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J.B. Hunt Transport Services JBHT

J.B. Hunt Transport Services scores weak on business quality (4.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$229.26Oct 9, 2026
Business qualityWeak
Next earningsOct 15, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What J.B. Hunt Transport Services does

    JB Hunt Transport Services hauls freight across North America, generating revenue by moving intermodal containers, truckloads, and dedicated shipments for shippers. The business relies on intermodal rail partnerships to move long-haul freight more cheaply than pure trucking rivals.

  2. What it does best

    JB Hunt excels at intermodal transport, leveraging an extensive container fleet and rail partnerships. Its gross margin sits at 18.8%, trailing peers like ODFL at 89.2% due to the heavy asset nature of intermodal rail shipping, which creates high barriers for new entrants.

  3. The main risk

    Revenue contraction threatens performance, with top-line growth dropping 0.7% over the latest period. If demand softens further, fixed asset costs will compress margins faster than management can cut operating expenses.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin rests at 7.5% with a net margin of 5.3%, driving a return on equity of 18.8%. Profitability faces pressure from compressed gross margins, meaning the business struggles to expand margins as volume dips.

MoatFair

Intermodal scale locks in large shippers who depend on dedicated rail infrastructure. Sector percentiles place its gross margin in the 11th percentile, reflecting the lower-margin, asset-heavy reality of intermodal logistics.

GrowthSlow

Revenue growth sits in the bottom quartile at a 19th sector percentile, dropping 0.7% over the period and contracting from $14.8 billion in 2022 to $12.7 billion. Top-line expansion remains stagnant.

Financial healthStrong

Total debt stands at $1.5 billion against $17 million in cash, supported by $1.6 billion in operating cash flow. The balance sheet remains stable with a debt-to-equity ratio of 0.4x, though free cash flow generation is softening.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on JBHT

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is JBHT a good business?

J.B. Hunt Transport Services scores weak on the Cluenex quality check (4.5 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health strong.

Are insiders buying JBHT?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does JBHT report earnings?

Oct 15, 2026, after the close.

For members

See JBHT today

  • Today's verdict on JBHT, and why
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Cite this page: Cluenex, “J.B. Hunt Transport Services (JBHT)”, https://cluenex.com/stocks/jbht/, data as of Oct 10, 2026.