JBT Marel Corporation

NYSE:JBTM 株式レポート

時価総額：US$6.0b

JBT Marel 将来の成長

Future 基準チェック /36

JBT Marel利益と収益がそれぞれ年間92.9%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6% 65.7%なると予測されています。

主要情報

92.9%

収益成長率

65.73%

EPS成長率

Machinery 収益成長16.2%
収益成長率5.2%
将来の株主資本利益率6.00%
アナリストカバレッジ

Low

最終更新日31 Mar 2026

今後の成長に関する最新情報

Recent updates

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.

JBT Marel's Growth Plans Justify An Upgrade

Apr 26

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.

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.

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.

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.

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).

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.

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).

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).

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

Dec 31
We Think JBT Marel (NYSE:JBTM) Is Taking Some Risk With Its Debt

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.

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.

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).

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).

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.

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.

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.

Market Participants Recognise JBT Marel Corporation's (NYSE:JBTM) Revenues Pushing Shares 25% Higher

May 17
Market Participants Recognise JBT Marel Corporation's (NYSE:JBTM) Revenues Pushing Shares 25% Higher
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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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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.

業績と収益の成長予測

NYSE:JBTM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,473N/AN/AN/A1
12/31/20274,2123474335415
12/31/20264,0252443004715
12/31/20253,798-50238342N/A
9/30/20253,258-110274353N/A
6/30/20252,710-138283338N/A
3/31/20252,178-111210258N/A
12/31/20241,71685196234N/A
9/30/20241,6931444077N/A
6/30/20241,643137-1724N/A
3/31/20241,668135-1832N/A
12/31/20231,664129-1540N/A
9/30/20231,66110968136N/A
6/30/20231,65610469146N/A
3/31/20231,62310146120N/A
12/31/20221,59010456141N/A
9/30/20221,64710352135N/A
6/30/20221,72510762139N/A
3/31/20221,807111107179N/A
12/31/20211,40193172224N/A
9/30/20211,810117209254N/A
6/30/20211,752105243281N/A
3/31/20211,688107290324N/A
12/31/20201,728109218252N/A
9/30/20201,834121205236N/A
6/30/20201,904137162198N/A
3/31/20201,98613983122N/A
12/31/20191,94612972110N/A
9/30/20191,938130N/A163N/A
6/30/20191,930123N/A152N/A
3/31/20191,928123N/A161N/A
12/31/20181,920104N/A154N/A
9/30/20181,86681N/A63N/A
6/30/20181,80581N/A118N/A
3/31/20181,70066N/A76N/A
12/31/20171,63582N/A105N/A
9/30/20171,55686N/A109N/A
6/30/20171,48580N/A68N/A
3/31/20171,42880N/A91N/A
12/31/20161,35168N/A67N/A
9/30/20161,30066N/A91N/A
6/30/20161,22458N/A73N/A
3/31/20161,14953N/A82N/A
12/31/20151,10756N/A112N/A
9/30/20151,04850N/A76N/A
6/30/20151,01847N/A97N/A

アナリストによる今後の成長予測

収入対貯蓄率: JBTMは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。

収益対市場: JBTM今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: JBTM今後 3 年以内に収益を上げることが予想されます。

収益対市場: JBTMの収益 ( 5.2% ) US市場 ( 11.2% ) よりも低い成長が予測されています。

高い収益成長: JBTMの収益 ( 5.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: JBTMの 自己資本利益率 は、3年後には低くなると予測されています ( 6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/04 05:29
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

JBT Marel Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Mircea DobreBaird
John JoynerBMO Capital Markets Equity Research
Andrew ObinBofA Global Research