J.B. HUNT TRANSPORT SERVICES, INC.

JBHT

CIK 0000728535 · Quarterly mode · latest period FY2026 (Q1) (ending 2026-03-31) · sourced from SEC EDGAR

At a glance · FY2026 (Q1)

Revenue
$3.06B
↑+4.6% +$135Mvs FY2025 (Q1)
Operating Income
$207M
↑+15.9% +$28Mvs FY2025 (Q1)
Net Income
$142M
↑+20.2% +$24Mvs FY2025 (Q1)
Gross Profit
$3.06B
↑+4.6% +$135Mvs FY2025 (Q1)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Average
57/100
  • Profitability
    45ROIC 14.0% (10% = solid, 20%+ = moat)
  • Liquidity
    16Current Ratio 0.83 (above 1.5 = solid)
  • Leverage
    89D/E 0.22 (under 0.5 = conservative)
  • Efficiency
    98Asset Turnover 1.48x (1.0+ = capital-efficient)
  • Growth
    32Revenue YoY +4.6% (10% = solid, 25%+ = elite)
  • Margin Trend
    60Op Margin 6.8% · trend +0.6pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project JBHT's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

25%

Trailing 3-yr CAGR was 58.9%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$323.54
Total enterprise IV
$31.61B
Diluted shares
0.10B
Terminal PV
$24.54B (78% of total)
Year-5 FCF
$2.89B
YearProjected FCFDiscounted PV
+1$1.18B$1.08B
+2$1.48B$1.22B
+3$1.85B$1.39B
+4$2.31B$1.58B
+5$2.89B$1.80B
Terminal$39.52B$24.54B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$595M
investment in PP&E
Dividends paid (TTM)
$170M
cash returned to holders
Stock buybacks (TTM)
$769M
share count reduction
Stock-based comp (TTM)
$71M
non-cash dilution

Balance sheet · 2026-03-31

latest filed snapshot
Total assets
$7.93B
everything owned
Total liabilities
$4.36B
everything owed
Stockholders' equity
$3.59B
shareholder claim
Net debt
$1.30B
LT debt minus cash

Recent performance · 68 quarters

Revenue↑+4.6% +$135M
$3.06B
Net Income↑+20.2% +$24M
$142M
Free Cash Flow↑+53.3% +$84M
$243M
Operating Margin↑+0.7pts
6.8%

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