J.B. Hunt (JBHT)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
$273.77+2.81%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
Research Workspace
Put JBHT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Meet or exceed EPS guidance of $1.49 for 2026: EPS $1.91 vs $1.49 target.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskJ.B. Hunt's growth in the intermodal segment must continue to justify its price. Revenue grew 19% year over year, and the latest quarter beat expectations. It trades at 39× P/E versus a peer median of 24×. The price reflects less growth than forecast, indicating modest expectations. A specific risk is the potential for a guidance cut, which could negatively impact estimates. Peer multiples imply a price about 16% below where it trades. Our read remains intact.
Trailing returns as of 2026-09-04. JBHT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering JBHT (as of Sep 2026).
Based on 14 Wall Street analysts offering 12-month price targets for JBHT in the last 4 months.
Continue this research
Compare JBHT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| JBHT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put JBHT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve network efficiency in Intermodal segment
Freight recovery supports intermodal pricing and network efficiency.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $273.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $273.77.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Leverage investments in People, Technology, and Capacity
Q2 revenues surge indicates strong growth potential.
Advances: Leverage investments in People, Technology, and Capacity
Indicates potential growth from reduced trucking capacity.
Threatens: Execute on initiative to lower cost to serve
Linehaul rates increase may hinder cost reduction efforts.
Advances: Leverage investments in People, Technology, and Capacity
Price target increase reflects strong growth outlook.
Advances: Improve network efficiency in Intermodal segment
Intermodal growth aligns with efficiency goals.
Advances: Improve network efficiency in Intermodal segment
Intermodal shift aligns with improving network efficiency objective.
Advances: Leverage investments in People, Technology, and Capacity
Strong earnings support growth investments.
