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JBT Marel CorporationNYSE:JBTM Rapport sur les actions

Capitalisation boursière US$6.5b
Prix de l'action
US$124.00
US$182.08
31.9% sous-évalué décote intrinsèque
1Y1.8%
7D-7.7%
1D
Valeur du portefeuille
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JBT Marel Corporation

NYSE:JBTM Rapport sur les actions

Capitalisation boursière : US$6.5b

JBT Marel (JBTM) Aperçu de l'action

JBT Marel Corporation fournit des solutions technologiques à l'industrie agroalimentaire aux États-Unis, au Canada, en Europe, au Moyen-Orient, en Afrique, en Asie-Pacifique et en Amérique latine. Plus de détails

JBTM analyse fondamentale
Score flocon de neige
Évaluation3/6
Croissance future3/6
Performances passées1/6
Santé financière5/6
Dividendes0/6

JBTM Community Fair Values

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JBT Marel Corporation Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 JBT Marel
Historique des cours de bourse
Prix actuel de l'actionUS$124.00
Plus haut sur 52 semainesUS$170.19
Plus bas sur 52 semainesUS$113.67
Bêta0.95
Variation sur 1 mois-9.17%
Variation sur 3 mois-16.64%
Variation sur 1 an1.76%
Variation sur 3 ans4.55%
Variation sur 5 ans-11.62%
Évolution depuis l'introduction en bourse785.71%

Nouvelles et mises à jour récentes

Mise à jour du récit Jun 02

JBTM: Food Processing Execution Risk Will Limit Share Repurchase Upside

Analysts have trimmed their average price target on JBT Marel to $165 from $190, reflecting a lower comparable group multiple, even as they highlight the company’s growing role in food processing and its mix of secular growth, high margin recurring revenues, and strong free cash flow generation. Analyst Commentary Recent research highlights a split view on JBT Marel.
Mise à jour du récit May 18

JBTM: 2026 Sector Assumptions And Execution Will Shape Balanced Return Potential

Analysts have raised JBT Marel's price targets to $190 and $202 in recent updates, citing expected sector trends in 2026, changes in valuation, and refreshed models following the Q4 results as key reasons for the higher targets. Analyst Commentary Recent research updates on JBT Marel highlight higher price targets of $190 and $202, tied to refreshed models after Q4 results, sector expectations for 2026, and reassessments of valuation.
Article d’analyse May 14

Solid Earnings Reflect JBT Marel's (NYSE:JBTM) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like JBT Marel Corporation's ( NYSE:JBTM...

Recent updates

Mise à jour du récit Jun 02

JBTM: Food Processing Execution Risk Will Limit Share Repurchase Upside

Analysts have trimmed their average price target on JBT Marel to $165 from $190, reflecting a lower comparable group multiple, even as they highlight the company’s growing role in food processing and its mix of secular growth, high margin recurring revenues, and strong free cash flow generation. Analyst Commentary Recent research highlights a split view on JBT Marel.
Mise à jour du récit May 18

JBTM: 2026 Sector Assumptions And Execution Will Shape Balanced Return Potential

Analysts have raised JBT Marel's price targets to $190 and $202 in recent updates, citing expected sector trends in 2026, changes in valuation, and refreshed models following the Q4 results as key reasons for the higher targets. Analyst Commentary Recent research updates on JBT Marel highlight higher price targets of $190 and $202, tied to refreshed models after Q4 results, sector expectations for 2026, and reassessments of valuation.
Article d’analyse May 14

Solid Earnings Reflect JBT Marel's (NYSE:JBTM) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like JBT Marel Corporation's ( NYSE:JBTM...
Mise à jour du récit May 02

JBTM: 2026 Sector Tailwinds And Capital Plans Will Support Upside

Narrative Update: JBT Marel Analysts have lifted JBT Marel's implied upside, with recent price targets rising toward the $190 to $202 range. They point to updated models, modest tweaks to growth and margin assumptions, and supportive 2026 sector trends.
Seeking Alpha Apr 26

JBT Marel's Growth Plans Justify An Upgrade

Summary JBT Marel Corporation is upgraded from 'hold' to a soft 'buy' based on ambitious growth and cost-saving targets. JBTM expects organic revenue growth of 5–7% annually through 2028, targeting $4.52 billion in sales and 20% EBITDA margins. Management projects $150 million in annual cost savings by the end of next year, with additional revenue and operational synergies supporting margin expansion. Forward valuation multiples suggest 63–69% upside by 2028, offering potential annualized returns of 17.8–19.2% versus the S&P 500. Read the full article on Seeking Alpha
Mise à jour du récit Apr 18

JBTM: 2026 Sector Tailwinds And Capital Plans Are Expected To Support Upside

Analysts have raised JBT Marel's price target to a range of about $190 to $202, up from prior views around $165 to $169. They cite updated models after Q4 results, supportive 2026 sector trends, and evidence of a valuation gap.
Mise à jour du récit Apr 03

JBTM: Higher 2026 Sector Trends And Capital Plans May Support Upside

Analysts have raised their fair value estimate for JBT Marel from $177.50 to $210.00, citing higher price targets from recent Q4 model updates and 2026 sector trend work, which they view as supportive for the stock. Analyst Commentary Recent Street research has turned more constructive on JBT Marel, with higher price targets tied directly to updated models and sector work.
Mise à jour du récit Mar 20

JBTM: 2026 Sector Setup And Food Tech Hub Will Shape Upside Outlook

Analysts have lifted their JBT Marel price target from $160.25 to about $182, citing updated models after recent Q4 results, positive 2026 sector trends, and a reassessment of the valuation gap relative to peers. Analyst Commentary Bullish Takeaways Bullish analysts see the move in price targets toward the US$190 to US$202 range as a reset that better reflects their updated models after Q4, rather than a stretch valuation.
Mise à jour du récit Mar 06

JBTM: Long Dated 2026 Assumptions Will Pressure Future Share Returns

Analysts have lifted their JBT Marel price target range from about $165 to around $202, citing updated models after Q4 results, positive 2026 sector trends, and a reassessment of valuation that now supports a fair value estimate of roughly $121, a lower discount rate of 8.85%, and a higher future P/E assumption of about 18.7, despite more conservative revenue growth and profit margin inputs. Analyst Commentary The latest research updates on JBT Marel center on refreshed models after Q4 results and a reassessment of what investors may be willing to pay for the stock, with reference targets in a range around $190 to $202 and an implied fair value closer to $121.
Mise à jour du récit Feb 19

JBTM: Lower Future P E Multiple Will Weigh On Share Returns

Analysts have maintained their price target for JBT Marel at $105.41, highlighting slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors supporting this unchanged outlook. What's in the News JBT Marel held an Investor Day event, giving analysts and investors a closer look at the business, capital allocation priorities, and long term financial framework (Key Developments).
Mise à jour du récit Feb 05

JBTM: Projected Margins And P E Reset Will Pressure Share Price

Analysts have maintained their price target for JBT Marel at $105.41. They cite updated assumptions for the discount rate, revenue growth, profit margins and future P/E that keep their valuation view essentially unchanged.
Mise à jour du récit Jan 22

JBTM: Expected 2025 Losses Will Likely Undermine Current Share Price

Analysts have adjusted their price target for JBT Marel to US$105.41, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News JBT Marel plans an Investor Day event, providing management an opportunity to update investors on the business and capital allocation plans (Key Developments).
Mise à jour du récit Jan 08

JBTM: Investor Day And New Food Solutions Will Shape Balanced Future Outlook

Narrative Update on JBT Marel Analysts have lifted their price target on JBT Marel by US$5 to US$160.25, reflecting updated assumptions for slightly higher revenue growth and a higher future P/E multiple, alongside modest adjustments to the discount rate and profit margin outlook. What's in the News JBT Marel plans to host an Investor Day, giving management a platform to update investors on the business, capital allocation, and medium term priorities (Key Developments).
Article d’analyse Dec 31

We Think JBT Marel (NYSE:JBTM) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Mise à jour du récit Dec 23

JBTM: Higher Profit Margins Will Likely Fail To Justify Current Price

Analysts have raised their price target on JBT Marel from approximately 88 dollars to 105 dollars, citing expectations for stronger long term profitability despite moderating revenue growth and a lower projected valuation multiple. What's in the News Raised 2025 revenue guidance to a range of 3,760 million dollars to 3,790 million dollars, signaling confidence in underlying demand despite moderating growth expectations (Corporate Guidance) Updated 2025 GAAP loss per share outlook to a narrower range of 1.05 dollars to 0.75 dollars, highlighting anticipated margin improvements and cost discipline (Corporate Guidance) Launched the Fresh'n Squeeze 1800 Citrus Juicer, a compact countertop system using the company’s industrial grade whole fruit extraction technology to boost juice yield by up to 50 percent per fruit versus traditional cut and press methods (Product Announcement) Positioned the Fresh'n Squeeze 1800 as a labor saving, space efficient solution for grocery retailers, juice bars, hotels, resorts, and coffee shops, enabling menu diversification and new revenue streams from fresh citrus offerings (Product Announcement) Valuation Changes The fair value estimate has risen significantly from approximately 88.23 dollars to 105.41 dollars per share, reflecting higher expected long term profitability.
Mise à jour du récit Dec 09

JBTM: New Food-Processing Offerings Will Drive Margin Expansion And Future Upside

Analysts have modestly raised their price target on JBT Marel, now implying fair value of approximately $155.25 per share. They cite slightly higher long term discount rate assumptions while maintaining robust revenue growth, profit margin, and future valuation expectations.
Mise à jour du récit Nov 25

JBTM: Margin Expansion And New Offerings Will Drive Future Upside

Analysts have raised their price target for JBT Marel to $155.25 from $152.75, citing modest improvements in profit margin projections as the primary driver for this upward adjustment. What's in the News JBT Marel has raised its earnings guidance for the full year 2025, projecting revenue between $3,760 million and $3,790 million and GAAP LPS in the range of $1.05 to $0.75 (Company Guidance).
Mise à jour du récit Nov 07

JBTM: Future Expansion Will Stem From Margin Gains Amid Slower Revenue Growth

Analysts have raised their price target for JBT Marel from $149.42 to $152.75, citing improved profit margin expectations, even as projected revenue growth is expected to moderate. What's in the News JBT Marel raised its earnings guidance for the full year 2025, forecasting revenue between $3,760 million and $3,790 million and GAAP loss per share in the range of $1.05 to $0.75 (Key Developments).
Mise à jour du récit Sep 20

Global Protein Demand And Automation Will Drive Future Expansion

The downward revision of JBT Marel's consensus analyst price target primarily reflects a decline in the anticipated future P/E ratio, with fair value lowered from $162.30 to $149.42. What's in the News JBT Marel is showcasing several innovations at Pack Expo Las Vegas, including the launch of the CIPure Cleaning System, new juicing and pet food technologies, tray sealers, slicers, and a 3D model of a fresh salad line, alongside immersive VR experiences.
Mise à jour du récit Sep 05

Global Protein Demand And Automation Will Drive Future Expansion

The increase in JBT Marel’s consensus analyst price target to $162.30 is primarily driven by a higher forecast valuation multiple (Future P/E), with revenue growth expectations remaining steady. What's in the News JBT Marel re-established full year 2025 earnings guidance, projecting revenue of $3,675 million to $3,725 million, a loss from continuing operations margin of 2.7% to 1.7%, and GAAP loss per share of $1.90 to $1.20.
Mise à jour du récit Aug 07

Global Protein Demand And Automation Will Drive Future Expansion

Despite a notable decline in consensus revenue growth forecasts, JBT Marel's consensus analyst price target has been significantly raised, driven by higher anticipated future P/E multiples, with the fair value increasing from $129.40 to $149.42. What's in the News JBT Marel re-established 2025 revenue guidance of $3,675 million to $3,725 million, with an expected GAAP loss per share of $1.90 to $1.20 and a loss margin of 2.7% to 1.7%, aided by a $70 million to $85 million foreign exchange tailwind.
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Nouveau récit Feb 09

Merger With Marel Will Improve Operational Efficiency And Create Synergies

Strong revenue growth and margin expansion driven by recovery in key markets and beneficial restructuring efforts could boost future earnings.
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Nouveau récit Sep 09

JBT's Calculated Mergers And Efficiency Gains Promise Robust Revenue And Margin Growth

Strategic expansion and diversification through the proposed merger with Marel promises to enhance market position and drive revenue growth.

Rendement pour les actionnaires

JBTMUS MachineryUS Marché
7D-7.7%-3.7%-0.1%
1Y1.8%11.7%26.3%

Rendement vs Industrie: JBTM a sous-performé le secteur US Machinery qui a rapporté 11.7 % au cours de l'année écoulée.

Rendement vs marché: JBTM a sous-performé le marché US qui a rapporté 26.3 % au cours de l'année écoulée.

Volatilité des prix

Is JBTM's price volatile compared to industry and market?
JBTM volatility
JBTM Average Weekly Movement6.6%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: JBTM n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de JBTM ( 7% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
199411,500Brian Deckjbtmarel.com

JBT Marel Corporation fournit des solutions technologiques à l'industrie agroalimentaire aux États-Unis, au Canada, en Europe, au Moyen-Orient, en Afrique, en Asie-Pacifique et en Amérique latine. La société opère à travers Protein Solutions et Prepared Food and Beverage Solutions. Elle propose des traitements à valeur ajoutée qui comprennent des équipements, des solutions, des logiciels et des services, des solutions d'étourdissement, d'abattage, d'échaudage/réchauffement, de refroidissement, de mélange/broyage, de séparation, d'injection, de mélange, de marinage, de culbutage, d'aplatissement, de formation, de portionnement, d'enrobage, de cuisson, de friture, de congélation, d'extraction, de pasteurisation, de stérilisation, de concentration, de traitement à haute pression, de pesage, d'inspection, de remplissage, de fermeture, de scellage, de manutention en fin de chaîne, d'étiquetage et d'emballage pour le marché de l'alimentation, des boissons et de la santé.

JBT Marel Corporation Résumé des fondamentaux

Comment les bénéfices et les revenus de JBT Marel se comparent-ils à sa capitalisation boursière ?
JBTM statistiques fondamentales
Capitalisation boursièreUS$6.52b
Bénéfices(TTM)US$168.30m
Recettes(TTM)US$3.88b
38.4x
Ratio P/E
1.7x
Ratio P/S

Le site JBTM est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
JBTM compte de résultat (TTM)
RecettesUS$3.88b
Coût des recettesUS$2.51b
Marge bruteUS$1.37b
Autres dépensesUS$1.21b
Les revenusUS$168.30m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)3.23
Marge brute35.41%
Marge bénéficiaire nette4.34%
Ratio dettes/capitaux propres41.1%

Quelles ont été les performances à long terme de JBTM?

Voir les performances historiques et les comparaisons

Dividendes

0.3%
Rendement actuel des dividendes
12%
Ratio de distribution

Le site JBTM verse-t-il des dividendes fiables ?

Voir JBTM l'historique des dividendes et les indices de référence
Quand faut-il acheter JBTM pour recevoir un dividende à venir ?
JBT Marel dates des dividendes
Date ex-dividendeMay 26 2026
Date de paiement du dividendeJun 09 2026
Jours jusqu'au dividende Ex11 days
Jours jusqu'à la date de paiement du dividende3 days

Le site JBTM verse-t-il des dividendes fiables ?

Voir JBTM l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/05 00:07
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

JBT Marel Corporation est couverte par 16 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Mircea DobreBaird
John JoynerBMO Capital Markets Equity Research
Andrew ObinBofA Global Research