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J.B. Hunt Transport Services (JBHT) investor relations material

J.B. Hunt Transport Services Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary15 Jul, 2025

Executive summary

  • Q2 2025 revenue was $2.93 billion, flat year-over-year; net earnings were $128.6 million, down 5% from $135.9 million; diluted EPS was $1.31, nearly unchanged from $1.32 in Q2 2024.

  • Operating income declined 4% to $197.3 million, impacted by higher insurance, medical, claims, driver wages, and equipment costs.

  • Service levels and customer satisfaction remain high, with record safety performance and low driver turnover.

  • Initiatives to lower cost to serve are underway, targeting $100M in annual savings, with most benefits expected in 2026 and beyond.

  • The company maintains a strong balance sheet, minimal leverage, and significant available capacity for growth.

Financial highlights

  • Q2 2025 operating income: $197.3 million (down from $205.7 million in Q2 2024); net earnings: $128.6 million; diluted EPS: $1.31.

  • Operating revenues excluding fuel surcharges rose 1% year-over-year; total operating expenses increased 30bps.

  • Over $225M in free cash flow was generated in the quarter.

  • Operating margin for Q2 2025 was 6.7%, down from 7.0% in Q2 2024.

  • Average diluted share count was 5% lower year-over-year, supporting EPS.

Outlook and guidance

  • Most cost savings from the $100M initiative will impact 2026 and beyond, with some benefits realized in 2025.

  • Net capital expenditures for 2025 are expected between $550M and $650M, focused on replacement and success-based needs.

  • 2025 annual tax rate expected between 24.0% and 25.0%, likely at the higher end.

  • Management expects sufficient liquidity from operations and credit facilities for foreseeable needs.

  • Market dynamics remain uncertain, but the company is positioned for growth and margin improvement.

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Frequently asked questions

The truckers from Arkansas

Founded by Johnnie Bryan Hunt and Johnelle Hunt, in Arkansas in 1961, the trucking company serves the U.S., Canada, and Mexico with its massive coverage network. In their partner network, the company also offers other transportation services than trucking, ensuring that the customers can transport things in the way that suits their needs.

Efficiency with JB Hunt 360

Their technology solution J.B Hunt 360, addresses customers needing efficiency, cost reductions, and a more visible supply chain. With their industry experience of over 60 years, the company is on the path to creating the most efficient transportation service in North America.

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