J.B. Hunt Transport Services, Inc.

NasdaqGS:JBHT Stock Report

Market Cap: US$24.7b

J.B. Hunt Transport Services Future Growth

Future criteria checks 2/6

J.B. Hunt Transport Services is forecast to grow earnings and revenue by 11.1% and 5.9% per annum respectively. EPS is expected to grow by 13.3% per annum. Return on equity is forecast to be 23% in 3 years.

Key information

11.1%

Earnings growth rate

13.26%

EPS growth rate

Transportation earnings growth13.8%
Revenue growth rate5.9%
Future return on equity23.01%
Analyst coverage

Good

Last updated11 May 2026

Recent future growth updates

Recent updates

Narrative Update • 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.
Narrative Update • 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
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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

Earnings and Revenue Growth Forecasts

NasdaqGS:JBHT - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: JBHT's forecast earnings growth (11.1% per year) is above the savings rate (3.5%).

Earnings vs Market: JBHT's earnings (11.1% per year) are forecast to grow slower than the US market (16.8% per year).

High Growth Earnings: JBHT's earnings are forecast to grow, but not significantly.

Revenue vs Market: JBHT's revenue (5.9% per year) is forecast to grow slower than the US market (11.7% per year).

High Growth Revenue: JBHT's revenue (5.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: JBHT's Return on Equity is forecast to be high in 3 years time (23%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 09:17
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

J.B. Hunt Transport Services, Inc. is covered by 39 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John EadeArgus Research Company
Daniel MooreBaird
Brandon OglenskiBarclays