JBTM · JBT MAREL Corp

Track JBTM — free

$106.75 -0.33 (-0.31%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.55B

51.88M

Volume · Oct 12 27.07K Avg daily vol (3M) 565.61K

Up next

Next earnings call

Nov 3, 2026 Est · unconfirmed · in 3 wks

Latest filing: 10-Q

filed Aug 5, 2026

Q2 2026 earnings call transcript

call held Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$3.93B

Trailing 12 months

Net income (TTM)

$192.50M

Trailing 12 months

Revenue growth YoY

+4.9%

Year over year

Operating margin

7.3%

Trailing 12 months

P / E (TTM)

28.9

Trailing earnings · reciprocal yield 3.5%

FCF yield

5.6%

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

0.4%

Trailing 12 months

Shares change YoY

+0.0%

Year over year

Price change (1Y)

-24.1%

Trailing year

Short interest

8.0%

Latest settlement · 7.2 days to cover

View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 4, 2026

Q2 FY26

TL;DR. JBT Marel reported Q2 2026 revenue of $981M (up 5%) and orders above $1B for a third consecutive quarter, but Prepared Food and Beverage results missed expectations due to logistics constraints and footprint-optimization inefficiencies, leading the company to maintain full-year revenue and adjusted EBITDA guidance while refining adjusted EPS for updated D&A and tax-rate assumptions.

Bullish

+ Orders exceeded $1B for a third consecutive quarter, up 10% year-over-year, with a record $1.54B backlog.
+ Q2 adjusted EBITDA grew to $168M and adjusted EBITDA margin expanded 40 bps to 17.1%, despite operational headwinds.
+ Cost-synergy initiatives are tracking ahead of plan, now expected to deliver $25-$30M of annualized savings by 2028 versus the original $10-$15M estimate.
+ Leverage improved to just below 2.5x, within the long-term target range of 2.0x-2.5x only 18 months after the JBT-Marel close.

Bearish

− Prepared Food and Beverage Q2 results missed expectations, with segment adjusted EBITDA margin declining 70 bps due to logistics constraints and production inefficiencies from footprint optimization.
− Management acknowledged Q2 results fell short of expectations in Prepared Food and Beverage and cited approximately $20M of delayed revenue shifting from Q2 into the back half.
− JBT Marel took a $33M non-cash impairment charge in Q2 to write off intangibles from the 2021 Prevenio acquisition, reflecting a shift in customer demand.
− Higher inflationary costs in logistics, metals, and other inputs created year-over-year margin pressure that pricing actions have not yet fully recovered.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Sell

SellHoldBuy

Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Fair Quant / Vol Moderate

Market backdrop VIX 14.8 · calm Equity put/call 0.56

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg −20%

below

Price vs 50-day avg −7%

below

RSI (14) 41

neutral

MACD trend Positive

52-week position 4%

near low

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Weak

1-month return −6%

trailing

6-month return −20%

trailing

YTD return −29%

this year

Relative strength −30%

vs S&P · 6-mo

Sentiment

smart money

Bearish

Trend (MA cross) No cross

50d $116 › 200d $134 — 200d above 50d

Institutional flow Distributing

15 of 394 funds reported for Sep 30 · net -7.3K sh shares · +2 new

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

7.99% of float · ▲ +3.3% MoM · 7.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

394 holders — mid 3-yr range

Squeeze score 61

elevated · 0–100

Fundamentals

Fair

Revenue growth +121%

Y/Y

Gross margin 7%

contracting

EPS growth −137%

Y/Y

Valuation P/E 28.9

below peers

Buyback $174.0M

remaining

Balance sheet $1.7B

net debt

Quant / Vol

risk profile

Moderate

Volatility 39%

annualized · 1-yr

Max drawdown −38%

past year

ATR 3.2%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 7 of last 8

Latest guidance · from the 8-K filed Aug 3, 2026

Net income margin · FY 2026 5.5% – 6%

Adjusted EBITDA margin · FY 2026 17% – 17.5%

GAAP diluted EPS · FY 2026 $4.20 – $4.70

prior FY $-0.98 midpoint +554.1% Y/Y

Adjusted EPS · FY 2026 $7.85 – $8.35

Guided vs delivered · last 8 settled

GAAP EPS FY 2024

guided $4.25 – $4.55

guided $4.25 – $4.55 $2.65 Miss −39.8%

GAAP EPS Q4 2023

guided $1.20 – $1.35

guided $1.20 – $1.35 $2.52 Beat +97.6%

GAAP EPS FY 2023

guided $3.50 – $3.65

guided $3.50 – $3.65 $18.13 Beat +407.1%

GAAP EPS Q3 2023

guided $0.65 – $0.80

guided $0.65 – $0.80 $13.73 Beat +1793.8%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell

3 · 3 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−20% Bearish

Price vs 50-day avg

−7% Bearish

RSI (14)

41 Neutral

MACD trend

Positive Bullish

52-week position

4% Bearish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $116 › 200d $134 — 200d above 50d

Institutional flow Distributing

15 of 394 funds reported for Sep 30 · net -7.3K sh shares · +2 new

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

7.99% of float · ▲ +3.3% MoM · 7.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

394 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $104 Now $107 · 4% Range high $169

vs 200-day avg -20% vs 50-day avg -7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted diluted earnings per share non-GAAP	$3.54	Six Months Ended June 30, 2026	—
Adjusted EBITDA non-GAAP	$310M	Six Months Ended June 30, 2026	—
Adjusted EBITDA margin non-GAAP	16.2%	Six Months Ended June 30, 2026	—
Adjusted income non-GAAP	$185M	Six Months Ended June 30, 2026	—
Bank total net leverage ratio	2.4	Q2 2026	—
Free cash flow (FCF) non-GAAP	$179M	Six Months Ended June 30, 2026	—
Net debt	$1.59B	Q2 2026	—
Operating cash flow	$221M	year to date 2026	—
Orders	1.03B	second quarter 2026	—
Quarter-ending backlog	1.54B	quarter ended June 30, 2026	—
Segment Adjusted EBITDA - Prepared Food and Beverage Solutions non-GAAP	$160M	Six Months Ended June 30, 2026	—
Segment Adjusted EBITDA - Protein Solutions non-GAAP	$212M	Six Months Ended June 30, 2026	—
Segment adjusted EBITDA margin (Prepared Food and Beverage Solutions) non-GAAP	17.5%	three months ended June 30, 2026	—
Segment adjusted EBITDA margin (Protein Solutions) non-GAAP	24%	three months ended June 30, 2026	—
Share repurchase amount	$26M	second quarter 2026	—
Shares repurchased	200,000	second quarter 2026	—
Total net debt to trailing twelve months adjusted EBITDA non-GAAP	2.47	Q2 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Specialty Industrial Machinery — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
JBTM JBT MAREL Corp this stock	$5.55B	-28.9%	+121.3%	28.9	8.0%
GEV GE Vernova Inc.	$267.59B	+53.7%	+9.0%	28.9	2.8%
ETN Eaton Corp plc	$166.88B	+34.9%	+10.3%	43.8	2.1%
SMERY Siemens Energy AG/ADR	$138.69B	—	—	—	0.0%
PH Parker-Hannifin Corp	$121.33B	+9.5%	+18.9%	33.8	1.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

393

% held: 103.1%
Reported: 15 of 394
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

406

View

Short & Settlement

Short Interest Rising

Shares short

4.1M

Days to cover: 7.2d
Change: +133.0K sh

View

Short Volume

Short vol %

82%

As of: Oct 9, 2026

Short Total

View

Fails to Deliver

FTD shares

250

Value: $28.6K
As of: Sep 14, 2026

View

Off-Exchange

Off-exchange %

44.1%

Week of: Sep 7, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Julie Johnson

Amount: $1.0K–$15.0K
Traded: Apr 7, 2025

View

Financials

Revenue (FY)

$3.8B

Net income (FY): $-50.5M
EPS diluted: $-0.98

View

Buybacks

Authorized

$200.0M

Remaining: $174.0M

Spent Remaining

View

Filings

SEC Filings

Latest

10-Q

Filed: Aug 5, 2026
This year: 12

View

Proposed Sales

Value

$1.3M

Shares: 8.6K
Filed: Mar 3, 2026

View

Earnings & Events

Webcasts

Last webcast

Aug 4, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
JBTM	-1.4%	-6.4%	-19.9%	+1.4%	-28.9%
SPY	+1.2%	+1.9%	+9.9%	+2.1%	+14.2%
vs SPY	-2.6%	-8.3%	-29.7%	-0.7%	-43.1%

Capital returns

Latest dividend

$0.10 / share · ex Aug 17, 2026

Paid (TTM)

$0.40 / share · 4 payouts

Dividend yield (TTM, derived)

0.37%

Buyback program · as of Aug 3, 2026

Authorized

$200.00M

Spent (derived)

$26.00M

Remaining

$174.00M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1433660 CUSIP 477839104 13F (30d) 17 filings 17 filers Visit website Investor relations

JBTM · JBT MAREL Corp

Price & Indicators

Up next

Metrics snapshot

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns