JB Hunt运输服务第二季度财务表现呈现分化态势：收入强劲超出市场预期，但每股收益却未能达标，突显成本压力带来的挑战。具体来看，公司营收达到29.3亿美元，高于分析师预估的29.2亿美元；然而，每股收益(EPS)持平于1.31美元，低于预期的1.32美元，反映出盈利承压。营业利润下滑4%至1.973亿美元，主要受制于更高的伤亡索赔、团体医疗费用以及司机薪酬和设备成本的攀升。
尽管市场波动不断，公司关键业务部门展现了韧性。Intermodal部门运量增长6%，得益于东部网络的强劲需求；同时，Truckload(JBT)部门运量激增13%，推动该板块收入上升5%，尽管单次运载收入下滑4%。此外，公司积极回购了240万股股票，总价值达3.19亿美元，彰显对股东回报的承诺。展望未来，JB Hunt预计2025年税率将维持在24.0%至25.0%区间。
分析师覆盖方面，该股平均评级为"买入"，其中15位分析师推荐"强力买入"或"买入"，11位建议"持有"，仅1位给出"卖出"评级。华尔街中位数目标价为155美元，较当前股价152.20美元有约1.8%上行空间。当前股价市盈率为24倍，高于三个月前的22倍，凸显市场对其增长潜力的认可。
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