JBHT FCFE DCF valuation

Hunt JB Transport Services Inc (JBHT)
By@hypertonx
Assumptions as of 2026-07-16
USD
Updated Jul 16, 2026
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JBHT FCFE DCF valuation

as of 2026-07-16

Normalized FCFE
$1,100
Implied equity value
$20,527
Fair value per share
$218.37
Upside / downside to current price
-17.2%

Cash flow

5.5%
$1,100
2.5%

Discount rate

8.8%

Market

$263.64
Latest JBHT quote · updated Aug 26, 2026 2:00 PM MDT
94.0

Sources

  1. FY2025 total operating revenues were $11.999B, operating income was $865M, net earnings were $598M, and diluted EPS was $6.12. — sec.gov
  2. FY2025 operating cash flow was $1.678B and net capital expenditures were about $575M, implying roughly $1.10B of free cash flow to equity before buybacks and dividends. — sec.gov
  3. Q2 2026 revenue was $3.50B, operating income was $259.5M, diluted EPS was $1.91, and all three increased year over year. — sec.gov
  4. For the six months ended June 30, 2026, revenue was $6.552B, operating income was $466.5M, diluted EPS was $3.39, and net capital expenditures were about $144.9M. — sec.gov
  5. At June 30, 2026, debt was about $1.15B, cash was about $4.2M, actual shares outstanding were about 93.9M, and remaining repurchase authorization was about $791M. — sec.gov
  6. Management's Q2 2026 call commentary emphasized tightening industry capacity, disciplined growth, cost control, and more than $135M of structural costs removed over the prior year. — investor.jbhunt.com

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