$JBTM

JBT Marel (NYSE:JBTM) said Q2 revenue was about $20M below expectations, mainly from delayed logistics shipments and production inefficiencies from facility moves, and that the deferral reduced quarterly EBITDA by about $5M to $6M. It reported $17M in IEEPA tariff refunds, offset by higher tariff expense and other costs. The company forecast Q3 organic revenue growth of 2% to 4% and maintained full-year guidance, targeting 2028 20% adjusted EBITDA margin.

JBT Marel reported a Q2 2026 earnings call with third straight quarter of orders above $1B, driven by double-digit Prepared Food and Beverage growth and poultry investment. Prepared Food revenue was flat due to logistics and production inefficiencies from a ~15% global footprint reduction. Full-year 2026 guidance was maintained; 2028 targets include $25M-$30M cost synergies and 20% adjusted EBITDA margin. A $200M buyback was authorized.

JBT Marel (JBTM) shares fell about 7.1% after Q2 adjusted EPS of $1.95 missed the $2.02 consensus. The company also cut full-year adjusted EPS guidance to $8.10 at the midpoint, down 1.8% from prior outlook. The article notes JBTM is volatile and highlights broader industrial and oil-rate sensitivity.

JBT Marel (NYSE:JBTM) reported Q2 CY2026 sales of $981 million, up 4.9% year on year and in line with Wall Street estimates, according to the company. Full-year revenue guidance was $4.03 billion at the midpoint, near consensus. Adjusted Q2 EPS was $1.95, 3.4% below analysts’ consensus, and the company guided full-year EPS from $7.45 to $8.93.

JBT MAREL Corp (JBTM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2026q2earningsexhibit9918k.htm EX-99.1 Document Exhibit 99.1 News Release JBT Marel Corporation 333 West Wacker Drive Suite 3400 Chicago, IL 60606 JBT Marel Corporation Reports Second Quarter 2026 Results Second Quarter 2026 Highlights: ◦ Continued strong demand with o

JBT Marel (NYSE: JBTM) is set to report Q2 earnings Monday. The prior quarter revenue was $936 million, up 9.6% year on year, and the company beat analysts on EBITDA and EPS. For the upcoming quarter, analysts expect revenue growth of 5.1% y/y. The article cites an average analyst price target of $178.75 versus a $138.47 share price.

Industrial stocks fell after Iran’s missile attack near the Strait of Hormuz pushed oil higher and revived inflation and rate concerns. The Industrial Select Sector SPDR (XLI) dropped ~2%; Brent neared $75 and WTI ~$71; the 10-year Treasury yield was ~4.47%. Shares of AYI, JBTM, and BLDR fell ~4% (BLDR -4.1%).

Wall Street Zen downgraded multiple stocks on June 21, including Predictive Oncology (AGPU) to sell from hold, Agape ATP (ATPC) to sell from hold, Bonk (BNKK) to sell from hold, Columbia Financial (CLBK) to sell from hold, and Camden Property Trust (CPT) to sell from hold. It also cut several ratings to hold or buy for companies such as Devon Energy (DVN), fuboTV (FUBO), and Alnylam (ALNY).

JBT Marel Corporation (JBTM) outlined plans at its 2026 Investor Day for focused acquisitions and improved margin through further savings, building on reported synergy realization of US$43 million. The company aims to add market-leading technologies and recurring revenue while applying clear cash return hurdles for deals. Investors are watching for sustained margin progress and successful integration, with identified risks including tariff exposure and merger execution.

JBT Marel Corporation announced that its segment realignment became effective for the fourth quarter of 2025, driven by the integration of its operating model after combining legacy JBT and Marel organizations. The company has recast its historical segment results in a Form 8-K. JBT Marel will report its fourth quarter and full year 2025 financial results on Monday, February 23, 2026, and will host an earnings conference call on Tuesday, February 24, 2026, at 10:00 AM ET.