Company Analysis

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

Nasdaq: JBHT · Trucking (No Local) · Lowell, AR · filing with the SEC since 1994
Grade6.5
◀ Past 6.4● Present 7.1▶ Future 6.0

The grade of J.B. Hunt Transport Services, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.5/10
◀ Past6.430% of the headline
● Present7.140% of the headline
▶ Future6.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.4/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.6/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2021-06-28.

weight 33% of this tense · 46th percentile among 13 sector filers · read for itself

From the record

J.B. Hunt Transport Services, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2021-06-28) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.8/10

What has it actually done, year after year?

+6.9% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 68th percentile among 13 sector filers · read for its customers

From the record

J.B. Hunt Transport Services, Inc.'s 10 filed years say what it did: revenue went from $6.6 billion in fiscal 2016 to $12 billion in fiscal 2025, up 6.9% a year; it rose in 6 of 9 years; the deepest fall was 19% from fiscal 2022 to fiscal 2025; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span6.9%top 27% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 31% of its family
  • the deepest fall from a revenue peak19.0%top 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.1/10

How has it treated the people who own it?

Share count shrank 2.5% a year. 43% of cash flow returned. Insiders: 23 sales, 1 purchases.

weight 22% of this tense · 81st percentile among 13 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, J.B. Hunt Transport Services, Inc.'s diluted share count shrank about 2.5% a year, and dividends and buybacks returned about 43% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 23 sales and 1 purchase of their own stock on the open market in the year to 2026-11-02, buying about $2 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 19% of its family
  • cash returned against operating cash flowtop 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.1/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
7.0/10

Is it financially healthy right now?

ROE 17%: 17¢ of profit per shareholder dollar. Leverage 55%: owes 55¢ per asset dollar.

weight 33% of this tense · 71st percentile among 13 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, J.B. Hunt Transport Services, Inc. earned about 17 cents of profit for every dollar of shareholders' money. Leverage: it owed about 55 cents per dollar of assets, and net share issuance: its share count shrank 4.9% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 27% of its family
  • return on equitytop 12% of its family
  • the share count against the year beforetop 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.3/10

How strong is its position in its industry?

top 27% of 13 in its family; net margin 5%.

weight 45% of this tense · 73rd percentile among 13 sector filers · read for its customers

From the record

J.B. Hunt Transport Services, Inc.'s standing among 13 graded names in its industry family: revenue of $12 billion in fiscal 2025 ranks in the top 4% by size; a net margin of 5% ranks in the top 19%; revenue growth of -6.8% a year over the last 3 filed years ranks in the bottom 42% (its annual reports).

What it rests on

  • revenue against the family$12.00Btop 4% of its family
  • net margin5.0%top 19% of its family
  • three-year revenue growth-6.8%bottom 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.8/10

What are the people in charge doing?

top 32% of 13 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 68th percentile among 13 sector filers · read for its shareholders

From the record

J.B. Hunt Transport Services, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Simpson, Shelley (President and CEO, as filed), filing under that title since 2024-07-03, 2.4 years (bottom 35% of its family); the 24 officers and directors filing in the last fifteen months have been on the record a median of 10.9 years (top 12%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 24 people in charge now (top 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge5 in three years among 24 peopletop 19% of its family
  • the median years the people in charge have filed10.9 yearstop 12% of its family
  • the chief executive's years on the record2.4 yearsbottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.2/10

How much room does it have to grow?

top 38% of 13 in its family for room to expand.

weight 22% of this tense · 62nd percentile among 13 sector filers · read for itself

From the record

J.B. Hunt Transport Services, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $17 million against debt of $767 million leaves -9.5% of its assets as net cash, top 50% of its family; cash from operations less capital spending is 7.9% of revenue (top 27%) (its annual report).

What it rests on

  • cash less debt against assets-9.5%top 50% of its family
  • cash from operations less capital spending against revenue7.9%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.8/10

What could actually drive growth from here?

bottom 38% of 13 in its family for growth drivers.

weight 45% of this tense · 38th percentile among 13 sector filers · read for its customers

From the record

J.B. Hunt Transport Services, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -6.8% a year over the last three filed years against 6.9% over all 10, slowing (bottom 35% of its family); the newest year grew -0.7% (top 35%); capital spending grew -22% a year (bottom 13%) (its annual reports). J.B. Hunt Transport Services, Inc. reported 2 product lines in fiscal 2025: Service Excluding Fuel Surcharge at $11 billion (88%), Fuel Surcharge at $1.5 billion (12%); 0 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-13.7 points a yearbottom 35% of its family
  • the newest year's revenue growth-0.7%top 35% of its family
  • three-year growth of capital spending-22.0%bottom 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
8.8/10

Did its newest year beat what its own record pointed to?

top 12% of 13 in its family for expectations against reality.

weight 33% of this tense · 88th percentile among 13 sector filers · read for its shareholders

From the record

J.B. Hunt Transport Services, Inc.'s newest year against its own record: revenue of $12 billion in fiscal 2025 came in 9.9% above the $11 billion its prior three years' pace pointed to (top 19% of its family); net income of $598 million against a prior three-year average of $756 million (top 12%); a net margin of 5% against 5.6% before (top 4%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace9.9%top 19% of its family
  • net income against the prior three years' average-21%top 12% of its family
  • net margin against its prior average-0.7 pointstop 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton JBHT · research, not advice