NYSE · Industrials

JBT MAREL CORPORATION JBTM

JBT Marel Corporation provides technology solutions to food and beverage industry in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through Protein Solutions and Prepared Food and Beverage Solutions.

Industrial Machinery/Components

Company profile

Business mix

  • The company operates through Protein Solutions and Prepared Food and Beverage Solutions.
  • The company also provides automated guided vehicle systems for material handling requirements in the automotive manufacturing, warehouse, and medical facilities.
  • It serves poultry, beef, pork, seafood, ready-to-eat meals, fruits, vegetables, plant-based meat alternatives, dairy, bakery, pet foods, soups, sauces, juices, and aqua feed industries.
  • The company markets and sells its products and solutions through direct sales force, independent distributors, sales representatives, and technical service teams.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 38.43 FCF 4.91% Buyback -41.3%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.3% $84.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $5.1M Estimated from net reduced shares
Net share change / base shares -5.7% -39,960 / 700,000
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change +$14.1M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.7% 13F value change -$21.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 700,000 Last 4 periods -39,960 (-5.7%) Total shares 660,040 Value $84.4M
Soros Fund Management George Soros 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$39.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$39.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$22.8M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 29.3% 13F value change +$6.2M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$29.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.