Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
JBT Marel Corporation (JBTM)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$126.82+0.44%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
9.23 → 9.28 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for JBTM yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Implement $200M share repurchase program | The company is buying back $200 million of stock, showing strong capital allocation. | Intact | Share repurchase program is canceled or materially reduced | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 4 supplied quarters. Management reported: ““The increased share purchase program announced today provides greater flexibility to opportunistically repurchase shares when we believe our stock is trading below the long-term value of JBT Marel.” “The Board of Directors also authorized a new share repurchase plan of up to $200 million of the Company’s common stock, effective June 1, 2026, through May 31, 2029.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is an execution-led industrials story, not yet a proven durable compounder, because earnings quality is loss-making. The long-term thesis is in a watch state: recent signals improved to mildly favorable, while performance remains below its industry cohort.
The valuation evidence is mixed: one measure points to JBTM being cheap versus peers, while another shows a 60% premium to peers. The overall priced-in tag is justified, with low fragility, but the negative expectations gap suggests expectations are not especially supportive.
Near term, revenue growth is tracking management’s 5% to 7% 2026 goal, and the company has begun repurchasing shares under its newly authorized program. Synergy savings execution is mixed, and a recent earnings miss plus a run of misses and peer weakness remain risks; the next guidance update is important.
The multi-year thesis depends on sustained revenue growth and progress toward the $60 million 2026 synergy savings goal. Near term, a guidance cut would weaken the setup, while continued strong results and guidance from industrial bellwethers could support sector momentum; misses from those peers could remove that support.
Over the next 1 to 3 years, JBTM has evidence of growth execution, but loss-making earnings and mixed savings progress leave the thesis dependent on continued delivery. The valuation signals conflict, so the key read is whether company results and the sector backdrop improve. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Achieve $60M synergy cost savings in 2026 | Synergy cost savings of $60 million support profitability. | Under Pressure | Synergy cost savings fall below $50 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “"Our strong quarterly and year-to-date margins reflect the meaningful benefits from our cost synergy initiatives, including labor productivity, supply chain savings, and footprint optimization.” “JBT Marel Second Quarter 2026 Consolidated Results "We continue to execute on our integration and cost synergy initiatives, which we expect will enable $60 million of in-year realized savings for 2026," said Matt Meister, Chief Financial Officer.” Operating income was $100.000 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
EPS near $4.92 in 2026 | Profit margins remain stable with EPS guidance near $4.92 for 2026. | Intact | EPS guidance midpoint falls below $4.7 in FY26 | Diluted EPS: $1.34 per share FY2026-Q3; GAAP. Published target: ~$4.92 EPS. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 20261.34 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Consolidated revenue growth of 5-7% in 2026 | A primary condition in JBT Marel Corporation's published investment case. The stated target is 5-7% YoY growth. | Intact | YoY revenue growth falls below 5% in FY26 | Revenue growth: -0.73% FY2026-Q3; GAAP. Published target: 5-7% YoY growth. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 2026-0.729052 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: ““We are revising our full-year 2026 revenue outlook to reflect lower, near-term CPG-related volume expectations, and at the same time, are increasing the midpoint of our margin guidance as we continue to drive operational efficiencies and disciplined cost management," added Deck.” “Please see supplemental schedules for adjustments and reconciliations.” Revenue was $994.000 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$9.36 → $9.28 · observed estimates
$4.23B → $4.20B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $9.36 | $4,225,182,493 | 5 / 5 |
| 2026-07-25 | $9.36 | $4,225,182,493 | 5 / 5 |
| 2026-07-26 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-07-27 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-07-28 | $9.36 | $4,225,182,493 | 5 / 5 |
| 2026-07-29 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-07-30 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-07-31 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-08-01 | $9.36 | $4,225,182,493 | 5 / 5 |
| 2026-08-02 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-08-03 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-08-04 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-08-05 | $9.36 | $4,225,182,490 | 6 / 6 |
| 2026-08-06 | $9.36 | $4,225,182,493 | 5 / 5 |
| 2026-08-07 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-08 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-09 | $9.26 | $4,225,575,880 | 6 / 6 |
| 2026-08-10 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-12 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-13 | $9.25 | $4,225,742,540 | 6 / 6 |
| 2026-08-14 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-15 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-16 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-17 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-18 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-19 | $9.26 | $4,225,575,876 | 5 / 5 |
| 2026-08-20 | $9.25 | $4,225,742,543 | 5 / 5 |
| 2026-08-21 | $9.25 | $4,225,742,543 | 5 / 5 |
| 2026-08-22 | $9.25 | $4,225,742,543 | 5 / 5 |
| 2026-08-23 | $9.25 | $4,225,742,543 | 5 / 5 |
| 2026-08-24 | $9.25 | $4,225,742,543 | 5 / 5 |
| 2026-08-25 | $9.25 | $4,225,742,543 | 5 / 5 |
| 2026-08-26 | $9.26 | $4,226,179,322 | 5 / 5 |
| 2026-08-27 | $9.26 | $4,226,179,322 | 5 / 5 |
| 2026-08-28 | $9.26 | $4,226,179,322 | 5 / 5 |
| 2026-08-29 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-08-30 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-08-31 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-01 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-02 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-03 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-04 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-05 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-06 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-07 | $9.26 | $4,226,179,322 | 6 / 6 |
| 2026-09-08 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-09 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-10 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-11 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-12 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-13 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-14 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-15 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-16 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-17 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-18 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-19 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-20 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-21 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-22 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-23 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-24 | $9.29 | $4,226,179,322 | 6 / 6 |
| 2026-09-25 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-09-26 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-09-27 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-09-28 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-09-29 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-09-30 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-01 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-02 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-03 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-04 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-05 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-06 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-07 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-08 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-09 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-10 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-11 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-12 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-13 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-14 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-15 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-16 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-17 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-18 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-19 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-20 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-21 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-22 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-23 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-24 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-25 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-26 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-27 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-28 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-29 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-30 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-10-31 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-11-01 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-11-02 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-11-03 | $9.23 | $4,224,450,751 | 6 / 6 |
| 2026-11-04 | $9.28 | $4,196,865,036 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.