Why did J.B. Hunt (JBHT) stock move recently?

On 9/16/2026, J.B. Hunt moved -12.9% — J.B. Hunt told a Morgan Stanley conference that it expects third-quarter earnings to fall roughly 5% to 10% from the second quarter because of rising costs, including higher diesel fuel prices and surcharges and driver costs. The intra-quarter update was unusual for the company, which does not normally comment on trends mid-quarter. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is J.B. Hunt (JBHT) overvalued or fairly valued?

MarketChacha shows J.B. Hunt's valuation in context — a trailing P/E of about 35.1, a forward P/E of about 22.7, a price-to-book of about 5.7 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does J.B. Hunt's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (2.59×) from reported figures — education, not a rating.

What is J.B. Hunt's revenue?

J.B. Hunt reported revenue of $12.0B for FY2025, with net profit of $598.3M, per official filings.

What is the share price of J.B. Hunt (JBHT)?

J.B. Hunt last traded at $227.42 (+1.9% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

J.B. Hunt

JBHT · NYSE · Industrials · United States

Snapshot

TickerJBHT

ExchangeNYSE

SectorIndustrials

IndustryIntegrated Freight & Logistics

CountryUnited States

Employees31,750

HeadquartersLowell, United States

Websitewww.jbhunt.com

Filings tracked12

About J.B. Hunt

J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2025, it operated 11,878 company-owned trucks, 761 customer-owned trucks, and a contractor trucks. It operates 26,767 owned pieces of trailing equipment and 5,218 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; online multimodal marketplace; and logistics management services for customers to outsource their transportation functions. The FMS segment delivers services through 1,085 company-owned trucks, 169 customer-owned trucks, and 39 independent contractor trucks; and 1,091 owned pieces of trailing equipment and 98 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through two company-owned tractors and 12,658 company-owned trailers. It transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, home furnishings, forest, paper, rubber, plastic products, food, beverages, building materials, apparel, accessories, soaps, cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.

Who owns it

Insiders20.6%
Institutions79.3%
Public & other0.1%

1,211 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.6.75%
Vanguard Capital Management LLC5.22%
AQR Capital Management, LLC4.43%
State Street Corporation4.25%
Vanguard Portfolio Management LLC4.08%
Jupiter Topco LLC3.28%
Geode Capital Management, LLC2.22%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main2.20%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion2.59×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend5.7% → 5.0%

Margin has held broadly steady over the period — stable profitability.

Return on equity16.8%

Latest ROE of 16.8% — capital is generating a healthy return.

Growth qualityrev -3% · PAT -9%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.5B · EPS 1.80

Est. earnings growth +21.1%

Next fiscal year

Rev $15.4B · EPS 9.83

Est. earnings growth +35.3%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$12.0B

Net margin

5.0%

ROE

16.8%

Revenue CAGR (2y)

-3.3%

Profit CAGR (2y)

-9.4%

EPS (FY2025)

6.12

Net profit (FY2025)

$598.3M

Ask MarketChacha about JBHT

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 16, 2026
J.B. Hunt told a Morgan Stanley conference that it expects third-quarter earnings to fall roughly 5% to 10% from the second quarter because of rising costs, including higher diesel fuel prices and surcharges and driver costs. The intra-quarter update was unusual for the company, which does not normally comment on trends mid-quarter.
source 1 ↗source 2 ↗· confidence: high
Sep 1, 2026
JBHT fell 3.39% with no company-specific catalyst identified in recent filings or credible coverage; the move appears consistent with broader sector or market trading.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about JBHT

Why is J.B. Hunt down ~12%? It guided Q3 profit DOWN when the street wanted it up 12%c/usmarkets · 9/16/2026▲ 0

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$12.0B	$598.3M	6.12	5.0%	16.8%
FY2024	$12.1B	$570.9M	5.56	4.7%	14.2%
FY2023	$12.8B	$728.3M	6.97	5.7%	17.7%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$3.5B	$181.0M	1.91	5.2%
2026Q1	$3.1B	$141.6M	1.49	4.6%
2025Q3	$3.1B	$170.8M	1.76	5.6%
2025Q2	$2.9B	$128.6M	1.31	4.4%
2025Q1	$2.9B	$117.7M	1.17	4.0%
2024Q3	$3.1B	$152.1M	1.49	5.0%
2024Q2	$2.9B	$135.9M	1.32	4.6%
2024Q1	$2.9B	$127.5M	1.22	4.3%
2023Q3	$3.2B	$187.4M	1.80	5.9%
2023Q2	$3.1B	$189.6M	1.81	6.1%
2023Q1	$3.2B	$197.8M	1.89	6.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q — FORM 10-Q
SEC7/24/2026
8-K — Results of operations, Exhibits
SEC7/15/2026material
8-K — Shareholder vote results
SEC4/24/2026material
10-Q — FORM 10-Q
SEC4/24/2026
8-K — Results of operations, Exhibits
SEC4/15/2026material
8-K — Reg FD disclosure, Other events, Exhibits
SEC3/5/2026material
10-K — FORM 10-K
SEC2/24/2026
8-K — Results of operations, Exhibits
SEC1/15/2026material

2025

8-K — Material agreement, Termination of agreement, Material financial obligation, Exhibits
SEC12/2/2025material
10-Q — FORM 10-Q
SEC10/24/2025
8-K — Results of operations, Exhibits
SEC10/15/2025material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC8/22/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.