NASDAQ$JBHT

J.B.Hunt Transport Services Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

J.B. Hunt's financial performance declined in Q3 2023 due to lower revenue across all segments, increased equipment-related costs, and higher insurance and claims expenses.

J.B. Hunt reported a decrease in net earnings and revenue for Q3 2023, with net earnings at $187.4 million, or $1.80 per diluted share, compared to $269.4 million, or $2.57 per diluted share, in Q3 2022. Total operating revenue decreased by 18% to $3.16 billion. The decline was attributed to lower revenue per load in Intermodal and Truckload, decreased volume in Integrated Capacity Solutions, and fewer stops in Final Mile Services.

  • Total operating revenue decreased by 18% year-over-year, reaching $3.16 billion.
  • Net earnings declined to $187.4 million, with diluted earnings per share at $1.80.
  • Operating income decreased by 33% due to lower revenue and higher costs.
  • Intermodal volume increased by 1%, while revenue per load decreased significantly.

Headline financials

Total Revenue

$3.16B

Previous: $3.84B-17.6%
EPS (adj)

$1.80

Previous: $2.57-30.0%
Intermodal Loads

0

Previous: 0
Intermodal Revenue/Load

$0.00

Previous: $0.00
Dedicated Rev/Truck/Week

$0.00

Previous: $0.00
Final Mile Stops

0

Previous: 0
Truckload Rev/Load

$0.00

Previous: $0.00
Capital Expenditures

-$1.56B

Previous: -$1.09B-43.3%
Free Cash Flow

-$1.37B

Previous: -$818M-67.5%
Net Income

$187M

Previous: $269M-30.4%
Operating Income

$242M

Previous: $362M-33.3%
Gross Profit

-$288M

Previous: -$329M+12.5%
Cash & Equivalents

$75.2M

Previous: $84.3M-10.8%
Total Assets

$8.37B

Previous: $7.43B+12.7%
Stock-Based Comp

$20.7M

Previous: $20.2M+2.6%

Revenue & EPS history

J.B.Hunt · Revenue · Quarterly

$3.16B

Q3 2023-17.6%vs Q3 2022
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

This press release contains forward-looking statements based on current information. Actual results may differ due to various factors outlined in the company's report filed on Form 10-K for the year ended December 31, 2022. The company assumes no obligation to update these statements.

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 Q3 2023

Historical avgQ3 2023

+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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