Baker Hughes Co vs J B Hunt Transport Services Inc — how do they compare? Baker Hughes Co trades at $64.97 (market cap $63.60B), while J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B). The key difference: Baker Hughes Co is far larger — about 2.5× J B Hunt Transport Services Inc's market cap, and Baker Hughes Co pays the higher dividend (1.44%). Which is the better fit depends on your goals.
| BKR | JBHT | |
|---|---|---|
Market Cap | $63.60B | $24.98B |
Sector | Energy | Industrials |
52-Week High | $69.67 | $298.41 |
52-Week Low | $42.51 | $130.65 |
Enterprise Value | $64.13B | $26.12B |
Dividend Yield | 1.44% | 0.68% |
Signals from Pluang's Aura AI — not financial advice
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
JBHT trades at $268.52, up 0.48% today, with a bearish technical signal but strong fundamentals. The stock shows consistent earnings beats, with Q2 2026 EPS of $1.91 exceeding the $1.74 estimate. Revenue trends have stabilized around $12B annually, while net income margin improved to 5.31% in 2025. Analyst consensus is bullish with a $299.82 price target, supported by institutional buying and positive news on intermodal demand growth.
Outlook is positive due to earnings momentum and sector tailwinds, but risks include economic sensitivity and high P/E of 38.18. The stock offers growth potential with manageable volatility, appealing for investors seeking transportation exposure.
Trailing returns across standard periods
Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
Read more on BKR →J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (45% of sales in 2021).
Read more on JBHT →