J.B. Hunt's Intermodal Growth Shows Promise Despite Lagging 'Big Three' Ports: Analyst
J.B. Hunt's Intermodal Growth Shows Promise Despite Lagging 'Big Three' Ports: Analyst
The Big Three West Coast Ports, represented by L.A., Long Beach, and Oakland, reported a 20% year-over-year increase in November 2024 traffic, surpassing the pre-pandemic five-year average of 2%.Goldman Sachs analyst Jordan Alliger reiterated the Buy rating on J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT).
高盛分析師喬丹·阿利格重申了對J.b. Hunt Transport Services, Inc.（納斯達克股票代碼：JBHT）的買入評級。
The analyst's take on J.B. Hunt suggests a positive outlook. The company showed a 5% growth in intermodal in the third quarter of 2024, driven by a 7% increase in transcontinental and double-digit growth in Southern California.
分析師對J.b. Hunt的看法表明前景樂觀。該公司在2024年第三季度實現了5％的多式聯運增長，這得益於南加州的洲際增長7％和兩位數的增長。
However, according to Alliger, the company's intermodal growth lags behind the "Big Three" ports, which saw an average increase of 27.5%.
但是，根據Alliger的說法，該公司的多式聯運增長落後於 「三巨頭」 港口，後者的平均增長率爲27.5％。
The Big Three West Coast Ports, represented by L.A., Long Beach, and Oakland, reported a 20% year-over-year increase in November 2024 traffic, surpassing the pre-pandemic five-year average of 2%.
以洛杉磯、長灘和奧克蘭爲代表的西海岸三大港口報告稱，2024年11月的交通量同比增長了20％，超過了疫情前5年的平均水平2％。
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However, sequentially, the combined data showed a 6% month-over-month decline, which is below the five-year average.
但是，合併數據連續顯示環比下降6％，低於五年平均水平。
Despite this, the analyst predicts that the pace of growth could pick up again for J.B. Hunt toward the end of 2024 and into 2025, ahead of any potential tariffs.
儘管如此，這位分析師預測，在徵收任何潛在關稅之前，到2024年底和2025年，J.b. Hunt的增長步伐可能會再次加快。
The shift towards domestic intermodal is showing positive signs, and there is potential for more imports to move out of West Coast warehouses.
向國內多式聯運的轉變顯示出積極的跡象，並且有可能有更多進口商品從西海岸的倉庫中移出。
The West Coast ports, regaining share in 2023 and 2024, may further boost J.B. Hunt's performance if more ocean freight is diverted to the West Coast amid ongoing contract uncertainties on the East Coast. Despite this, the company's growth is still behind the broader industry's pace, but the outlook remains favorable with potential upside, Alliger adds.
西海岸港口在2023年和2024年重新獲得份額，如果在東海岸合同持續的不確定性下，更多的海運貨物被轉移到西海岸，可能會進一步提振J.b. Hunt的業績。Alliger補充說，儘管如此，該公司的增長仍落後於整個行業的步伐，但前景仍然樂觀，可能有上行空間。
Price Action: JBHT shares are trading lower by 0.76% to $170.70 at the last check Friday.
價格走勢：在週五的最後一次支票中，JbHT股價下跌0.76％，至170.70美元。
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