J.B. Hunt Q4 EPS beats estimates

Overview

• U.S. transportation firm's Q4 revenue met analyst expectations

• Q4 EPS of $1.90 beat analyst expectations

• Net income for Q4 rose, beating analyst estimates

Outlook

• Company expects 2026 annual tax rate to be between 24.0% and 25.0%

Result Drivers

• INTERMODAL EFFICIENCY - Improved network balance and efficiency gains in drayage network boosted Intermodal operating income

• COST REDUCTIONS - Execution on cost-cutting initiatives and lower personnel-related expenses improved overall operating income

• TRUCKLOAD VOLUME - Truckload segment saw a 15% increase in load volume, but higher transportation costs impacted operating income

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 12 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the ground freight & logistics peer group is "buy"

• Wall Street's median 12-month price target for J B Hunt Transport Services Inc is $188.00, about 8.7% below its January 14 closing price of $205.81

• The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw6vJQ5ba

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.