JBHT

J.B. Hunt Transport Services, Inc.

IndustrialsIntegrated Freight & LogisticsNASDAQ

$276.43

+$18.34 (6.63%)today

Conviction

4/ 10

Fair Value$212.39

Upside-23.17%

Signal0

Market Cap$21.6B

52W Range$122.79–$236

Next EarningsApr 15

Conviction History

Conviction Changes

Mar 18, 2026, 11:05 PM5→4conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$100.57

Current Price$205.59

Upside / Down-51.1%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)98.3%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

15.6%/yr

±8.0% · revenue growth to justify current price

FCF-Based Reverse DCF

15.1%/yr

±2.9% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 3

Conviction: unchanged

FY2025 10-K: Operating leverage improvements amid flat volumes

JBHT navigated flat revenues (-0.7% to .0B) with strong expense discipline, lifting operating income +4.1% and operating ratio to 92.8%. Segments mixed: JBI stable, DCS steady, ICS turnaround (loss na...