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Sep 30, 2023

JBT Q3 2023 Earnings Report

JBT Corporation reported strong margins and double-digit growth in orders.

Key Takeaways

JBT Corporation reported a 1% increase in revenue to $404 million. Income from continuing operations increased by 19% to $31 million, with adjusted EBITDA increasing by 9% to $66 million. Orders increased by 14% to $398 million and backlog increased by 4% to $689 million.

Income from continuing operations and EPS both increased 19 percent.

Adjusted EBITDA from continuing operations increased 9 percent.

Adjusted earnings per share from continuing operations increased 16 percent.

Backlog and orders increased 4 percent and 14 percent, respectively.

Total Revenue
$404M
Previous year: $555M
-27.3%
EPS
$1.11
Previous year: $1.27
-12.6%
Gross Profit
$144M
Previous year: $160M
-9.9%
Cash and Equivalents
$402M
Previous year: $52.6M
+663.7%
Free Cash Flow
$61.8M
Total Assets
$2.69B
Previous year: $2.55B
+5.3%

JBT

JBT

Forward Guidance

JBT is updating and narrowing its guidance for full year 2023 based on the fourth quarter outlook and year-to-date performance.

Positive Outlook

  • Revenue growth (year over year) 0 - 4%
  • Income from continuing operations $39 - $43 million
  • Adjusted EBITDA $73 - $79 million
  • Adjusted EBITDA margin 16.5 - 17.0%
  • GAAP EPS $1.20 - $1.35

Challenges Ahead

  • Tax rate is expected to be 22 - 23 percent, which is prior to any discrete items.
  • JBT expects to incur approximately $1.5 million in restructuring costs
  • JBT expects to incur approximately $1 million in LIFO expense
  • JBT expects to incur approximately $0.5 million in M&A related costs.
  • Interest income of approximately $2.5 million