Loading...
•
Mar 31, 2025
J.B.Hunt Q1 2025 Earnings Report
J.B. Hunt reported Q1 2025 results with a slight revenue decline and lower earnings amid segment-specific headwinds and increased operating expenses.
Key Takeaways
Despite record Intermodal volume, J.B. Hunt faced challenges in multiple business segments, resulting in lower EPS and net income compared to Q1 2024.
Revenue was $2.92 billion, down slightly from the prior year
Net income fell to $117.7 million, driven by higher operating expenses and lower yields
Intermodal delivered its highest Q1 volume ever with 8% load growth
Truckload operating income surged 66% despite revenue decline
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
J.B. Hunt expects continued volume strength in Intermodal and cost management efforts to support margin recovery in 2025.
Positive Outlook
- Intermodal demand remains robust, especially in the eastern network
- Trailer turns and asset utilization improved in Truckload segment
- Improved ICS operating performance with narrower losses
- Lower bad debt, cargo claims, and personnel costs in some segments
- Tax rate expected to improve to 24–25% for FY25
Challenges Ahead
- DCS fleet count declined, impacting segment revenue
- Higher insurance premiums and medical costs across segments
- Decline in Final Mile Services revenue and profitability
- Interest expense increased 19% due to higher debt
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...