research shows a mix of optimism and caution around J.B. Hunt Transport Services, with several firms revising price targets higher while a few move to the sidelines after the sector's strong move since late 2025.ナラティブの更新 • Mar 20
JBHT: Freight Cycle Recovery And Capital Returns Will Test Current Expectations
J.B. Hunt's analyst price target edges higher to $211, as analysts factor in a modest tweak to the discount rate and reference a broad wave of target increases that link the stock to an ongoing freight cycle recovery in transportation equities. Analyst Commentary Recent research on J.B. Hunt shows a cluster of higher price targets alongside a mix of optimism on the freight recovery and caution about how much good news is already reflected in the shares.ナラティブの更新 • Mar 05
JBHT: Freight Cycle Uncertainty Will Test Elevated Earnings Expectations
The analyst price target for J.B. Hunt Transport Services has edged higher by about $1 to $211. Analysts point to sector wide target increases that reflect expectations for a progressing freight cycle recovery and ongoing industry cost and capacity adjustments.ナラティブの更新 • Feb 19
JBHT: Cost Discipline And Capital Returns Will Support Earnings Through Sector Uncertainty
Analysts have slightly raised their average price target for J.B. Hunt Transport Services to around $210, citing updated views on earnings resilience, modestly adjusted discount rates and revenue growth assumptions, as well as a slightly higher expected future P/E multiple supported by recent sector research. Analyst Commentary Recent Street research around J.B. Hunt clusters around a higher set of price targets, but with very different views on how much upside is still available and how smooth execution might be from here.ナラティブの更新 • Feb 03
JBHT: Cost Discipline And Buybacks Will Steady Earnings Through Ongoing Freight Uncertainty
Analysts nudged their price target for J.B. Hunt Transport Services slightly higher to about $210 per share, supported by a wave of recent target increases that lean on expectations for steadier earnings, disciplined cost control, and a modestly higher future P/E multiple. Analyst Commentary Street research on J.B. Hunt has clustered around higher price targets, but the tone is mixed, with some calling out upside tied to execution and cost control, and others flagging a tougher set up for the broader transport group.ナラティブの更新 • Jan 20
JBHT: Higher Multiples And Buybacks Will Support Earnings Through Freight Uncertainty
Analysts have raised their blended fair value estimate for J.B. Hunt Transport Services from about $176 to roughly $210 per share. This change reflects a move to higher assumed future P/E multiples, while revenue growth and margin expectations remain relatively similar.ナラティブの更新 • Jan 06
JBHT: Cost-Led Margin Gains Will Prove Short Lived As Inflation Pressures Persist
The analyst price target for J.B. Hunt Transport Services has been raised by about US$3 to reflect updated assumptions for slightly higher long term revenue growth, stable profit margins supported by ongoing cost initiatives, and a modestly higher future P/E multiple that aligns with recent research highlighting Q3 cost efficiencies and margin gains. Analyst Commentary Street research following J.B. Hunt Transport Services' Q3 results reflects a broadly constructive tone on execution, with increased price targets tied closely to cost efficiencies and margin gains.分析記事 • Jan 04
Returns At J.B. Hunt Transport Services (NASDAQ:JBHT) Appear To Be Weighed Down
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...ナラティブの更新 • Dec 14
JBHT: Cost-Led Margin Gains Will Prove Fragile In Prolonged Weak Freight Cycle
Analysts raised their average price target for J.B. Hunt Transport Services by about $7 to roughly $172, citing sustained cost-driven margin improvements, better-than-expected Q3 execution, and an improving earnings trajectory supported by intermodal and cost efficiency gains. Analyst Commentary Recent research updates highlight a generally constructive stance on J.B. Hunt, with most firms lifting price targets following a stronger than expected Q3 and visible margin progress from cost initiatives.ナラティブの更新 • Nov 29
JBHT: Margin Upside From Cost Initiatives Will Offset Freight Demand Uncertainty
Analysts have raised their price targets on J.B. Hunt Transport Services, with most increasing estimates by $10 to $20 per share. They cite improved margins and successful cost initiatives following the company’s strong third-quarter results.ナラティブの更新 • Nov 15
JBHT: Earnings Momentum And Cost Discipline Will Offset Freight Market Uncertainty
J.B. Hunt Transport Services’ analyst price target was slightly reduced by less than $1 per share. Analysts point to ongoing operational cost improvements and higher profit margins supporting the company’s valuation, despite continued freight market uncertainty.ナラティブの更新 • Oct 31
JBHT: Margins Will Improve With Cost Efficiencies Amid Market Uncertainties
The analyst price target for J.B. Hunt Transport Services has increased from approximately $163.78 to $166.00. Analysts point to stronger margin outlooks and cost-driven forecasts following recent earnings outperformance.ナラティブの更新 • Oct 17
Technology And Capacity Investments Will Unlock New Markets
Analysts have raised their price targets for J.B. Hunt Transport Services, reflecting a fair value increase from $157.54 to $163.78. Cost initiatives and margin improvements are driving optimism following a stronger-than-expected third quarter.ナラティブの更新 • Oct 03
Technology And Capacity Investments Will Unlock New Markets
J.B. Hunt Transport Services' analyst price target has edged down slightly from $159.38 to $157.54. Analysts point to ongoing freight demand uncertainty, soft industrial growth, and tempered market expectations as key factors in their updated outlook.分析記事 • Sep 25
J.B. Hunt Transport Services, Inc.'s (NASDAQ:JBHT) Share Price Matching Investor Opinion
J.B. Hunt Transport Services, Inc.'s ( NASDAQ:JBHT ) price-to-earnings (or "P/E") ratio of 23.2x might make it look...分析記事 • Sep 12
Here's Why J.B. Hunt Transport Services (NASDAQ:JBHT) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 23
Capital Allocation Trends At J.B. Hunt Transport Services (NASDAQ:JBHT) Aren't Ideal
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Seeking Alpha • Apr 16
Continue To Avoid J.B. Hunt Transport Services
Summary J.B. Hunt's financial performance has deteriorated, with revenue and net income declining significantly over the past few years. The company's long-term debt has increased substantially, leading to higher interest expenses, which adds risk to the investment. The dividend yield of 1.3% requires an unrealistic 25% CAGR to match the 10-Year Treasury Note's cash flows, making it less attractive. Given the current price and financial outlook, it's prudent to avoid J.B. Hunt shares until the price drops or the yield increases. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
J.B. Hunt: Solid Company, But Buying Opportunity Hunting Remains A Challenge
Summary Amid macroeconomic uncertainties, J.B. Hunt Transportation Services faces growth challenges but maintains profitability through effective cost management, operational efficiency, and investing strategy. JBHT's Q4 2024 revenue dropped YoY, but improved operating margin and stable operating leverage highlight its resilience and strategic pricing. Despite decent liquidity and younger trucks aiding cost-saving, JBHT's high debt levels and potential overpricing suggest caution for investors. Technical indicators show weak momentum, advising a hold rating due to sluggish trends and potential downside risks. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
J.B. Hunt's Q4 Earnings Preview: Stretched Valuation, Uncertain Outlook
Summary J.B. Hunt Transport Services faces challenges with a shrinking freight market, pricing pressures, and excess capacity, impacting its intermodal and truckload segments. Despite setbacks, JBHT's strategic initiatives, including tech investments and acquiring Walmart’s intermodal assets, position it for long-term growth and operational efficiency. Financial health shows manageable debt and healthy cash flow, but gross profit margins lag behind sector medians, reflecting ongoing cost pressures and operational inefficiencies. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
J.B. Hunt Q3 Earnings: Deflationary Rate Environment Remains A Headwind
Summary Shares in J.B. Hunt moved higher following a better than expected Q3. The transportation bellwether reported declining revenues, but the declines were better-than-feared. Positive volume trends and more normalized seasonal demand provided a tailwind to results, while pricing remained a headwind. The earnings bounce is a reprieve for a stock that has underperformed through the year. Despite the post-release bounce, I remain neutral on JBHT’s share price prospects following results. Read the full article on Seeking Alpha株主還元
| JBHT | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | 10.5% | 2.5% | -0.3% |
| 1Y | 88.6% | 12.8% | 26.7% |
業界別リターン: JBHT過去 1 年間で12.8 % の収益を上げたUS Transportation業界を上回りました。
リターン対市場: JBHT過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| JBHT volatility | |
|---|---|
| JBHT Average Weekly Movement | 5.3% |
| Transportation Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: JBHT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: JBHTの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1961 | 31,750 | Shelley Simpson | www.jbhunt.com |
J.B.ハント・トランスポート・サービス（J.B. Hunt Transport Services, Inc.5つのセグメントで事業を展開：インターモーダル、専用契約サービス、統合キャパシティ・ソリューション、ファイナルマイル・サービス、トラックロード。JBI部門は複合一貫輸送ソリューションを提供している。同社は124,838台の自社所有のトレーリング機器を運営し、104,474台のシャシー・フリートを所有・維持し、5,880台の自社所有トラクター、308台の独立請負トラック、8,704人の自社ドライバーのフリートを管理している。DCS部門は、様々な輸送ネットワークをサポートするサプライチェーン・ソリューションの設計、開発、実行を行う。2025年12月31日現在、11,878台の自社所有トラック、761台の顧客所有トラック、1台の請負トラックを運営している。また、26,767台の自社所有トレーラーと5,218台の顧客所有トレーラーを運行している。ICS部門は、貨物仲介と輸送ロジスティクス・ソリューション、フラットベッド、冷蔵、エクスペディット、トラック未満貨物、ドライバン、複合一貫輸送ソリューション、オンライン複合一貫輸送マーケットプレイス、および顧客が輸送機能をアウトソーシングするためのロジスティクス・マネジメント・サービスを提供している。FMS部門は、1,085台の自社所有トラック、169台の顧客所有トラック、39台の独立請負トラック、1,091台の自社所有トレーラー、98台の顧客所有トレーラーを通じてサービスを提供している。JBT事業は、2台の自社所有トラクターと12,658台の自社所有トレーラーにより、道路や高速道路を走行するトラクターとトレーラーを利用したドライバン輸送サービスを提供している。一般消費財、特殊消費財、家電製品、家庭用家具、森林、紙、ゴム、プラスチック製品、食品、飲料、建築資材、アパレル、アクセサリー、石鹸、化粧品、自動車部品、農産物、電子機器、化学品などの貨物の輸送や輸送手配を行っている。1961年に法人化され、アーカンソー州ローウェルに本社を置く。
J.B. Hunt Transport Services, Inc. 基礎のまとめ
| JBHT 基礎統計学 | |
|---|---|
| 時価総額 | US$24.19b |
| 収益（TTM） | US$622.10m |
| 売上高(TTM) | US$12.13b |
39.8x
PER（株価収益率2.0x
P/SレシオJBHT は割高か？
公正価値と評価分析を参照収益と収入
| JBHT 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.13b |
| 売上原価 | US$9.85b |
| 売上総利益 | US$2.29b |
| その他の費用 | US$1.67b |
| 収益 | US$622.10m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 15, 2026
| 一株当たり利益（EPS） | 6.60 |
| グロス・マージン | 18.86% |
| 純利益率 | 5.13% |
| 有利子負債／自己資本比率 | 36.2% |
JBHT の長期的なパフォーマンスは？
過去の実績と比較を見る| J.B. Hunt Transport Services 配当日 | |
|---|---|
| 配当落ち日 | May 08 2026 |
| 配当支払日 | May 22 2026 |
| 配当落ちまでの日数 | 14 days |
| 配当支払日までの日数 | 0 days |
JBHT 配当は確実ですか？
JBHT 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 13:54 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
J.B. Hunt Transport Services, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Daniel Moore | Baird |
| Scott Davis | Barclays |