J.B. Hunt Transport Services, Inc.

NasdaqGS:JBHT 주식 리포트

시가총액: US$24.2b

J.B. Hunt Transport Services 향후 성장

Future 기준 점검 2/6

J.B. Hunt Transport Services (는) 각각 연간 11.1% 및 5.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23% 로 예상됩니다.

핵심 정보

11.1%

이익 성장률

13.26%

EPS 성장률

Transportation 이익 성장13.9%
매출 성장률5.9%
향후 자기자본이익률23.01%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

이익 및 매출 성장 예측

NasdaqGS:JBHT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202814,5149269851,7828
12/31/202713,7938389091,71219
12/31/202612,8776909331,58419
3/31/202612,1346221,0321,627N/A
12/31/202511,9995989481,678N/A
9/30/202512,0495737901,610N/A
6/30/202512,0645546001,462N/A
3/31/202512,0655615131,421N/A
12/31/202412,0875716181,483N/A
9/30/202412,2455694361,381N/A
6/30/202412,3406042051,474N/A
3/31/202412,5446581191,723N/A
12/31/202312,830728-1181,745N/A
9/30/202313,176776-601,951N/A
6/30/202313,8508581582,090N/A
3/31/202314,5559242801,973N/A
12/31/202214,8149692361,777N/A
9/30/202214,6611,0101471,609N/A
6/30/202213,968941311,340N/A
3/31/202213,03985831,151N/A
12/31/202112,1687612761,224N/A
9/30/202111,4096734301,182N/A
6/30/202110,7375984491,152N/A
3/31/20219,9745485581,238N/A
12/31/20209,6375063841,123N/A
9/30/20209,3494973801,072N/A
6/30/20209,2404904901,132N/A
3/31/20209,3565023331,097N/A
12/31/20199,165516N/A1,098N/A
9/30/20199,033460N/A1,248N/A
6/30/20198,879473N/A1,165N/A
3/31/20198,756491N/A1,077N/A
12/31/20188,615490N/A1,088N/A
9/30/20188,287786N/A1,004N/A
6/30/20187,921755N/A941N/A
3/31/20187,509702N/A831N/A
12/31/20177,190686N/A855N/A
9/30/20176,920419N/A799N/A
6/30/20176,768428N/A823N/A
3/31/20176,656435N/A835N/A
12/31/20166,555432N/A854N/A
9/30/20166,455431N/A860N/A
6/30/20166,351437N/A894N/A
3/31/20166,276435N/A923N/A
12/31/20156,188427N/A873N/A
9/30/20156,176421N/A857N/A
6/30/20156,191408N/A799N/A

애널리스트 향후 성장 전망

수입 대 저축률: JBHT 의 연간 예상 수익 증가율(11.1%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: JBHT 의 연간 수익(11.1%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: JBHT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: JBHT 의 수익(연간 5.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: JBHT 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: JBHT의 자본 수익률은 3년 후 23%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 04:36
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

J.B. Hunt Transport Services, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Daniel MooreBaird
Scott DavisBarclays