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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
J.B. Hunt Transport Services
J.B. Hunt Transport Services (JBHT) investor relations material
J.B. Hunt Transport Services Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary15 Jan, 2026
Executive summary
Adapted strategy to shifting external conditions, maintaining high service and safety while structurally removing costs and setting new operational benchmarks.
Focused on scaling investments, repairing margins, and laying the foundation for disciplined growth and stronger financial performance.
Entering 2026 with a fragile freight market, leveraging operational excellence and cost management for long-term growth.
Pre-funded capacity growth, notably with the purchase of Walmart's intermodal assets, enabling expansion without additional capital deployment.
Fourth quarter 2025 revenue was $3.10 billion, down 2% year-over-year, while operating income rose 19% to $246.5 million and diluted EPS increased 24% to $1.90.
Financial highlights
Q4 revenue down 2% year-over-year to $3.10 billion; operating income up 19% to $246.5 million; diluted EPS up 24% to $1.90.
Full year 2025 revenue was $12.00 billion, down 1%, with operating income up 4% to $865.1 million and diluted EPS up 10% to $6.12.
Operating margin improved to 8.0% in Q4 2025 from 6.6% in Q4 2024; full year margin rose to 7.2% from 6.9%.
Achieved over $25M in Q4 cost savings, with annualized run rate exceeding $100M.
Net cash from operating activities for 2025 was $1.68 billion; net capital expenditures were $575 million.
Outlook and guidance
2026 net CapEx expected between $600–$800M, mainly for replacement and dedicated segment growth.
2026 annual tax rate expected between 24.0% and 25.0% based on current legislation.
Modest operating income growth expected in dedicated business for 2026, with more momentum anticipated in 2027.
Entering 2026 with solid operational and financial momentum, ample capital capacity, and a focus on disciplined growth.
What is the outlook for cost reduction initiatives?
How will JBHT mitigate tighter market capacity?
What is the Intermodal network balance strategy outlook?
Intermodal margin restoration: volume/price outlook?
Beyond $100M cost savings, what are new initiatives?
Dedicated: How does market fragility impact growth?
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Next J.B. Hunt Transport Services earnings date
Q1 202615 Apr, 2026
J.B. Hunt Transport Services
Next J.B. Hunt Transport Services earnings date
Q1 202615 Apr, 2026
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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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