JBHT Stock Forecast & Price Target

J.B. Hunt Transport Services demonstrated strong financial performance with an operating income of $242.7 million, reflecting an 8% year-over-year increase and surpassing estimates, while achieving an operating margin of 7.9%. The Truckload segment reported revenue of $190 million, marking a 10% growth year-over-year, buoyed by robust volume expansion and higher revenue per truck per week, which was 3% above the previous year. Additionally, the Dedicated segment achieved revenue of $864 million and an operating income of $125 million, with both metrics exceeding expectations and showcasing solid demand for its fleet solutions.

J.B. Hunt Transport Services reported a significant year-over-year decline in operating income for Q2 2025, falling nearly 60% to $8 million, primarily due to lower revenue and increased medical claim expenses, indicating underlying operational weaknesses. The intermodal segment saw a slight revenue decrease of 2% year-over-year, accompanied by a 9% drop in operating income driven by higher insurance claims and equipment-related costs, reflecting challenges in managing expenses amidst declining demand. Additionally, the dedicated trucking segment experienced a slight revenue decline of 0.5% and lower operating income, suggesting that ongoing cost control measures are insufficient to counteract decreasing volumes and adverse operational conditions.