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JBHT vs LSTR
J.B. Hunt Transport Services (JBHT) vs Landstar System (LSTR) Earnings Preview: Q1 Estimates and Trucking Sector Insights
Key Takeaways
- JBHT is scheduled to report Q1 2026 earnings on April 15, with consensus estimates of $1.45 EPS and $2.95 billion in revenue, reflecting 23.9% EPS growth year-over-year.
- LSTR follows with Q1 2026 earnings on April 28, expecting $1.13-$1.15 EPS and $1.15-$1.17 billion in revenue.
- Both firms operate in the asset-light trucking segment but differ in scale: JBHT (~$21B market cap, $12B annual revenue) vs. LSTR (~$5B market cap, $4.7B annual revenue).
- JBHT's Q4 2025 delivered $1.90 EPS on $3.1B revenue, beating estimates despite a 2% revenue dip.
- LSTR's Q4 2025 posted $0.70 EPS on $1.17B revenue, impacted by elevated insurance and claims costs of $56 million.
- Trucking demand recovery and cost controls will be key focuses amid freight market stabilization.
Earnings Context and Why This Comparison Matters
In the competitive trucking and logistics industry, JBHT and LSTR represent asset-light models emphasizing intermodal, truckload, and brokerage services. Both navigate freight volume fluctuations, fuel costs, and capacity constraints. Earnings reports offer insights into load volumes, revenue per load, and operating ratios (OR, a measure of efficiency where lower is better). Investors compare them for exposure to trucking recovery, as JBHT provides diversified scale while LSTR leverages its agent network for flexibility.
J.B. Hunt Transport Services Focus
J.B. Hunt Transport Services, Inc. will release Q1 2026 results after market close on April 15, followed by a conference call. Analysts project $1.45 diluted EPS, up 23.9% from $1.17 in Q1 2025, and $2.95 billion in revenue, a 1.1% increase from $2.92 billion. Key segments include Intermodal (JBI), expected to show volume and productivity gains; Truckload (JBT); Dedicated Contract Services (DCS); and Integrated Capacity Solutions (ICS). Q4 2025 highlighted operating income up 19% to $246.5 million despite softer revenue, driven by cost efficiencies and a 91.2% OR in JBI. Full-year 2025 EPS reached $6.12, up 10%. Watch for updates on freight mix and network investments.
Landstar System Context
Landstar System, Inc., an asset-light carrier using independent agents, reports Q1 2026 on April 28. Consensus calls for $1.13-$1.15 EPS and $1.15-$1.17 billion revenue. Q4 2025 revenue fell 2.9% to $1.17 billion, with EPS at $0.70 versus $1.31 year-over-year, pressured by $56 million in insurance and claims (including $16.7 million from accidents). Truck revenue per load improved sequentially, and heavy-haul grew 23%. Full-year EPS was $3.31. Fundamentals remain solid with $452 million cash and share repurchases; risks include claims volatility and truck tonnage trends.
Head-to-Head Earnings and Market Comparison
JBHT dwarfs LSTR in scale ($12B vs. $4.7B TTM revenue) but both face trucking headwinds like softening demand. JBHT shows stronger EPS growth potential (23.9% Q1 vs. modest for LSTR) and beat Q4 estimates, aided by productivity. LSTR excels in gross margins (~19%) via its agent model but Q4 claims hit profitability (OR implied higher). Growth drivers: JBHT's intermodal; LSTR's heavy-haul. Risks include fuel (both hedged variably) and capacity. Sentiment favors JBHT for diversification.
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Tickeron AI Verdict
Tickeron AI favors JBHT with 65% probability over the next quarter, citing superior scale, EPS beat history, trend strength in intermodal, and earnings stability versus LSTR's claims exposure.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBHT is a StrongBuy and LSTR is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JBHT’s FA Score shows that 2 FA rating(s) are green whileLSTR’s FA Score has 1 green FA rating(s).
- JBHT’s FA Score: 2 green, 3 red.
- LSTR’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JBHT’s TA Score shows that 4 TA indicator(s) are bullish while LSTR’s TA Score has 4 bullish TA indicator(s).
- JBHT’s TA Score: 4 bullish, 4 bearish.
- LSTR’s TA Score: 4 bullish, 4 bearish.
Price Growth
JBHT (@Other Transportation) experienced а +1.55% price change this week, while LSTR (@Other Transportation) price change was +2.85% for the same time period.
The average weekly price growth across all stocks in the @Other Transportation industry was +5.67%. For the same industry, the average monthly price growth was +7.16%, and the average quarterly price growth was +5.82%.
Reported Earning Dates
JBHT is expected to report earnings on Jul 21, 2026.
LSTR is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Other Transportation (+5.67% weekly)Other Transportation includes transportation services like providing airport ground transportation, airport management and equipment, shipping services, as well as businesses that operate bridges, expressways and other public services such as taxis and subways. Grupo Aero-pac, Corporacion America Airports S.A. and Matson, Inc. are some of the major companies operating in this space.
| JBHT | LSTR | JBHT / LSTR | |
| Capitalization | 27.3B | 7.61B | 359% |
| EBITDA | 1.61B | 229M | 704% |
| Gain YTD | 49.469 | 58.962 | 84% |
| P/E Ratio | 44.93 | 61.95 | 73% |
| Revenue | 12.1B | 4.76B | 254% |
| Total Cash | 4.56M | 411M | 1% |
| Total Debt | 1.3B | 124M | 1,051% |
JBHT | LSTR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 85 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 38 | 52 | |
SMR RATING 1..100 | 53 | 60 | |
PRICE GROWTH RATING 1..100 | 5 | 37 | |
P/E GROWTH RATING 1..100 | 13 | 9 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LSTR's Valuation (78) in the Trucking industry is in the same range as JBHT (81). This means that LSTR’s stock grew similarly to JBHT’s over the last 12 months.
JBHT's Profit vs Risk Rating (38) in the Trucking industry is in the same range as LSTR (52). This means that JBHT’s stock grew similarly to LSTR’s over the last 12 months.
JBHT's SMR Rating (53) in the Trucking industry is in the same range as LSTR (60). This means that JBHT’s stock grew similarly to LSTR’s over the last 12 months.
JBHT's Price Growth Rating (5) in the Trucking industry is in the same range as LSTR (37). This means that JBHT’s stock grew similarly to LSTR’s over the last 12 months.
LSTR's P/E Growth Rating (9) in the Trucking industry is in the same range as JBHT (13). This means that LSTR’s stock grew similarly to JBHT’s over the last 12 months.
| JBHT | LSTR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 78% | 3 days ago 90% |
| Stochastic ODDS (%) | 3 days ago 58% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 71% | 3 days ago 61% |
| MACD ODDS (%) | 3 days ago 63% | 3 days ago 61% |
| TrendWeek ODDS (%) | 3 days ago 67% | 3 days ago 58% |
| TrendMonth ODDS (%) | 3 days ago 63% | 3 days ago 56% |
| Advances ODDS (%) | 3 days ago 68% | 11 days ago 57% |
| Declines ODDS (%) | 5 days ago 56% | 5 days ago 57% |
| BollingerBands ODDS (%) | 3 days ago 65% | 3 days ago 67% |
| Aroon ODDS (%) | 3 days ago 62% | 3 days ago 54% |
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JBHT and
Correlation & Price change
A.I.dvisor indicates that over the last year, JBHT has been closely correlated with XPO. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if JBHT jumps, then XPO could also see price increases.
| Ticker / NAME | Correlation To JBHT | 1D Price Change % | ||
|---|---|---|---|---|
| JBHT | 100% | +0.08% | ||
| XPO - JBHT | 68% Closely correlated | +0.30% | ||
| LSTR - JBHT | 63% Loosely correlated | -0.41% | ||
| UPS - JBHT | 59% Loosely correlated | -0.51% | ||
| EXPD - JBHT | 58% Loosely correlated | +0.11% | ||
| FDX - JBHT | 57% Loosely correlated | +0.09% | ||
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