JBT Marel Corporation Common Stock (JBTM)

A number of stocks fell in the afternoon session after an unexpectedly sharp rise in wholesale inflation fueled concerns about rising costs and their impact on corporate profits. The primary catalyst was the July 2025 Producer Price Index (PPI), a measure of inflation at the wholesale level, which jumped 0.9% against forecasts of a 0.2% rise. This represents the most significant monthly increase in over three years, pointing to mounting cost pressures for manufacturers, with tariffs cited as a key factor. This data complicates the Federal Reserve's upcoming interest rate decisions, as persistent inflation may prevent rate cuts, creating a headwind for cyclical sectors like Industrials.

Food processing and aviation equipment manufacturer John Bean (NYSE:JBT) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 132% year on year to $934.8 million. The company’s full-year revenue guidance of $3.7 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $1.49 per share was 16.4% above analysts’ consensus estimates.

A number of stocks jumped in the afternoon session after the second quarter (2025) earnings season got off to a strong start. Quarterly earnings reports released during the week exceeded Wall Street's expectations, fueling investor confidence. Around 50 S&P 500 components reported, with 88% of those exceeding analysts' expectations, FactSet data revealed. Investors were also encouraged by several positive reports that painted a picture of a resilient consumer. One key report revealed that shoppers increased their spending at U.S. retailers more than economists had anticipated. Precisely, retail sales increased 0.6% from May, surpassing the 0.2% estimate. This robust consumer spending is a crucial pillar supporting the economy. 

A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +2.0%, S&P 500 +2.0%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. 

Looking back on general industrial machinery stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including John Bean (NYSE:JBTM) and its peers.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Food processing and aviation equipment manufacturer John Bean (NYSE:JBT) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 118% year on year to $854.1 million. Guidance for next quarter’s revenue was optimistic at $900 million at the midpoint, 2.8% above analysts’ estimates. Its non-GAAP profit of $0.97 per share was 15.8% above analysts’ consensus estimates.

Since October 2024, John Bean has been in a holding pattern, posting a small return of 3.7% while floating around $102.36. However, the stock is beating the S&P 500’s 10.6% decline during that period.

As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the general industrial machinery industry, including John Bean (NYSE:JBTM) and its peers.