JBHT Earnings Prediction
The chart below shows how JBHT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, JBHT sees a -3.30% change in stock price 10 days leading up to the earnings, and a -1.15% change 10 days following the report. On the earnings day itself, the stock moves by +1.31%. This data can give you a slight idea of what to expect for the next quarter's release.
JBHT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.15B
-4.76%
2.55%
Gross Margin
12.91%
-2.12%
-1.90%
Operating Margin
6.58%
6.99%
-9.86%
Net Margin
4.94%
6.24%
-0.40%
EPS
1.53
4.08%
2.68%
No Data Available
JBHT Earnings Analysis
J B Hunt Transport Services Inc Corporation (JBHT.O) Earnings Conference Call
Positive
Intermodal Volume Record: Record Intermodal volume achieved in Q4 with a 5% year-over-year increase, setting a new quarterly record and surpassing 200,000 loads in October.
Operating Income Resilience: Operating income increased by 2% in Q4 compared to the previous year, demonstrating resilience in a challenging freight environment.
Earnings Per Share Increase: Diluted earnings per share rose by 4% in Q4, reflecting effective cost management and operational efficiency despite revenue decline.
Share Repurchase Milestone: In 2024, J.B. Hunt repurchased $514 million of stock at an average price of $169 per share, marking the second largest year for share repurchases in company history.
Increased Capital Expenditures: The company plans to increase capital expenditures to between $700 million and $900 million in 2025, up from $674 million in 2024, indicating a commitment to growth and investment in future capacity.
Negative
Revenue Decline Analysis: Revenue declined 6% year-over-year for the full year 2024, indicating a significant drop in sales performance.
Operating Income Decline: Operating income decreased by 16% for the full year 2024, reflecting challenges in maintaining profitability amidst a tough market environment.
Earnings Per Share Decline: Diluted earnings per share fell by 20% in 2024, highlighting a substantial decline in shareholder returns compared to the previous year.
Rising Insurance Premiums: Insurance premiums have more than doubled over the past two years, leading to increased costs that are expected to be passed on to shippers and consumers, further squeezing margins.
Projected Operating Income Decline: Operating income for Q1 2025 is projected to decline by 20% to 25% sequentially, indicating continued financial pressure as the company navigates a challenging freight environment.
JBHT FAQs
How does JBHT typically perform around its earnings report dates?
Is J.B. Hunt Transport Services, Inc. (JBHT) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
JBHT Earning Call Sentiment
J.B. Hunt Transport Services, Inc. (JBHT) Q4 2024 Earnings Call Transcript
1.0x
00:00
00:00
JBHT.O
-0.89%Positive
The earnings call reveals several negative indicators: a decline in full-year revenue and operating income due to market conditions and pricing pressures, significant insurance and impairment charges, and a sequential decline in operating profit. While there is some positive sentiment from intermodal growth and confidence in overcoming rail partner issues, the overall financial performance and cautious outlook on CapEx and fleet growth suggest a negative sentiment. The Q&A section does not alleviate concerns, as management's responses were unclear, particularly on guidance and profit decline.
