Sign in

HUNT J B TRANSPORT SERVICES (JBHT)

Q2 2025 Earnings Summary

Reported on Jul 15, 2025 (After Market Close)
Pre-Earnings Price$148.86Last close (Jul 15, 2025)
Post-Earnings Price$157.84Open (Jul 16, 2025)
Price Change
$8.98(+6.03%)
MetricYoY ChangeReason

Total Revenue

Essentially unchanged (≈0% change: $2,928.2M vs. $2,929M)

The overall revenue remained flat as gains and losses across segments offset each other; while some segments improved, others continued to face challenges similar to previous periods.

JBI (Intermodal)

+2% (from $1,408M to $1,437.9M)

Modest revenue growth was driven by higher load volumes — notably in the eastern network — and strong demand, echoing trends observed in Q1 where increased volumes partially offset a slight decline in revenue per load and.

DCS (Dedicated Contract Services)

Nearly flat (about $846.8M vs. $851M)

Performance was neutral due to offsetting factors: persisted challenges like a decline in average revenue-producing trucks (as seen in Q1) were mitigated by productivity gains, similar to the compensating trends observed in earlier quarters and vs..

ICS (Integrated Capacity Solutions)

-3.6% (from $270M to $260.2M)

The decline reflects a continuation of lower overall segment volume—similar to the 6% drop seen in Q1—despite some improvement in revenue per load, as higher contractual rates were not enough to fully offset volume losses, echoing earlier period factors and.

FMS (Final Mile Services)

Over -10% (from $235M to $210.6M)

A significant drop in revenue continued, driven by weak customer demand across end markets and the absence of one-time benefits (like the prior claim settlement) that boosted performance in earlier periods, reflecting trends seen in Q1 where revenues fell by 12% and.

JBT (Truckload)

+5%+ (from $168M to $177.0M)

Revenue improvement was achieved through better asset utilization, stronger safety performance, and improved network balance; these factors helped reverse prior weakness, and similar cost management and efficiency measures were seen in Q1 where operating income improved despite revenue challenges and.

Inter-segment Eliminations

Improved slightly (from $(5.5)M in Q1 2025 to $(4.3)M in Q2 2025)

The reduction in eliminations suggests better alignment and integration across segments relative to the previous period, even though detailed reasons were not fully disclosed, consistent with efforts to streamline inter-segment transactions and prior period disclosures.

MetricPeriodPrevious GuidanceCurrent GuidanceChange

Tax Rate

FY 2025

24–25%

24–25%, likely towards the higher end

no change

Net Capital Expenditures

FY 2025

$500–$700M

$550–$650M

no change

Cost Initiatives

FY 2025

no prior guidance

$100M in annual costs to eliminate

no prior guidance

Intermodal Business

FY 2025

no prior guidance

Modest rate increases and volume growth

no prior guidance

Dedicated Contract Services

FY 2025

no prior guidance

Modest fleet growth with potential startup costs impacting operating income growth

no prior guidance

Research analysts covering HUNT J B TRANSPORT SERVICES.