J.B. Hunt Transport Services, Inc.

JBHT

$260.22

+1.46%

N/A+$3.74

Industrials

Integrated Freight & Logistics

NASDAQ

Active Trading

Operating across North America, J.B. Hunt Transport Services, Inc. specializes in ground transportation, last-mile delivery, and comprehensive logistics solutions. Its operations are ...

Supply Chain of JBHT

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

Navistar International Corporation

Daimler Truck (Freightliner, Western Star)

The Goodyear Tire & Rubber Company

Wabash National Corporation

NYSE:WNC

Trailer Manufacturer

PACCAR Inc (Peterbilt)

NASDAQ:PCAR

Class 8 Truck Manufacturer

Navistar International Corporation

NYSE:NAV

Class 8 Truck Manufacturer (International brand)

Daimler Truck (Freightliner, Western Star)

OTC:DTRUY

Class 8 Truck Manufacturer

Chevron Corporation

NYSE:CVX

Fuel Supplier / Alternative Energy Partner

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

Large Retail & Consumer Goods Shippers

Manufacturing Companies

E-commerce Companies

J.B. Hunt 360 Platform Carriers

Zenith Freight Lines

Walmart Inc.

NYSE:WMT

Major retail customer - multi-year intermodal service agreement; acquired Walmart intermodal assets in 2024

Target Corporation

NYSE:TGT

Major retail customer for intermodal and dedicated services

Large Retail & Consumer Goods Shippers

Top 10 customers represent ~35% of total revenue; includes major retailers, CPG companies, food & beverage manufacturers · 35.0%

Manufacturing Companies

Dedicated contract services for industrial/manufacturing customers requiring dedicated fleet solutions

E-commerce Companies

Final mile services for heavy goods delivery; growing segment supporting online retail

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

XPO, Inc.

Schneider National, Inc.

NYSE:SNDR

Landstar System, Inc.

NASDAQ:LSTR

Asset-light logistics provider with truck brokerage operations; serves similar customer base in freight transportation

Old Dominion Freight Line

NASDAQ:ODFL

Premier LTL carrier operating in similar geographic footprint; represents trucking industry performance benchmark

XPO, Inc.

NYSE:XPO

Major logistics and transportation services provider with significant exposure to retail and manufacturing customers; similar customer demographics

Geographic

Region-level exposures that can distort the supply network.

Geographic

North America (US, Canada, Mexico)

Walmart Inc.

Target Corporation

GMXT (Genesee & Wyoming Mexico)

North America (US, Canada, Mexico)

Primary operating region with cross-border services

Walmart Inc.NYSE:WMTMulti-year intermodal agreement; largest US retailer

Target CorporationNYSE:TGTMajor retail customer

GMXT (Genesee & Wyoming Mexico)Cross-border intermodal rail partner in Mexico

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

High

Top 10 customers account for approximately 35% of total revenue, creating significant customer concentration risk if major accounts are lost or reduce volumes

Railroad

High

Exclusive intermodal revenue-sharing partnership with BNSF Railway (West) and reliance on Norfolk Southern (East) exposes J.B. Hunt to rail service disruptions, pricing changes, and consolidation impacts

Equipment

Medium

Fleet of 19,000+ tractors and 145,000 trailers/containers represents significant capital investment subject to equipment cost inflation and residual value risk

Fuel

Medium

Annual diesel fuel consumption of approximately 200 million gallons creates exposure to fuel price volatility; fuel surcharge revenue partially offsets but lag effects create margin pressure

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Intermodal (JBI)

49.2%

$6.3B

Core business leveraging rail partnerships. Drives demand for container/chassis suppliers and rail access. Requires significant investment in trailing equipment and drayage operations.

Dedicated Contract Services (DCS)

27.5%

$3.5B

Contract-based dedicated fleets for single customers. Creates predictable demand for company-owned tractors, trailers, and driver workforce. Material fuel consumption requires energy supplier relationships.

Integrated Capacity Solutions (ICS)

10.6%

$1.3B

Brokerage and logistics services. Relies on third-party carrier network. Technology platform (J.B. Hunt 360) is critical infrastructure. Lower asset intensity than other segments.

Truckload (JBT)

6.7%

$0.8B

Over-the-road truckload services. Requires company tractors and trailers. Fuel costs are significant input. Competitive market drives need for operational efficiency.

Final Mile Services (FMS)

6.2%

$0.8B

Home delivery and installation services. Drives demand for specialized delivery equipment, warehouse facilities, and last-mile carrier networks. Growing segment supporting e-commerce.

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J.B. Hunt Transport Services, Inc.

Supply Chain of JBHT

Upstream

Wabash National Corporation

PACCAR Inc (Peterbilt)

Navistar International Corporation

Daimler Truck (Freightliner, Western Star)

Chevron Corporation

Clean Energy Fuels Corp

Bridgestone Corporation

The Goodyear Tire & Rubber Company

View More

Downstream

Walmart Inc.

Target Corporation

Large Retail & Consumer Goods Shippers

Manufacturing Companies

E-commerce Companies

J.B. Hunt 360 Platform Carriers

Zenith Freight Lines

Proxies

Schneider National, Inc.

Landstar System, Inc.

Old Dominion Freight Line

XPO, Inc.

Geographic

North America (US, Canada, Mexico)

Supply Chain of JBHT

Upstream

Wabash National Corporation

PACCAR Inc (Peterbilt)

Navistar International Corporation

Daimler Truck (Freightliner, Western Star)

Chevron Corporation

Clean Energy Fuels Corp

Bridgestone Corporation

The Goodyear Tire & Rubber Company

View More

Downstream

Walmart Inc.

Target Corporation

Large Retail & Consumer Goods Shippers

Manufacturing Companies

E-commerce Companies

J.B. Hunt 360 Platform Carriers

Zenith Freight Lines

Proxies

Schneider National, Inc.

Landstar System, Inc.

Old Dominion Freight Line

XPO, Inc.

Geographic

North America (US, Canada, Mexico)