JBT Marel (NYSE:JBTM) Updates FY 2026 Earnings Guidance

JBT Marel (NYSE:JBTM) issued an update on its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 7.850-8.350 for the period, compared to the consensus earnings per share estimate of 8.280. The company issued revenue guidance of $4.0 billion-$4.1 billion, compared to the consensus revenue estimate of $4.0 billion.

Wall Street Analysts Forecast Growth

JBTM has been the subject of a number of recent analyst reports. Zacks Research cut shares of JBT Marel from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Oppenheimer assumed coverage on JBT Marel in a research note on Thursday, May 21st. They issued an “outperform” rating and a $175.00 price objective on the stock. Seaport Research Partners set a $165.00 price objective on JBT Marel in a research report on Thursday, May 21st. Wall Street Zen downgraded JBT Marel from a “buy” rating to a “hold” rating in a research note on Sunday, June 21st. Finally, Weiss Ratings downgraded JBT Marel from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, June 5th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $174.67.

JBT Marel Stock Up 2.8%

NYSE JBTM opened at $142.38 on Tuesday. The company has a current ratio of 1.01, a quick ratio of 0.61 and a debt-to-equity ratio of 0.32. The stock’s 50 day moving average is $134.99 and its two-hundred day moving average is $139.72. The company has a market capitalization of $7.41 billion, a price-to-earnings ratio of 44.49, a PEG ratio of 1.46 and a beta of 0.94. JBT Marel has a 1-year low of $113.67 and a 1-year high of $170.19.

JBT Marel (NYSE:JBTM) last released its quarterly earnings data on Monday, August 3rd. The company reported $1.95 earnings per share for the quarter, missing the consensus estimate of $2.02 by ($0.07). JBT Marel had a net margin of 4.32% and a return on equity of 8.25%. The company had revenue of $981.00 million during the quarter. JBT Marel has set its FY 2026 guidance at 7.850-8.350 EPS. Equities analysts forecast that JBT Marel will post 8.26 earnings per share for the current fiscal year.

JBT Marel Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Tuesday, May 26th. JBT Marel’s dividend payout ratio is 12.50%.

JBT Marel News Summary

Here are the key news stories impacting JBT Marel this week:

• Positive Sentiment: Second-quarter revenue rose 5% year over year to $981 million, broadly in line with expectations. Protein Solutions revenue increased 11% to $467 million, helping offset flat revenue in Prepared Food and Beverage Solutions. JBT Marel Q2 revenue rises 5 percent to $981 million
• Positive Sentiment: Orders reached $1.03 billion, producing a 1.05x book-to-bill ratio, while quarter-ending backlog climbed to $1.54 billion. These figures provide visibility into future sales. Adjusted EBITDA was $168 million, or a 17.1% margin. JBT Marel Q2 operating results
• Positive Sentiment: Cash generation remained strong, with $221 million of year-to-date operating cash flow and $179 million of free cash flow. JBT Marel also repurchased approximately 200,000 shares for $26 million during the quarter. JBT Marel Corporation Reports Second Quarter 2026 Results
• Neutral Sentiment: Management maintained full-year revenue guidance of approximately $3.99 billion to $4.065 billion and reiterated its adjusted EBITDA margin outlook. JBT Marel investor information
• Negative Sentiment: Quarterly adjusted earnings were $1.95 per share, below the $2.02 consensus estimate, although earnings improved from $1.49 a year earlier. The company’s GAAP results included a second-quarter impairment charge, contributing to updated FY 2026 GAAP EPS guidance of $4.20 to $4.70. JBT Marel Q2 Earnings and Revenues Miss Estimates
• Negative Sentiment: Adjusted FY 2026 EPS guidance of $7.85 to $8.35 is centered slightly below the roughly $8.28 analyst consensus, signaling limited near-term upside to earnings expectations.

Institutional Investors Weigh In On JBT Marel

A number of hedge funds and other institutional investors have recently bought and sold shares of JBTM. EverSource Wealth Advisors LLC acquired a new position in JBT Marel in the second quarter worth $28,000. Northwestern Mutual Wealth Management Co. acquired a new stake in shares of JBT Marel in the second quarter valued at $29,000. Group One Trading LLC increased its stake in shares of JBT Marel by 49.3% in the third quarter. Group One Trading LLC now owns 218 shares of the company’s stock valued at $31,000 after buying an additional 72 shares in the last quarter. UMB Bank n.a. raised its holdings in shares of JBT Marel by 34.4% in the fourth quarter. UMB Bank n.a. now owns 254 shares of the company’s stock valued at $38,000 after buying an additional 65 shares during the last quarter. Finally, Danske Bank A S bought a new position in shares of JBT Marel in the third quarter valued at about $56,000. 98.92% of the stock is owned by institutional investors and hedge funds.

About JBT Marel

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.