JBHT 因燃油和司机成本上升而下调第三季度盈利指引 5-10%，面临近期压力，但运力紧张带来的定价能力部分抵消了这一影响。
逐段跳播
是的，JB Hunt 今早股价承压，下跌超过 11%，这是在一份罕见的预警之后出现的。他们预计第三季度盈利将下降 5% 至 10%，这是相对于第二季度而言。
Yeah, JB Hunt is uh under pressure on the move this morning, down more than 11% and this is off the back of a rare warning here. They're expecting uh third quarter earnings to decline 5 to 10% which would from the second quarter.
他们就燃料价格带来的迅速压力发出了警告。预计这将造成约 1000 万美元的逆风，相比第二季度。他们还谈到了劳动力成本，对吧？与司机相关的成本预计将上升，并可能再增加 2500 万美元的环比成本。
They warned about u rapid uh pressure from fuel prices. They're expected to create a roughly $10 million headwind compared to the second quarter. Um they also talked about labor costs, right?
Driver related costs are expected to increase and could add another 25 million in sequential costs.
我们说的是招聘和留住司机这两方面。他们谈到了入职、培训和签约奖金。
We're talking about um both recruiting and retaining drivers. They talked about both the onboarding, training, and signing bonuses.
他们表示多式联运需求非常强劲。卡车司机一直短缺，这限制了公路运力。所以市场预期他们的劳动力成本将会上升。这是围绕该公司的逆风之一。
They said that intermodal demand is very strong. Um there is been a shortage of truck drivers and that's limiting highway capacity. So there is this uh expectation that their labor costs will rise.
So that's one of the headwinds around the company.
但卡车运力收紧赋予了他们更强的定价能力。这是这里的利好之一。与此同时，我们一直在谈论燃料价格和柴油价格的影响，你可以实时看到这一点在他们关于盈利预期落在何处的预警中体现出来。
But tighter trucking capacity gives them greater pricing power. That's one of the um pluses here. At the same time again we've been talking about the impact of fuel prices and diesel prices and you can see this playing out real time with regard to their warning here about where earnings are expected to come in.
所以进入今天之前，这只股票一直是表现优异的，无论是年初至今还是同比来看，但我们确实看到估值正在重置，相比一年前，Nicole。
So now coming into today this was an outperformer whether we're talking about year to date or year overyear but we certainly are seeing a reset of valuations from a year Nicole.
这个频道对 $JBHT 的历次判断
Schwab Network 在这只股票上只有这一条判断。