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The Company is a full-load and multi-modal transportation service company in North America.
•Second quarter 2014 revenue up 12% from the second quarter of 2013•Second quarter operating income up 8% from the second quarter of 2013•Some warning signs to look for in this industry are higher driving recruiting and retention costs, higher purchased transportation cost, higher safety and insurance costs and increases in equipment and tire cost•Made an accelerated payment of $100 million on outstanding debt which explains why the cash position is so low right now•The worsening driver supply will continue to be a headwind for DCS and JBT divisions •They have 4 diversified yet integrated business units•Second quarter 2014 there is a total of $874 million of outstanding long term debt compared to $674 million during the second quarter of 2013•CapEX increased 66% from second quarter 2014 to second quarter 2013•Company repurchased $75 million worth of shares during second quarter 2014 and there is now $263 million remaining under the share repurchase authorization•First quarter 2014 revenue up 9% from first quarter 2013 revenue•First quarter 2014 operating income down 6% from first quarter 2013 (due to one of the worse winters ever)•There was a lack of independent contractors in the first quarter of 2014 due to the weather so there was a 9% reduction in fleet size•1014 new revenue producing trucks were added over the same period 2013 primarily from new accounts •Since 2008 when the financial crisis hit, JB Hunt stock return has outperformed 16 of its competitors as well as the S&P•Operating revenues increased 10% from 2012 to 2013, 11.6 percent from 2011 to 2012, 19 percent from 2010 to 2011, 18% from 2009-2010•Earnings per share has increased each year since 2009, however the earnings per share growth has slowed down each year but it still remains above 10%•Long term debt has increased tremendously from 2011 to 2013 however the debt to equity ratio has decreased•At the end of 2013, debt was 41% of total capital•In 2013 the company set records in revenues, operating profits, and earnings per share
J B Hunt Transport Services Inc.( JBHT) is a holding company that, together with its wholly owned subsidiaries, operates as a surface transportation and delivery services to a diverse group of customers and consumers throughout the continental United States, Canada and Mexico. The Company operates in four segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), and full-load dry-van (JBT).The Company's service offerings include transportation of full-truckload containerized freight, which the Company directly transports utilizing its company-controlled revenue equipment and company drivers or independent contractors. The Company also provides customized freight movement, revenue equipment, labor, systems and delivery services that are tailored to meet individual customers' requirements and typically involve long-term contracts.
JBHT continues to outperform their competition. They have continued to have many positive features on their balance sheet. Their PE ratio is within industry standards and continue to find new markets to emerge in.
benefiting from switching loads from road to rail; domestic containers grew 15% in fourth quarter in declining freight market; great operator with low costs
J.B. Hunt can service any transport need from raw to finished goods, all the way to your house. The company is structured to provide service that will allow a customer to operate efficiently for a competitive rate. J. B. Hunt has top of the line management, financially sound, diversified in the transportation industry, with a quality reputation and is partnered with great customers.
diesel prices are rising, freight is decreasing.
One of the largest players in trucking - Only the best can survive in this economy
I love high gas prices. This drives small truckers out of biz, and gives greater market share to JBHT. JBHT has an ace in the hole - yes it is trucking, but it is also knee-deep in railways. If gas goes down, great that help too. It wins both ways.
betting a good earnings report. Smaller companies are getting squeezed out in favor of larger ones. Be interesting to see if JB is elbowing out the competition.
two sides of the story here:1) massive insider selling + oil2) strength of JBHT's intermodal distribution systemexpect a big movement either way on july 14th earnings
we still need trucking, no matter what
I simply used the screener to identify 1-star companies with the highest 52-week gain. The 1-star rating should mean they are bad companies and the 52-week gain should mean they are overpriced. We’ll see how it works!
Trucking is an energy intensive industry which can be, in part, substituted by rail. Recent expansion of oil production by Saudi Arabia will be in the long run trivial and will not lead to any significant reduction in diesel costs. This is a tough industry to be in now. I'd expect some kind of shake out soon.
I listened to the CEO of YRC Worldwide, and he doesn't see know any transportation company can pass off enough costs to the consumer to remain in business with $5 fuel and $150 crude oil
I expect rising fuel prices to hurt all forms of transport, truckers especially (after only airlines).
Trucking is hurting and it is fairly high right now. Oil price will continue to hurt trucking.
A recessions a coming this summer and high oil prices are not going away since the falling dollar is to blame, and continued inflation is not going to bring the value of the dollar up any time soon. Burnanke was not helping this country by bailing out the crust of American society. Also, Bush's stimulus package didn't help the upward inflationary pressure that is killing this countries middle class. Sorry about my rant but anyway my point is to sell trucking since rail is about to take over from the high price of fuel.
Jb Hunt trans willl continue to gain ground as more and more owner operators leave the business due to rising fuel costs. This opens the door for considerable expansion for fleet operators such as JB Hunt.
I like this one, I see thier trucks all over the place. a trusted name and good earnings growth. they seem to be weathering this downturn pretty well. wait for diesel to drop and then this stock should pump nicely!
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