JBHT
HUNT J B TRANSPORT SERVICES INC
Transportation • CIK: 0000728535
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Market Cap
$14.34B
P/E (TTM)
25.9x
Rev Growth (TTM)
—
Net Margin (TTM)
4.6%
FCF Yield (TTM)
—
FCF Margin (TTM)
5.0%
Cash Flow Health
Free Cash Flow6/8 positive
TTM$600M
Q2 '25
$186M+17%
Q1 '25
$158M+70%
FCF Margin
TTM5.0%
Q2 '256.3%+17%
Sector: 4.4%Above Avg
OCF Margin–
OCF/NI2.64x
CapEx Coverage1.7x
FCF Yield–
FCF Growth (2Y)–
Cash Conversion Cycle
–
Capital Allocation & Returns
Balanced
Total Shareholder YieldEst.
Est.3.0%
Div Yield1.2%
+Est. Buyback1.8%
Balancing returns with reinvestment
Dividend & Payout Metrics
Dividend Yield (TTM)1.2%
FCF Payout Ratio28.9%
Free Cash Flow (TTM)$600.4M
Stock Repurchases ()$838.5M
Est. Dividends Paid (TTM)$173.8M
Estimated: Buyback data estimated from FCF. Actual repurchase data not available for this company.
Shows how management rewards shareholders
Operational Efficiency & Returns
Return on Invested CapitalTTM
11.3%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
5.1%
Asset Turnover
1.45x
Leverage (1+D/E)
1.47x
D/E: 0.47x
DuPont: 10.8% ≈ 11.3% ROIC
Asset & CapEx Efficiency
Invested Cap Turn
2.23x
8Q:–
CapEx Intensity
15.9%
8Q:–
Asset-based ROIC formula
QUARTERLY TRENDS
Last 8 quarters + TTM
| Metric | TTM | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|
Revenue | $12.1B | $2.9B↑0.2% | $2.9B↓7.1% | $3.1B↑2.5% | $3.1B↑4.8% | $2.9B↓0.5% | $2.9B | $0↓100.0% | $3.3B |
Operating Income | $806.9M | $197.3M↑10.4% | $178.7M↓13.6% | $206.8M↓7.7% | $224.1M↑8.9% | $205.7M↑5.8% | $194.4M | $0↓100.0% | $203.1M |
Net Income | $553.9M | $128.6M↑9.2% | $117.7M↓24.3% | $155.5M↑2.2% | $152.1M↑11.9% | $135.9M↑6.6% | $127.5M↓17.0% | $153.5M↓18.1% | $187.4M |
Operating Cash Flow | $1.5B | $402.1M↓0.5% | $404.2M↑27.3% | $317.6M↓6.2% | $338.5M↓6.1% | $360.6M↓22.7% | $466.5M↑117.0% | $215.0M↓50.3% | $432.3M |
Free Cash Flow | $600.4M | $185.6M↑17.2% | $158.4M↑69.7% | $93.3M↓42.8% | $163.1M↑66.0% | $98.2M↓62.7% | $263.1M | $0↑100.0% | $-88.8M |
Total Equity | N/A |
Valuation Analysis
Fair Value
Price-to-EarningsTTM
25.9x
Valuation Lenses
Earnings
25.9x
vs – sector
Cash Flow
9.6x
EV/FCF vs –
Growth-Adj
–PEG
N/A
Quality-Adj
2.3P/E per %ROIC
ROIC: 11.3%
Shareholder Returns
Dividend
1.2%
Buyback
–
Total Yield
–
Market Cap$14.34B
EV–
Multi-angle valuation analysis with sector context
Business Quality & Moat
Overall Quality Score
79/100
High Quality
Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)
Returns on Capital
Return on Equity (ROE)Above Avg
14.1%
8Q:–
Return on Invested Capital (ROIC)Top 25%
11.3%
8Q:–
vs Sector:0.1%
DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)
NOPAT Margin: 5.1%
Asset Turnover: 1.45x
Earnings Quality
Cash Conversion
2.64x
OCF / Net Income ✓
FCF Consistency
–
Positive quarters
Competitive Moat Indicators
Pricing Power
Gross Margin100.0%
Capital Efficiency
Invested Capital Turnover2.23x
Working Capital
Cash Conversion Cycle–
Growth Quality & Momentum
Growth Rates
Revenue Growth YoY
N/A
OpInc Growth YoY
-4.1%
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A
Margin Quality & Sustainability
High Quality
Profitability Cascade
Gross
100.0%
Operating
6.7%
Below Avg in sector
Net
4.6%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
—
FCF vs Net Gap
+0.4 pts
FCF: 5.0% | Net: 4.6%
Quality = stability + cash conversion + low dilution
Balance Sheet & Solvency
Adequate
Net Debt / EBITDA
–Net Debt: $1.67B
Interest Coverage
–
Leverage Metrics
Debt-to-Equity
0.47x
Balance sheet risk & solvency analysis