Subtext

J.B. Hunt Transport Services, Inc. JBHT

SectorIndustrials
Transcripts27
Date range2018-10-16 – 2025-04-15
Calls charted27

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-17-8+0+8+172018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32018 Q3 · Overall: +0.32018 Q4 · Overall: +4.22019 Q1 · Overall: -0.12019 Q2 · Overall: +4.82019 Q3 · Overall: +3.12019 Q4 · Overall: +1.12020 Q1 · Overall: -2.62020 Q2 · Overall: +5.22020 Q3 · Overall: +7.12020 Q4 · Overall: +9.22021 Q1 · Overall: +8.62021 Q2 · Overall: +2.02021 Q3 · Overall: +10.12021 Q4 · Overall: +9.82022 Q1 · Overall: +8.32022 Q2 · Overall: +12.62022 Q3 · Overall: +9.12022 Q4 · Overall: +9.92023 Q1 · Overall: +0.92023 Q2 · Overall: +7.02023 Q3 · Overall: +8.62023 Q4 · Overall: +3.42024 Q1 · Overall: +10.12024 Q2 · Overall: +10.52024 Q3 · Overall: +14.42024 Q4 · Overall: +10.62025 Q1 · Overall: +8.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-30-15+0+15+302018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32018 Q3 · CEO: +26.12018 Q4 · CEO: +11.92019 Q1 · CEO: +19.02019 Q2 · CEO: +5.22019 Q3 · CEO: +7.02019 Q4 · CEO: +8.82020 Q1 · CEO: +3.92020 Q2 · CEO: +4.32020 Q3 · CEO: +14.32020 Q4 · CEO: +6.02021 Q1 · CEO: +4.02021 Q2 · CEO: +17.82021 Q3 · CEO: +17.12021 Q4 · CEO: +18.62022 Q1 · CEO: +5.72022 Q2 · CEO: +16.82022 Q3 · CEO: +10.42022 Q4 · CEO: +25.22023 Q1 · CEO: +1.52023 Q2 · CEO: +22.82023 Q3 · CEO: +10.52023 Q4 · CEO: +5.22024 Q1 · CEO: +22.92024 Q2 · CEO: +22.12024 Q3 · CEO: +20.82024 Q4 · CEO: +22.12025 Q1 · CEO: -0.62018 Q4 · CFO: -1.42019 Q2 · CFO: -1.42019 Q3 · CFO: +7.72019 Q4 · CFO: -6.92020 Q1 · CFO: -2.22020 Q4 · CFO: +13.32021 Q1 · CFO: +8.32021 Q3 · CFO: +3.82021 Q4 · CFO: +0.02022 Q1 · CFO: +9.12022 Q2 · CFO: +12.42022 Q3 · CFO: +3.12022 Q4 · CFO: -9.52023 Q1 · CFO: +3.82023 Q2 · CFO: -5.62023 Q3 · CFO: +4.32023 Q4 · CFO: -14.42024 Q1 · CFO: +5.62024 Q2 · CFO: +1.52024 Q3 · CFO: +13.22024 Q4 · CFO: -2.42025 Q1 · CFO: +11.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-14+0+14+292018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32018 Q3 · Prepared remarks: -3.42018 Q4 · Prepared remarks: +14.12019 Q1 · Prepared remarks: -5.42019 Q2 · Prepared remarks: +2.12019 Q3 · Prepared remarks: +6.62019 Q4 · Prepared remarks: +0.02020 Q1 · Prepared remarks: -2.32020 Q2 · Prepared remarks: +8.92020 Q3 · Prepared remarks: +9.92020 Q4 · Prepared remarks: +16.32021 Q1 · Prepared remarks: +12.92021 Q2 · Prepared remarks: +11.42021 Q3 · Prepared remarks: +15.42021 Q4 · Prepared remarks: +16.32022 Q1 · Prepared remarks: +13.72022 Q2 · Prepared remarks: +20.02022 Q3 · Prepared remarks: +20.32022 Q4 · Prepared remarks: +17.72023 Q1 · Prepared remarks: +10.42023 Q2 · Prepared remarks: +15.42023 Q3 · Prepared remarks: +22.42023 Q4 · Prepared remarks: +12.82024 Q1 · Prepared remarks: +16.82024 Q2 · Prepared remarks: +16.72024 Q3 · Prepared remarks: +24.22024 Q4 · Prepared remarks: +19.32025 Q1 · Prepared remarks: +25.12018 Q3 · Q&A responses: +4.22018 Q4 · Q&A responses: +5.82019 Q1 · Q&A responses: +5.62019 Q2 · Q&A responses: +7.42019 Q3 · Q&A responses: +4.42019 Q4 · Q&A responses: +8.62020 Q1 · Q&A responses: -1.62020 Q2 · Q&A responses: +2.82020 Q3 · Q&A responses: +8.82020 Q4 · Q&A responses: +8.12021 Q1 · Q&A responses: +10.32021 Q2 · Q&A responses: +0.32021 Q3 · Q&A responses: +10.32021 Q4 · Q&A responses: +7.42022 Q1 · Q&A responses: +6.82022 Q2 · Q&A responses: +11.02022 Q3 · Q&A responses: +7.72022 Q4 · Q&A responses: +9.42023 Q1 · Q&A responses: +1.62023 Q2 · Q&A responses: +5.82023 Q3 · Q&A responses: +4.72023 Q4 · Q&A responses: +0.02024 Q1 · Q&A responses: +12.12024 Q2 · Q&A responses: +12.02024 Q3 · Q&A responses: +10.92024 Q4 · Q&A responses: +9.92025 Q1 · Q&A responses: -0.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.40$7.34$10.282018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32018 Q3: $6.192018 Q4: $6.332019 Q1: $6.412019 Q2: $6.022019 Q3: $5.932019 Q4: $5.962020 Q1: $5.692020 Q2: $4.802020 Q3: $5.632020 Q4: $6.022021 Q1: $6.422021 Q2: $7.102021 Q3: $7.502021 Q4: $8.212022 Q1: $8.892022 Q2: $9.702022 Q3: $9.882022 Q4: $9.572023 Q1: $9.512023 Q2: $8.982023 Q3: $8.752023 Q4: $8.242024 Q1: $8.232024 Q2: $7.452024 Q3: $7.002024 Q4: $7.13

Forward P/E

13.6919.7325.772018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32018 Q3: 19.722018 Q4: 14.522019 Q1: 16.442019 Q2: 14.872019 Q3: 19.332019 Q4: 19.382020 Q1: 14.872020 Q2: 24.942020 Q3: 23.362020 Q4: 22.872021 Q1: 24.912021 Q2: 23.172021 Q3: 22.942021 Q4: 24.192022 Q1: 24.522022 Q2: 16.662022 Q3: 17.452022 Q4: 19.572023 Q1: 17.752023 Q2: 19.422023 Q3: 21.652023 Q4: 23.792024 Q1: 24.472024 Q2: 20.902024 Q3: 24.182024 Q4: 23.88

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2019 Q1 tone ↓ -4.4 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↑ +4.9 fwd EPS ↓ -0.39 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +7.9 fwd EPS ↓ -0.89 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -6.6 fwd EPS ↑ +0.68 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -3.5 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↑ +6.1 fwd EPS ↓ -0.53 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↑ +3.9 fwd EPS ↓ -0.44 Tone rose while the forward EPS estimate was cut.
  • 2024 Q4 tone ↓ -3.8 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-15+8.6——View →
2024 Q42025-01-16+10.6$7.1323.9View →
2024 Q32024-10-15+14.4$7.0024.2View →
2024 Q22024-07-16+10.5$7.4520.9View →
2024 Q12024-04-16+10.1$8.2324.5View →
2023 Q42024-01-18+3.4$8.2423.8View →
2023 Q32023-10-17+8.6$8.7521.6View →
2023 Q22023-07-18+7.0$8.9819.4View →