J.B. Hunt vs Mobileye
Side-by-side comparison of AI visibility scores, market position, and capabilities
Lowell AR intermodal and trucking leader (NASDAQ: JBHT) at $12.2B 2024 revenue; 122,000+ container fleet on 35-year intermodal history with CEO Shelley Simpson competing with Schneider for North American freight logistics.
About
J.B. Hunt Transport Services, Inc. is a Lowell, Arkansas-based transportation and logistics company — publicly traded on NASDAQ (NASDAQ: JBHT) as an S&P 500 and NASDAQ-100 component — operating as the largest intermodal transportation provider in North America and the third-largest US trucking company, with $12.2 billion in 2024 annual revenue, approximately 28,000 employees, and service coverage across 99% of all US postal codes. J.B. Hunt operates five segments: Intermodal (JBI — 122,000+ containers, 6,500 tractors, 35-year history from the 1990 industry-first trucking-railroad collaboration), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS, digital freight marketplace), Final Mile Services (FMS, white-glove delivery), and Truckload (JBT). In 2024, Shelley Simpson became President and CEO — making J.B. Hunt one of the few major logistics companies led by a woman. In 2025, J.B. Hunt celebrated the 35th anniversary of its intermodal service. Founded 1961 by Johnnie Bryan Hunt and Johnelle Hunt in Stuttgart, Arkansas, initially as a rice hull operation.
Global ADAS market leader with $1.9B revenue in 2025 (+15% YoY); $24.5B future revenue pipeline; Intel-listed Jerusalem-based company;
About
Mobileye is the global leader in advanced driver-assistance systems (ADAS) and autonomous vehicle technology, founded in Jerusalem in 1999 and acquired by Intel in 2017 before re-listing as an independent public company in 2022. Built on proprietary computer vision and sensing technology, Mobileye's EyeQ chips and software power the ADAS features — lane keeping, automatic emergency braking, adaptive cruise control — in hundreds of millions of vehicles from dozens of automakers worldwide, making it the invisible safety layer in the modern automotive industry.\n\nMobileye's product portfolio spans entry-level ADAS for high-volume vehicles, SuperVision hands-free highway driving systems, and Chauffeur, its full self-driving stack targeting robotaxi and consumer autonomous vehicles. The company also operates Mobileye Drive, its autonomous vehicle deployment platform. Its technology serves virtually every major global automaker, with integration depth that creates substantial switching costs and a moat built on the largest real-world driving dataset in the industry through its Road Experience Management (REM) mapping system.\n\nMobileye reported $1.9B in revenue in 2025, a 15% year-over-year increase, with a $24.5B future revenue pipeline from committed automaker programs. The company has described 2026 as a transition year as SuperVision deployments ramp and its next-generation EyeQ Ultra chip enters production. Despite near-term market volatility in EV and autonomous adoption timelines, Mobileye's dominant ADAS market share and long-term pipeline position it as the essential technology partner for the automotive industry's multi-decade transition to autonomous vehicles.
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