核心观点 - 华尔街分析师预计JB Hunt将在即将发布的季度报告中实现每股收益1.64美元，同比增长11.6% [1] - 预计收入为31.5亿美元，同比下降4.6% [1] - 过去30天内，分析师对季度每股收益的共识估计下调了4.9% [1] 收入预期 - 预计卡车运输收入为1.8738亿美元，同比下降4.1% [4] - 预计专用运输收入为8.6045亿美元，同比下降2.7% [4] - 预计最后一英里服务收入为2.4111亿美元，同比下降0.8% [4] - 预计综合运力解决方案收入为3.2389亿美元，同比下降10.9% [5] 关键指标预期 - 预计综合运力解决方案每单收入为1861.39美元，去年同期为1783美元 [6] - 预计多式联运每单收入为2874.66美元，去年同期为3029美元 [6] - 预计最后一英里服务期间平均卡车数量为1387辆，去年同期为1470辆 [7] - 预计多式联运装载量为539227单，去年同期为535987单 [7] - 预计综合运力解决方案装载量为167134单，去年同期为203928单 [7] 专用运输指标 - 预计专用运输期间平均卡车数量为12856辆，去年同期为13214辆 [8] - 预计专用运输期末卡车数量为12975辆，去年同期为13252辆 [8] 市场表现 - 过去一个月，JB Hunt股价回报率为-3.1%，而标普500指数回报率为-2.2% [8] - 根据Zacks Rank 4（卖出）评级，JB Hunt在接下来的时期内可能表现不及整体市场 [9]

核心观点 - 华尔街预计JB Hunt在2024年第四季度的财报中将实现同比增长的盈利，但收入将下降[1] - 实际业绩与市场预期的对比将影响公司短期股价[1] - 公司财报预计于1月16日发布，若关键数据超预期，股价可能上涨；反之则可能下跌[2] 财务预期 - 预计季度每股收益为1.64美元，同比增长11.6%[3] - 预计收入为31.5亿美元，同比下降4.6%[3] - 过去30天内，季度每股收益预期下调4.87%[4] 盈利预测模型 - Zacks Earnings ESP模型通过比较最准确估计与共识估计来预测盈利偏差[5][6] - 正ESP值通常预示着盈利超预期，尤其是与Zacks Rank 1、2或3结合时[7][8] - 负ESP值并不一定意味着盈利未达预期，但难以预测盈利超预期[9] JB Hunt的盈利前景 - 最准确估计低于共识估计，ESP值为-2.29%，表明分析师对公司盈利前景持悲观态度[10][11] - 公司当前Zacks Rank为4，结合负ESP值，难以预测盈利超预期[11] 历史盈利表现 - 上一季度，公司实际每股收益为1.49美元，超出预期的1.42美元，实现4.93%的盈利超预期[12] - 过去四个季度中，公司仅一次超出共识盈利预期[13] 投资建议 - 盈利超预期或未达预期并非股价变动的唯一因素，其他因素也可能影响股价[14] - 投资于预期盈利超预期的股票可增加成功概率，建议关注公司的Earnings ESP和Zacks Rank[15] - JB Hunt目前不具备明显的盈利超预期潜力，投资者应关注其他因素[16]

公司表现与增长 - 公司2024年第三季度多式联运业务增长5% 主要由跨大陆业务增长7%和南加州业务两位数增长驱动 [8] - 公司多式联运业务增长落后于“三大港口” 后者平均增长率为27 5% [1] - 公司2024年11月数据显示 月度环比下降6% 低于五年平均水平 [9] 行业趋势与前景 - 西海岸港口在2023年和2024年重新夺回市场份额 可能进一步推动公司业绩 特别是在东海岸合同不确定性背景下 更多海运货物可能转向西海岸 [5] - 国内多式联运转型呈现积极迹象 更多进口货物可能从西海岸仓库转移 [5] - 西海岸三大港口（洛杉矶 长滩 奥克兰）2024年11月货运量同比增长20% 超过疫情前五年平均2%的增长率 [6] 分析师观点与预测 - 分析师重申对公司股票的买入评级 认为公司增长可能在2024年底至2025年再次加速 特别是在潜在关税实施之前 [2][3] - 分析师认为公司前景仍然乐观 尽管增长落后于行业整体水平 但存在潜在上行空间 [5]

J.B. Hunt Transport Services, Inc.’s (JBHT) bottom line is benefiting from its consistent shareholder-friendly initiatives, such as dividend payments and share repurchases. Higher interest expense, lower segmental revenues and high debt weigh act as headwinds.Factors Favoring JBHTJBHT’s efforts to reward its shareholders through dividend payments and share repurchases boost investor confidence and positively impact the company's bottom line. With the quarterly dividend of 43 cents per share (annualized $1.7 ...

The Zacks Transportation-Truck industry faces headwinds from inflation-induced elevated interest rates, weak freight rates, driver shortages and lingering supply-chain disruptions. Despite macroeconomic challenges causing uncertainty in demand, the industry demonstrates resilience, especially for companies prioritizing growth and operational efficiency. Among the companies in the industry that are likely to survive the challenges are J.B. Hunt Transport Services (JBHT) , Saia (SAIA) and Knight-Swift Transpo ...

It has been about a month since the last earnings report for JB Hunt (JBHT) . Shares have added about 5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is JB Hunt due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Earnings Beat at J.B. Hunt in Q3J.B. Hunt Transport Ser ...

Price action can be one of the best indicators for investors to keep track of when figuring out where the market is trying to go in the coming quarters. As it turns out, most – if not all – asset classes rose tremendously the morning after the United States presidential elections, and as Warren Buffett says, all boats will do well on a rising tide. Buffett also likes to say that when the tide goes out, investors will know who was swimming fully clothed or not. As it relates to price action, this concept is ...

财务业绩 - 总营业收入为30.68亿美元，同比下降3%[39] - JBI分部营业收入为15.57亿美元，基本持平[41] - DCS分部营业收入为8.46亿美元，同比下降5%[42] - ICS分部营业收入为2.78亿美元，同比下降7%[43] - FMS分部营业收入为2.18亿美元，同比下降3%[44] - JBT分部营业收入为1.73亿美元，同比下降12%[45] - 总营业收入下降6.1%[54] 营业利润 - JBI分部营业利润为1.118亿美元，同比下降13%[41] - DCS分部营业利润为0.955亿美元，同比下降7%[42] - ICS分部营业亏损为0.033亿美元，亏损同比收窄[43] - FMS分部营业利润为0.12亿美元，同比下降[44] - JBT分部营业利润为0.082亿美元，同比增长[45] - 营业利润下降21.0%[62] - 税前利润下降24.1%[62] - 净利润下降27.7%[62] 成本费用 - 租赁和外包运输成本下降8.8%[61] - 工资、薪酬和员工福利成本下降1.2%[63] - 折旧和摊销费用增加2.2%[63] - 燃料和燃料税成本下降11.9%[63] - 保险和索赔费用增加15.5%[62] - 一般和行政费用(扣除资产处置)增加17.0%[62] - 营业费用和管理费用同比增加17.0%，主要由于租赁费用、专业服务费用、技术成本和坏账费用上升所致[64] - 净利息费用同比增加34.8%，主要由于债务利率上升和平均债务余额增加所致[65] 现金流 - 经营活动产生的现金流量净额同比下降23.5%，主要由于盈利下降所致[66] 资本支出 - 公司拥有15亿美元的授信额度，包括10亿美元的5年期循环信贷和5亿美元的定期贷款[69] - 2024年全年预计资本支出约6.25亿美元，主要用于购买牵引车、集装箱和底盘等[71] 风险因素 - 公司面临诸多行业风险,包括经济波动、天气影响、燃油价格波动、保险费用上升等[73,74,75] - 公司存在客户集中度高、劳动力短缺等业务风险[76] - 利率上升1个百分点将减少840万美元的税前利润[77]

The fear of contraction and analysts' sentiment pressured J.B. Hunt JBHT stock to a long-term low earlier this year, but a shift signals the opposite for 2025. The Q3 results weren't robust—far from it—but they came in better than feared. They reaffirmed the longer-term outlook and the reliability of capital returns, spurring analysts to raise their stock price targets and revert to the long-term trend. The critical takeaway is that economic normalization following the COVID-19 pandemic and macroeconomic he ...

J.B. Hunt Transport Services Today JBHT J.B. Hunt Transport Services $180.15 +5.50 (+3.15%) 52-Week Range $153.12 $219.51 Dividend Yield 0.95% P/E Ratio 31.01 Price Target $186.78 Add to Watchlist The fear of contraction and analysts' sentiment pressured J.B. Hunt NASDAQ: JBHT stock to a long-term low earlier this year, but a shift signals the opposite for 2025. The Q3 results weren't robust—far from it—but they came in better than feared. They reaffirmed the longerterm outlook and the reliability of capita ...