Schwab Network 对 $JBHT 的判断变化

频道资料 →本频道有 6 位标注的说话人:Berenberg、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS共 1 条
2026-09-16看跌
《Wednesday's First Moves: JBHT Earnings Hit, Homebuilder PT Cuts, EPXE Downgrade》
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.