JBT Marel (JBTM) AI Stock Analysis

• Market Cap: $7.08B
• Dividend Yield: 0.29%
• Average Volume (3M): 551.50K
• Price to Earnings (P/E): 40.4
• Beta (1Y): 0.81
• Revenue Growth: 64.69%
• EPS Growth: -112.14%
• Country: US
• Employees: 11,700
• Sector: Industrials
• Sector Strength: 72
• Industry: Industrial - Machinery
• EPS (TTM): 1.49
• Shares Outstanding: 51,970,394
• 10 Day Avg. Volume: 710,097
• 30 Day Avg. Volume: 551,496
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.14
• Enterprise Value/Revenue: 2.98
• Enterprise Value/Gross Profit: 8.32
• Enterprise Value/Ebitda: 43.12
• 1Y Price Target: $162.50
• Price Target Upside: 18.31% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 3

• Rating: 70 Outperform
• Price Target: $156.00 ▲(13.58% Upside)

JBT Marel's strong revenue growth and effective cash flow management are key strengths, supported by positive technical indicators. However, profitability challenges and valuation concerns weigh on the score. Recent corporate actions and positive earnings call sentiment provide additional support.

Positive Factors

Revenue Growth

The robust revenue growth indicates strong market demand and effective sales strategies, supporting long-term business expansion and market presence.

Cash Flow Management

Effective cash flow management ensures liquidity and financial flexibility, enabling the company to invest in growth opportunities and manage debt efficiently.

Integration Synergies

Successful integration and synergy realization enhance operational efficiency and cost savings, strengthening competitive positioning and profitability.

Negative Factors

Profitability Challenges

Negative profitability impacts financial health and limits reinvestment capacity, posing risks to long-term growth and shareholder returns.

Tariff Costs

Ongoing tariff costs can erode margins and competitiveness, requiring strategic adjustments to mitigate long-term financial impacts.

Impairment Charge

Impairment charges reflect asset valuation issues, potentially impacting financial statements and signaling strategic missteps or market challenges.

JBT Marel Business Overview & Revenue Model

Company Description

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It offers value-added processing that includes chilling, mixing/grinding, injecting, blending, marinating, tumbling, flattening, forming, portioning, coating, cooking, frying, freezing, extracting, pasteurizing, sterilizing, concentrating, high pressure processing, weighing, inspecting, filling, closing, sealing, end of line material handling, and packaging solutions to the food, beverage, and health market. In addition, it offers automated guided vehicle systems for material movement in the manufacturing, warehouse, and medical facilities. It serves baby food, bakery and confectionery, citrus processing, fruits and nuts, juices, non-food, pet food, pharmaceutical, plant- based beverages and protein, poultry, meat, and seafood, ready meals, oils, soups, sauces, seasoning and dressings, automotive, building material, tissue, paper, and packaging, hospitals, pharma and life sciences, fast moving consumer goods, manufacturing, warehousing, and other industries. The company markets and sells its products and solutions through direct sales force, independent distributors, sales representatives, and technical service teams. The company was formerly known as John Bean Technologies Corporation and changed its name to JBT Marel Corporation in January 2025. JBT Marel Corporation was incorporated in 1994 and is headquartered in Chicago, Illinois.

How the Company Makes Money

JBT Marel generates revenue through multiple streams, including the sale of processing equipment, systems, and automation solutions to food manufacturers. The company also earns income from service contracts, maintenance, and spare parts, which provide ongoing support to its clients after the initial equipment purchase. Additionally, JBTM forms strategic partnerships with industry leaders and leverages its technological expertise to develop tailored solutions, thereby enhancing its market presence and driving sales. The recurring nature of its service agreements contributes to a stable revenue base, while new product innovations and expansions into emerging markets further bolster its earnings potential.

JBT Marel Financial Statement Overview

Summary

JBT Marel shows strong revenue growth and effective cash flow management, but faces profitability challenges with a negative net profit margin and return on equity. The balance sheet is stable with moderate leverage.

Income Statement

JBT Marel's income statement shows a strong revenue growth rate of 24.45% in the TTM period, indicating robust top-line expansion. However, the company is facing profitability challenges, as reflected by a negative net profit margin of -5.08% and a declining EBIT margin. The gross profit margin remains stable, but the negative net income suggests operational inefficiencies or high costs impacting the bottom line.

Balance Sheet

The balance sheet of JBT Marel is relatively stable with a moderate debt-to-equity ratio of 0.44 in the TTM period, indicating a balanced approach to leveraging. However, the return on equity has turned negative, reflecting the impact of net losses on shareholder returns. The equity ratio remains healthy, suggesting a solid asset base relative to equity.

Cash Flow

JBT Marel's cash flow statement highlights a strong free cash flow growth of 34.70% in the TTM period, showcasing effective cash generation. The operating cash flow to net income ratio is positive, indicating that the company is generating cash from operations despite net losses. The free cash flow to net income ratio is also strong, suggesting efficient cash management.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.71B	1.72B	1.66B	1.59B	1.40B	1.73B
Gross Profit	969.70M	626.50M	585.70M	529.40M	482.10M	533.70M
EBITDA	187.10M	204.20M	268.70M	212.50M	202.80M	231.20M
Net Income	-137.70M	85.40M	582.60M	137.40M	119.10M	108.80M
Balance Sheet
Total Assets	8.25B	3.41B	2.71B	2.64B	2.14B	1.81B
Cash, Cash Equivalents and Short-Term Investments	111.80M	1.23B	483.30M	71.70M	78.80M	47.50M
Total Debt	1.92B	1.25B	646.40M	977.90M	674.40M	524.90M
Total Liabilities	3.88B	1.87B	1.22B	1.74B	1.39B	1.17B
Stockholders Equity	4.37B	1.54B	1.49B	905.40M	750.20M	637.10M
Cash Flow
Free Cash Flow	281.80M	194.70M	19.10M	50.60M	123.20M	217.70M
Operating Cash Flow	337.20M	232.60M	74.20M	135.20M	174.90M	252.00M
Investing Cash Flow	-1.80B	-41.30M	729.30M	-413.20M	-270.50M	-37.30M
Financing Cash Flow	1.12B	561.80M	-354.10M	270.60M	80.80M	-207.40M

JBT Marel Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 137.35
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JBTM, the sentiment is Positive. The current price of 137.35 is below the 20-day moving average (MA) of 138.48, below the 50-day MA of 138.45, and above the 200-day MA of 124.84, indicating a neutral trend. The MACD of -0.71 indicates Positive momentum. The RSI at 48.36 is Neutral, neither overbought nor oversold. The STOCH value of 54.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JBTM.

JBT Marel Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SPXC	78 Outperform	9.04B	40.89	13.74%	―	8.90%	29.18%
GTES	74 Outperform	6.41B	32.01	6.20%	―	-2.67%	-17.55%
FLS	72 Outperform	7.07B	24.33	13.12%	1.55%	3.15%	14.18%
MIDD	71 Outperform	6.74B	16.91	11.78%	―	-1.70%	10.24%
JBTM	70 Outperform	$7.08B	40.40	-4.70%	0.29%	64.69%	-112.14%
MIR	64 Neutral	5.56B	583.78	0.66%	―	7.88%	―
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

JBT Marel Corporate Events

JBT Marel Completes $575M Convertible Notes Offering

On September 9, 2025, JBT Marel Corporation completed a private offering of $575 million in convertible senior notes due 2030, which includes additional notes acquired by initial purchasers. The company plans to use the net proceeds to repay part of its revolving credit facility and refinance its outstanding convertible senior notes due 2026. This strategic financial move is expected to strengthen JBT Marel’s financial position and support its ongoing operations and growth initiatives in the food and beverage technology sector.

JBT Marel Announces Credit Agreement Amendment and Note Offering

On September 3, 2025, JBT Marel Corporation announced a Second Amendment to its Credit Agreement, reducing pricing for its Revolving Credit Facility and allowing issuance of up to $600 million in unsecured convertible notes. Concurrently, the company announced a private offering of $500 million in convertible senior notes due 2030, with an option for an additional $75 million. The proceeds will be used for convertible note hedge transactions and to repay existing debt, potentially impacting the company’s financial strategy and market positioning.

JBT Marel Amends Credit Agreement to Lower Loan Costs

On August 20, 2025, JBT Marel Corporation, a Delaware corporation, executed an amendment to its Second Amended and Restated Credit Agreement to reduce the pricing of its Term B Loans. This amendment removes a ten basis point credit spread adjustment and lowers the applicable margin from SOFR plus 2.00%-2.50% to SOFR plus 1.75%, depending on the company’s Total Net Leverage Ratio. The agreement was executed with various parties including John Bean Technologies Corporation Europe B.V., its subsidiary guarantors, lenders, and Wells Fargo Bank as the administrative agent.