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
QuarterlyIQ Insights · JBHT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks JBHT against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue leveraging investments in people, technology, and capacity to drive growth, improve profitability, and operational excellence.
Stated as a priority in 6 of last 6 quarters. Revenue grew from $2.92B in 2025-Q1 to $3.50B in 2026-Q2, and operating income increased from $178.7M to $259.5M over the same period. Management consistently emphasizes leveraging investments in people, technology, and capacity, and the financial results show delivering growth and improved profitability aligned with this priority.
“We leveraged our investments in our people, technology, and capacity to drive growth and improve profitability.”
“We continue to leverage our investments in our People, Technology, and Capacity, positioning the company to drive long-term value.”
“We have momentum with our operational excellence that is setting us apart with customers.”
“Confident in our long-term strategy focused on operational excellence with our customers, safety performance, and execution.”
“Through disciplined investments in its people, technology and capacity, J.B. Hunt is delivering exceptional value and service.”
“Through disciplined investments in its people, technology and capacity, J.B. Hunt is delivering exceptional value and service.”
Continue executing initiatives to structurally lower costs and improve productivity to enhance profitability and operating margins.
Stated as a priority in 6 of last 6 quarters. Operating income margin improved from 6.1% in 2025-Q1 to 7.4% in 2026-Q2, reflecting higher operating income and revenue. Management consistently highlights structural cost removal and productivity improvements, and the financial data shows delivering improved profitability consistent with this priority.
“Continued execution on our initiative to remove structural cost and improve productivity across the organization.”
Focus on improving network balance, reducing empty moves, and enhancing productivity to increase operating income in the Intermodal segment.
Stated as a priority in 6 of last 6 quarters. Intermodal operating income grew from $94.4M in 2025-Q1 to $150.9M in 2026-Q2, with revenue increasing from $1.47B to $1.75B. Management consistently emphasizes network efficiency improvements, and the financials show delivering higher profitability and volume growth aligned with this priority.
Over the trailing year it converted 2.66x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 58% of the time over the next year (vs 54% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Execution on our initiative to eliminate structural cost and improved productivity across the organization.”
“Execution on our initiatives to structurally lower our costs, improved productivity across the organization.”
“Execution on the efforts to lower our cost to serve to deliver value for all of our stakeholders.”
“Continued execution on the initiative to lower our cost to serve.”
“Continued execution on the initiative to lower our cost to serve.”
“Operating income increased primarily due to network efficiency resulting from strong volume growth and productivity improvements.”
“Operating income increased from improved network efficiency related to strong volume growth and productivity improvements.”
“Operating income increased primarily from improved network balance and efficiency improvements in drayage network.”
“Operating income increased from improved network balance and efficiency improvements associated with lowering cost to serve.”
“Improvements in tractor and trailing asset utilization and overall cost management initiatives.”
“Higher volumes equating to improved utilization of our assets.”