NYSE$JBTM

JBT Marel Corp. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

JBT's second quarter results were impacted by a shortfall in revenue, partially offset by sequential improvements in revenue and adjusted EBITDA.

JBT Corporation reported second quarter 2024 results with strong orders of $437 million. Revenue was $402 million, a decrease of 6 percent year over year. Income from continuing operations increased 8 percent to $31 million, with earnings per share of $0.95 and adjusted earnings per share of $1.05, both increasing 8 percent.

  • Strong orders of $437 million, just below all-time record.
  • Revenue of $402 million decreased 6 percent; expect full year revenue growth of 3 - 5%.
  • Income from continuing operations of $31 million and earnings per share of $0.95 increased 8 percent and 7 percent, respectively.
  • Adjusted earnings per share of $1.05 increased 8 percent.

Headline financials

Total Revenue

$402M

Previous: $428M-5.9%
EPS

$0.95

Previous: $0.97-2.1%
Inbound Orders

$437M

No prior period
Quarter-ending Backlog

$697M

No prior period
Capital Expenditures

-$10.5M

No prior period
Free Cash Flow

$30.7M

Previous: $31M-1.0%
Net Income

$30.7M

Previous: $31M-1.0%
Operating Income

$26.8M

Previous: $43.4M-38.2%
Total Assets

$2.69B

Previous: $2.59B+4.0%
Stock-Based Comp

$3.6M

Previous: $2.3M+56.5%

Revenue & EPS history

JBT · Revenue · Quarterly

$402M

Q2 2024-5.9%vs Q2 2023
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 updated its year-over-year revenue growth guidance to 3 to 5 percent. The Company narrowed its full year 2024 guidance for adjusted EBITDA and EPS. The Company is maintaining its adjusted EBITDA margin forecast and is expecting margins to improve sequentially in both the third and fourth quarter of 2024.

Tailwinds

  • Expecting margins to improve sequentially in both the third and fourth quarter of 2024.

Headwinds

  • Year-to-date performance impacted revenue growth guidance.
  • Now expects to incur approximately $40 million in pre-closing M&A costs related to the combination with Marel.

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 2024

Historical avgQ2 2024

+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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