NASDAQ$JBHT

J.B.Hunt Transport Services Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

J.B. Hunt reported a decrease in revenue and earnings per share for Q1 2024 due to lower volumes and yield pressure in Intermodal, Integrated Capacity Solutions, and Truckload segments.

J.B. Hunt's Q1 2024 net earnings were $127.5 million, or $1.22 per diluted share, compared to $197.8 million, or $1.89 per diluted share, in Q1 2023. Total operating revenue decreased by 9% to $2.94 billion. The decline was primarily driven by lower segment gross revenue per load in Intermodal and Truckload, fewer loads in Integrated Capacity Solutions, and a modest decline in average trucks and productivity in Dedicated Contract Services.

  • Total operating revenue decreased by 9% year-over-year, primarily due to declines in Intermodal, Truckload, and Integrated Capacity Solutions segments.
  • Net earnings decreased to $127.5 million, or $1.22 per diluted share, compared to $197.8 million, or $1.89 per diluted share in the prior year.
  • Intermodal volume was flat, with transcontinental network loads increasing but eastern network loads decreasing.
  • Dedicated Contract Services revenue decreased by 2% due to a decline in average trucks and productivity.

Headline financials

Total Revenue

$2.94B

Previous: $3.23B-8.8%
EPS

$1.22

Previous: $1.89-35.4%
Intermodal Loads

485.2K

Previous: 512.0K-5.2%
Intermodal Revenue/Load

$2.88K

Previous: $2.4K+19.6%
Dedicated Rev/Truck/Week

$5.02K

Previous: $5.04K-0.3%
Final Mile Stops

1.1M

Previous: 1.8M-40.5%
Truckload Rev/Load

$1.9K

Previous: $6.57K-71.0%
Capital Expenditures

-$203M

Previous: -$461M+55.9%
Free Cash Flow

-$75.9M

Previous: -$264M+71.2%
Net Income

$127M

Previous: $198M-35.5%
Operating Income

$194M

Previous: $277M-30.0%
Gross Profit

-$278M

Previous: -$295M+5.7%
Cash & Equivalents

$64.2M

Previous: $52.6M+22.0%
Total Assets

$8.43B

Previous: $7.79B+8.2%
Stock-Based Comp

$18.4M

Previous: $19.2M-4.4%

Revenue & EPS history

J.B.Hunt · Revenue · Quarterly

$2.94B

Q1 2024-8.8%vs Q1 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

J.B.Hunt · $2.86B total across 5 segments · Q3 2023

  • Intermodal
    $1.28B-20.0%
  • Dedicated Contract Services
    $862M-8.1%
  • Integrated Capacity Solutions
    $350M-31.1%
  • Final Mile Services
    $186M+17.3%
  • Truckload
    $179M+21.4%

Forward guidance

The company did not provide specific forward guidance in this earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.8%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

61%

42 / 69 earnings

Positive

+22.1%

Q3 2025

Best reaction

-12.6%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%+12.0%+17.0%
Q4 2025+3.1%+1.5%+7.4%
Q3 2025+22.1%+21.7%+17.3%
Q2 2025-0.7%-1.3%-4.5%
Q1 2025-7.7%-5.9%+9.6%
Q4 2024-7.6%-6.5%-8.9%
Q3 2024+2.7%+0.8%+5.2%
Q2 2024-3.4%-3.2%-1.4%
Q1 2024-9.2%-9.6%-8.4%
Q4 2023+3.7%+7.2%+10.4%
Q3 2023-9.2%-10.4%-9.2%
Q2 2023+6.5%+6.7%+3.6%
Q1 2023-1.0%-0.2%-2.6%
Q4 2022+4.8%+9.8%+6.8%
Q3 2022+1.3%-0.3%+8.2%
Q2 2022+3.0%+3.4%+14.1%
Q1 2022+1.1%-1.5%-5.3%
Q4 2021-0.7%-1.5%-7.0%
Q3 2021+7.9%+11.3%+13.7%
Q2 2021-0.4%+1.4%+5.0%
Q1 2021+1.8%-0.5%+4.3%
Q4 2020-1.0%-3.5%-3.0%
Q3 2020-12.6%-11.8%-8.9%
Q2 2020+5.0%+2.1%+5.3%
Q1 2020+6.2%+13.3%+4.0%
Q4 2019-3.3%-4.6%-8.1%
Q3 2019+5.5%+5.5%+6.7%
Q2 2019+5.2%+11.6%+4.9%
Q1 2019-6.0%-8.9%-10.4%
Q4 2018+9.4%+7.1%+17.2%
Q3 2018+4.2%+2.1%-3.7%
Q2 2018-0.2%-0.5%-0.4%
Q1 2018+5.7%+6.0%+11.0%
Q4 2017+2.5%+4.1%-0.1%
Q3 2017-6.2%-3.6%-6.0%
Q2 2017+0.2%-0.3%+5.9%
Q1 2017-0.2%+2.0%-6.3%
Q4 2016-3.6%-1.6%+3.1%
Q3 2016-1.3%-2.1%+14.1%
Q2 2016-5.2%-2.3%-3.4%
Q1 2016+3.5%
Q4 2015+3.8%
Q3 2015+3.0%
Q2 2015-1.4%
Q1 2015+4.5%
Q4 2014+1.2%
Q3 2014+3.3%
Q2 2014+5.5%
Q1 2014+4.1%
Q4 2013-3.8%
Q3 2013+0.8%
Q2 2013-0.3%
Q1 2013-3.8%
Q4 2012+6.5%
Q3 2012+6.9%
Q2 2012-6.7%
Q1 2012+2.8%
Q4 2011+1.2%
Q3 2011-2.6%
Q2 2011-0.3%
Q1 2010-1.9%
Q1 2011+0.9%
Q4 2010+2.0%
Q3 2010+0.4%
Q3 2009+0.4%
Q2 2010+1.5%
Q4 2008+1.5%
Q2 2009+1.5%
Q4 2009+1.5%

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