J.B. Hunt Transport Services’ Q2 2025 Earnings: What to Expect

J_B_ Hunt Transport Services, Inc_ cargo truck-by ablokhin via iStock

Valued at a market cap of $14.2 billion, J.B. Hunt Transport Services, Inc. (JBHT) is a surface transportation, delivery, and logistics company. The Lowell, Arkansas-based company operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT).

The transportation and logistics company is expected to release its Q2 2025 earnings on Tuesday, Jul. 15. Ahead of this event, analysts expect JBHT to post earnings of $1.36 per share, reflecting a growth of over 3% from $1.32 per share reported in the same quarter last year. It has surpassed Wall Street's bottom-line estimates in two of the past four quarters while missing on two other occasions.

For the fiscal 2025, analysts forecast J.B. Hunt to report an EPS of $5.75, marking an increase of 3.4% from $5.56 reported in fiscal 2024. Moreover, in fiscal 2026, its earnings are expected to grow 23.8% year-over-year to $7.12 per share.

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JBHT stock has declined 8.8% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX12.1% gain and the Industrial Select Sector SPDR Fund’s (XLI19.4% return during the same period.

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Shares of JBHT tumbled 7.7% following the release of its mixed Q1 2025 results on Apr. 15. While revenue of $2.9 billion met Wall Street expectations, it declined slightly year-over-year due to volume and pricing pressures across several segments. Key weaknesses included a 5% drop in average truck count in Dedicated Contract Services and double-digit declines in Final Mile Services, Integrated Capacity Solutions, and Truckload revenue per load. Although EPS of $1.17 beat estimates, the 4.1% year-over-year decline and an 8.1% drop in operating income raised concerns about profitability.

Analysts' consensus view on JBHT stock remains moderately optimistic, with a "Moderate Buy" rating overall. Out of 23 analysts covering the stock, opinions include 11 "Strong Buys," one "Moderate Buy," 10 "Holds,” and one “Moderate Sell.” It is currently trading below the mean price target of $149.87.


On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.