JBHTHUNT J B TRANSPORT SERVICES INC
Trucking (no Local)
- Revenue
- $12.0B
- 0.7% YoY
- Operating margin
- 7.2%
- 4.8% YoY
- EBITDA
- $1.6B
- 0.8% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.6×
- $974M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear281% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear65% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $12.2B | $14.8B | $12.8B | $12.1B | $12.0B | 0.7% |
| Operating income | $1.0B | $1.3B | $993M | $831M | $865M | 4.1% |
| Net income | $761M | $969M | $728M | $571M | $598M | 4.8% |
| Operating cash flow | $1.2B | $1.8B | $1.7B | $1.5B | $1.7B | 13% |
| Capex | $948M | $1.5B | $1.9B | $865M | $731M | 16% |
| Stock-based comp | $62M | $78M | $79M | $66M | $72M | 9.2% |
| Buybacks | $152M | $300M | $160M | $514M | $923M | 80% |
| Dividends | $124M | $167M | $174M | $176M | $171M | 2.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $2K · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $2K
Pay vs performance
No pay-versus-performance disclosure yet.