NYSE$JBTM

JBT Marel Corp. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

JBT Corporation reported strong results, with revenue, adjusted EBITDA, and adjusted EPS from continuing operations reaching record quarterly levels.

JBT Corporation reported a strong third quarter in 2024, achieving double-digit year-over-year growth in revenue and adjusted EBITDA. The company's performance was driven by recovery in demand from global poultry customers and diverse end market solutions. JBT is reiterating its guidance for revenue, adjusted EBITDA, and adjusted EPS.

  • Revenue increased 12 percent to $454 million.
  • Income from continuing operations increased 23 percent to $38 million.
  • Adjusted EBITDA increased 23 percent to $82 million, with adjusted EBITDA margin increasing 160 basis points to 18.0 percent.
  • Diluted EPS increased 22 percent to $1.18, and adjusted EPS increased 35 percent to $1.50.

Headline financials

Total Revenue

$454M

Previous: $404M+12.4%
EPS

$1.21

Previous: $1.11+9.0%
Inbound Orders

$440M

No prior period
Quarter-ending Backlog

$698M

No prior period
Capital Expenditures

-$6.9M

Previous: -$10.9M+36.7%
Free Cash Flow

$38.9M

Previous: $468M-91.7%
Net Income

$38.9M

Previous: $468M-91.7%
Operating Income

$46.8M

Previous: $36M+30.0%
Total Assets

$2.79B

Previous: $2.69B+3.7%
Stock-Based Comp

$3.6M

Previous: $2.5M+44.0%

Revenue & EPS history

JBT · Revenue · Quarterly

$454M

Q3 2024+12.4%vs Q3 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 is updating its full year 2024 guidance for income from continuing operations and GAAP EPS to account for JBT's plan to settle all outstanding obligations of its fully funded pension plan through the combination of voluntary lump sum payments and the purchase of an annuity contract. JBT is reiterating its guidance for revenue, adjusted EBITDA, and adjusted EPS.

Tailwinds

  • Revenue: $1,715 - $1,750 million
  • Adjusted EBITDA: $295 - $305 million
  • Adjusted EBITDA margin: 17.0 - 17.5%
  • Adjusted EPS: $5.05 - $5.35

Headwinds

  • Income from continuing operations: $116 - $125 million
  • GAAP EPS: $3.60 - $3.90
  • Anticipates incurring approximately $28 - $32 million in a non-cash, pre-tax charge during the fourth quarter of 2024 related to pension plan settlement.
  • The non-cash pre-tax charge will impact income from continuing operations and GAAP EPS.
  • Settling all outstanding obligations of its fully funded pension plan through the combination of voluntary lump sum payments and the purchase of an annuity contract.

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 2024

Historical avgQ3 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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