J.B. Hunt Transport Services, Inc. (JBHT)

FairStock Score: 52/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I see J.B. Hunt as a scaled but capital-intensive freight network. Its intermodal, dedicated, final-mile, truckload and logistics operations give it customer relationships and equipment density, yet the record is mixed. In fiscal Q3 2026 (quarter ended 2026-09-30), revenue was $3.7B versus $3.1B in fiscal Q3 2025, but net income was only $172.4M versus $170.8M and diluted EPS $1.82 versus $1.76, so revenue growth did not translate into much profit growth. For fiscal 2025 (period ended 2025-12-31), revenue was $12.0B, net income $598.3M and EPS $6.12, below fiscal 2023's $12.8B, $728.3M and $6.97. FairStock's Lynch category is SLOW GROWER, with 3.4% profit and 4.5% revenue growth over five years. Financial health is respectable: debt/equity 0.38, Piotroski 8/9, Altman 4.97, FCF $1.1B and a 5.3% FCF yield. ROE of 18.45% is appealing, but ROCE of 7.38% shows the capital burden. At the $224.48 close on 2026-10-26, FairStock calculates P/E 31.98, P/B 5.76, PEG 0.79 and EV/EBITDA 13.24; its Graham Number is $78.44, putting the price at a -188.16% margin of safety. That combination—decent balance sheet and cash generation, weak returns on total capital, and slow multiyear profit growth—fits a fair business at a demanding price rather than a classic Graham bargain. Quality is real, but the price leaves little room for error.

In plain English: J.B. Hunt moves freight by rail, truck, and final-mile delivery across the U.S. The business looks financially solid, with good profits on shareholder money and modest debt, but multiyear profit growth has been slow and returns on total capital are not high. At the $224.48 close on 2026-10-26, the share price looks expensive compared with its earnings and asset value, so it does not appear to be a bargain.

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Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-09-30) · fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer