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$C (-1,53%)
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$JBHT (-1,85%)
$2330
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JB Hunt Trans
Price
Discussão sobre JBHT
Postos
6Quarterly figures 13.04-17.04-26
2 Share price opportunities in the current uncertain environment
In this video, I analyze two particularly strong stocks from the transport and logistics sector that are currently marking new all-time highs and thus generating a procyclical buy signal. The focus is on:
- J.B. Hunt Transport Services
- Norfolk Southern
I have analyzed both shares down to the last detail on the chart and transparently shown my specific buy, sell and target zones. I also evaluate the fundamental key figures, growth and the current news flow.
J.B. Hunt analysis:
$JBHT (-1,85%) convinces with strong growth, solid margins and robust fundamentals. In chart terms, the share is in a clean trend continuation with an expected return of around 35%.
Norfolk Southern analysis:
$NSC (-2,09%) Also shows a procyclical setup and stable structures. However, growth is somewhat weaker, which is why I currently see potential of around 25% here.
Sector comparison & Dow Jones analysis:
I also analyze the entire transport and logistics sector in comparison with the Dow Jones Index, which I also examine from a chart perspective. It becomes clear that this sector is currently in above-average demand and is receiving capital inflows - an important signal for trend followers.
I explain in the video:
- why new record highs often trigger follow-on buying
- how procyclical trading works
- which marks determine success or false signals
- how I assess opportunities and risks in a structured way
This video is aimed at swing traders, trend followers and investors looking for stocks with momentum, strong fundamentals and clear entry signals.
Would this be an option for you?
J.B. Hunt Transport Services Q4 Earnings Highlights:
🔹 Revenue: $3.15B (Est. $3.15B) 🟡; DOWN -5% YoY
🔹 Adjusted EPS: $1.53 (Est. $1.63) 🔴; UP +4% YoY
🔹 Net Income: $155.5M; UP +1% YoY
🔹 Operating Income: $207.0M; UP +2% YoY
🔹 Operating Margin: 6.6% (Prev. 6.2%) 🟢
Segment Performance:
Intermodal:
🔹 Revenue: $1.60B (Est. $1.57B) 🟢; DOWN -2% YoY
🔹 Volume: UP +5% YoY; Sequential improvement of +2%
🔹 Revenue per Load (ex. fuel surcharge): DOWN -3% YoY
🔹 Operating Income: $117.0M; DOWN -10% YoY
Dedicated Contract Services:
🔹 Revenue: $838.5M (Est. $849.6M) 🔴; DOWN -5% YoY
🔹 Operating Income: $90.3M; UP +5% YoY
🔹 Average Trucks: DOWN -4% YoY
Integrated Capacity Solutions:
🔹 Revenue: $308M; DOWN -15% YoY
Final Mile Services:
🔹 Revenue: $228M; DOWN -6% YoY
Truckload:
🔹 Revenue: $182M; DOWN -7% YoY
Key Metrics:
🔹 Intermodal Volume Growth: +5% YoY; Strong eastbound demand from Southern California
🔹 Customer Retention Rate (Dedicated): ~90%
🔹 Net Interest Expense: $15.1M (Prev. $16.3M)
🔹 Effective Tax Rate: 19.0% (Prev. 17.9%)
Shareholder Returns:
🔹 Shares Repurchased: 489,000 shares for $86M
🔹 Remaining Share Repurchase Authorization: $882M
Capital & Financials:
🔹 Total Debt: $1.48B (Prev. $1.58B)
🔹 Net Capital Expenditures (FY2024): $674M
Business Commentary:
🔸 Strong intermodal demand during peak season despite revenue per load pressure from freight mix and customer rates.
🔸 Elevated costs for network imbalances and driver onboarding impacted margins.
🔸 Focused on cost management, network utilization, and addressing yield pressures.
FY2025 Outlook:
🔸 Tax Rate: Expected between 24-25%
🔸 Continued focus on network balancing, demand monitoring, and cost optimization.
The week will be pure entertainment.
Monday:
- Release of the Empire State Manufacturing Index (July)
- Start of the Republican National Convention
- Statements by FED Chair Jerome Powell and San Francisco
Fed President Mary C. Daly - Quarterly results from Goldman Sachs ($GS (-1,41%) ), BlackRock ($BLK ) and Servis1st Bancshares ($SFBS )
Tuesday:
- Start of the ⚠️Amazon Prime Day⚠️
- Continuation of the Republican National Convention
- Publication of retail sales (June), business inventories (May), import/export prices (June) and the real estate market index (July)
- Quarterly results from UnitedHealth ($UNH (-1,51%)), Bank of America ($BAC (-0,75%)), Morgan Stanley ($MS (-2,1%)), Charles Schwab ($SCHW (-0,99%)), PNC Financial ($PNC (+0%)), State Street ($STT (+0,1%)) and J.B. Hunt Transport ($JBHT (-1,85%))
- Statements by FED Governor Adriana Kugler
Wednesday:
- End of of the ⚠️Amazon Prime Day⚠️
- Continuation of the Republican National Convention
- Publication of housing data (June) and industrial production (June)
- Publication of the FED Beige Book
- Quarterly results from Johnson & Johnson ($JNJ (-1,38%)), US Bancorp ($USB (-0,6%)), Kinder Morgan ($KMI (+2,33%)) and Discover Financial Services ($DFS)
Thursday:
- Publication of the weekly Jobless Claims (until July 13)
- Publication of of the Philadelphia Fed Manufacturing Index (June)
- Quarterly results from TSMC ($TSM (+1,57%)), Netflix ($NFLX (-1,61%)), Novartis ($NVS (-3,58%)), Abbott ($ABT (+1,7%)), United Airlines ($UAL (-3,75%)) and Intuitive Surgical ($ISRG (+2,41%))
- ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️
Friday:
- Quarterly results from American Express ($AXP (-3,68%)), Travelers Cos. ($TRV (-1,25%)), Halliburton ($HAL (+5,8%)), Fifth Third Bancorp ($FITB (-0,32%)), Huntington Bancshares ($HBAN (+0,16%)) and Regions Financial ($RF (-0,12%))
- Statements from New York
FED President
John C. Williams and Atlanta Federal Reserve President Raphael Bostic

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