실적악재
JBHT Warns Q3 EPS Down 5%-10% on Cost Pressure; Market Mispricing Cited영어 원문
Multiple outlets confirm profit warning amid sustained cost pressure; market reaction may be overdone
첫날 -13.3% · 5일 후 -0.9%
›전개 과정 3회
- 2026-09-16 Rare mid-quarter update cites sequential earnings decline and about $25M in added costs.
- 2026-09-17 Multiple sources confirm earnings warning; analyst upgrade despite cost risks
- 2026-09-18 Multiple outlets confirm profit warning amid sustained cost pressure; market reaction may be overdone
애널리스트
Citizens: 투자의견 상향 → Market Outperform
첫날 +0.0% · 5일 후 -3.2%
이전 이벤트 8건›
애널리스트
Citizens Upgrades JBHT to Outperform영어 원문
Analyst upgrades against trend, but earnings warning and cost pressures weigh
첫날 +0.0% · 5일 후 -3.2%
실적호재
JBHT Receives 45.7% Stake Increase from Bank of Nova Scotia, Institutional Interest Continues영어 원문
Bank of Nova Scotia increased its JBHT position by 45.7% in Q1, now holding 39,514 shares, adding to the trend of institutional accumulation
첫날 +8.0% · 5일 후 -3.0%
›전개 과정 7회
- 2026-07-16 Revenue and EPS beat estimates, growth across segments, stock rallies after hours
- 2026-07-17 Multiple sources confirm Q2 beat with record intermodal volumes, EBIT +58%, analysts raise forecasts
- 2026-07-17 Multiple sources confirm new high and strong-buy list inclusion, reflecting positive market response
- 2026-07-20 BNY Mellon raised stake by 4.6%, analysts cite road-to-rail shift, but Greenwood Gearhart trimmed 1.8%
- 2026-07-20 BNY Mellon raised stake by 4.6%, road-to-rail shift boosts intermodal, analysts positive
- 2026-07-23 Baader Bank opens new stake; CalPERS raises holdings by 11.9%
- 2026-07-27 Bank of Nova Scotia increased its JBHT position by 45.7% in Q1, now holding 39,514 shares, adding to the trend of institutional accumulation
기업
JBHT Announces Participation in Upcoming Investor Conference영어 원문
CFO and SVP of Intermodal Pricing to attend, routine IR activity
첫날 -0.3% · 5일 후 -5.5%
›전개 과정 2회
- 2026-07-22 Board declares regular quarterly dividend, indicating stable cash flow
- 2026-07-27 CFO and SVP of Intermodal Pricing to attend, routine IR activity
실적호재
JBHT Hits 52-Week High Post-Beat; Analysts See Upside to $340영어 원문
Multiple sources confirm new high post-earnings; Zacks Strong Buy, $340 target cited
첫날 -0.9% · 5일 후 +4.1%
›전개 과정 4회
- 2026-07-10 Multiple sources confirm JBHT on next week's earnings calendar; Zacks previews Q2 estimates
- 2026-07-16 Actuals beat estimates across key metrics, confirming strong quarter
- 2026-07-17 Multiple sources confirm strong Q2: revenue +19%, EPS +45%, stock up ~8%
- 2026-07-17 Multiple sources confirm new high post-earnings; Zacks Strong Buy, $340 target cited
8-K 공시
8-K: 실적 공시
첫날 -1.6% · 5일 후 +5.8%
실적
실적 발표영어 원문
Total revenue increased 19%, operating income improved 32%, and diluted earnings per share improved 45% compared to prior year Q2
첫날 -1.6% · 5일 후 +5.8%
애널리스트호재
Bernstein: 투자의견 상향 → Outperform
첫날 -0.9% · 5일 후 +4.1%
애널리스트악재
Morgan Stanley: 투자의견 하향 → Underweight
첫날 -2.8% · 5일 후 +1.9%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.