NYSE$JBTM

JBT Marel Corp. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

JBT Corp's Q3 2022 results were released, showing year-over-year revenue and earnings growth, driven by FoodTech and AeroTech segments, despite macroeconomic challenges.

JBT Corporation reported a 16% increase in consolidated revenue to $555 million in Q3 2022. Earnings per share increased by 18% to $1.07, and adjusted earnings per share increased by 25% to $1.27. The company completed the acquisitions of Alco and Bevcorp during the quarter.

  • Consolidated revenue increased by 16% year-over-year to $555 million.
  • Earnings per share rose to $1.07, while adjusted earnings per share reached $1.27, reflecting year-over-year increases of 18% and 25%, respectively.
  • Total backlog grew by 15% year-over-year, reaching $1.0 billion.
  • Alco and Bevcorp acquisitions were completed, expanding JBT's presence in protein processing and carbonated beverage applications.

Headline financials

Total Revenue

$555M

Previous: $477M+16.3%
EPS (adj)

$1.27

Previous: $1.02+24.5%
Adjusted EBITDA Margin

13.4%

Previous: 13.7%-2.2%
Free Cash Flow

$34.2M

Previous: $29.3M+16.7%
Net Income

$34.2M

Previous: $29.3M+16.7%
Operating Income

$45.9M

Previous: $40.5M+13.3%
Gross Profit

$160M

Previous: $143M+12.1%
Cash & Equivalents

$52.6M

Previous: $58.2M-9.6%
Total Assets

$2.55B

Previous: $2.04B+25.3%
Stock-Based Comp

$2.6M

Previous: $2.4M+8.3%

Revenue & EPS history

JBT · Revenue · Quarterly

$555M

Q3 2022+16.3%vs Q3 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 updated its full year guidance to account for greater than expected foreign exchange headwinds, timing of margin progression at AeroTech, and the addition of Bevcorp. Consolidated Revenue Growth (Year over Year) is expected to be 15.75 – 16.25%. GAAP EPS is expected to be $4.05 – $4.20 and Adjusted EPS is expected to be $4.65 – $4.80.

Tailwinds

  • FoodTech year over year revenue growth is estimated to be 13.25 - 13.75 percent, which is comprised of 12.5 - 13 percent from organic growth, approximately 6.5 percent from acquisitions, and a negative foreign exchange impact of approximately 6 percent.
  • FoodTech operating profit margin is forecast to be 13.0 - 13.3 percent, and adjusted EBITDA margin is expected to be 18 - 18.3 percent.
  • AeroTech year over year revenue growth is estimated to be 23 - 24 percent.
  • AeroTech operating profit margin is forecast to be 7.75 - 8.25 percent, and adjusted EBITDA margin is projected to be 8.5 - 9 percent.
  • Corporate expense guidance excludes approximately $8 million in M&A related costs, $7 million in LIFO expense, and $3 million in restructuring expense.

Headwinds

  • greater than expected foreign exchange headwinds as a result of the strong dollar
  • timing of margin progression at AeroTech
  • negative foreign exchange impact of approximately 6 percent on FoodTech year over year revenue growth
  • The Company's net leverage ratio is currently above its target range due to the acquisitions of Alco and Bevcorp, which were completed in the third quarter.
  • The Company expects its net leverage ratio to be approximately 3.0x by year end 2022.

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 Q3 2022

Historical avgQ3 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%

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