J.B. Hunt ‘a little bit more positive’

J.B. Hunt management provided upbeat commentary at a recent investor conference, noting that truck capacity has tightened and demand is slightly exceeding earlier expectations. Despite winter storms and regulatory changes, the company believes significant supply attrition has occurred in the trucking market. J.B. Hunt’s dedicated segment saw record new customer agreements, and the company remains confident in its intermodal strategy even if the Union Pacific-Norfolk Southern merger is approved.