J.B. Hunt (JBHT)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-30
$221.08-0.44%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-30
Research Workspace
Put JBHT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating income growth from cost reduction initiatives: Operating income: $247.09M.
View ThesisRevenue growth is accelerating — up about 11% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskJ.B. Hunt’s growth case rests on leveraging investments in people, technology, and capacity. Revenue growth accelerated from 5% to 19%, then 20%, though operating income growth from cost reductions is under pressure. Third-quarter 2026 revenue grew 20% year over year, while GAAP EPS missed consensus by 6.7%. JBHT trades at 31× P/E versus a 22× peer median, despite expectations looking modest versus our view. Operating income was $247.09M, and our model puts the next-quarter miss probability near 20%. Peer multiples imply a price about 3% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. JBHT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering JBHT (as of Oct 2026).
Based on 14 Wall Street analysts offering 12-month price targets for JBHT in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| JBHT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put JBHT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Execute on initiative to lower cost to serve
Lowered price target indicates increased cost concerns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $221.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $221.08.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Execute on initiative to lower cost to serve
Trucker shortage supports long-term pricing strategy.
Advances: Leverage investments in People, Technology, and Capacity
Strong freight demand supports growth objectives.
Threatens: Execute on initiative to lower cost to serve
Rising diesel costs threaten cost to serve initiative.
Threatens: Execute on initiative to lower cost to serve
High diesel prices impact cost to serve initiative.
Threatens: Execute on initiative to lower cost to serve
Rising diesel prices increase cost to serve.
Threatens: Execute on initiative to lower cost to serve
Earnings warning indicates potential cost issues.
Threatens: Execute on initiative to lower cost to serve
Higher costs may hinder cost reduction initiatives.
