J.B. Hunt Transport Services stock rose 0.4% following several recent developments. The company reported full year 2025 revenue of $12.0 billion with diluted earnings per share of $6.12, up 10% from the prior year. Fourth quarter 2025 operating income increased 19% to $246.5 million despite revenue declining 2% to $3.10 billion. At the Barclays Industrial Select Conference, executives indicated early first-quarter demand trends appeared stronger than expected, though winter storms complicated visibility into underlying market conditions. The company repurchased $923 million of stock, retiring 6.5% of shares. J.B. Hunt's Dedicated Contract Services segment showed improvement with retention rising from approximately 89% to 94% in 2025. Additionally, transportation stocks rallied after the Supreme Court ruled many of President Trump's tariffs illegal.
Read full analysisJ.B. Hunt Transport Services stock rose 0.4% following several recent developments. The company reported full year 2025 revenue of $12.0 billion with diluted earnings per share of $6.12, up 10% from the prior year. Fourth quarter 2025 operating income increased 19% to $246.5 million despite revenue declining 2% to $3.10 billion. At the Barclays Industrial Select Conference, executives indicated early first-quarter demand trends appeared stronger than expected, though winter storms complicated visibility into underlying market conditions. The company repurchased $923 million of stock, retiring 6.5% of shares. J.B. Hunt's Dedicated Contract Services segment showed improvement with retention rising from approximately 89% to 94% in 2025. Additionally, transportation stocks rallied after the Supreme Court ruled many of President Trump's tariffs illegal.
J.B. Hunt is one of the largest trucking and intermodal freight transportation companies in North America, connecting shippers with rail and truck capacity across the U.S. and increasingly into Mexico. The company reported $12 billion in 2025 revenue with a 10% EPS increase, and recently repurchased $923 million in stock, retiring 6.5% of shares outstanding. Management is currently navigating investor fears about AI disruption in trucking while positioning its own $100 million cost-reduction initiative as an efficiency play.