JB Hunt Q2 Revenue Surpasses Estimates Amid Strong Intermodal Services Demand
ByAinvest
Tuesday, Jul 15, 2025 4:20 pm ET2min read
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J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) announced its second-quarter 2025 earnings on July 15, 2025. The company reported U.S. GAAP revenues of $2.93 billion, a flat performance compared to the same period in 2024. Net earnings for the quarter were $128.6 million, or diluted earnings per share (EPS) of $1.31, down from $135.9 million and $1.32 per diluted share in the second quarter of 2024 [1].
The revenue performance was driven by a 6% increase in Intermodal (JBI) loads and a 13% increase in Truckload (JBT) loads. However, these increases were offset by a 10% decline in Final Mile Services® (FMS) revenue. The company's Dedicated Contract Services® (DCS®) productivity increased by 3%, and Integrated Capacity Solutions (ICS) revenue per load rose by 6%. Despite these gains, operating income decreased by 4% to $197.3 million, primarily due to higher casualty and group medical claims expenses, professional driver wages, and equipment-related costs [1].
The company's operating income as a percentage of gross revenue decreased year-over-year, partially offset by lower rail and truck purchased transportation and fuel costs. Net interest expense increased by approximately 5% from the second quarter of 2024 due to a higher consolidated debt balance, partially offset by lower effective interest rates. The effective income tax rate was 26.9% in the current quarter compared to 26.8% in the second quarter of 2024 [1].
Segment-wise, Intermodal (JBI) revenue increased by 2% to $1.44 billion, with a 4% decrease in operating income. Dedicated Contract Services (DCS) revenue was flat at $847 million, with a 3% decrease in operating income. Integrated Capacity Solutions (ICS) revenue declined by 4% to $260 million, resulting in an operating loss of $3.6 million. Final Mile Services (FMS) revenue decreased by 10% to $211 million, with a 60% decrease in operating income. Truckload (JBT) revenue increased by 5% to $177 million, with a 5% decrease in operating income [1].
J.B. Hunt's fleet size at the end of 2024 was over 208,048 vehicles, all of which generated sales in the United States. The company's cash and cash equivalents stood at approximately $51 million at June 30, 2025. The company also repurchased approximately 2,400,000 shares of common stock for approximately $319 million in the second quarter 2025 [1].
The company will hold a conference call on July 15, 2025, from 4:00-5:00 p.m. CDT to discuss the quarterly earnings. The call will be available live over the internet at investor.jbhunt.com [1].
References:
[1] https://www.marketscreener.com/quote/stock/JB-HUNT-TRANSPORT-SERVICE-9769/news/JB-Hunt-Transport-Services-Press-release-q2-2025-earnings-release-50516939/
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J.B. Hunt Transport Services reported Q2 revenue that beat estimates, with net sales of $3.2 billion. The freight shipping firm's revenue was driven by its intermodal transportation services, which accounted for 49.2% of net sales. The company had a fleet of over 208,048 vehicles at the end of 2024, with all sales generated in the United States.
Title: J.B. Hunt Transport Services Reports Mixed Q2 2025 Financial PerformanceJ.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) announced its second-quarter 2025 earnings on July 15, 2025. The company reported U.S. GAAP revenues of $2.93 billion, a flat performance compared to the same period in 2024. Net earnings for the quarter were $128.6 million, or diluted earnings per share (EPS) of $1.31, down from $135.9 million and $1.32 per diluted share in the second quarter of 2024 [1].
The revenue performance was driven by a 6% increase in Intermodal (JBI) loads and a 13% increase in Truckload (JBT) loads. However, these increases were offset by a 10% decline in Final Mile Services® (FMS) revenue. The company's Dedicated Contract Services® (DCS®) productivity increased by 3%, and Integrated Capacity Solutions (ICS) revenue per load rose by 6%. Despite these gains, operating income decreased by 4% to $197.3 million, primarily due to higher casualty and group medical claims expenses, professional driver wages, and equipment-related costs [1].
The company's operating income as a percentage of gross revenue decreased year-over-year, partially offset by lower rail and truck purchased transportation and fuel costs. Net interest expense increased by approximately 5% from the second quarter of 2024 due to a higher consolidated debt balance, partially offset by lower effective interest rates. The effective income tax rate was 26.9% in the current quarter compared to 26.8% in the second quarter of 2024 [1].
Segment-wise, Intermodal (JBI) revenue increased by 2% to $1.44 billion, with a 4% decrease in operating income. Dedicated Contract Services (DCS) revenue was flat at $847 million, with a 3% decrease in operating income. Integrated Capacity Solutions (ICS) revenue declined by 4% to $260 million, resulting in an operating loss of $3.6 million. Final Mile Services (FMS) revenue decreased by 10% to $211 million, with a 60% decrease in operating income. Truckload (JBT) revenue increased by 5% to $177 million, with a 5% decrease in operating income [1].
J.B. Hunt's fleet size at the end of 2024 was over 208,048 vehicles, all of which generated sales in the United States. The company's cash and cash equivalents stood at approximately $51 million at June 30, 2025. The company also repurchased approximately 2,400,000 shares of common stock for approximately $319 million in the second quarter 2025 [1].
The company will hold a conference call on July 15, 2025, from 4:00-5:00 p.m. CDT to discuss the quarterly earnings. The call will be available live over the internet at investor.jbhunt.com [1].
References:
[1] https://www.marketscreener.com/quote/stock/JB-HUNT-TRANSPORT-SERVICE-9769/news/JB-Hunt-Transport-Services-Press-release-q2-2025-earnings-release-50516939/
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