Pulling SEC filings + quote and writing the call…

JBT MAREL Corp
Next earnings Aug 3, 2026 · consensus $2.06 EPS, $1.01B rev
Last earnings +0.9% on 2026-05-04
Marel deal doubled revenue and EBITDA but pushed JBTM to a net loss on integration and pension charges; a synergy show-me hold.
JBT Marel is in the middle of a transformational integration. The January 2, 2025 acquisition of Marel roughly doubled the business: revenue surged 121.3% to $3.80B (MD&A: $3,798.2M, of which Marel added $1,966.0M while organic growth was only $39.8M), total assets jumped 139.9% to $8.19B, and equity rose 189.1% to $4.46B as stock was issued for the deal. Operating income grew 60.0% to $189M and the MD&A reports Adjusted EBITDA up 103.5% to $600.4M, so the combined franchise has real scale in food-processing machinery with roughly 50% recurring aftermarket/service revenue and robust poultry demand.
Sources: SEC EDGAR (CIK 0001433660, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:22 PM.
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The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.40B | $1.59B | $1.66B | $1.72B | $3.80B |
| Gross profit | $220M | $255M | — | — | — |
| Operating income | $126M | $133M | $165M | $118M | $189M |
| Net income | $119M | $137M | $583M | $85.4M | -$50.5M |
| Diluted EPS | $3.71 | $4.28 | $18.13 | $2.65 | -$0.98 |
| Net margin | 8.5% | 8.6% | 35.0% | 5.0% | -1.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
| 2026-06-01 | Savage Ann Director | Award | 1.23K | |
| 2026-06-01 | Masson Arnar Thor Director | Award | 1.23K | |
| 2026-06-01 | KAWALEK POLLY B Director | Award | 1.96K | |
| 2026-06-01 | JACKSON LAWRENCE V Director | Award | 1.23K | |
| 2026-06-01 | Harrington Charles L. Director | Award | 1.96K | |
| 2026-06-01 | Gudmundsson Olafur S Director | Award | 1.23K | |
| 2026-06-01 | Gronfeldt Svafa Director | Award | 1.23K | |
| 2026-06-01 | FELDMAN ALAN D Director | Award | 1.23K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.