J.B. Hunt Transport Services, Inc.’s (JBHT) first-quarter 2024 earnings of $1.22 per share missed the Zacks Consensus Estimate of $1.53 and declined 35.5% year over year.JBHT’s total operating revenues of $2,944 million missed the Zacks Consensus Estimate of $3,117.1 million and fell 8.8% year over year. Total operating revenues, excluding fuel surcharge revenue, fell 7% year over year. The downfall was owing to a 9% decrease in segment gross revenue per load in both Intermodal (JBI) and Truckload (JBT), 22 ...

公司业绩表现 - J.B. Hunt Transport Services因需求疲软和成本上升导致季度业绩不佳[1] - 公司第一季度每股收益为1.22美元，营收为29.4亿美元，远低于华尔街预期的每股1.52美元和31.2亿美元的销售额[2] - 收入同比下降9%，营业收入下降30%，主要是由于需求疲软和成本上升的影响[3] 投资建议 - J.B. Hunt股票在业绩不佳后是否值得购买，考虑到运输行业的周期性，需求不足时公司很难有所作为[4] - 公司在成本方面几乎无法做出改变，只能接受较低的利润率，等待需求和定价能力恢复[5] - 长期投资者可以考虑在运输行业中购买强势运营商的股票，J.B. Hunt股价下跌可能是一个机会，但需求何时会回升仍存在不确定性，没有必要赶在今天买入[6]

Key PointsJ.B. Hunt had a weak quarter that calls the outlook into question. Contraction is worse than expected and economic headwinds continue to blow. Cash flow and the balance sheet are sufficient to sustain the dividend until recovery takes hold.5 stocks we like better than J.B. Hunt Transport ServicesJ.B. Hunt NASDAQ: JBHT is amid an industry normalization that will reinvigorate its market. However, the normalizing is taking longer than expected, and there are risks to the economy that point to lower p ...

J.B. Hunt股价表现 - J.B. Hunt的股价在周三开盘前急剧下跌，因为该公司的季度业绩未达到分析师的预期[1] - 如果J.B. Hunt股价成功保持在约174美元的上升通道的下限趋势线上方，可能会看到股价反转向上[3] Intermodal业务情况 - 公司的关键Intermodal业务中的货物量持平，因为在其东部网络中，由于增加的卡车竞争，需求较弱[2]

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) Q1 2024 Earnings Conference Call April 16, 2024 5:00 PM ET Company Participants Brad Delco - Senior Vice President of Finance John Roberts - Chief Executive Officer Shelley Simpson - President John Kuhlow - Chief Financial Officer Nick Hobbs - Chief Operations Officer & President of Contract Services Darren Field - President of Intermodal Brad Hicks - Executive Vice President of People & President of Highway Services Conference Call Participants Jason Seidl - ...

营收情况 - JB Hunt在2024年第一季度报告的营收为29.4亿美元，同比下降8.8%[1] - 营收低于市场预期5.55%[2] 每股收益 - 每股收益为1.22美元，与去年同期的1.89美元相比下降[1] - 每股收益也低于预期20.26%[2] 投资者关注点 - 投资者通常关注公司的营收和盈利同比变化，以及与华尔街预期的比较，以确定下一步的行动[3] - 与去年同期和分析师的预期进行比较，有助于投资者更好地预测股票价格表现[4]

JB Hunt (JBHT) came out with quarterly earnings of $1.22 per share, missing the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $1.89 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.26%. A quarter ago, it was expected that this trucking and logistics company would post earnings of $1.74 per share when it actually produced earnings of $1.47, delivering a surprise of -15.52%.Over the last four quart ...

财务表现 - 2024年第一季度，J.B. Hunt Transport Services, Inc.的营收为29.4亿美元，同比下降9%[1] - 2024年第一季度，J.B. Hunt Transport Services, Inc.的运营收入为1.944亿美元，同比下降30%[3] - 2024年第一季度，J.B. Hunt Transport Services, Inc.的每股收益为1.22美元，同比下降35%[1] - 2024年第一季度，J.B. Hunt Transport Services, Inc.的净利润为1.27亿美元，同比下降35%[1] 各部门业绩 - Intermodal（JBI）部门2024年第一季度营收为14亿美元，同比下降9%[6] - Dedicated Contract Services（DCS）部门2024年第一季度营收为8.6亿美元，同比下降2%[8] - Integrated Capacity Solutions（ICS）部门2024年第一季度营收为2.85亿美元，同比下降26%[11] - Final Mile Services（FMS）部门2024年第一季度营收为2.29亿美元，同比增长2%[13] - Truckload（JBT）部门2024年第一季度营收为1.78亿美元，同比下降13%[15] 业务细节 - Final Mile Services业务在2024年第一季度实现了15,086万美元的营收，同比增长8%[25] - Intermodal业务在2024年第一季度的平均运输距离为1,689，每单收入为2,876美元[26] - Dedicated业务在2024年第一季度的每辆卡车每周收入为5,021美元，平均运输距离为180[26] - Integrated Capacity Solutions业务在2024年第一季度的每单收入为1,803美元，毛利率为14.3%[26] - Final Mile Services业务在2024年第一季度完成了1,076,689次运输，平均每辆卡车数量为1,408[26] - Truckload业务在2024年第一季度的每单收入为1,903美元，平均运输距离为677[26] 资产状况 - 公司在2024年第一季度的现金及现金等价物为64,185万美元，应收账款净额为1,272,115万美元[27] - 公司在2024年第一季度的总资产为8,427,783万美元，总负债为1,543,984万美元[27] - 公司在2024年第一季度的实际流通股份为103,197，每股净资产为40.37美元[27]

J.B. Hunt Transport Services, Inc. (JBHT) is scheduled to report first-quarter 2024 results on Apr 16, after market close.J.B. Hunt has a disappointing earnings surprise history, having lagged the Zacks Consensus Estimate in each of the preceding four quarters, the average miss being 8.42%.Let’s see how things have shaped up for J.B. Hunt this earnings season.Q1 ExpectationsThe Zacks Consensus Estimate for J.B. Hunt’s first-quarter 2024 revenues is pegged at $3.14 billion, indicating a 2.83% decline year ov ...

预期财报 - JB Hunt公司预计在即将发布的季度财报中，每股收益为1.54美元，同比下降18.5%[1] - 预计营收将达到31.2亿美元，较去年同期下降3.3%[1] 收入预测 - 分析师预计Intermodal收入为14.9亿美元，同比下降3.1%[7] - Dedicated收入预计为8.7876亿美元，同比持平[8] - Truckload收入预计为1.9503亿美元，同比下降5.3%[9] - Integrated Capacity Solutions收入预计为3.5969亿美元，同比下降6.5%[10] 货物和车辆数量预测 - Final Mile Services的平均卡车数量预计为1460辆，较去年同期下降[12] - Intermodal的货物数量预计为502,083，Integrated Capacity Solution的货物数量预计为195,011[13] - Dedicated的平均卡车数量预计为13,271辆，总卡车数量预计为13,290辆[14][15] - Truckload的总拖车数量预计为1,968辆[16] 股价表现和评级 - 过去一个月，JB Hunt的股价下跌了6.6%，表现不佳[17] - JBHT目前持有Zacks Rank 4（卖出），预示着未来可能表现不佳[18]