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Jun 30, 2025
J.B.Hunt Q2 2025 Earnings Report
J.B. Hunt Q2 2025 Earnings Report showed flat revenue and slightly lower earnings due to higher costs.
Key Takeaways
J.B. Hunt reported flat revenue at $2.93 billion and a slight EPS decline to $1.31, as higher medical and casualty claims, driver wages, and equipment costs offset intermodal and truckload volume growth.
Revenue remained flat at $2.93 billion compared to Q2 2024.
Net income fell to $128.6 million due to increased claims and wage expenses.
Intermodal and Truckload segments experienced volume growth despite market volatility.
Operating income declined 4% to $197.3 million as cost pressures outweighed productivity gains.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company expects steady intermodal demand and productivity gains but anticipates continued cost pressures.
Positive Outlook
- Eastern network intermodal volume growth remains strong.
- Improved truckload network balance and equipment utilization.
- Dedicated segment productivity improving with price escalators.
- ICS gross profit margin increased to 15.5%.
- Customer retention in DCS remains high at ~92%.
Challenges Ahead
- Higher casualty and group medical claims expenses.
- Increased driver wages and equipment-related costs.
- Ongoing softness in Final Mile Services demand.
- Decline in average trucks in Dedicated Contract Services.
- ICS load volume down 9% compared to prior year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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