-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將JBHT的12個月目標股價上調5美元至175美元，基於2027年每股收益（EPS）8.57美元的預期，計算得出遠期市盈率為20.4倍，與歷史平均水平基本一致。我們將2026年每股盈餘預期調高0.33美元至7.26美元，2027年每股盈餘預期調高0.48美元至8.57美元。我們預計2026年營收為129億美元，2027年營收為137億美元。儘管JBHT本季業績穩健，營收成長5%，每股盈餘成長27%，但我們仍對其在採取積極的成本削減措施後能否維持利潤率成長持懷疑態度。我們預計2026年將面臨許多不利因素，包括因持續的司機短缺導致工資上漲、因新的監管要求導致司機供應減少以及保險成本上升。我們認為該股目前估值過高，遠期本益比為29.9倍，接近十年高位，比其十年歷史平均高出33%。鑑於未來的挑戰，這種溢價是不合理的。儘管JBHT已連續22年提高股息，但其股息殖利率僅為0.8%。
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