Brief: J.B. Hunt Q2 Revenue USD 2,930 Million Vs. IBES Estimate USD 2,924 Million

J B Hunt Transport Services

15/07/2025 21:05

Corrects typographical error in headline

Overview

J.B. Hunt Q2 revenue at $2.93 bln, beating analyst expectations, per LSEG data

Q2 EPS flat at $1.31, missing analyst expectations, per LSEG data

Operating income down 4% to $197.3 mln, driven by higher expenses

Co repurchased 2.4 mln shares for $319 mln in Q2

Outlook

Company expects 2025 annual tax rate between 24.0% and 25.0%

Result Drivers

INTERMODAL VOLUME - 6% increase in Intermodal loads driven by strong demand in Eastern network, despite market volatility, per company statement

TRUCKLOAD GROWTH - 13% increase in Truckload (JBT) loads contributed to a 5% revenue rise, despite a 4% decline in revenue per load

COST PRESSURES - Operating income decreased 4% due to higher casualty and group medical claims expenses, and increased driver wages and equipment costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$2.93 bln
$2.92 bln (18 Analysts)
Q2 EPS
Miss
$1.31
$1.32 (22 Analysts)
Q2 Net Income
Miss
$128.60 mln
$132 mln (15 Analysts)
Q2 Operating Income
Beat
$197.30 mln
$195.80 mln (17 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for J B Hunt Transport Services Inc is $155.00, about 1.8% above its July 14 closing price of $152.20

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw30dk7ra

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)