TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

JBHT stock analysis: JB Hunt

JB Hunt (JBHT) is an S&P 500 company in Cargo Ground Transportation. It grades weakest on profitability.

The model's view of JBHT · subscribers

Where JBHT ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with JBHT · updated 2026-10-05 · from prices and SEC filings

JBHT price performance

JBHT against the S&P 500, one year
+0%+50%+100%JBHT +72%S&P 500 +18%2025-09-292026-10-05
Year to date+18.9%S&P 500 +14.5% · ahead by 4.3 pts
1 year+67.9%S&P 500 +17.0% · ahead by 50.8 pts
3 years+27.1%S&P 500 +89.3% · behind by 62.2 pts
5 years+40.9%S&P 500 +91.3% · behind by 50.4 pts

Total returns with dividends reinvested.

JBHT factor grades

Each grade compares JBHT with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C+ValueP/E 32.6x (sector 27.2x)FCF yield 5.1% (sector 4.0%)
BGrowthRevenue growth +5% (sector +7%)EPS growth +28% (sector +9%)
C-ProfitabilityOperating margin 7.5% (sector 16.9%)ROIC 15.1% (sector 19.9%)
C+Momentum12-month change +68%From 52-wk high -23%

JBHT in plain numbers

JBHT key statistics

SectorIndustrials
IndustryCargo Ground Transportation
IndexS&P 500
Market value$21.6B
Revenue growth (y/y)+5%
Free-cash-flow yield5.1%
Dividend yield0.8%
Next earnings (expected)2026-10-14
Valuation measures
Market value$21.6B
Enterprise value$22.7B
P/E (trailing)32.6x
Forward P/E (Torvanta estimate)29.5x
PEG (Torvanta estimate)2.75
Price / sales1.7x
Price / book5.9x
EV / revenue1.8x
EV / EBITDA13.6x
Financial highlights
Revenue, last 12 months$12.7B
Net income, last 12 months$674.5M
EPS, last 12 months (GAAP)$7.04
Operating margin7.5%
Net margin5.3%
Return on equity18.4%
Return on invested capital15.1%
Cash$4.2M
Total debt$1.1B
Debt / equity0.31x
Free cash flow, last 12 months$1.1B
Interest cover13.7x
Current ratio1.26x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

JBHT earnings trends

Revenue vs earnings
$0$873.8M$1.7B$2.6B$3.5BSep 2024 Revenue: $3.1BDec 2024 Revenue: $3.1BMar 2025 Revenue: $2.9BJun 2025 Revenue: $2.9BSep 2025 Revenue: $3.1BDec 2025 Revenue: $3.1BMar 2026 Revenue: $3.1BJun 2026 Revenue: $3.5BSep 2024 Net income: $152.1MDec 2024 Net income: $155.5MMar 2025 Net income: $117.7MJun 2025 Net income: $128.6MSep 2025 Net income: $170.8MDec 2025 Net income: $181.1MMar 2026 Net income: $141.6MJun 2026 Net income: $181.0MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 5.0%Net margin: 4.9%Net margin: 4.0%Net margin: 4.4%Net margin: 5.6%Net margin: 5.8%Net margin: 4.6%Net margin: 5.2%0%3%6%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.5$1.0$1.4$1.9Sep 2024 EPS (GAAP, diluted): $1.5Dec 2024 EPS (GAAP, diluted): $1.5Mar 2025 EPS (GAAP, diluted): $1.2Jun 2025 EPS (GAAP, diluted): $1.3Sep 2025 EPS (GAAP, diluted): $1.8Dec 2025 EPS (GAAP, diluted): $1.9Mar 2026 EPS (GAAP, diluted): $1.5Jun 2026 EPS (GAAP, diluted): $1.9Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +18% · Dec 2025 +23% · Mar 2026 +27% · Jun 2026 +46%

From the company's 10-Q and 10-K filings with the SEC.

JB Hunt financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$12.2B$14.8B$12.8B$12.1B$12.0B
Net income$760.8M$1.0B$728.3M$570.9M$598.3M
EPS (GAAP)$7.14$9.21$6.97$5.56$6.12
Free cash flow$276.3M$236.1M-$117.8M$617.8M$947.6M

JBHT earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-15$1.91+46%+19%+6.4%
2026-04-15$1.49+27%+5%+2.8%
2026-01-15$1.88+23%-2%-0.9%
2025-10-15$1.76+18%-0%+21.9%
2025-07-15$1.31-1%-0%-0.4%
2025-04-15$1.17-4%-1%-7.0%

About JB Hunt

HeadquartersLowell, AR
Industry (SEC code)Trucking (No Local)
Fiscal year endsDecember 31
Incorporated inAR
Listed onNasdaq

From the company's SEC registration record.

Companies similar to JBHT

CompanyMarket valueP/ERevenue growthOperating margin12-month change
JBHT JB Hunt$21.6B32.6x+5%7.5%+68%
VRSK Verisk$21.4B24.9x+6%44.0%-34%compare
LUV Southwest Airlines$20.5B26.2x+9%3.5%+31%compare
VLTO Veralto$23.7B24.9x+6%23.1%-9%compare
XYL Xylem$23.9B24.4x+5%14.5%-31%
SNA Snap-on$19.0B18.7x+4%25.4%+9%
NDSN Nordson$18.6B33.8x+7%26.9%+45%

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Frequently asked questions

Is JBHT stock a buy?

Torvanta does not tell individuals what to buy. Its grades for JBHT are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is JBHT's P/E ratio?

JBHT trades at about 32.6 times its last 12 months of GAAP earnings reported to the SEC, and about 29.5 times Torvanta's own estimate of the next 12 months.

When does JBHT report earnings next?

Based on its filing history, Torvanta expects JB Hunt to report around 2026-10-14.

Does JBHT pay a dividend?

Yes. Its dividend yield is about 0.8%, and it has raised its dividend 12 years in a row.

How has JBHT performed against the S&P 500?

Over the past year JBHT returned +67.9%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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