J.B. Hunt vs XPO
J.B. Hunt is the larger business, with $12.00bn of revenue in fiscal 2025 against $8.16bn for XPO (1.5 times as much). XPO grew faster (1.1% against -0.7%). J.B. Hunt kept more of each dollar of sales as profit: a net margin of 5.0% against 3.9%. J.B. Hunt carries less debt relative to equity (41.1% against 183.1%).
| Latest fiscal year | J.B. HuntJBHT, 2025 | XPOXPO, 2025 |
|---|---|---|
| Revenue | $12.00bn | $8.16bn |
| Revenue growth | -0.7% | 1.1% |
| Net income | $598m | $316m |
| Operating margin | 7.2% | 8.0% |
| Net margin | 5.0% | 3.9% |
| Return on equity | 15.8% | 18.3% |
| Free cash flow | $948m | $329m |
| Cash | $17.3m | $310m |
| Total debt | $1.47bn | $3.41bn |
| Debt to equity | 41.1% | 183.1% |
| Dividend per share | — | — |
| Dividend yield | 0.8% | — |
| Share buybacks | $923m | $125m |
| Employees | 15,521 | 22,500 |
| Market value | $21.32bn | $22.39bn |
| Price vs our value range | Above our value range | — |
| Moat score | 70 (Moderate) | 26 (Weak) |
| Insider trades, 12 months | 1 buys, 23 sales | 0 buys, 14 sales |