NYSE$JBTM

JBT Marel Corp. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

JBT Corporation's first quarter results were reported, demonstrating strong demand countered by supply chain and inflationary pressures.

JBT Corporation reported a 16% increase in orders year-over-year, reaching $566 million, and a record backlog of $1.1 billion, up 43% year-over-year. Revenue increased by 12% to $469 million. However, the company faced challenges from supply chain disruptions, inflation, and labor shortages, impacting productivity and margins. Diluted earnings per share were $0.80, or $0.87 as adjusted.

  • Orders increased 16% year-over-year to $566 million.
  • Revenue reached $469 million, a 12% increase year-over-year.
  • Record backlog grew 43% year-over-year to $1.1 billion.
  • Adjusted earnings per share were $0.87, compared to $0.90 in the prior year.

Headline financials

Total Revenue

$469M

Previous: $418M+12.3%
EPS (adj)

$0.87

Previous: $0.90-3.3%
Adjusted EBITDA Margin

11.5%

Previous: 14.0%-17.9%
Free Cash Flow

$25.6M

Previous: $27M-5.2%
Net Income

$25.6M

Previous: $27M-5.2%
Operating Income

$30.6M

Previous: $37.8M-19.0%
Gross Profit

$140M

Previous: $133M+4.7%
Cash & Equivalents

$84.2M

Previous: $57.5M+46.4%
Total Assets

$2.21B

Previous: $1.79B+23.2%
Stock-Based Comp

$1.7M

Previous: $1.8M-5.6%

Revenue & EPS history

JBT · Revenue · Quarterly

$469M

Q1 2022+12.3%vs Q1 2021
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

JBT · $3.8B total across 2 segments · Q4 2025

  • Prepared Food and Beverage
    $2.08B
  • Protein Solutions
    $1.72B

Forward guidance

JBT expects year over year consolidated revenue growth of 15 - 17 percent for the second quarter of 2022. Second quarter 2022 earnings per share guidance is $1.00 - $1.15 on a GAAP basis and $1.05 - $1.20 as adjusted. For full year 2022, JBT expects year over year FoodTech revenue growth of 15 - 18 percent and AeroTech's year over year revenue growth expectations have increased to 18 - 22 percent. Full year 2022 earnings per share guidance is $4.70 - $5.00 on a GAAP basis and $5.00 - $5.30 as adjusted.

Tailwinds

  • Second quarter consolidated revenue growth of 15 - 17 percent is expected.
  • FoodTech organic revenue growth is forecast to be 11 - 13 percent, with acquisitions adding approximately 4 percent.
  • AeroTech revenue growth is expected to be 20 - 25 percent.
  • FoodTech operating margin for the second quarter is anticipated to be 13 - 14 percent.
  • AeroTech revenue growth expectations have increased to 18 - 22 percent.

Headwinds

  • Outlook reflects a higher level of uncertainty associated with supply chain, inflation, and labor constraints.
  • Foreign exchange headwinds are expected to partially offset FoodTech revenue growth by approximately 2 percent in Q2.
  • Quarterly corporate expense is forecast at approximately 2.8 percent of sales.
  • Interest expense is expected to be approximately $2.5 million for the quarter.
  • The quarterly tax rate is expected to be 22 - 23 percent, excluding discrete items.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.2%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+0.8%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+22.4%

Q2 2018

Best reaction

-21.1%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+13.7%+20.8%+8.4%
Q4 2025+0.6%-5.8%-19.8%
Q3 2025+12.1%+13.4%+13.3%
Q1 2025-4.2%+4.9%+10.6%
Q4 2024+15.3%+12.6%+7.4%
Q3 2024+14.8%+17.1%+22.0%
Q2 2024+1.0%-3.6%-7.9%
Q1 2024+1.4%+3.4%+7.2%
Q4 2023-6.0%-4.3%-1.8%
Q3 2023+11.0%+4.9%+11.8%
Q2 2023-7.3%-10.2%-11.1%
Q1 2023-2.2%+1.1%-4.3%
Q4 2022-2.3%-3.7%-8.6%
Q3 2022-8.4%-5.9%-5.3%
Q2 2022-4.3%-1.3%-5.1%
Q1 2022+4.6%+8.4%+10.3%
Q4 2021-21.1%-15.6%-10.5%
Q3 2021+0.3%+2.9%+8.8%
Q2 2021+0.2%+6.9%+1.0%
Q1 2021+3.5%+5.3%+2.8%
Q4 2020+9.7%+13.9%+1.0%
Q3 2020-2.1%-3.1%+31.0%
Q2 2020+4.8%+4.2%+13.3%
Q1 2020-4.9%-13.4%+1.8%
Q4 2019+1.7%-2.8%-43.1%
Q3 2019+1.8%+2.4%+4.5%
Q2 2019-1.6%-11.7%-17.0%
Q1 2019+9.1%+14.1%+2.5%
Q4 2018+6.3%+6.9%+2.7%
Q3 2018-10.8%-11.3%-18.5%
Q2 2018+22.4%+16.4%+20.4%
Q1 2018-16.1%-18.2%-18.1%
Q4 2017-7.8%-8.0%-8.9%
Q3 2017+8.7%+5.9%+10.6%
Q2 2017-1.8%-1.7%-4.9%
Q1 2017-3.4%-2.6%-5.3%
Q4 2016+5.2%+3.8%+3.2%
Q3 2016+3.7%+7.6%+23.6%
Q2 2016-0.5%-0.7%+2.7%
Q1 2016-8.4%
Q4 2015+14.7%
Q3 2015+9.8%
Q2 2015+0.8%
Q1 2015+9.8%
Q4 2014+5.2%
Q3 2014+1.5%
Q2 2014+5.0%
Q1 2014+0.6%
Q4 2013-0.6%
Q3 2013-1.5%
Q2 2013-6.4%
Q1 2013-0.2%
Q4 2012+11.3%
Q3 2012-2.5%
Q2 2012+1.8%
Q1 2011+0.3%
Q1 2012+1.0%
Q4 2009-1.0%
Q4 2011-1.0%
Q3 2011+2.7%
Q3 2010+2.7%
Q2 2010-7.9%
Q2 2011-7.9%
Q4 2010-7.9%
Q1 2010+6.0%

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