J.B. Hunt Transport Services reported second-quarter revenue of $2.93 billion, essentially matching both last year’s level and Wall Street expectations. GAAP earnings per share were unchanged at $1.31, edging past the $1.30 consensus, while operating income fell 4% to $197.3 million and net income slipped 5% to $128.6 million. The shares declined roughly 3% after the numbers were released. Intermodal remained the company’s largest business, generating $1.44 billion in sales, 2% higher than a year earlier, as volumes rose 6%; traffic in the faster-growing Eastern network jumped 15% even as transcontinental loads eased 1%. Dedicated Contract Services revenue was flat at $846.8 million, though productivity improved 3%. Truckload revenue increased 5% on a 13% rise in loads, but revenue per load fell 4%. Integrated Capacity Solutions revenue declined 4% to $260 million, yet the segment’s operating loss narrowed to $3.6 million. Final Mile Services sales dropped 10% to $211 million and profit shrank 60%, reflecting softer end-market demand. Management said it has identified about $100 million in cost-saving measures and is focusing on network efficiency while waiting for a sustained pickup in freight demand. The company repurchased 2.4 million shares for $319 million during the quarter, leaving $335 million on its existing authorization.
O'Reilly Automotive, $ORLY, Q2-25. Results: 📊 Adj. EPS: $0.78 🟢 💰 Revenue: $4.53B 🔴 📈 Net Income: $669M 🔎 Record revenue and solid comparable store sales growth of 4.1%
CSX Corp., $CSX, Q2-25. Results: 📊 EPS: $0.44 🟢 💰 Revenue: $3.57B 🔴 📈 Net Income: $829M 🔎 Sequential improvements in network fluidity and cost efficiency despite lower coal prices and merchandise volume
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