JBT Marel Performance degli utili passati
Criteri Il passato verificati 1/6
Gli utili di JBT Marel sono diminuiti a un tasso medio annuo di -24.4%, mentre il settore Machinery ha visto gli utili crescere a un tasso medio annuo di 7.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 16.3%. Il ritorno sul capitale proprio di JBT Marel è 3.8% e ha margini netti di 4.3%.
Informazioni chiave
-24.38%
Tasso di crescita degli utili
-25.62%
Tasso di crescita dell'EPS
| Machinery Crescita del settore | 8.77% |
| Tasso di crescita dei ricavi | 16.32% |
| Rendimento del capitale proprio | 3.75% |
| Margine netto | 4.34% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Jun 16
JBTM: Recurring Revenue And Protein Leadership Will Drive Future Upside Potential
The JBT Marel analyst price target has been revised lower to $178.75 from $182.08, reflecting analysts' use of a reduced comparable group multiple, even as they highlight the company's positioning in food and protein processing and its mix of recurring, higher margin revenues. Analyst Commentary Recent research on JBT Marel highlights both optimism around the company’s position in food and protein processing and some caution around the assumptions that feed into valuation targets.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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 AlphaAggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come JBT Marel guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 3,880 | 168 | 996 | 0 |
| 31 Dec 25 | 3,798 | -50 | 1,149 | 0 |
| 30 Sep 25 | 3,258 | -110 | 995 | 42 |
| 30 Jun 25 | 2,710 | -138 | 879 | 19 |
| 31 Mar 25 | 2,178 | -111 | 746 | -6 |
| 31 Dec 24 | 1,716 | 85 | 448 | 0 |
| 30 Sep 24 | 1,693 | 144 | 398 | 18 |
| 30 Jun 24 | 1,643 | 137 | 400 | 12 |
| 31 Mar 24 | 1,668 | 135 | 402 | 6 |
| 31 Dec 23 | 1,664 | 129 | 404 | 0 |
| 30 Sep 23 | 1,661 | 109 | 389 | 0 |
| 30 Jun 23 | 1,656 | 104 | 387 | 0 |
| 31 Mar 23 | 1,623 | 101 | 383 | 0 |
| 31 Dec 22 | 1,590 | 104 | 378 | 0 |
| 30 Sep 22 | 1,647 | 103 | 378 | 0 |
| 30 Jun 22 | 1,725 | 107 | 380 | 0 |
| 31 Mar 22 | 1,807 | 111 | 387 | 0 |
| 31 Dec 21 | 1,401 | 93 | 341 | 0 |
| 30 Sep 21 | 1,810 | 117 | 384 | 0 |
| 30 Jun 21 | 1,752 | 105 | 371 | 0 |
| 31 Mar 21 | 1,688 | 107 | 349 | 0 |
| 31 Dec 20 | 1,728 | 109 | 362 | 0 |
| 30 Sep 20 | 1,834 | 121 | 365 | 0 |
| 30 Jun 20 | 1,904 | 137 | 366 | 0 |
| 31 Mar 20 | 1,986 | 139 | 379 | 0 |
| 31 Dec 19 | 1,946 | 129 | 374 | 0 |
| 30 Sep 19 | 1,938 | 130 | 359 | 0 |
| 30 Jun 19 | 1,930 | 123 | 354 | 0 |
| 31 Mar 19 | 1,928 | 123 | 349 | 0 |
| 31 Dec 18 | 1,920 | 104 | 348 | 0 |
| 30 Sep 18 | 1,866 | 81 | 360 | -20 |
| 30 Jun 18 | 1,805 | 81 | 349 | -13 |
| 31 Mar 18 | 1,700 | 66 | 338 | -6 |
| 31 Dec 17 | 1,635 | 82 | 323 | 0 |
| 30 Sep 17 | 1,556 | 86 | 290 | 26 |
| 30 Jun 17 | 1,485 | 80 | 272 | 25 |
| 31 Mar 17 | 1,428 | 80 | 254 | 24 |
| 31 Dec 16 | 1,351 | 68 | 265 | 0 |
| 30 Sep 16 | 1,300 | 66 | 233 | 23 |
| 30 Jun 16 | 1,224 | 58 | 225 | 22 |
| 31 Mar 16 | 1,149 | 53 | 214 | 20 |
| 31 Dec 15 | 1,107 | 56 | 207 | 18 |
| 30 Sep 15 | 1,048 | 50 | 185 | 17 |
Guadagni di qualità: JBTM ha un grande una tantum perdita di $99.8M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: JBTM è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di JBTM sono diminuiti del 24.4% all'anno negli ultimi 5 anni.
Accelerare la crescita: JBTM è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: JBTM è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Machinery ( 2.4% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 3.8% ) di JBTM è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/13 09:51 |
| Prezzo dell'azione a fine giornata | 2026/07/13 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
JBT Marel Corporation è coperta da 16 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mircea Dobre | Baird |
| John Joyner | BMO Capital Markets Equity Research |
| Andrew Obin | BofA Global Research |