NYSE$JBTM

JBT Marel Corp. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

JBT's product and end market diversification drove solid contribution from recurring revenue and healthy order demand. The sale of AeroTech to Oshkosh Corporation was completed, transforming JBT into a pure-play food and beverage solutions provider.

JBT Corporation reported a 9 percent increase in revenue from continuing operations to $428 million for the second quarter of 2023. Income from continuing operations increased 8 percent, and adjusted EBITDA increased 34 percent. The company completed the sale of AeroTech to Oshkosh Corporation.

  • Revenue from continuing operations increased 9 percent to $428 million.
  • Income from continuing operations increased 8 percent to $28 million, with earnings per share increasing 9 percent to $0.87.
  • Adjusted EBITDA from continuing operations increased 34 percent to $71 million.
  • Orders from continuing operations increased 13 percent to $445 million, and backlog increased 4 percent to $697 million.

Headline financials

Total Revenue

$428M

Previous: $542M-21.1%
EPS (adj)

$0.97

Previous: $1.13-14.2%
Adjusted EBITDA Margin

16.7%

Previous: 12.0%+39.2%
Free Cash Flow

$31M

Previous: $33.4M-7.2%
Net Income

$31M

Previous: $33.4M-7.2%
Operating Income

$43.4M

Previous: $42.2M+2.8%
Gross Profit

$146M

Previous: $151M-3.3%
Cash & Equivalents

$42.8M

Previous: $68.1M-37.2%
Total Assets

$2.59B

Previous: $2.22B+16.5%
Stock-Based Comp

$2.3M

Previous: $3M-23.3%

Revenue & EPS history

JBT · Revenue · Quarterly

$428M

Q2 2023-21.1%vs Q2 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 introducing guidance for the third quarter 2023 and updating its full year 2023 outlook to reflect continuing operations.

Tailwinds

  • Third quarter 2023 revenue is expected to be $410 - $425 million.
  • Third quarter 2023 income from continuing operations is expected to be $21 - $26 million.
  • Third quarter 2023 adjusted EPS is expected to be $0.90 - $1.05.
  • Full year 2023 revenue is expected to be $1,670 - $1,720 million.
  • Full year 2023 adjusted EPS is expected to be $3.80 - $4.05.

Headwinds

  • Third quarter 2023 adjusted EBITDA includes approximately $16 million in corporate related costs.
  • Third quarter 2023 interest expense is estimated to be approximately $2 million.
  • Third quarter 2023 is expected to incur approximately $7 - $8 million in restructuring expense, $1 million in LIFO expense, and $1 - $2 million in M&A related costs.
  • The tax rate is estimated to be 22 - 23 percent.
  • Full year 2023 adjusted EBITDA includes approximately $57 - $60 million in corporate related costs.

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 2023

Historical avgQ2 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%

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