J.B. Hunt Transport Services JBHT
J.B. Hunt Transport Services is one of the largest trucking and logistics companies in the United States, operating truckload fleets, intermodal, and logistics and final-mile services for large shippers. J.B. Hunt shows solid growth (revenue +19.4%, earnings +45.8%) and a healthy balance sheet (ND/EBITDA 0.84), but its 7.42% operating margin is vulnerable to higher fuel costs from the crude rally, which could compress results in the near term.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
J.B. Hunt Transport Services is one of the largest trucking and logistics companies in the United States, operating truckload fleets, intermodal, and logistics and final-mile services for large shippers. J.B. Hunt shows solid growth (revenue +19.4%, earnings +45.8%) and a healthy balance sheet (ND/EBITDA 0.84), but its 7.42% operating margin is vulnerable to higher fuel costs from the crude rally, which could compress results in the near term.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.4 |
| Quality / Moat | 6.0 |
| Valuation | 4.9 |
| Growth | 8.2 |
| Dividend | 4.9 |
| Momentum | 9.7 |
| Risk & Context | 4.4 |
OVERALL SCORE: 6.0/10
Context and risks
The crude rally (+$12 WTI) and the Hormuz blockade raise fuel costs, a key input for its truck fleet and intermodal network. With a 7.42% operating margin, JBHT is vulnerable to margin compression if it cannot pass through the surcharge to customers.
News considered in the analysis
- J.B. Hunt Sees Strong Freight Demand as Rising Costs Pressure Q3 Earnings — Demanda fuerte pero costes al alza (combustible, salarios) comprimen márgenes en el trimestre en curso; presión ya parcialmente descontada por el mercado.
- Is J.B. Hunt (JBHT) About to Absorb Costs from a War it has Nothing to Do with? — El bloqueo de Ormuz y el repunte del crudo elevan el coste del combustible, un insumo clave para su flota; el impacto es real pero acotado por su capacidad de trasladar precios.
- Zacks Industry Outlook Highlights Old Dominion Freight Line, ArcBest and J.B. Hunt Transport Services — Listículo sectorial sin información nueva sobre la empresa.
- 3 Stocks to Keep an Eye on From the Prospering Trucking Industry — Listículo genérico sin información accionable.
- Knight-Swift Transportation on Track to Achieve Q3 Targets, BofA Securities Says — Noticia sobre un competidor, sin impacto directo en JBHT.
Verdict: Hold; business strength and momentum (95.72) offset cost pressure, but the thin margin warrants caution with oil rising.
Main risk: Exposure to fuel costs: with a 7.42% operating margin, sustained crude above $95 due to the Strait of Hormuz blockade could significantly compress margins if not passed through to rates.
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