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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Wetherbee | Wells Fargo | 7 | 0% |
| Brian Ossenbeck | JPMorgan | 6 | 17% |
| Scott Group | Wolfe Research | 6 | 17% |
| Ken Hoexter | Bank of America | 6 | 17% |
| Jon Chappell | Evercore ISI | 5 | 0% |
| Bascome Majors | Susquehanna | 5 | 0% |
| Jordan Alliger | Goldman Sachs | 5 | 0% |
| Tom Wadewitz | UBS | 4 | 0% |
| Brandon Oglenski | Barclays | 4 | 0% |
| Ravi Shanker | Morgan Stanley | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 7 | 0% |
| Bank of America | 1 | 6 | 17% |
| Evercore ISI | 2 | 6 | 0% |
| JPMorgan | 1 |
| 6 |
| 17% |
| Stephens | 2 | 6 | 0% |
| Wolfe Research | 1 | 6 | 17% |
| Barclays | 2 | 5 | 0% |
| Susquehanna | 1 | 5 | 0% |
JB Hunt posted Q1 2026 with revenue up 5% and diluted EPS improving 27%, signaling the strongest recovery indicators since the freight downturn began. Cost-to-serve savings exceeded $130 million annualized, surpassing the original $100 million target, and record Q1 intermodal volume included a weekly record in March. Structural capacity removal from the industry was creating a supply-led market inflection, though transcon intermodal bid season proved more competitive than expected. Driver hiring challenges were emerging as the market tightened, a constructive sign for pricing power ahead.
Pricing | Margin | Competitive Dynamics | Demand | Cost Pressure | Capex Investment | Revenue Growth | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 6 | 6 | 2 | 3 | 2 | ||
| 2025Q1 | 6 | 5 | 5 | 1 | 1 | 2 | 1 | 4 |
| 2025Q2 | 3 | 6 | 2 | 2 | 5 | 1 | 2 | 1 |
| 2025Q3 | 5 | 3 | 3 | 2 | 3 | 1 | ||
| 2025Q4 | 4 | 2 | 5 | 4 | 2 | 1 | ||
| 2026Q1 | 6 | 3 | 3 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 2 | 6 | 3 | 5 | 4 | 6 |
| Margin | 6 | 5 | 6 | 3 | 2 | 3 |
| Competitive Dynamics | 6 | 5 | 2 | 3 | 5 | 3 |
| Demand | 2 | 1 | 2 | 2 | 4 | 2 |
| Cost Pressure | 1 | 5 | 3 | 2 | 1 | |
| Capex Investment | 3 | 2 | 1 | 1 | ||
| Revenue Growth | 2 | 1 | 2 | 1 | 1 | |
| Trade Tariffs | 4 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JBHT J.B. Hunt | 7 | +4.6% | |
| CHRW C.H. Robinson | 4 | -0.8% | |
| EXPD Expeditors International | 7 | +4.4% | |
| FDX FedEx | 9 | +8.3% | |
| UPS United Parcel Service | 3 | -1.6% |