NYSE$JBTM

JBT Marel Corp. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

JBT's first quarter expectations were outperformed, driven by stronger recurring revenue and higher shipments due to improved supply chain dynamics. FoodTech experienced high customer engagement focusing on automation, sustainability, and digitalization. AeroTech achieved record orders with strong demand from infrastructure and commercial airline markets.

JBT Corporation reported a 13% increase in revenue to $530 million for the first quarter of 2023. Net income remained consistent at $26 million, while adjusted EBITDA increased by 30% to $70 million. Adjusted earnings per share increased by 7% to $0.94. The company's backlog reached $1.2 billion, with orders totaling $638 million, a 13% increase.

  • Revenue increased by 13 percent to $530 million.
  • Net income was consistent at $26 million, with earnings per share of $0.80.
  • Adjusted EBITDA increased 30 percent to $70 million.
  • Orders increased 13 percent to $638 million and backlog increased 5% to $1.2 billion.

Headline financials

Total Revenue

$530M

Previous: $469M+12.9%
EPS (adj)

$0.94

Previous: $0.87+8.0%
Adjusted EBITDA Margin

13.2%

Previous: 11.5%+14.8%
Free Cash Flow

$25.6M

Previous: $25.6M+0.0%
Net Income

$25.6M

Previous: $25.6M+0.0%
Operating Income

$40M

Previous: $30.6M+30.7%
Gross Profit

$158M

Previous: $140M+13.5%
Cash & Equivalents

$45.7M

Previous: $84.2M-45.7%
Total Assets

$2.58B

Previous: $2.21B+16.7%
Stock-Based Comp

$2.3M

Previous: $1.7M+35.3%

Revenue & EPS history

JBT · Revenue · Quarterly

$530M

Q1 2023+12.9%vs Q1 2022
Beat estimate in 6 of 15 quarters(40%)
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 is largely reiterating its full year 2023 guidance and continues to expect that margins will approach pre-pandemic levels.

Tailwinds

  • FoodTech year-over-year revenue growth is estimated to be 5 - 10 percent for Q2 2023.
  • FoodTech operating profit margin is forecast to be 12.5 - 13.25 percent for Q2 2023.
  • FoodTech adjusted EBITDA margin is projected to be 18.0 - 18.75 percent for Q2 2023.
  • AeroTech year-over-year revenue growth is expected to be 4 - 7 percent for Q2 2023.
  • AeroTech operating profit margin is forecast to be 10 - 11 percent for Q2 2023.

Headwinds

  • Corporate expense is estimated to be approximately 2.7 percent of sales for Q2 2023, which excludes approximately $2 - $3 million in M&A related costs, $2 million in LIFO expense, and $3 million in restructuring expense.
  • Approximately $4 million of restructuring expense related to FoodTech for the full year 2023.
  • Corporate expense is forecast to be approximately 2.7 percent of sales for the full year 2023, which excludes approximately $8 million in M&A related costs, $8 - $9 million in LIFO expense, and $4 million in restructuring expense.
  • FoodTech year-over-year revenue growth is estimated to be 5 - 9 percent for full year 2023.
  • AeroTech year-over-year revenue growth is estimated to be 12 - 14 percent for full year 2023.

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 2023

Historical avgQ1 2023

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro