Richa Hernan's questions to J B Hunt Transport Services Inc (JBHT) leadership • Q1 2025
Question
An analyst from Deutsche Bank asked if there is a floor to margins, how to think about decremental margins if demand worsens, and whether consensus estimates for second-half revenue per carload gains are optimistic.
Answer
CEO Shelley Simpson stated that extensive scenario planning is underway to determine the company's response based on the severity and duration of any downturn. Darren Field, President of Intermodal, declined to comment on consensus estimates but reiterated the focus on margin repair and noted the business mix is different than anticipated due to strong growth in the East.