Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
J.B. Hunt (JBHT)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-04
$227.06+1.08%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
10.02 → 9.86 EPS · FY ending Dec 31, 2027 · 17 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 17 to 17; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for JBHT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Meet or exceed EPS guidance of $1.49 for 2026 | A primary condition in J.B. Hunt's published investment case. The stated target is EPS >= $1.49. | Under Pressure | EPS guidance falls below $1.49 for FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a quality transport business with a cyclical backdrop, rather than a clear turnaround or deep-value case. The long-term thesis is intact, though recent financial performance is neutral and company momentum has weakened.
JBHT trades at a premium to peers, while the valuation signal is classified as neutral and expectations are marked as justified. The negative expectations gap suggests the setup does not leave much room for results to fall short of what the market assumes.
Near term, three recent earnings beats provide support, and management has repeatedly emphasized cost removal and investment in people, technology, and capacity. However, Q3 operating margin fell year over year as purchased transportation and other expenses rose, and the broader sector backdrop is a headwind.
The multi-year thesis depends on cost actions and investment translating into durable operating improvement despite margin pressure. Near term, guidance is a key swing factor: a cut would be a negative, while results and guidance from UPS, FDX, and EXPD could signal whether the sector backdrop is improving or weakening.
Over the next one to three years, JBHT’s thesis remains intact, supported by recent earnings beats and management priorities, but execution and sector conditions leave meaningful uncertainty. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Operating income improved from $178.7M to $207.0M, showing better cost control. |
| Under Pressure |
| Operating income falls below $178M next year |
Operating income: $247.093M FY2026-Q3; GAAP. Published target: Operating income >= $207M. Target period is not explicitly aligned with this observation. Oct 23, 2026247,093,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth driven by investments in people, technology, and capacity | Hunt grows revenue by leveraging investments in people and technology. | Under Pressure | YoY revenue growth falls below 5% next year | Revenue growth: 20.44% FY2026-Q3; GAAP. Published target: >=5% YoY revenue growth. Target period is not explicitly aligned with this observation. Oct 23, 202620.436654 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 6 of 8 supplied quarters. Management reported: ““Our second quarter results reflect the strength of executing our strategy, as we leveraged our investments in our people, technology, and capacity to drive growth and improve profitability.” “While the operating environment remains dynamic, we continue to leverage our investments in our People, Technology, and Capacity, positioning the company to drive long‑term value for our shareholders.”” Revenue was $3.495 billion in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$10.13 → $9.86 · observed estimates
$14.95B → $15.51B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $10.13 | $14,945,691,202 | 17 / 16 |
| 2026-07-25 | $10.13 | $14,945,691,202 | 17 / 16 |
| 2026-07-26 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-07-27 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-07-28 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-07-29 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-07-30 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-07-31 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-01 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-02 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-03 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-04 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-08-05 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-08-06 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-07 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-08 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-08-09 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-08-10 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-12 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-13 | $10.12 | $14,903,019,700 | 23 / 20 |
| 2026-08-14 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-15 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-16 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-17 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-18 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-19 | $10.16 | $14,945,691,202 | 17 / 16 |
| 2026-08-20 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-21 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-22 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-23 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-24 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-25 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-26 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-27 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-28 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-29 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-30 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-08-31 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-01 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-02 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-03 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-04 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-05 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-06 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-07 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-08 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-09 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-10 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-11 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-12 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-13 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-14 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-15 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-16 | $10.16 | $14,945,684,913 | 17 / 16 |
| 2026-09-17 | $10.12 | $14,947,574,114 | 17 / 16 |
| 2026-09-18 | $10.12 | $14,947,574,114 | 17 / 16 |
| 2026-09-19 | $10.07 | $15,037,353,657 | 17 / 16 |
| 2026-09-20 | $10.07 | $15,037,353,657 | 17 / 16 |
| 2026-09-21 | $10.07 | $15,037,353,657 | 17 / 16 |
| 2026-09-22 | $10.07 | $15,045,996,592 | 17 / 16 |
| 2026-09-23 | $10.07 | $15,045,996,592 | 17 / 16 |
| 2026-09-24 | $10.07 | $15,045,996,592 | 17 / 16 |
| 2026-09-25 | $10.07 | $15,045,996,592 | 17 / 16 |
| 2026-09-26 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-09-27 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-09-28 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-09-29 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-09-30 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-10-01 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-10-02 | $10.05 | $15,066,428,592 | 17 / 16 |
| 2026-10-03 | $10.03 | $15,083,538,540 | 17 / 16 |
| 2026-10-04 | $10.02 | $15,083,538,540 | 17 / 16 |
| 2026-10-05 | $10.02 | $15,083,538,540 | 17 / 16 |
| 2026-10-06 | $9.99 | $15,089,666,008 | 17 / 16 |
| 2026-10-07 | $9.99 | $15,110,876,535 | 17 / 16 |
| 2026-10-08 | $9.94 | $15,127,563,487 | 17 / 15 |
| 2026-10-09 | $9.91 | $15,180,251,426 | 17 / 15 |
| 2026-10-10 | $9.91 | $15,180,251,426 | 17 / 15 |
| 2026-10-11 | $9.91 | $15,180,251,426 | 17 / 15 |
| 2026-10-12 | $9.91 | $15,180,251,426 | 17 / 15 |
| 2026-10-13 | $9.91 | $15,180,251,426 | 17 / 15 |
| 2026-10-14 | $9.90 | $15,213,987,616 | 17 / 15 |
| 2026-10-15 | $9.94 | $15,244,777,742 | 17 / 15 |
| 2026-10-16 | $9.90 | $15,385,139,456 | 17 / 15 |
| 2026-10-17 | $9.90 | $15,385,139,456 | 17 / 15 |
| 2026-10-18 | $9.86 | $15,503,814,355 | 17 / 16 |
| 2026-10-19 | $9.86 | $15,503,814,355 | 17 / 16 |
| 2026-10-20 | $9.85 | $15,511,045,934 | 17 / 16 |
| 2026-10-21 | $9.85 | $15,511,045,934 | 17 / 16 |
| 2026-10-22 | $9.85 | $15,511,045,934 | 17 / 16 |
| 2026-10-23 | $9.85 | $15,511,045,934 | 17 / 16 |
| 2026-10-24 | $9.86 | $15,511,045,934 | 17 / 15 |
| 2026-10-25 | $9.86 | $15,511,045,934 | 17 / 15 |
| 2026-10-26 | $9.86 | $15,511,045,934 | 17 / 15 |
| 2026-10-27 | $9.86 | $15,511,045,934 | 17 / 15 |
| 2026-10-28 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-10-29 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-10-30 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-10-31 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-11-01 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-11-02 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-11-03 | $9.86 | $15,511,045,934 | 17 / 16 |
| 2026-11-04 | $9.86 | $15,511,045,934 | 17 / 16 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 15 Buy / Strong Buy · 7 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 11 recorded
2 raises · 8 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.