JBHT J.B. Hunt

FY2025 10-K
Filed: Feb 24, 2026
Industrials
Trucking (No Local)SEC EDGAR

J.B. Hunt (JBHT) filed its fiscal year 2025 10-K annual report with the SEC on Feb 24, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Largest surface transportation/logistics provider in North America; five segments (JBI, DCS, ICS, FMS, JBT) with total 2025 revenue led by JBI at $5.98B
  • Named sole road transportation company on Dow Jones Best-in-Class North America Index (Feb 2025), representing top 20% of 600 largest North American companies by ESG criteria
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Management Discussion & Analysis

  • Revenue $12.00B in 2025, down 0.7% from $12.09B; fuel surcharge revenue fell 3.5% to $1.48B
  • Operating margin 7.2% vs 6.9% in 2024; operating ratio improved to 92.8% from 93.1%; net margin 5.0% vs 4.7%
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Risk Factors

  • Top 10 customers ~33% of revenue with no long-term contracts in JBI, ICS, and JBT segments — high concentration risk
  • DOT/FMCSA audit exposure; non-compliance could restrict operations, trigger fines, or require costly regulatory overhauls
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Financial Summary
XBRL

Revenue

$12.0B

Net Income

$598M

Operating Margin

7.2%

Net Margin

5.0%

ROE

16.8%

Total Assets

$7.9B

EPS (Diluted)

$6.12

Operating Cash Flow

$1.7B

Source: XBRL data from J.B. Hunt FY2025 10-K filing on SEC EDGAR. All figures in USD.

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