NYSE$JBTM

JBT Marel Corp. · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported fourth quarter and full year results, achieving double-digit revenue and earnings per share growth, driven by FoodTech and AeroTech segments.

JBT Corporation reported strong fourth-quarter results with a 20% increase in consolidated revenue and significant growth in earnings per share. The company's FoodTech segment saw revenue growth of 20%, and AeroTech revenue increased by 23%. The company is optimistic about continued growth in 2023, driven by its resilient business model, recent acquisitions, and diverse product offerings.

  • Consolidated revenue increased 20 percent year over year to $599 million.
  • Earnings per share increased to $1.17, up 18 percent year-over-year.
  • Adjusted earnings per share increased to $1.49, a 60 percent year-over-year increase.
  • Total backlog increased 5 percent year over year to $1.1 billion.

Headline financials

Total Revenue

$599M

Previous: $498M+20.4%
EPS (adj)

$1.49

Previous: $0.92+62.0%
Adjusted EBITDA Margin

14.3%

Previous: 11.7%+22.2%
Free Cash Flow

$59.4M

Previous: $190M-68.8%
Net Income

$38M

Previous: $32M+18.8%
Operating Income

$50M

Previous: $35M+42.9%
Gross Profit

$167M

Previous: $141M+18.1%
Cash & Equivalents

$73.1M

Previous: $78.8M-7.2%
Total Assets

$2.58B

Previous: $2.14B+20.7%
Stock-Based Comp

$2.9M

No prior period

Revenue & EPS history

JBT · Revenue · Quarterly

$599M

Q4 2022+20.4%vs Q4 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 expects growth in FoodTech to be driven by its resilient business model, recent acquisitions, and diverse product offerings. AeroTech is expected to recover, with growth driven by commercial airlines and infrastructure spending. Margins at FoodTech and AeroTech are expected to increase, approaching pre-pandemic levels, and JBT anticipates another year of double-digit earnings per share growth.

Tailwinds

  • FoodTech year-over-year revenue growth is estimated to be 5 - 9 percent for full year 2023.
  • AeroTech year-over-year revenue growth is estimated to be 10 - 13 percent for full year 2023.
  • FoodTech operating profit margin is forecast to be 13 - 14 percent for full year 2023.
  • AeroTech operating profit margin is forecast to be 11.25 - 11.75 percent for full year 2023.
  • Adjusted EPS is projected to be $5.00 - $5.50 for full year 2023.

Headwinds

  • First quarter is generally the lowest quarter in a given year due to seasonality.
  • EPS in the first quarter of 2023 reflects a meaningful increase in FoodTech depreciation and amortization from acquisitions and capitalized digital investments in 2022.
  • Higher interest expense and taxes are expected in the first quarter of 2023.
  • FoodTech year-over-year revenue growth is estimated to be 4 - 7 percent for the first quarter of 2023.
  • AeroTech year-over-year revenue growth is expected to be 15 - 20 percent for the first quarter of 2023.

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 Q4 2022

Historical avgQ4 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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