Last 7 days
-8.1%
Last 30 days
-12.0%
Last 90 days
-7.0%
Trailing 12 Months
-14.6%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
UNP | 118.1B | 24.9B | -6.80% | -26.18% | 16.88 | 4.75 | 14.08% | 7.28% |
UBER | 65.5B | 31.9B | -4.40% | 7.28% | -7.16 | 2.05 | 74.68% | -1742.94% |
CSX | 60.6B | 14.9B | -8.38% | -15.39% | 14.55 | 4.07 | 18.99% | 10.18% |
ODFL | 37.2B | 6.3B | -6.60% | 7.61% | 27.01 | 5.94 | 19.10% | 33.14% |
JBHT | 17.8B | 14.8B | -12.03% | -14.59% | 18.37 | 1.2 | 21.75% | 27.41% |
MID-CAP | ||||||||
KNX | 8.8B | 7.4B | -10.60% | 1.19% | 11.45 | 1.19 | 23.85% | 3.76% |
SAIA | 7.4B | 2.8B | -1.04% | 5.16% | 20.61 | 2.64 | 21.99% | 41.14% |
LSTR | 5.6B | 7.4B | -5.76% | 13.34% | 12.32 | 0.72 | 13.75% | 12.95% |
SNDR | 4.8B | 6.6B | -9.70% | 2.77% | 10.46 | 0.73 | 17.75% | 12.93% |
WERN | 2.8B | 3.3B | -5.63% | 4.25% | 11.71 | 0.86 | 20.32% | -6.87% |
ARCB | 2.3B | 5.3B | -7.93% | 8.57% | 7.71 | 0.43 | 34.66% | 39.66% |
SMALL-CAP | ||||||||
MRTN | 1.7B | 1.3B | -7.87% | 6.98% | 15.34 | 1.34 | 29.81% | 36.36% |
HTLD | 1.3B | 968.0M | -1.91% | 10.86% | 9.66 | 1.33 | 59.40% | 68.50% |
ULH | 708.7M | 2.0B | -8.23% | 28.70% | 4.68 | 0.35 | 21.24% | 105.25% |
USX | 85.6M | 2.2B | 10.81% | -61.50% | -1.95 | 0.04 | 10.91% | -504.67% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | 1.0% | 14,814 | 14,661 | 13,968 | 13,039 | 12,168 |
S&GA Expenses | 1.1% | 215 | 213 | 200 | 188 | 196 |
Costs and Expenses | 1.5% | 13,482 | 13,289 | 12,684 | 11,867 | 11,123 |
EBITDA | -0.5% | 1,978 | 1,987 | 1,871 | 1,741 | - |
EBITDA Margin | -1.5% | 0.13* | 0.14* | 0.13* | 0.13* | - |
Earnings Before Taxes | -3.2% | 1,281 | 1,323 | 1,237 | 1,126 | 1,000 |
EBT Margin | -4.2% | 0.09* | 0.09* | 0.09* | 0.09* | - |
Interest Expenses | 4.2% | 51.00 | 49.00 | 48.00 | 47.00 | 46.00 |
Net Income | -4.0% | 969 | 1,010 | 941 | 858 | 761 |
Net Income Margin | -5.0% | 0.07* | 0.07* | 0.07* | 0.07* | - |
Free Cahsflow | 60.9% | 236 | 147 | 31.00 | 3.00 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 4.8% | 7,787 | 7,432 | 7,253 | 7,032 | 6,794 |
Current Assets | 2.8% | 2,212 | 2,152 | 2,282 | 2,270 | 2,313 |
Cash Equivalents | -38.4% | 52.00 | 84.00 | 124 | 145 | 356 |
Inventory | 62.2% | 41.00 | 25.00 | - | - | - |
Net PPE | 5.8% | 4,980 | 4,708 | 4,448 | 4,234 | 4,068 |
Goodwill | 19.8% | 120 | 101 | - | - | - |
Liabilities | 12.1% | 4,120 | 3,677 | - | - | - |
Current Liabilities | 4.5% | 1,568 | 1,501 | 1,870 | 1,785 | 1,730 |
LT Debt, Current | NaN% | - | - | 350 | 351 | 356 |
LT Debt, Non Current | 1.4% | 1,262 | 1,244 | 946 | 946 | 945 |
Shareholder's Equity | 4.6% | 3,667 | 3,505 | 3,325 | 3,254 | 3,118 |
Retained Earnings | 14.3% | 6,424 | 5,621 | - | - | - |
Additional Paid-In Capital | 11.5% | 500 | 448 | - | - | - |
Accumulated Depreciation | 1.6% | 3,020 | 2,972 | 2,846 | 2,716 | 2,613 |
Shares Outstanding | 0.0% | 104 | 104 | 104 | 105 | 105 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 10.4% | 1,777 | 1,609 | 1,340 | 1,151 | 1,224 |
Share Based Compensation | 5.0% | 78.00 | 74.00 | 70.00 | 66.00 | 62.00 |
Cashflow From Investing | -3.2% | -1,550 | -1,501 | -1,301 | -1,167 | -877 |
Cashflow From Financing | 4.0% | -530 | -552 | -485 | -392 | -304 |
Dividend Payments | 6.3% | 167 | 157 | 147 | 137 | 124 |
Buy Backs | -4.7% | 300 | 315 | 304 | 221 | 152 |
63.9%
31.5%
0%
Y-axis is the maximum loss one would have experienced if J B Hunt Transport Services was unfortunately bought at previous high price.
9.6%
11.8%
7.9%
25.3%
FIve years rolling returns for J B Hunt Transport Services.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -12.22 | -6,911 | 283,089 | 0.01% |
2023-03-10 | MATHER GROUP, LLC. | added | 7.98 | 91,783 | 542,783 | 0.01% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 8.47 | 41,007,300 | 237,092,000 | 0.26% |
2023-03-06 | Rockefeller Capital Management L.P. | added | 4.28 | 97,000 | 702,000 | -% |
2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | reduced | -1.37 | 4,041 | 50,041 | 0.03% |
2023-02-28 | Voya Investment Management LLC | reduced | -0.97 | 853,428 | 9,071,430 | 0.01% |
2023-02-28 | Trust Investment Advisors | reduced | -2.31 | 64,651 | 796,651 | 0.75% |
2023-02-27 | Parallax Volatility Advisers, L.P. | reduced | -14.12 | -33,247 | 734,753 | -% |
2023-02-24 | SRS Capital Advisors, Inc. | new | - | 523 | 523 | -% |
2023-02-24 | National Pension Service | added | 1.94 | 1,688,580 | 24,074,900 | 0.05% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | price t rowe associates inc /md/ | 4.5% | 4,693,451 | SC 13G/A | |
Feb 14, 2023 | t. rowe price investment management, inc. | 5.0% | 5,228,456 | SC 13G | |
Feb 09, 2023 | vanguard group inc | 9.61% | 9,946,716 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 6.1% | 6,285,384 | SC 13G/A | |
Feb 14, 2022 | price t rowe associates inc /md/ | 7.8% | 8,218,767 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 9.16% | 9,620,809 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 5.6% | 5,886,253 | SC 13G/A | |
Feb 16, 2021 | price t rowe associates inc /md/ | 8.9% | 9,504,791 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 9.33% | 9,858,754 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 5.95% | 6,287,808 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | 163.31 -4.88% | 208.24 21.29% | 279.59 62.85% | 376.95 119.55% | 471.51 174.63% |
Current Inflation | 149.62 -12.85% | 187.87 9.42% | 247.61 44.22% | 329.05 91.65% | 407.99 137.63% |
Very High Inflation | 132.79 -22.66% | 163.32 -4.88% | 209.96 22.29% | 273.59 59.35% | 335.12 95.19% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 16, 2023 | ARS | ARS | |
Mar 16, 2023 | DEF 14A | DEF 14A | |
Mar 16, 2023 | DEFA14A | DEFA14A | |
Feb 28, 2023 | 4 | Insider Trading | |
Feb 24, 2023 | S-3ASR | S-3ASR | |
Feb 24, 2023 | 10-K | Annual Report | |
Feb 14, 2023 | 4 | Insider Trading | |
Feb 14, 2023 | SC 13G | Major Ownership Report | |
Feb 14, 2023 | SC 13G/A | Major Ownership Report | |
Feb 09, 2023 | SC 13G/A | Major Ownership Report |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-02-27 | Hobbs Nicholas | gifted | - | - | -1,400 | evp and coo |
2023-02-13 | HARPER ALFRED C | sold | -1,008,750 | 190 | -5,300 | evp, cso |
2023-01-31 | Kuhlow John | acquired | - | - | 3,957 | evp & cfo |
2023-01-31 | Hicks Bradley W. | acquired | - | - | 5,136 | evp of people & pres hwy svcs |
2023-01-31 | ROBERTS JOHN N | sold (taxes) | -3,165,640 | 189 | -16,745 | ceo |
2023-01-31 | Bracy Kevin | acquired | - | - | 339 | sr vp, treasurer |
2023-01-31 | Scott Stuart Lockard | acquired | - | - | 10,214 | evp/cio |
2023-01-31 | HARPER ALFRED C | sold (taxes) | -809,134 | 189 | -4,280 | evp, cso |
2023-01-31 | Field Darren P. | acquired | - | - | 7,978 | evp and president intermodal |
2023-01-31 | Bracy Kevin | sold (taxes) | -20,795 | 189 | -110 | sr vp, treasurer |
Consolidated Statements of Earnings - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Operating revenues | $ 14,813,999 | $ 12,168,302 | $ 9,636,573 |
Operating expenses: | |||
Rents and purchased transportation | 7,392,179 | 6,449,068 | 4,954,123 |
Salaries, wages and employee benefits | 3,373,063 | 2,761,680 | 2,347,716 |
Fuel and fuel taxes | 931,710 | 530,642 | 357,483 |
Depreciation and amortization | 644,520 | 557,093 | 527,375 |
Operating supplies and expenses | 502,553 | 369,294 | 334,350 |
Insurance and claims | 318,123 | 165,052 | 134,482 |
General and administrative expenses, net of asset dispositions | 215,361 | 195,616 | 180,083 |
Operating taxes and licenses | 68,230 | 59,462 | 54,331 |
Communication and utilities | 36,707 | 34,865 | 33,511 |
Total operating expenses | 13,482,446 | 11,122,772 | 8,923,454 |
Operating income | 1,331,553 | 1,045,530 | 713,119 |
Interest income | 1,069 | 493 | 486 |
Interest expense | 51,249 | 46,251 | 47,580 |
Earnings before income taxes | 1,281,373 | 999,772 | 666,025 |
Income taxes | 312,022 | 238,966 | 159,990 |
Net earnings | $ 969,351 | $ 760,806 | $ 506,035 |
Weighted average basic shares outstanding (in shares) | 104,141 | 105,359 | 105,700 |
Basic earnings per share (in dollars per share) | $ 9.31 | $ 7.22 | $ 4.79 |
Weighted average diluted shares outstanding (in shares) | 105,276 | 106,593 | 106,766 |
Diluted earnings per share (in dollars per share) | $ 9.21 | $ 7.14 | $ 4.74 |
Service Excluding Fuel Surcharge [Member] | |||
Operating revenues | $ 12,381,359 | $ 10,915,442 | $ 8,879,653 |
Fuel Surcharge [Member] | |||
Operating revenues | $ 2,432,640 | $ 1,252,860 | $ 756,920 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 51,927 | $ 355,549 |
Trade accounts receivable, net | 1,528,075 | 1,506,619 |
Other receivables | 330,764 | 216,615 |
Inventories | 40,602 | 25,032 |
Prepaid expenses and other current assets | 260,410 | 209,554 |
Total current assets | 2,211,778 | 2,313,369 |
Property and equipment, at cost: | ||
Revenue and service equipment | 6,815,776 | 5,667,131 |
Land | 88,699 | 67,540 |
Structures and improvements | 382,007 | 318,222 |
Software, office equipment and furniture | 712,998 | 627,423 |
Total property and equipment | 7,999,480 | 6,680,316 |
Less accumulated depreciation | 3,019,663 | 2,612,661 |
Net property and equipment | 4,979,817 | 4,067,655 |
Goodwill | 120,449 | 100,521 |
Other intangible assets, net | 115,941 | 90,572 |
Other assets | 358,597 | 222,231 |
Total assets | 7,786,582 | 6,794,348 |
Current liabilities: | ||
Current portion of long-term debt | 0 | 355,972 |
Trade accounts payable | 798,776 | 772,736 |
Claims accruals | 452,149 | 307,210 |
Accrued payroll and payroll taxes | 188,252 | 190,950 |
Other accrued expenses | 129,054 | 102,732 |
Total current liabilities | 1,568,231 | 1,729,600 |
Long-term debt | 1,261,738 | 945,257 |
Other long-term liabilities | 369,314 | 256,233 |
Deferred income taxes | 920,531 | 745,442 |
Total liabilities | 4,119,814 | 3,676,532 |
Stockholders’ equity: | ||
Preferred stock, $100 par value. 10 million shares authorized; none outstanding | 0 | 0 |
Common stock, $.01 par value. 1 billion shares authorized; (167,099,432 shares issued at December 31, 2022 and 2021, of which 103,743,382 and 105,093,706 shares were outstanding at December 31, 2022 and 2021, respectively) | 1,671 | 1,671 |
Additional paid-in capital | 499,897 | 448,217 |
Retained earnings | 6,423,730 | 5,621,103 |
Treasury stock, at cost (63,356,050 shares at December 31, 2022, and 62,005,726 shares at December 31, 2021) | (3,258,530) | (2,953,175) |
Total stockholders’ equity | 3,666,768 | 3,117,816 |
Total liabilities and stockholders' equity | $ 7,786,582 | $ 6,794,348 |