JBT Marel (JBTM) AI Stock Analysis

• Market Cap: $8.09B
• Dividend Yield: 0.26%
• Average Volume (3M): 483.08K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.70
• Revenue Growth: 91.98%
• EPS Growth: -141.14%
• Country: US
• Employees: 11,700
• Sector: Industrials
• Sector Strength: 72
• Industry: Industrial - Machinery
• EPS (TTM): 1.94
• Shares Outstanding: 51,971,370
• 10 Day Avg. Volume: 609,523
• 30 Day Avg. Volume: 483,077
• PEG Ratio: -0.56
• Price to Book (P/B): 2.63
• Price to Sales (P/S): 2.37
• P/FCF Ratio: 20.89
• Enterprise Value/Market Cap: 1.12
• Enterprise Value/Revenue: 2.79
• Enterprise Value/Gross Profit: 7.80
• Enterprise Value/Ebitda: 47.62
• 1Y Price Target: $180.00
• Price Target Upside: 16.14% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3
• EPS Forecast (FY): 6.71
• Revenue Forecast (FY): $3.71B

• Rating: 73 Outperform
• Price Target: $173.00 ▲(11.62% Upside)

JBT Marel's strong earnings call performance and technical indicators drive the score, despite challenges in profitability and valuation concerns. The company's ability to exceed expectations and raise guidance is a significant positive factor.

Positive Factors

Revenue Growth

The robust revenue growth indicates strong market demand and effective sales strategies, which can support long-term business expansion and market leadership.

Order Backlog

A strong order backlog ensures future revenue streams and operational stability, allowing JBT Marel to plan and allocate resources effectively over the coming months.

Deleveraging Progress

Reducing financial leverage enhances financial stability and flexibility, allowing JBT Marel to invest in growth opportunities and withstand economic fluctuations.

Negative Factors

Profitability Challenges

Ongoing profitability issues may hinder JBT Marel's ability to reinvest in its business and compete effectively, potentially impacting long-term growth and shareholder returns.

Cash Flow Concerns

Weak cash flow growth can limit JBT Marel's ability to fund operations, pay down debt, and invest in new projects, posing a risk to financial health and strategic initiatives.

Tariff Impact

Rising tariff costs can erode margins and competitiveness, forcing JBT Marel to adjust pricing or supply chain strategies, potentially affecting profitability and market position.

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, primarily from the sale of equipment and systems used in food processing and food service. Key revenue sources include the sale of machinery, parts, and maintenance services, as well as software solutions for operational management. Additionally, JBTM earns income from long-term service agreements and support contracts that provide ongoing maintenance and upgrades to their equipment. Strategic partnerships with major food processors and continuous innovation in their product offerings further contribute to their earnings, enabling them to capture a significant share of the growing demand for efficient and safe food processing technologies.

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 declining 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	3.26B	1.72B	1.66B	1.59B	1.40B	1.73B
Gross Profit	1.17B	626.50M	585.70M	529.40M	482.10M	533.70M
EBITDA	191.00M	204.20M	268.70M	212.50M	202.80M	231.20M
Net Income	-110.60M	85.40M	582.60M	137.40M	119.10M	108.80M
Balance Sheet
Total Assets	8.20B	3.41B	2.71B	2.64B	2.14B	1.81B
Cash, Cash Equivalents and Short-Term Investments	114.90M	1.23B	483.30M	71.70M	78.80M	47.50M
Total Debt	1.91B	1.25B	646.40M	977.90M	674.40M	524.90M
Total Liabilities	3.78B	1.87B	1.22B	1.74B	1.39B	1.17B
Stockholders Equity	4.42B	1.54B	1.49B	905.40M	750.20M	637.10M
Cash Flow
Free Cash Flow	273.50M	195.70M	-15.50M	57.70M	172.10M	217.70M
Operating Cash Flow	353.20M	233.60M	39.60M	142.30M	223.80M	252.00M
Investing Cash Flow	-1.82B	-41.30M	725.90M	-416.10M	-272.90M	-37.30M
Financing Cash Flow	1.08B	561.80M	-354.10M	270.60M	80.80M	-207.40M

JBT Marel Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 154.99
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

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 154.99 is above the 20-day moving average (MA) of 147.31, above the 50-day MA of 139.43, and above the 200-day MA of 128.86, indicating a bullish trend. The MACD of 4.59 indicates Negative momentum. The RSI at 66.12 is Neutral, neither overbought nor oversold. The STOCH value of 82.03 is Negative, 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
FLS	79 Outperform	$9.11B	20.73	20.97%	1.17%	3.19%	69.89%
SPXC	77 Outperform	$10.32B	43.83	12.76%	―	12.60%	24.02%
JBTM	73 Outperform	$8.09B	-69.26	-3.65%	0.26%	91.98%	-141.14%
MIR	66 Neutral	$6.04B	202.72	1.58%	―	7.81%	―
GTES	65 Neutral	$5.69B	24.41	7.33%	―	-0.75%	9.22%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
MIDD	61 Neutral	$7.58B	-34.29	-6.20%	―	0.27%	-159.24%

JBT Marel Corporate Events

JBT Marel Appoints New Principal Accounting Officer

On October 15, 2025, Jessi L. Corcoran, Vice President, Corporate Controller, and Chief Accounting Officer of JBT Marel Corporation, announced her resignation effective November 4, 2025, to pursue an opportunity with another company. Her departure is amicable and not due to any disagreements with the company. Subsequently, on October 20, 2025, the Board appointed Matthew J. Meister, the Executive Vice President and Chief Financial Officer, as the new principal accounting officer effective upon Ms. Corcoran’s departure. Mr. Meister, who has been with the company since 2019, will not receive additional compensation for this role, and there are no special arrangements or family ties influencing his appointment.