JBT Marel Corporation (JBTM) Releases Q4 2025 Earnings: Revenue Surges ~116% YoY but EPS Misses Estimates

By: Quiver EarningsTracker

Posted: 3 months, 3 weeks ago / Feb. 23, 2026 9:55 p.m. UTC

JBTM

JBT Marel Corporation (JBTM) reported results for Q4 2025. Key operating highlights include:

Revenue of $1.01 billion (up 115.57% year-over-year).

Gross profit of $348.1 million (up 94.04% year-over-year).

Operating profit of $72.3 million (up 360.51% year-over-year).

Net income attributable to common shareholders of $53.1 million (down 858.57% year-over-year).

Profitability and per-share results:

Diluted earnings per share of $1.01 (down 580.95% year-over-year).

Cost of sales rose to $659.9 million (up 128.97% year-over-year), weighing on margins.

Cash flow and balance sheet items:

Cash from operating activities of $117.4 million (down 8.78% year-over-year).

Capital expenditures (purchases of property, plant and equipment) of $33.9 million (up 239.0% year-over-year).

Cash and cash equivalents of $167.9 million (down 86.33% year-over-year).

Total liabilities of $3.73 billion (up 99.67% year-over-year).

How results compared with expectations:

Revenue of $1.01 billion versus an estimate of $1.01 billion.

Diluted EPS of $1.01 versus an estimate of $1.97, missing the consensus figure.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

JBT Marel Corporation Insider Trading Activity

JBT Marel Corporation insiders have traded $JBTM stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $JBTM stock by insiders over the last 6 months:

OLAFUR S GUDMUNDSSON has made 0 purchases and 3 sales selling 30,000 shares for an estimated $4,336,793.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

JBT Marel Corporation Hedge Fund Activity

We have seen 179 institutional investors add shares of JBT Marel Corporation stock to their portfolio, and 207 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,322,203 shares (-74.1%) from their portfolio in Q4 2025, for an estimated $801,896,326
FMR LLC added 511,489 shares (+35.8%) to their portfolio in Q4 2025, for an estimated $77,066,047
ACK ASSET MANAGEMENT LLC removed 350,546 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $52,816,765
CHAMPLAIN INVESTMENT PARTNERS, LLC removed 345,265 shares (-51.9%) from their portfolio in Q4 2025, for an estimated $52,021,077
MOORE CAPITAL MANAGEMENT, LP removed 339,512 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $47,684,460
SOROS FUND MANAGEMENT LLC removed 330,306 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $46,391,477
UBS GROUP AG removed 274,803 shares (-44.1%) from their portfolio in Q4 2025, for an estimated $41,404,568

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.