NYSE$JBTM

JBT Marel Corp. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported an increase in revenue and earnings per share, driven by strong demand in FoodTech and AeroTech segments, but faced challenges from inflation, supply chain impacts, and foreign exchange headwinds.

JBT Corporation reported strong second-quarter results with a 14% increase in revenue to $542 million and earnings per share of $1.04 ($1.13 as adjusted). The company navigated a challenging operating environment with strong demand in FoodTech and AeroTech, while also announcing the acquisition of Bevcorp to expand its presence in the beverage processing and packaging market.

  • Revenue increased by 14% year over year to $542 million.
  • Earnings per share (EPS) was $1.04, or $1.13 as adjusted.
  • Total backlog increased by 25% year over year to $1.1 billion.
  • Signed a definitive agreement to acquire Bevcorp to expand JBT's presence in the beverage processing and packaging market.

Headline financials

Total Revenue

$542M

Previous: $476M+14.0%
EPS (adj)

$1.13

Previous: $1.19-5.0%
Adjusted EBITDA Margin

12.0%

Previous: 14.7%-18.4%
Free Cash Flow

$33.4M

Previous: $30.5M+9.5%
Net Income

$33.4M

Previous: $30.5M+9.5%
Operating Income

$42.2M

Previous: $47.3M-10.8%
Gross Profit

$151M

Previous: $476M-68.2%
Cash & Equivalents

$68.1M

Previous: $202M-66.3%
Total Assets

$2.22B

Previous: $1.98B+12.4%
Stock-Based Comp

$3M

Previous: $2.3M+30.4%

Revenue & EPS history

JBT · Revenue · Quarterly

$542M

Q2 2022+14%vs Q2 2021
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 revising its full year 2022 guidance to reflect softening economic conditions in Europe and a higher foreign exchange headwind for FoodTech as well as a modest improvement in revenue growth at AeroTech.

Tailwinds

  • The Company anticipates full year 2022 consolidated revenue growth of 15 - 17 percent.
  • At FoodTech, organic revenue growth is expected to be 13 - 15 percent with acquisitions adding approximately 4 percent and a foreign exchange headwind of 4 - 5 percent.
  • At AeroTech, revenue growth is forecast to be 23 - 25 percent.
  • Full year 2022 FoodTech operating margin is projected to be 13.0 - 13.75 percent with adjusted EBITDA margin of 17.5 - 18.25 percent.
  • AeroTech operating margin is forecast to be 8.5 - 9.5 percent with adjusted EBITDA margin of 9.5 - 10.5 percent.

Headwinds

  • Softening economic conditions in Europe
  • A higher foreign exchange headwind for FoodTech
  • Full year corporate expense is estimated to be approximately 2.9 percent of sales, which includes $14 - $15 million associated with the digital strategy and excludes M&A-related costs and LIFO expense.
  • Interest expense is estimated to be approximately $11 million, and the projected full year tax rate is 22 - 23 percent, excluding discrete items.
  • Full year 2022 earnings per share guidance is $4.40 - $4.60 on a GAAP basis and $4.90 - $5.10 as adjusted.

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 2022

Historical avgQ2 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%

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