J.B. Hunt Transport ServcesJBHTDON'T BUYSep 16, 2026Stock price when the opinion was issued
As of Sep 16, 2026. Market Open.
It just reported. Is up 35% over 6 months. Reported a nice earnings beat, mostly from cost cuts, but small revenue miss. EPS grew 24% YOY. However, JB didn't indicate if the freight market is making a comeback and their outlook for 2026 is disappointing, "fragile". When the freight market turns around, JB should make a fortune, but we're not there yet. It trades at 27x PE, too high.
Shares are down on a profit warning due to higher fuel costs. He bought this in late July and is down. It's troubling what the CFO said about high diesel costs, caused by the war. Don't buy no.