JBT Marel beats Q4 revenue estimates, swings to profit

JBT Marel

23/02/2026 21:29

Overview

Food technology provider's Q4 revenue exceeded $1 bln, beating analyst expectations

Company realigned segments to Protein and Prepared Food & Beverage Solutions

Net income for Q4 was $53.1 mln compared to loss of $7 mln a year ago

Outlook

JBT Marel anticipates full-year 2026 revenue of $3.99 bln to $4.065 bln

Company expects 2026 adjusted EPS between $8.00 and $8.50

JBT Marel forecasts 2026 adjusted EBITDA margin of 17.0% to 17.5%

Result Drivers

DEMAND RECOVERY - Co benefited from a recovery in demand in protein end markets, especially poultry

SYNERGY SAVINGS - Co realized $43 mln in synergy savings, contributing to performance

Company press release: ID:nBw2Z9yLDa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.008 bln
$991.51 mln (6 Analysts)
Q4 Net Income
$53.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for JBT Marel Corp is $169.00, about 2.5% above its February 20 closing price of $164.91

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 18 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)