$JBHT

JBHT

J.B. Hunt Transport Services, Inc.

本窗口内的全部观点与内容

截至 09-16
09-16
Schwab Network发布 2026-09-16
《Wednesday's First Moves: JBHT Earnings Hit, Homebuilder PT Cuts, EPXE Downgrade》
$JBHT看跌
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。

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.

Verified Investing发布 2026-09-16
《MAJOR Fed Decision As Oil And Yields Drop, S&P Bullish, Gold Attempts Rebound, Bitcoin Holds Support》
$JBHT看涨
若油价下跌,JBHT 在回调至支撑位时具吸引力;当前疲软源于燃油成本,而非卡车运输活动不足。

那么,我想先讨论的是 JB Hunt。这只股票短期内算是个小地震,但其实相当可预测。JB Hunt 在盘前下跌 10%,此前他们宣布即将出现盈利不及预期。他们提前预告了大约一个月后发布的财报,称上季度盈利将不及预期近 10%。

So, the first one I want to discuss here is JB Hunt. And this one's kind of a little bit of an earthquake in the near term, but it's kind of very been predictable. So, JB Hunt falls 10% pre-market after they announced an earnings miss coming up.

They pre-announced their earnings are in about a month, but they pre-announced saying that they're going to miss last quarter earnings by 10 almost 10%.

他说在等
地缘政治紧张局势缓解,带动油价/柴油价格下跌
油价回落/下跌
最终大宗商品市场数据
支撑看涨逻辑;若油价维持高位或需求崩塌,则削弱该逻辑
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