JB Hunt Transport Services Inc
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 1990年3月26日
- 従業員数
- 31,750
- 公式サイト
- www.jbhunt.com
総合バリュエーションレンジ · 保守的 $110–$140 / 妥当 $145–$185 / 楽観的 $200–$230。$280.96 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。
レポート公開時 $267.28（2026年5月29日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2025, it operated 11,878 company-owned trucks, 761 customer-owned trucks, and a contractor trucks. It operates 26,767 owned pieces of trailing equipment and 5,218 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; online multimodal marketplace; and logistics management services for customers to outsource their transportation functions. The FMS segment delivers services through 1,085 company-owned trucks, 169 customer-owned trucks, and 39 independent contractor trucks; and 1,091 owned pieces of trailing equipment and 98 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through two company-owned tractors and 12,658 company-owned trailers. It transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, home furnishings, forest, paper, rubber, plastic products, food, beverages, building materials, apparel, accessories, soaps, cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.
沿革
J.B. Hunt Transport Services, Inc. was incorporated in 1961 and is headquartered in Lowell, Arkansas, where it has grown into one of North America's large surface transportation, delivery, and logistics companies. The company has been publicly listed since 1983 and conducted an IPO dated March 26, 1990. It is structured into five complementary segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT), with intermodal and dedicated contract operations forming the core of its profit pool. Its scale has expanded into a substantial asset base, with net property and equipment of about $5.54 billion at the end of 2025, alongside roughly 31,750 employees. Revenue rose from $9,165 million in 2019 to a peak of $14,814 million in 2022, then eased to $11,999 million in 2025. Through sustained share repurchases, the share count declined from about 106.2 million at the end of 2019 to about 94.3 million by the end of March 2026, a reduction of roughly 11.2%.
業界での地位
J.B. Hunt describes itself as one of the largest surface transportation and delivery services companies in North America, competing across an industry the report characterizes as mature, foundational, cyclical, and highly fragmented. Rather than relying on trucks alone, it combines an intermodal network, dedicated contract fleets, a brokerage capacity pool, final-mile delivery, and the J.B. Hunt 360 digital interface, and serves many Fortune 500 customers. Its profit is concentrated in the intermodal and dedicated contract businesses, which together contributed about 97.5% of segment operating profit in the first quarter of 2026. The company's competitive advantages stem primarily from scale, network density, customer embedding, and execution: by the end of 2025 it disclosed an ICS-affiliated third-party carrier network of about 126,400, up from 110,000 in 2024. Named comparable operators include Schneider (SNDR) by business overlap, Knight-Swift (KNX) by integrated North American road-transport scale, Old Dominion (ODFL) as a less-than-truckload reference, and Hub Group (HUBG) in intermodal and logistics solutions. The report notes a single customer accounted for more than 10% of total revenue and more than 20% of accounts receivable, indicating some customer concentration.
この銘柄のレポートはお使いの言語でまだありません。