Supply Chain Optimization

The State of the Trucking Industry: J.B. Hunt (JBH) Reports

by Tom Moore on Jan 23, 2024 11:38:50 AM

JBH earnings/share were $1.47, missing what Wall St. predicted would be $1.74. Some one-time costs, including one (they hope) related to insurance and another a function of losses on equipment sales.

“We remain in a challenging environment, but we continue to see some signs of improvement, especially related to intermodal volumes."PastedGraphic-3 (2)

Dedicated continues to print $$.  Companies with these contracts might want to renegotiate carefully.  See this gem:
"Productivity [  ] increased  3% from a year ago driven by increases in contracted indexed-based price escalators”.
Volume was down 3%, and income up 8%.
 
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Load Optimization | Freight Utilization | Capacity Utilization |Weight Maximization | Cargo Efficiency | Load Efficiency | Space Utilization | Transport Efficiency | Freight Efficiency | Vehicle Utilization 
 
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