JBHT
J.B. Hunt Transport Services, Inc.
JBHT has the edge over RKLB overall, supported by lower modeled downside and stronger modeled upside.
RKLB
Rocket Lab USA, Inc.
RKLB offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
JBHT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
JBHT's revenue, profitability, cash flow and balance sheet are all currently healthy.
RKLB Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
RKLB's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
JBHT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $148 | -35% |
| Forward | 25x | $228 | — |
| Fair | 28x | $197 | -13% |
| Current | 32x | $228 | — |
| Expensive | 33x | $232 | +1.9% |
Historical ranges are pointers, not guarantees.
JBHT's PE is in its expensive range at 32x. If earnings grow as analysts expect, today's price would be 25x next year's earnings, in its fair range.
RKLB PE Valuation
RKLB has no meaningful PE right now: it lost money over the past year.
JBHT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JBHT, with profitability improving.
RKLB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect RKLB's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
JBHT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.95 | +26% |
| Q3 2026 | $7.10 | +23% |
| Q2 2026 | $7.04 | +28% |
| Q1 2026 | $6.44 | +17% |
| Q4 2025 | $6.12 | +10% |
| Q3 2025 | $5.77 | +4.9% |
| Q2 2025 | $5.50 | -5.3% |
| Q1 2025 | $5.51 | -13% |
| Q4 2024 | $5.56 | -20% |
JBHT has the edge over RKLB on earnings quality, reporting a profit while its opponent remains loss making.
RKLB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.36 | +$0.03 |
| Q2 2026 | -$0.27 | +$0.19 |
| Q1 2026 | -$0.32 | +$0.09 |
| Q4 2025 | -$0.37 | +$0.01 |
| Q3 2025 | -$0.39 | -$0.02 |
| Q2 2025 | -$0.46 | -$0.11 |
| Q1 2025 | -$0.41 | -$0.04 |
| Q4 2024 | -$0.38 | $0.00 |
RKLB is still losing money, but less than at its worst: $0.36 per share over the past year, against $0.46 at its worst in mid-2025.
JBHT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.7B | +20% |
| Q2 2026 | $3.5B | +19% |
| Q1 2026 | $3.1B | +4.6% |
| Q4 2025 | $3.1B | -1.6% |
| Q3 2025 | $3.1B | -0.5% |
| Q2 2025 | $2.9B | 0% |
| Q1 2025 | $2.9B | -0.8% |
| Q4 2024 | $3.1B | -4.8% |
JBHT's revenue is growing: $3.7B last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.7% | -1.2 points |
| Q2 2026 | 7.4% | +0.7 points |
| Q1 2026 | 6.8% | +0.6 points |
| Q4 2025 | 8% | +1.4 points |
| Q3 2025 | 8% | +0.7 points |
| Q2 2025 | 6.7% | -0.3 points |
| Q1 2025 | 6.1% | -0.5 points |
| Q4 2024 | 6.6% | +0.4 points |
JBHT has the edge over RKLB on profitability, with a higher operating margin.
RKLB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $267.8M | +73% |
| Q2 2026 | $234.1M | +62% |
| Q1 2026 | $200.3M | +63% |
| Q4 2025 | $179.7M | +36% |
| Q3 2025 | $155.1M | +48% |
| Q2 2025 | $144.5M | +36% |
| Q1 2025 | $122.6M | +32% |
| Q4 2024 | $132.4M | +121% |
RKLB has the edge over JBHT on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -30% | +8.5 points |
| Q2 2026 | -25% | +17 points |
| Q1 2026 | -28% | +20 points |
| Q4 2025 | -28% | +11 points |
| Q3 2025 | -38% | +12 points |
| Q2 2025 | -41% | -0.5 points |
| Q1 2025 | -48% | -1.9 points |
| Q4 2024 | -39% | +41 points |
RKLB's operating margin was −30% last quarter, up 8.5 points from the same quarter a year ago.
JBHT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $219.1M | -38% |
| Q2 2026 | $253.3M | +37% |
| Q1 2026 | $242.8M | +53% |
| Q4 2025 | $251.3M | +169% |
| Q3 2025 | $352.4M | +116% |
| Q2 2025 | $185.6M | +89% |
| Q1 2025 | $158.4M | -40% |
| Q4 2024 | $93.3M | +$182.2M |
JBHT has the edge over RKLB on cash generation, producing positive trailing cash flow while its opponent burns cash.
RKLB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$23.9M | +$45.5M |
| Q2 2026 | -$110.1M | -$54.8M |
| Q1 2026 | -$77.4M | +$5.5M |
| Q4 2025 | -$114.2M | -$90.2M |
| Q3 2025 | -$69.4M | -$27.5M |
| Q2 2025 | -$55.3M | -$26.9M |
| Q1 2025 | -$82.9M | -$61.1M |
| Q4 2024 | -$23.9M | +$28.7M |
RKLB has burned cash in almost every quarter: −$326M over the past year, against −$232M the year before.
JBHT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -297K shares |
| 1 year | -2.3% | -2.2M shares |
| 3 years | -9.3% | -9.7M shares |
| 5 years | -11% | -11.8M shares |
| Available history | -13% | -13.7M shares |
JBHT has the edge over RKLB on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $173.8M |
| Q2 2026 | $97.8M |
| Q1 2026 | $80.1M |
| Q4 2025 | $139.9M |
| Q3 2025 | $230.4M |
| Q2 2025 | $318.8M |
| Q1 2025 | $234.1M |
| Q4 2024 | $85.6M |
JBHT spent $492M buying back its own shares over the past year, down 43% from the year before.
RKLB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.6% | +22.6M shares |
| 1 year | +23% | +124M shares |
| 3 years | +35% | +168M shares |
| 5 years | +46% | +204M shares |
RKLB has 652M diluted shares, up 23% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
JBHT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.9x | Very low |
| Q3 2025 | 1.0x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.0x | Very low |
| Q4 2024 | 0.9x | Very low |
JBHT's net debt is less than a year of its operating earnings (EBITDA).
RKLB Net Leverage
RKLB's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
JBHT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 7.8 | Oversold |
JBHT's weekly RSI is 43 (neutral) and its Stochastic is 8 (oversold).
RKLB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 27.6 | Neutral |
RKLB's weekly RSI is 47 (neutral) and its Stochastic is 28 (neutral).
JBHT PE vs Industrials Sector
| Metric | JBHT | Sector median | Relative |
|---|---|---|---|
| PE | 32x | 24x | 33% above |
| PE % | 78 | 58 | 20 pts above |
JBHT is trading at 32x earnings, a 33% premium to the Industrials sector's median of 24x.
RKLB PE vs Industrials Sector
RKLB has no meaningful PE right now: it lost money over the past year.
JBHT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $226.3 | 0.6% above |
| 20 week MA | $254.5 | 11% below |
| 50 week MA | $239.5 | 5% below |
| 100 week MA | $195.6 | 16% above |
| 200 week MA | $188.5 | 21% above |
JBHT's trend is mixed: it's above three of its five weekly moving averages, and 21% above its 200-week average.
RKLB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $61.4 | 4.3% above |
| 20 week MA | $68.1 | 5.9% below |
| 50 week MA | $77.6 | 17% below |
| 100 week MA | $56.5 | 13% above |
| 200 week MA | $31.4 | 104% above |
RKLB's trend is mixed: it's above three of its five weekly moving averages, and 104% above its 200-week average.
JBHT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $116.7 | $137.4 | +18% |
| 2021 | $137.4 | $197.2 | +44% |
| 2022 | $197.2 | $177.4 | -10% |
| 2023 | $177.4 | $199.7 | +13% |
| 2024 | $199.7 | $172.0 | -14% |
| 2025 | $172.0 | $198.3 | +15% |
| 2026 YTD | $198.3 | $227.7 | +15% |
JBHT has the edge over RKLB on returns for 2026, with the stronger performance.
RKLB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.82 | $10.3 | +4.9% |
| 2021 | $10.3 | $12.0 | +17% |
| 2022 | $12.0 | $3.77 | -69% |
| 2023 | $3.77 | $5.53 | +47% |
| 2024 | $5.53 | $27.2 | +392% |
| 2025 | $27.2 | $70.7 | +160% |
| 2026 YTD | $70.7 | $64.1 | -9.3% |
RKLB's yearly returns have swung widely, from +392% in 2024 to −69% in 2022. It's down 9.3% so far in 2026.