JBTM

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how general industrial machinery stocks fared in Q1, starting with JBT Marel (NYSE:JBTM). Automation that increases efficiency and connected equipment that collects analyzable data have been trending, creating new demand for general industrial machinery companies. Those who innovate and create digitized solutions can spur sales and speed up replacement cycles, but all general industrial machinery companies are still at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 13 general industrial machinery stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.1% while next quarter’s revenue guidance was 0.6% above. In light of this news, share prices of the companies have held steady as they are up 4.2% on average since the latest earnings results. Tracing back to its invention of the mechanical milk bottle filler in 1884, JBT Marel (NYSE:JBTM) designs, manufactures, and sells equipment used for food processing and aviation. JBT Marel reported revenues of $936 million, up 9.6% year on year. This print exceeded analysts’ expectations by 1.3%. Overall, it was a strong quarter for the company with a solid beat of analysts’ adjusted operating income estimates. "We started 2026 on a positive note, marking the second consecutive quarter with inbound orders above $1 billion," said Brian Deck, Chief Executive Officer. Interestingly, the stock is up 13.4% since reporting and currently trades at $132.03. We think JBT Marel is a good business, but is it a buy today? Read our full report here, it’s free. Founded in 1895, Albany (NYSE:AIN) is a global textiles and materials processing company, specializing in machine clothing for paper mills and engineered composite structures for aerospace and other industries. Albany reported revenues of $311.3 million, up 7.8% year on year, outperforming analysts’ expectations by 10.8%. The business had a stunning quarter with an impressive beat of analysts’ EBITDA estimates. The market seems happy with the results as the stock is up 7.1% since reporting. It currently trades at $62.13. Is now the time to buy Albany? Access our full anal...

When companies post strong earnings, the stock generally performs well, just like JBT Marel Corporation's (NYSE:JBTM) stock has recently. We did some digging and found some further encouraging factors that investors will like. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To properly understand JBT Marel's profit results, we need to consider the US$100m expense attributed to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. If JBT Marel doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Unusual items (expenses) detracted from JBT Marel's earnings over the last year, but we might see an improvement next year. Because of this, we think JBT Marel's earnings potential is at least as good as it seems, and maybe even better! And one can definitely find a positive in the fact that it made a profit this year, despite losing money last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. At Simply Wall St, we found 2 warning signs for JBT Marel and we think they deserve your attention. Today we've zoomed in on a single data point to better understand the nature of JBT Marel's profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Hav...

CHICAGO, May 14, 2026--(BUSINESS WIRE)--The correction relates to the effective date of the share repurchase plan, which was changed from June 1, 2026, to May 18, 2026. The updated release reads: JBT MAREL CORPORATION DECLARES QUARTERLY DIVIDEND AND ANNOUNCES SHARE REPURCHASE PROGRAM JBT Marel Corporation (NYSE and Nasdaq Iceland: JBTM) announced today that its Board of Directors declared a quarterly cash dividend of $0.10 per share of outstanding common stock. The dividend will be payable on June 9, 2026, to stockholders of record at the close of business on May 26, 2026. The Board of Directors also authorized a new share repurchase plan of up to $200 million of the Company’s common stock, effective May 18, 2026, through May 31, 2029. The manner, timing, price, and volume of the repurchases will be determined by the Company at its discretion, subject to market conditions, relevant securities laws, and other factors. JBT Marel Corporation (NYSE and Nasdaq Iceland: JBTM) is a leading global technology solutions provider to high-value segments of the food & beverage industry. JBT Marel’s unique solutions of integrated equipment, service, software, and application expertise enables customers to optimize food yield and efficiency, improve food safety and quality, and enhance uptime and proactive maintenance, all while reducing waste and resource use across the global food supply chain. JBT Marel operates more than 50 manufacturing and distribution facilities globally. For more information, please visit www.jbtmarel.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260514362686/en/ Contacts Investors & Media: Marlee Spangler [email protected] +1 (312) 861-5784

JBT Marel (JBTM) said late Thursday it maintained its quarterly dividend at $0.10 per share, payable

JBT Marel’s first quarter results were driven by robust global demand from poultry customers and meaningful year-over-year margin expansion, which management attributed to synergy savings and strong operational execution. CEO Brian Deck highlighted a second consecutive quarter of orders exceeding $1 billion, particularly noting “continued robust global demand from our poultry customers.” The Protein Solutions segment benefited from higher poultry volumes and efficiency gains, while Prepared Food and Beverage Solutions was held back by continued softness in warehouse automation and related end markets. Management cited strong cash flow, driven by higher customer advance payments, as another key factor in the quarter’s performance. Is now the time to buy JBTM? Find out in our full research report (it’s free). Revenue: $936 million vs analyst estimates of $923.6 million (9.6% year-on-year growth, 1.3% beat) Adjusted EPS: $1.58 vs analyst estimates of $1.48 (6.8% beat) Adjusted EBITDA: $142 million vs analyst estimates of $135.5 million (15.2% margin, 4.8% beat) The company reconfirmed its revenue guidance for the full year of $4.03 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $8.25 at the midpoint Operating Margin: 7.3%, up from -3.9% in the same quarter last year Backlog: $1.49 billion at quarter end, up 14.6% year on year Market Capitalization: $7.26 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Robert Samuel Karlov (William Blair) asked about how the current inflationary trend compares to 2022 and whether input cost inflation is impacting customer orders. CEO Brian Deck explained that poultry customers are in a stronger financial position and the company’s diversified portfolio helps mitigate cyclical risks. Karlov (William Blair) also questioned the company’s ability to pass through inflationary costs post-acquisition. Deck stated that continuous improvement efforts and market positioning have improved price pass-through capabilities, while President Arni Sigurdsson emphasized increased diversification. Justin Ages (CJS Securities) inquired about the persistent head...

Interested in JBT Marel Corporation? Here are five stocks we like better. JBT Marel said first-quarter orders topped $1 billion for the second straight quarter, driven by strong global poultry demand and broad-based growth across its end markets. The company posted a solid Q1 with revenue up 10% to $936 million, adjusted EBITDA up 27%, and margin expansion to 15.2%, while free cash flow reached $100 million and leverage fell to 2.6x. Management reaffirmed full-year 2026 guidance despite tariff headwinds, and said it remains on track to reduce leverage to about 2x by year-end while pursuing its next-gen strategy for profitable growth through 2028. JBT Marel (NYSE:JBTM) reported a solid start to 2026, with first-quarter orders exceeding $1 billion for the second consecutive quarter and management reaffirming its full-year earnings guidance. CEO Brian Deck said the company demonstrated “commercial momentum” during the quarter, citing continued robust global demand from poultry customers, year-over-year margin expansion, synergy savings and strong cash flow that helped further reduce financial leverage. → Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum “As a result, we remain confident in delivering our original earnings guidance for the year,” Deck said. Chief Financial Officer Matthew J. Meister said first-quarter consolidated revenue was $936 million, up approximately 10% year over year. Organic revenue growth was 4%, while foreign exchange contributed an additional 6%. → 3 Ways to Target the Resources Powering AI and Data Centers Consolidated adjusted EBITDA was $142 million, up 27% from the prior year. Adjusted EBITDA margin improved 210 basis points to 15.2%. In Protein Solutions, revenue increased 22% year over year to $460 million, including an approximately 8% benefit from foreign exchange. Meister said organic growth was driven primarily by higher poultry volume as the company executed against a strong backlog built in 2025. Segment adjusted EBITDA margin improved more than 500 basis points to 21.7%, helped by poultry volume leverage, synergy benefits and continuous improvement initiatives in Marel Meat and Fish. → Quantum Earnings Season Is Ramping Up—What to Watch From 2 Major Players Prepared Food and Beverage Solutions revenue was $476 million, flat from a year earlier, including an approximately 4% benefit from foreign exchange. Mei...

Image source: The Motley Fool. Tuesday, February 24, 2026 at 10 a.m. ET President and Chief Executive Officer — Brian Deck Executive Vice President and Chief Financial Officer — Matthew Meister Executive Vice President and Chief Strategy Officer — Arni Sigurdsson Brian Deck: Thanks, Marlee, and good morning. What a remarkable year 2025 has been as we completed our first year as JBT Marel. I can proudly say we are meeting our commitments we made and are realizing the tremendous benefits of the JBT and Marel combination. As a combined organization, we posted strong revenue growth and significant margin expansion. We capitalized on the anticipated recovery in protein demand with robust investment from the poultry industry. At the same time, we took decisive actions to improve the profitability of our meat and fish businesses. We realized meaningful synergy savings. Additionally, we saw an acceleration in our ability to capture order synergies over the course of 2025 as we integrated our complementary product and service capabilities. On the financial side, we achieved our goal of delivering adjusted EPS accretion within the first year of the transaction, and we exceeded the targeted deleveraging of our balance sheet. Looking ahead, we believe our continued strong orders reflect the exceptional value proposition JBT Marel brings to our customers. I'll let Arni elaborate. Arni Sigurdsson: Thanks, Brian. From a demand standpoint, we benefited from our diversified portfolio and attractive end market exposure with full year orders of $3.8 billion and more than $1 billion in the fourth quarter. As anticipated, that performance was led by exceptional strength in orders from the protein end markets, especially poultry, which has seen a sharp recovery following roughly 2 years of underinvestment. For the year, meat, beverages and pharma were also strong growth contributors, while Prepared Foods showed improvement in the fourth quarter compared to previous quarters. Geographically, we enjoyed gains across all regions in 2025. From a consumer and secular perspective, poultry continues to be a winning food category due to its affordability versus other proteins, its versatility in flavor adaptation and overall health benefits. In response to strong consumer demand and good economics from price/cost spreads, our global processing customers invested in core JBT [indiscernibl...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 10 a.m. ET Chief Executive Officer — Brian Deck Chief Strategy Officer — Arni Sigurdsson Chief Financial Officer — Matthew Meister Brian Deck: Thanks, Marlee, and good morning, all. We got off to a solid start in 2026. We demonstrated our commercial momentum with a second consecutive quarter of orders exceeding $1 billion, including continued robust global demand from our poultry customers. We captured meaningful year-over-year margin expansion, enabled by further synergy savings and strong execution. Additionally, cash flow was extremely strong, allowing us to make further and significant progress in reducing our financial leverage. As a result, we remain confident in delivering our original earnings guidance for the year. Before we talk more about the first quarter, I'd like to thank everyone who was able to participate in our Investor Day in late March. It was an important milestone for JBT Marel as we unveiled our NextGen strategy and detailed our 2028 financial targets. And as we discussed, we are very pleased with our progress integrating JBT and Marel, which underscores the commercial, operational and financial benefits of the combination, and provides confidence in the journey ahead. I'll now turn the call over to Arni to provide details about our NextGen strategy, then Matt will follow up with a financial recap of our first quarter performance. Arni Sigurdsson: Thank you, Brian. At our Investor Day in March, we detailed our plans for profitable growth and continued margin expansion through 2028. Our food and beverage customers are shifting to an outcome-based model that increases the demand for integrated solutions across the value chain and requires full life cycle support, high uptime, and data and processing insights to run at the highest performance level. JBT Marel is uniquely positioned to deliver these comprehensive solutions, and our NextGen strategy will strengthen our competitive position even further. The key pillars of the NextGen strategy are, first, advancing our customer-centric service model by building on our large global installed base to deliver a better customer experience through prescriptive maintenance, improved parts delivery performance and more regional accountability. Second, it is enhancing our product offering, full-line solutions and digital capabilities with target...

Performance was anchored by robust global poultry demand, resulting in a second consecutive quarter of orders exceeding $1 billion and 17% year-over-year order growth. Protein Solutions margin expansion of over 500 basis points was driven by volume leverage in poultry and the realization of synergies within the meat and fish business units. Management attributes the company's resilience to a more diversified product portfolio and broader geographic exposure, which has significantly derisked the business compared to the 2022 inflationary cycle. The Prepared Food and Beverage segment faced headwinds from softness in the CPG end market and underperformance in warehouse automation, though order momentum began to recover in Q1. Strategic integration of JBT and Marel is progressing as planned, with cross-selling and continuous improvement initiatives supporting the path toward 2028 financial targets. Strong free cash flow of $100 million was bolstered by increased customer advance payments, facilitating a rapid reduction in financial leverage to 2.6x. Full year 2026 guidance is maintained, assuming 6% revenue growth and 145 basis points of adjusted EBITDA margin expansion at the midpoint. Management expects to reduce the leverage ratio to approximately 2x by year-end 2026 through continued earnings growth and disciplined capital allocation. The NextGen strategy targets a 5% to 7% organic revenue CAGR through 2028, supported by a shift toward outcome-based models and integrated life cycle support. Guidance accounts for a 25 to 50 basis point headwind from tariffs, as the elimination of IEEPA tariffs is expected to be offset by increases in Sections 122 and 232. North American poultry investment is viewed as a multiyear tailwind, particularly if the USDA approves higher line speeds, which would necessitate comprehensive system-wide upgrades. Warehouse automation underperformance was linked to discrete project challenges and sensitivity to tariff changes; mitigation actions are expected to impact results starting late Q2. While the Middle East conflict has not materially impacted the order book, management is monitoring potential inflationary pressures on logistics, fertilizer, and energy costs. The company has not factored any potential IEEPA tariff refunds into its current financial outlook, maintaining a conservative stance on regulatory recoveries. Our analysts j...

JBT Marel (JBTM) reported Monday Q1 adjusted earnings of $1.58 per diluted share, up from $0.97 a ye

CHICAGO (AP) — CHICAGO (AP) — JBT Marel Corporation (JBTM) on Monday reported first-quarter profit of $45 million. On a per-share basis, the Chicago-based company said it had net income of 86 cents. Earnings, adjusted for one-time gains and costs, were $1.58 per share. The results exceeded Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of $1.49 per share. The food processing and transportation services company posted revenue of $936 million in the period, which also topped Street forecasts. Three analysts surveyed by Zacks expected $929.1 million. JBT expects full-year earnings in the range of $8 to $8.50 per share, with revenue in the range of $3.99 billion to $4.07 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on JBTM at https://www.zacks.com/ap/JBTM

First Quarter 2026 Highlights: Continued strong demand with orders exceeding $1 billion; revenue was $936 million, resulting in a book-to-bill ratio of 1.14x Net income margin was 4.8 percent, and adjusted EBITDA margin was 15.2 percent GAAP diluted earnings per share was $0.86, and adjusted earnings per share was $1.58 Operating cash flow of $119 million, coupled with year-over-year operational improvement, enabled further balance sheet deleveraging to 2.6x CHICAGO, May 04, 2026--(BUSINESS WIRE)--JBT Marel Corporation (NYSE and Nasdaq Iceland: JBTM), a leading global technology solutions provider to high-value segments of the food & beverage industry, today reported financial results for the first quarter of 2026. "We started 2026 on a positive note, marking the second consecutive quarter with inbound orders above $1 billion," said Brian Deck, Chief Executive Officer. "Our orders reflected strong demand across our Prepared Food and Beverage Solutions and Protein Solutions segments." "During the first quarter, we hosted our 2026 Investor Day," continued Deck. "We introduced our NextGen strategy, which further elevates our value proposition by advancing our customer-centric service model, enhancing our full-line product offering with targeted innovation, expanding commercial opportunities through cross-selling, and harnessing our continuous improvement culture to reduce complexity and achieve sustainable margin expansion." Comparisons in this news release are to the comparable period of the prior year, unless otherwise noted. An earnings presentation with supplemental information is available on the Company's Investor Relations website at https://ir.jbtmarel.com/events/presentations. JBT Marel First Quarter 2026 Consolidated Results "We achieved meaningful year-over-year operational performance as we continued the margin expansion journey outlined in our strategy," said Matt Meister, Executive Vice President and Chief Financial Officer. "Additionally, we generated quarterly free cash flow of $100 million, enabling us to further deleverage our balance sheet." First quarter 2026 consolidated revenue of $936 million increased 10 percent with approximately 6 percent benefit from foreign exchange translation. The foreign exchange benefit was largely as expected. Net income of $45 million improved $218 million, and net income margin was 4.8 percent. The improvement...