J.b. Hunt Transport Services, Inc. JBHT
Revenue Intelligence Report • 36 quarters of SEC filing data • Updated 2026-03-15
J.b. Hunt Transport Services, Inc. has a forecasted full-year revenue of $12B, a -0.0% year-over-year change, based on 36 quarters of SEC filing data. The ARDL model achieves strong accuracy at 4.4% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (4.4% MAPE), suggesting J.b. Hunt Transport Services, Inc.'s revenue trajectory is well-characterized by its spending patterns.
Next FY Revenue
$12.0B
-0.0% YoY
SG&A Elasticity
-0.31x
Model Accuracy
4.4% MAPE
Holdout validation: The model predicted $3.0B vs the actual $3.1B — an error of 1.6%.
⚠ Model limitation:
This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.
Note:
J.b. Hunt Transport Services, Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $3.0B | $3.1B | $2.7B – $3.4B | -3.2% | ✓ In range |
| Q2 2026 | $3.0B | $2.6B – $3.5B | +3.5% | ||
| Q3 2026 | $3.0B | $2.5B – $3.6B | +2.7% | ||
| Q4 2026 | $3.0B | $2.4B – $3.7B | -2.0% | ||
| Q1 2027 | $3.0B | $2.3B – $3.8B | -3.8% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.
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