BMO expressed confidence that J.B. Hunt's earnings will exceed $10 per share in the next mid-cycle, supporting its constructive thesis on the stock. The research note highlighted stronger cost performance in Q2/F25 and improved visibility into a positive inflection in the company's Intermodal and Dedicated segment results expected in the second half of 2025 and into 2026. BMO also noted that J.B. Hunt conducted record share buybacks in the first half of 2025, which the firm described as evidence of "disciplined capital allocation." In other recent news, J.B. Hunt Transport Services reported its second-quarter earnings per share of $1.31, aligning with analyst expectations and slightly surpassing the FactSet consensus. The company's revenue reached $2.93 billion, exceeding projections by $10 million, although it remained flat year-over-year.