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·阿利格重新確認對J.b.亨特交通服務公司（納斯達克：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.亨特的看法表明前景積極。該公司在2024年第三季度的多式聯運增長了5%，主要受跨大陸運輸增長7%以及南加州的兩位數增長推動。
However, according to Alliger, the company's intermodal growth lags behind the "Big Three" ports, which saw an average increase of 27.5%.
然而，根據阿利格的說法，該公司的多式聯運增長落後於"三大"港口，後者的平均增長率達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%.
代表洛杉磯、長灘和奧克蘭的三大西海岸港口在2024年11月的交通量同比增長了20%，超過了疫情前五年的平均水平2%。
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However, sequentially, the combined data showed a 6% month-over-month decline, which is below the five-year average.
然而，從環比來看，綜合數據表明整體月度下降了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，分析師預測J.b.亨特的增長速度可能在2024年末及2025年初再次加快，提前應對任何潛在的關稅。
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，可能會有更多的進口貨物從西海岸的倉庫中轉移。
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年重新獲得市場份額，如果更多的海洋貨運被轉移到西海岸，而東海岸的合同仍存在不確定性，這可能進一步提升J.b. Hunt的業績。儘管如此，該公司的增長仍落後於廣泛行業的增速，但前景依然樂觀，具有潛在的上行空間，Alliger補充道。
Price Action: JBHT shares are trading lower by 0.76% to $170.70 at the last check Friday.
價格動態：J.B. Hunt的股價在週五最後一次檢查時下跌了0.76%，至170.70美元。
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譯文內容由第三人軟體翻譯。