
Driver pay and recruiting costs are likely to rise materially during the next several years driven by tight driver availability. Because truckload shipping is fragmented and largely commodified, price competition usually drives down the profitability of providers during periods of weak freight
containers), and we estimate it enjoys roughly a 15% market share in an $11 billion-plus industry. By revenue, J.B. Hunt JBHT is the largest provider in the space, followed by Hub and Pacer PACR. We think Hub has developed networks of sufficient size
By Spencer Osborne : In all my years in writing, I have had the tendency to have a pretty narrow focus on the companies I discuss. I am often asked about the other equities I have in my portfolio, and sometimes offer up a few of the stocks that interest me. In the coming week or so, I see some ...
J.B. Hunt's JBHT consolidated revenue grew 17% in the first quarter, ahead of our expectations for the core intermodal segment (JBI). The year
April 12 (Reuters) - U.S. trucker J . B . Hunt Transport Services o n T hursday posted higher quarterly profit, beating expectations, as a rate increase helped drive a 20 percent revenue jump
By WhisperNumber : Expected earnings reports and the whisper number impact for Thursday, April 12th. Google ( GOOG ): The whisper number is $9.59, six cents behind the analysts estimate. Google has a 73% positive surprise history (having topped the whisper in 22 of the 30 earnings reports for which
Notable earnings after Thursday's close: GOOG , JBHT Post your comment!
By Michael Loeb : Transportation is one of the more boring industries one can investigate for investment purposes. Year after year, transportation companies do what they have always done: move stuff. They don't promise to cure diabetes or transform the way we interact with our world the way ...
assets) continue to enjoy a solid rebound in demand, particularly in intermodal volumes. Asset-intensive player J.B. Hunt JBHT has worked to diversify its service portfolio away from the solely commodified aspects of the trucking industry and has proved
like specs in that field...they did pay off in 2011. I endorse it." Sandridge Energy ( SD ) : "I think you are okay...stay long Sandridge." J . B . Hunt Transport Services ( JBHT ): "Long term, I'm not sure Complete Story »