Schwab Network 对 $JBHT 的判断变化

频道资料 →本频道有 11 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条

2026-09-17看跌

《Options Corner: JBHT Upgraded Despite Earnings Headwinds》

柴油成本高企是全行业性的不利因素，导致JBHT业绩指引疲弱、前景偏空。

是的，对 JB Hunt 来说这无疑是艰难的一天，但正如你们从这条紫色线看到的，过去一年它仍然上涨了 76%。

Yes, certainly a rough day for JB Hunt, but still up 76% during the past year as you can see from our purple line here,

不过，他们给出这种糟糕指引的原因，似乎在于当前柴油高成本带来的不利因素。所以，这是会影响整个行业的事情。你可以看到，这一点在许多其他个股上也很明显：ArcBest、Knight-Swift、Old Dominion、CH Robinson。

However, the reason that they issued this kind of poor guidance seems to be it was a headwind from the high cost of diesel right now. So, this is something that would affect the industry as a whole.

You can see that this was apparent in many other names ArcBest Knight-Swift Old Dominion CH Robinson.

看原视频00:08

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.

看原视频00:11