JBT Marel Corporation (JBTM) reported second-quarter 2026 revenue of $981 million, up 5 percent from the prior-year period, with about 2 percent benefit from foreign exchange translation. Net income rose to $28 million from $3 million, and diluted earnings per share was $0.54 compared with $0.07.
The company reported orders of $1.03 billion, quarter-ending backlog of $1.54 billion and a book-to-bill ratio of 1.05x. JBT Marel reiterated full-year 2026 revenue and adjusted EBITDA margin guidance and updated GAAP EPS guidance to reflect a second-quarter impairment charge.
- Second-quarter net income margin was 2.9 percent.
- Adjusted EBITDA was $168 million, with an adjusted EBITDA margin of 17.1 percent.
- Protein Solutions revenue increased 11 percent to $467 million.
- Prepared Food and Beverage Solutions revenue was $514 million and was flat from a year earlier.
- Year-to-date operating cash flow was $221 million, and free cash flow was $179 million.
- The company repurchased about 200,000 shares for $26 million during the quarter.
- Full-year 2026 guidance includes revenue of $3.99 billion to $4.065 billion and GAAP diluted EPS of $4.20 to $4.70.
$JBTM Insider Trading Activity
$JBTM insiders have traded $JBTM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $JBTM stock by insiders over the last 6 months:
- BRIAN A DECK (CEO) has made 0 purchases and 2 sales selling 18,634 shares for an estimated $2,813,403.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JBTM Hedge Fund Activity
We have seen 188 institutional investors add shares of $JBTM stock to their portfolio, and 157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 1,390,545 shares (-71.6%) from their portfolio in Q1 2026, for an estimated $177,808,989
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,291,972 shares (+88.6%) to their portfolio in Q1 2026, for an estimated $165,204,459
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 564,745 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $72,213,943
- CHANNING CAPITAL MANAGEMENT, LLC added 494,423 shares (+1078.0%) to their portfolio in Q2 2026, for an estimated $71,691,335
- P2 CAPITAL PARTNERS, LLC removed 224,482 shares (-49.9%) from their portfolio in Q1 2026, for an estimated $28,704,513
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. removed 212,835 shares (-32.2%) from their portfolio in Q1 2026, for an estimated $27,215,211
- MIROVA added 194,430 shares (+inf%) to their portfolio in Q1 2026, for an estimated $24,861,764
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
