earnings
confidence high
sentiment positive
materiality 0.75
J.B. Hunt Q4 2025 EPS $1.90 (+24% YoY), revenue $3.10B (-2%), operating income up 19%
HUNT J B TRANSPORT SERVICES INC
2025-FY EPS reported
$6.12
revenue$11,999,096,000
- Diluted EPS of $1.90 vs. $1.53 in Q4 2024; net income $181.1M vs. $155.5M.
- Total revenue $3.10B, down 2%; Intermodal revenue $1.55B (-3%), DCS $843M (+1%), ICS $305M (-1%).
- Consolidated operating income $246.5M (+19%) from cost initiatives and lower impairments; prior year had $16M intangible asset impairments.
- Full-year 2025 diluted EPS $6.12 (+10%), revenue $12.00B (-1%), operating income $865.1M (+4%).
- Repurchased ~843K shares for ~$140M in Q4; ~$968M remaining under authorization; 94.6M shares outstanding.