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Held by 734 of 5,944 reporting institutions (98th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 14%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $17M is below the $50M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2011-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~9.8% on $767M of debt.
Cash of $17M is below short-term debt of $700M — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $272.66 today, the market must believe free cash flow compounds 14.9%/yr for a decade (off $783M normalized FCF).
The market's 14.9% is more conservative than its 9-yr track record.
2-stage DCF · 0.09B shares · net debt $750M
mean 7.9% · volatility σ 96% · implied rate exceeded in 4/8 yrs
Central path = implied 14.9%/yr growth; shaded band = ±1σ (96%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
7/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 18% of free cash flow, leaving room to grow it and fund buybacks. Last year: $171M dividends + $923M buybacks = $1.1B returned on $948M FCF.
9 consecutive years of dividend increases · 8%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
Ranked against 633 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $33.13T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $405.3B | 46.3× | 32.2× | 6.0× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $399.8B | 46.8× | — | 8.7× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $298.4B | 44.8× | 21.3× | 3.4× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| ABBNY | $187.8B | 50.7× | 33.5× | 5.8× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $175.3B | 24.7× | 16.7× | 7.2× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $173.5B | 42.8× | — | 6.3× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| DE | $165.5B | 33.1× | — | 3.6× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| HON | $157.6B | 33.7× | 18.9× | 4.2× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| HTHIF | $153.6B | 0.7× | — | 0.0× | 3.9% | 25.2% | 2.6% | 16.6% | 7.4% | — | 2 |
| LMT | $132.3B | 26.9× | 17.0× | 1.8× | 5.6% | 10.2% | 6.7% | 74.6% | 18.4% | 2.4× | 2,807 |
| PH | $127.9B | 36.8× | 28.7× | 6.4× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| HWM | $117.0B | 78.5× | 51.2× | 14.2× | 11.1% | — | 18.3% | 28.2% | 18.4% | 1.2× | 1,399 |
| ADP | $109.5B | 27.1× | — | 5.3× | 7.1% | 46.0% | 19.8% | 65.9% | 40.1% | — | 2,179 |
| TT | $107.8B | 37.3× | 26.5× | 5.1× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $106.3B | 81.5× | 50.3× | 10.4× | 27.7% | 36.3% | 13.0% | 33.8% | 19.5% | 1.4× | 1,748 |
| GD | $103.9B | 24.9× | 18.1× | 2.0× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| PWR | $102.2B | 100.4× | 50.3× | 3.6× | 20.3% | 15.0% | 3.7% | 11.7% | 11.7% | 0.0× | 1,659 |
| JCI | $100.1B | 30.6× | — | 4.2× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| MMM | $96.6B | 30.4× | 18.4× | 3.9× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $95.1B | 33.2× | 15.3× | 6.8× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| EMR | $91.4B | 40.2× | — | 5.1× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $91.4B | 16.4× | 10.1× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| WM | $90.4B | 33.5× | 12.7× | 3.6× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| CMI | $89.7B | 31.7× | 16.9× | 2.7× | -1.3% | 25.3% | 8.8% | 23.9% | 23.9% | — | 1,877 |
| JBHT | $25.8B | 44.5× | 16.8× | 2.1× | -0.7% | — | 5.0% | 16.8% | 13.8% | 0.5× | 734 |
Peers = companies sharing JBHT's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-08-05 · 15d old
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $12.00B 100.0% | $12.09B 100.0% | $12.83B 100.0% | $14.81B 100.0% | $12.17B 100.0% | $9.64B 100.0% | $9.17B 100.0% | $8.61B 100.0% | $7.19B 100.0% | $6.56B 100.0% |
| Selling, General & Admin | $281.5M 2.3% | $306.4M 2.5% | $274.6M 2.1% | $215.4M 1.5% | $195.6M 1.6% | $180.1M 1.9% | $191.9M 2.1% | $163.3M 1.9% | $125.9M 1.8% | $87.1M 1.3% |
| Total Operating Expenses | $11.13B 92.8% | $11.26B 93.1% | $11.84B 92.3% | $13.48B 91.0% | $11.12B 91.4% | $8.92B 92.6% | $8.43B 92.0% | $7.93B 92.1% | $6.57B 91.3% | $5.83B 89.0% |
| Operating Income | $865.1M 7.2% | $831.2M 6.9% | $993.2M 7.7% | $1.33B 9.0% | $1.05B 8.6% | $713.1M 7.4% | $733.8M 8.0% | $681.0M 7.9% | $623.8M 8.7% | $721.0M 11.0% |
| Interest Expense | $75.2M 0.6% | $79.0M 0.7% | $65.9M 0.5% | $51.2M 0.3% | $46.3M 0.4% | $47.6M 0.5% | $54.7M 0.6% | $40.4M 0.5% | $28.8M 0.4% | $25.3M 0.4% |
| Interest & Investment Income | $4.2M 0.0% | $7.3M 0.1% | $7.6M 0.1% | $1.1M 0.0% | $493K 0.0% | $486K 0.0% | $1.8M 0.0% | $224K 0.0% | $235K 0.0% | $71K 0.0% |
| Pretax Income | $794.1M 6.6% | $759.5M 6.3% | $934.9M 7.3% | $1.28B 8.6% | $999.8M 8.2% | $666.0M 6.9% | $680.9M 7.4% | $640.8M 7.4% | $595.2M 8.3% | $695.8M 10.6% |
| Income Tax Expense | $195.8M 1.6% | $188.6M 1.6% | $206.6M 1.6% | $312.0M 2.1% | $239.0M 2.0% | $160.0M 1.7% | $164.6M 1.8% | $151.2M 1.8% | -$91.0M -1.3% | $263.7M 4.0% |
| Net Income | $598.3M 5.0% | $570.9M 4.7% | $728.3M 5.7% | $969.4M 6.5% | $760.8M 6.3% | $506.0M 5.3% | $516.3M 5.6% | $489.6M 5.7% | $686.3M 9.5% | $432.1M 6.6% |
| Per Share | ||||||||||
| EPS (Basic) | $6.16 | $5.60 | $7.04 | $9.31 | $7.22 | $4.79 | $4.81 | $4.48 | $6.24 | $3.84 |
| EPS (Diluted) | $6.12 | $5.56 | $6.97 | $9.21 | $7.14 | $4.74 | $4.77 | $4.43 | $6.18 | $3.81 |
| Weighted Avg Shares (Basic) | 97.1M | 101.9M | 103.4M | 104.1M | 105.4M | 105.7M | 107.3M | 109.4M | 110.0M | 112.5M |
| Weighted Avg Shares (Diluted) | 97.7M | 102.8M | 104.5M | 105.3M | 106.6M | 106.8M | 108.3M | 110.4M | 111.0M | 113.4M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-08-05
Where each multiple sits in its own 14-yr range · 95th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 1.9 | 2.1 | 1.9 | 1.6 | 1.5 | 2.1 | 2.5 | 2.3 |
| Operating Income | 7.9 | 8.0 | 7.4 | 8.6 | 9.0 | 7.7 | 6.9 | 7.2 |
| Income Tax | 1.8 | 1.8 | 1.7 | 2.0 | 2.1 | 1.6 | 1.6 | 1.6 |
| Net Income | 5.7 | 5.6 | 5.3 | 6.3 | 6.5 | 5.7 | 4.7 | 5.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JBHT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.