JBTMarel Corp (JBTM) AI Stock Analysis

JBTMarel Corp provides technology solutions to the food and beverage industry across the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. Operating through Protein Solutions and Prepared Food and Beverage Solutions, it provides value-added processing equipment, software, and services such as chilling, mixing, cooking, frying, freezing, inspecting, and packaging. It serves poultry, meat, seafood, fruit, vegetable, bakery, pet food, and beverage markets. Additionally, the company provides automated guided vehicle systems for material handling requirements in automotive manufacturing, warehouse, and medical facilities.

Between FY2020 and FY2025, revenue delivered a 5-year CAGR of 17.1%, expanding from $1.40B in FY2021 to $3.80B in FY2025 following 121.3% growth in FY2025. Gross margin was 35.1% in FY2025, while operating margin fell to 5.0%, resulting in a net loss of -$50.5M and EPS of $2.06. Over the trailing twelve months, revenue reached $3.93B with an operating margin of 8.1% and a net profit margin of 4.9%. In the latest quarter ended June 30, 2026, quarterly revenue grew 4.9% year-over-year, while quarterly earnings grew 833.3% year-over-year.

As of June 30, 2026, JBTMarel held $112.0M in cash and short-term investments against total debt of $1.68B, resulting in net debt of $1.57B. Total assets stood at $8.01B against shareholders' equity of $4.47B, producing a debt-to-equity ratio of 0.38 and a current ratio of 1.24. In FY2025, operating cash flow was $341.7M and free cash flow was $238.1M. Capital expenditures used $103.6M and dividends paid totaled $20.9M, while share count increased 62.6% over 5 years.

At $104.24, JBTMarel has a market capitalization of $5.41B and an enterprise value of $7.46B. The stock trades at a trailing P/E of 28.8x and an EV/EBITDA of 18.3x, compared to the median of its US-listed Industrials peers of 24.8x and 13.9x, respectively. Its forward P/E of 12.2x sits below the peer median of 17.2x, while its price-to-sales of 1.4x is near the peer median of 1.5x. Over the past year, the stock fell 22.2%, trailing the S&P 500 (SPY) return of 16.8%.

JBTMarel pays an annual forward dividend of $0.40 per share, representing a dividend yield of 0.38% and a payout ratio of 5.4%. The dividend is paid quarterly and has been distributed for 19 consecutive years, though its 5-year annualized dividend growth is 0.0%. The last ex-dividend date was August 17, 2026.

Wall Street coverage consists of 5 Strong Buy, 2 Buy, 0 Hold, 1 Sell, and 0 Strong Sell ratings. The mean price target is $167.06, which is 60.3% above the last close of $104.24. Consensus estimates project current fiscal year EPS of $8.03 on revenue of $4.02B, followed by next fiscal year EPS of $9.23 on revenue of $4.22B. JBTMarel beat EPS estimates in 3 of the last 4 quarters, with its next earnings date scheduled for November 2, 2026.

This page is an AI-written research summary of JBTMarel Corp (JBTM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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