NYSE$JBTM

JBT Marel Corp. · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

JBT Corporation's results for the second quarter of 2021 were reported, demonstrating robust demand with record orders.

JBT Corporation reported strong second-quarter results, exceeding expectations for revenue and earnings, driven by record orders. The company is adjusting its full-year guidance to reflect robust commercial activity, increased cost pressures, and supply chain disruptions.

  • Revenue of $476 million and earnings per share of $0.95, or $1.19 as adjusted, exceeded expectations.
  • Record orders increased 68 percent year over year and 19 percent sequentially with an expanding backlog.
  • Generated strong operating cash flow of $45 million and free cash flow of $35 million.
  • Completed acquisition of Prevenio in early July.

Headline financials

Total Revenue

$476M

Previous: $412M+15.6%
EPS (adj)

$1.19

Previous: $1.09+9.2%
Adjusted EBITDA Margin

14.7%

Previous: 16.6%-11.4%
Free Cash Flow

$30.5M

Previous: $32.5M-6.2%
Net Income

$30.5M

Previous: $32.5M-6.2%
Operating Income

$47.3M

Previous: $47.6M-0.6%
Gross Profit

$476M

Previous: $412M+15.6%
Cash & Equivalents

$202M

Previous: $58M+248.8%
Total Assets

$1.98B

Previous: $1.82B+8.5%
Stock-Based Comp

$2.3M

Previous: -$400K+675.0%

Revenue & EPS history

JBT · Revenue · Quarterly

$476M

Q2 2021+15.6%vs Q2 2020
Beat estimate in 11 of 16 quarters(69%)
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 has revised its full-year 2021 guidance to reflect strong first-half results and order trends, partially offset by increased inflationary pressures and supply chain challenges.

Tailwinds

  • Full-year 2021, the Company raised revenue growth guidance to 14 - 16 percent at FoodTech, including 2 percent from foreign exchange translation and 2 percent from acquisitions.
  • Projected operating margins of 14.0 - 14.75 percent and adjusted EBITDA margins in the 19.0 - 19.75 percent range for FoodTech.
  • The Company narrowed its revenue growth guidance to 1 - 4 percent compared to 2020 at AeroTech.
  • Operating and adjusted EBITDA margin guidance remains unchanged at 10.75 - 11.25 percent and 12.0 - 12.5 percent, respectively, for AeroTech.
  • JBT expects total revenue expansion of 10 to 13 percent for the full year.

Headwinds

  • Increased inflationary pressures
  • Supply chain challenges
  • Corporate expense is expected to be approximately 2.7 percent of revenue.
  • Interest expense for 2021 is forecasted at $9 million to $10 million and the tax rate is expected to be approximately 25 percent prior to a $4 million discrete item associated with a UK tax law change.
  • Current issues, including the rate of vaccination and new variants of the COVID-19 virus, could result in a slower recovery than currently anticipated in the full-year 2021 outlook.

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 Q2 2021

Historical avgQ2 2021

+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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