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

J.B. Hunt Transport Services UBS’s 2025 Global Technology and AI Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025

Market trends and customer feedback

  • Peak season materialized as expected, with demand steady but not exceptional; customers are now more accurate in forecasting needs.

  • Freight market remains challenging due to persistent inflation and ample supply, with only pockets of tightness in brokerage.

  • Black Friday sales did not significantly alter transportation demand forecasts; customers' expectations have remained steady.

Business unit performance and opportunities

  • All business units except final mile (big and bulky) saw a lift from peak season; final mile remains challenging due to weak housing activity.

  • ICS (brokerage) experienced higher activity and margin compression typical of peak, with some tightness in specific areas.

  • Dedicated business maintains a healthy pipeline and is on track for annual fleet growth targets, though deal closures are taking longer.

  • Intermodal growth is strong in the Eastern Network, driven by customer concerns over future truckload pricing and excellent service.

Rail partnerships and network strategy

  • Maintains strong relationships with both CSX and Norfolk Southern, leveraging both for network strength and customer value.

  • Recent share shift from Norfolk to CSX was driven by BNSF's efficiency initiatives, not by an active strategy to move share.

  • Focus remains on growing highway-to-rail conversions, not shifting share between rail partners.

  • Howard Street Tunnel opening will enable new Eastern Network lanes, increasing capacity and growth opportunities.

Update on $100M structural cost savings program
Drivers of Eastern Intermodal network growth
Regulatory enforcement impact on driver capacity
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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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