Also trades as: JBT (NYSE) · $vol 75M

$108.60

+1.74 (+1.63%)

Weekly Expected Move ±3.6%

$101 $105 $109 $113 $117

NYSE · Industrials · Industrial - Machinery · Tech Score Strong Sell · Power 36 · $5.7B mcap · 52M float · 1.09% daily turnover · Short 69% of daily vol

Edge Score

Quantitative competitive moat analysis scoring five pillars of durable advantage — cost leadership, brand intangibles, switching costs, network effects, and efficient scale — using industry percentile rankings on a 0–100 scale.

WEAK EDGE

44.6 / 100

NoneWeakNarrowWide

Primary source: Intangible Assets · ROIC: 3.9% · 5Y Avg: 9.6%

Cost Advantage

Intangibles

Switching Cost

Network Effect

Scale

The Edge Score quantifies a company's competitive moat using five pillars: Cost Advantage (20%, operating margin and SG&A efficiency vs industry peers), Intangible Assets (25%, gross margin premium, R&D intensity, brand pricing power), Switching Costs (25%, revenue stability, earnings consistency, customer retention proxied by operating leverage), Network Effects (15%, revenue growth with expanding margins, market share dominance), and Efficient Scale (15%, market concentration, ROIC sustainability). Each pillar is scored 0–100 using industry percentile rankings, then weighted into a composite. Wide ≥ 70, Narrow ≥ 55, Weak ≥ 40, None < 40. JBTM shows a Weak competitive edge (44.6/100) — limited structural advantages that may face competitive pressure. The primary source of advantage is Intangible Assets. ROIC of 3.9% suggests modest returns relative to capital deployed.

Analyst Insights

Wall Street analyst consensus based on price targets and buy/sell/hold recommendations from institutional research coverage over the trailing 12 months.

Analyst Price Targets

$150

Low

$157

Avg Target

$171

High

Based on 3 analysts since Aug 3, 2026 earnings

Analyst Recommendations

Strong Buy: 0Buy: 3Hold: 0Sell: 0Strong Sell: 0

Rating Summary

ConsensusBuy

Avg Target$157.00

Analysts3

Price Target Change History

Date	Firm	Analyst	Old	New	Change	Upside @ Call	Stock@Call
2026-09-24	Robert W. Baird	—	$169	$171	+2	+51.0%	$113.28
2026-09-08	Barclays	—	Initiated	$150	—	+27.4%	$117.72
2026-08-25	KeyBanc	—	Initiated	$150	—	+30.3%	$115.08
2026-05-21	Seaport Global	—	Initiated	$165	—	+27.8%	$129.14
2026-05-21	Oppenheimer	Ian Zaffino	Initiated	$175	—	+36.0%	$128.71
2025-12-10	Jefferies	Saree Boroditsky	Initiated	$180	—	+30.6%	$137.81
2025-10-03	Robert W. Baird	—	Initiated	$169	—	+17.9%	$143.30

Financial Rating

Composite financial health rating (A+ to F) based on discounted cash flow valuation, return on equity, return on assets, debt-to-equity leverage, and relative P/E and P/B multiples.

Oct 02, 2026

DCF

ROE

ROA

D/E

P/E

P/B

The Financial Rating evaluates six fundamental factors — discounted cash flow (DCF) valuation, return on equity (ROE), return on assets (ROA), debt-to-equity leverage (D/E), and relative price-to-earnings (P/E) and price-to-book (P/B) multiples — each scored 1–5. JBTM receives an overall rating of B. Strongest factors: DCF (5/5), ROA (4/5). Areas of concern: ROE (2/5), D/E (1/5), P/E (1/5).

Rating Change History

Date	From	To
2026-08-12	B-	B
2026-08-11	B	B-
2026-08-06	B-	B
2026-08-05	B	B-
2026-08-04	B-	B
2026-07-01	B	B-
2026-05-18	B+	B
2026-05-12	B	B+
2026-05-11	B+	B
2026-05-05	C+	B+

InsiderStreet Scorecard

Proprietary multi-factor scorecard rating companies across seven fundamental dimensions — profitability, balance sheet strength, earnings quality, growth, value, momentum, and safety — each scored 0–100.

★ ★ ★ ★ ★ 61 Grade A

Profitability

Balance Sheet

Earnings Quality

Growth

Value

Momentum

100

Safety

Cash Flow

The InsiderStreet Scorecard rates companies across eight dimensions: Profitability (margins, ROA, ROE), Balance Sheet (leverage, liquidity, coverage), Earnings Quality (accruals, cash conversion), Growth (revenue and earnings trajectory), Value (P/E, P/B, earnings yield, Graham criteria), Momentum (revenue and earnings acceleration), Safety (Altman Z-Score risk adjustment), and Cash Flow (operating cash flow quality, FCF conversion, cash coverage). The overall score blends 35% quality, 35% value, and 30% momentum, with a penalty for distress-zone Altman scores. JBTM scores highest in Momentum (100/100) and lowest in Profitability (22/100). An overall grade of A places JBTM among the highest-quality companies in its peer group.

Risk & Quality Signals

Academic financial models used by institutional investors to assess bankruptcy risk, earnings manipulation, financial strength, and credit quality.

Altman Z-Score

2.21

Grey Zone

Piotroski F-Score

9/9

✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Beneish M-Score

-2.61

Unlikely Manipulator

Ohlson O-Score

-8.73

Bankruptcy prob: 0.0%

Low Risk

Credit Rating

BBB-

Score: 53.5/100

Trend: Improving

Earnings Quality

100/100

OCF/NI: 2.22x

Accruals: -2.9%

The Altman Z-Score (1968) combines five ratios — working capital, retained earnings, EBIT, market value of equity, and sales, all relative to total assets or liabilities — into a single bankruptcy predictor. JBTM scores 2.21, placing it in the Grey Zone (safe > 2.99, distress < 1.81). Financial distress is possible and warrants monitoring. The Piotroski F-Score (2000) is a 9-point binary checklist — four profitability tests (positive ROA, positive cash flow, improving ROA, cash flow exceeding net income), three leverage tests (declining debt ratio, improving current ratio, no share dilution), and two efficiency tests (improving gross margin, improving asset turnover). Each pass scores 1 point. JBTM scores 9/9, signaling strong financial health across all three dimensions. The Beneish M-Score (1999) is an 8-variable model that detects earnings manipulation by comparing year-over-year changes in receivables, gross margins, asset quality, sales growth, depreciation, SG&A, leverage, and accruals. Scores above −1.78 statistically resemble past manipulators. JBTM's score of -2.61 falls below this threshold, suggesting earnings are unlikely to be manipulated. The Ohlson O-Score (1980) is a 9-variable logistic regression that estimates bankruptcy probability using firm size, leverage, working capital, current ratio, profitability (ROA), cash flow coverage, negative equity flag, consecutive losses flag, and earnings trajectory. The raw score is converted to a probability via logistic transformation. JBTM's implied 0.0% bankruptcy probability is well within safe territory. Our Credit Rating model scores companies on five weighted components — solvency (30%), earning power (25%), leverage (20%), liquidity (15%), and cash flow quality (10%) — then blends the absolute score with sector and industry peer rankings. For companies with large buyback programs, equity is adjusted by adding back cumulative 5-year repurchases (capped at 80% of FCF generated) to avoid penalizing shareholder-friendly capital allocation. JBTM receives an estimated rating of BBB- (score: 53.5/100), with a improving trend. The Earnings Quality score measures how well reported earnings are backed by real cash. It evaluates the operating cash flow to net income ratio (OCF/NI ≥ 1.0 means every dollar of earnings is cash-backed) and the accruals ratio (the gap between earnings and cash flow relative to assets — lower is better). JBTM's score of 100/100 is high — cash flows strongly support reported earnings.

Valuation

Key valuation multiples comparing the stock's market price to its earnings, revenue, book value, and cash flows. Lower multiples may indicate relative undervaluation versus peers.

P/E

29.35x

PEG

0.03x

P/S

1.44x

P/B

1.27x

P/FCF

24.42x

P/OCF

17.76x

EV/EBITDA

16.79x

EV/Revenue

2.33x

EV/EBIT

31.05x

EV/FCF

29.47x

Earnings Yield

2.54%

FCF Yield

4.10%

Shareholder Yield

0.63%

Graham Number

$84.22

Equity-based multiples (P/E, P/B, P/FCF) compare the stock price to per-share fundamentals and are affected by capital structure. Enterprise value multiples (EV/EBITDA, EV/Revenue, EV/FCF) strip out debt and cash, making them more useful for cross-company comparisons regardless of how companies are financed. The Graham Number — √(22.5 × EPS × Book Value) — is Benjamin Graham's formula for the maximum price a defensive investor should pay. At 29.4x earnings, JBTM commands a growth premium. Graham's intrinsic value formula yields $84.22 per share, 29% below the current price.

DuPont Decomposition (5-Factor)

The 5-factor DuPont framework breaks Return on Equity into its component drivers — tax efficiency, interest burden, operating profitability, asset utilization, and financial leverage — to reveal what truly drives shareholder returns.

Tax Burden

0.807

NI / EBT

Interest Burden

0.809

EBT / EBIT

EBIT Margin

0.075

EBIT / Rev

Asset Turnover

0.483

Rev / Assets

Equity Multiplier

1.838

Assets / Equity

ROE

4.3%

The 5-factor DuPont identity decomposes ROE as: Tax Burden × Interest Burden × EBIT Margin × Asset Turnover × Equity Multiplier = ROE. This reveals whether returns are driven by operating performance, financial leverage, or tax efficiency — three very different sources of profitability. JBTM's ROE of 4.3% is driven by Asset Turnover (0.483), indicating efficient use of assets to generate revenue.

Graham-Dodd Adjusted Valuation

Our adaptation of Graham's growth formula (Fair P/E = 8.5 + 2g) from The Intelligent Investor. The classic version relies on analyst growth projections, which can be unreliable. This adjusted model substitutes the company's realized 3-year EPS CAGR — a backward-looking, verifiable measure of actual earnings power — grounding the valuation in demonstrated performance rather than forecasts.

Two adjustments we make, and why. Growth is capped at 15%. Graham defined g as expected growth over the next seven to ten years, not last year's rate. Across US companies since 1994 the median realized 7-year EPS growth is 5–8% regardless of how fast a company grew beforehand, and of 4,457 company-quarters that grew faster than 200%, none sustained it. Uncapped, the formula assigned fair multiples in the hundreds to companies that had never held that rate — and scored worse than simply reading the P/E. Capped, it carries real information. The verdict has three states, not two. Tested over 377,249 stock-months, this ratio only separates outcomes at its extremes: below 0.25 beat the universe by 1.3 points a year, above 3.0 lagged by 2.7, and everything in between sat inside a one-point band. Rather than call two-thirds of the market "undervalued" on a threshold of 1.0, we say Neutral where the model cannot tell — which is most of the time.

Adj. Growth Rate

0.00%

Fair P/E

8.50x

Intrinsic Value

$31.28

Price/Value

4.64x

Margin of Safety

-363.55%

Premium

363.55%

Assessment

Overvalued

Graham's classic formula uses analyst-projected growth to estimate a fair P/E (8.5 + 2g). Our adjusted version replaces that projection with JBTM's realized 0.0% 3-year EPS CAGR, capped at 15% — demonstrated performance rather than forecasts, held to a rate companies have historically sustained. JBTM trades at a 364% premium to its adjusted intrinsic value of $31.28, suggesting the market is pricing in future growth beyond what historical earnings support. The adjusted fair P/E of 8.5x compares to the current market P/E of 29.4x.

Profitability Trends

Historical profitability ratios tracking how efficiently the company converts revenue into returns for shareholders over time.

Leverage & Solvency Trends

Debt and liquidity metrics showing the company's financial leverage and ability to meet short-term and long-term obligations.

Efficiency & Working Capital Trends

Operating efficiency metrics measuring how quickly the company converts inventory to sales, collects receivables, and manages its cash conversion cycle.

Growth Trends (YoY %)

Year-over-year growth rates for key financial metrics, showing the trajectory of revenue, earnings, and cash flow generation.

Earnings Stability

R-squared of linear regression measuring how predictably revenue, earnings, and margins follow a trend over the trailing 5 years. 1.0 = perfectly predictable; lower values indicate erratic or cyclical behavior.

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$108.63

Median 1Y

$99.16

5th Pctile

$48.84

95th Pctile

$201.35

Ann. Volatility

44.5%

Analyst Target

$157.00

25th–75th percentile 5th–95th percentile Median path Historical Analyst target

Workforce & Productivity

Workforce efficiency metrics measuring revenue, profit, and R&D spend per employee — key indicators of operational leverage and human capital productivity.

Employees

11,500

+125.5% YoY

Revenue / Employee

$330,278

Rev: $3,798,200,000

Profit / Employee

$-4,391

NI: $-50,500,000

SGA / Employee

$88,409

Avg labor cost proxy

R&D / Employee

$8,730

Innovation spend

Scaling Efficiency

All Ratios & Metrics

Complete fundamental data with up to 20 periods of history, sparkline trends, and current values across 13 categories and 130+ financial metrics.

Profitability

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
ROE	17.7%	17.1%	16.1%	16.3%	16.5%	15.8%	15.8%	15.4%	49.5%	48.7%	48.5%	47.2%	11.7%	5.6%	-3.9%	-4.7%	-3.7%	-1.7%	3.9%	4.3%	4.34%
ROA	6.1%	6.0%	5.8%	5.7%	5.4%	5.5%	5.5%	5.5%	20.6%	21.8%	21.9%	21.8%	6.3%	2.8%	-2.1%	-2.5%	-2.0%	-0.9%	2.1%	2.4%	2.36%
ROIC	9.5%	9.2%	9.0%	8.5%	6.7%	7.0%	6.7%	7.0%	8.8%	8.4%	8.3%	7.9%	8.2%	6.7%	0.7%	1.0%	1.7%	2.4%	3.7%	3.9%	3.87%
ROCE	11.0%	10.1%	9.6%	8.6%	6.9%	7.3%	7.4%	8.0%	7.9%	7.9%	8.1%	7.4%	7.6%	4.0%	-1.4%	-1.3%	-0.5%	0.7%	4.5%	4.4%	4.39%
Gross Margin	29.8%	28.4%	29.7%	32.7%	34.0%	27.8%	34.2%	34.4%	35.9%	36.2%	35.8%	35.6%	36.1%	38.4%	34.2%	35.8%	35.9%	34.5%	35.1%	36.6%	36.60%
Operating Margin	8.5%	6.9%	6.5%	8.1%	8.7%	8.3%	7.3%	10.4%	9.1%	12.4%	7.4%	6.7%	10.3%	3.4%	-3.9%	5.2%	10.2%	7.2%	7.3%	4.7%	4.69%
Net Margin	6.1%	6.4%	5.5%	8.5%	8.6%	6.3%	7.0%	7.6%	1.1%	18.2%	5.8%	7.6%	8.6%	-1.5%	-20.3%	0.4%	6.6%	5.3%	4.8%	2.9%	2.85%
EBITDA Margin	12.7%	11.3%	10.8%	12.4%	13.4%	12.0%	13.4%	16.1%	16.0%	15.0%	14.2%	13.3%	16.3%	4.4%	-13.6%	13.5%	16.0%	13.1%	14.7%	11.6%	11.62%
FCF Margin	11.5%	9.2%	5.6%	3.4%	3.7%	3.7%	3.5%	4.7%	3.7%	-0.9%	-1.2%	-1.2%	2.2%	11.2%	9.5%	10.3%	8.4%	6.3%	8.2%	7.9%	7.90%
OCF Margin	14.0%	12.1%	9.3%	7.5%	8.5%	8.3%	7.7%	9.0%	7.5%	2.4%	1.7%	1.3%	4.4%	13.4%	11.7%	12.4%	10.8%	9.0%	11.0%	10.9%	10.85%
ROE 3Y Avg	snapshot only																				13.03%
ROE 5Y Avg	snapshot only																				13.71%
ROA 3Y Avg	snapshot only																				7.38%
ROIC 3Y Avg	snapshot only																				8.29%
ROIC Economic	snapshot only																				3.85%
Cash ROA	snapshot only																				5.32%
Cash ROIC	snapshot only																				7.06%
CROIC	snapshot only																				5.13%
NOPAT Margin	snapshot only																				5.96%
Pretax Margin	snapshot only																				6.06%
R&D / Revenue	snapshot only																				0.91%
SGA / Revenue	snapshot only																				26.96%
SBC / Revenue	snapshot only																				0.18%

Valuation

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
P/E Ratio	38.45	41.48	32.38	29.45	22.04	22.34	26.42	29.48	6.26	5.46	5.82	5.29	18.21	47.78	-57.09	-45.53	-66.37	-156.04	40.00	39.40	29.351
P/S Ratio	2.48	2.63	1.97	1.92	1.56	1.57	1.96	2.14	1.85	1.91	2.02	1.85	1.87	2.38	2.89	2.31	2.25	2.07	1.73	1.93	1.440
P/B Ratio	6.35	6.55	4.83	4.47	3.41	3.23	3.92	4.21	2.46	2.14	2.26	2.01	1.99	2.64	1.53	1.43	1.66	1.77	1.49	1.69	1.265
P/FCF	21.54	28.62	35.34	56.95	41.73	42.02	56.01	45.58	49.89	-210.61	-162.54	-150.81	85.18	21.15	30.36	22.38	26.84	33.10	21.16	24.42	24.416
P/OCF	17.68	21.76	21.15	25.49	18.41	18.88	25.47	23.81	24.85	79.50	117.64	147.89	42.76	17.68	24.72	18.69	20.78	23.06	15.72	17.76	17.763
EV/EBITDA	20.89	23.12	18.81	19.18	17.61	17.05	19.52	19.47	13.60	13.28	13.82	13.38	13.09	20.10	255.13	77.46	47.81	31.72	14.95	16.79	16.788
EV/Revenue	2.81	2.95	2.28	2.25	2.09	2.06	2.48	2.64	1.92	2.01	2.12	1.96	1.93	2.39	3.76	2.98	2.80	2.52	2.14	2.33	2.327
EV/EBIT	30.22	34.12	28.37	29.79	27.61	26.01	30.24	30.12	21.10	19.13	19.69	19.43	18.59	35.75	-85.49	-96.29	-300.42	223.73	28.71	31.05	31.054
EV/FCF	24.39	32.09	40.80	66.73	55.80	55.06	70.62	56.25	51.65	-221.41	-170.66	-159.39	88.25	21.28	39.45	28.84	33.39	40.22	26.25	29.47	29.471
Earnings Yield	2.6%	2.4%	3.1%	3.4%	4.5%	4.5%	3.8%	3.4%	16.0%	18.3%	17.2%	18.9%	5.5%	2.1%	-1.8%	-2.2%	-1.5%	-0.6%	2.5%	2.5%	2.54%
FCF Yield	4.6%	3.5%	2.8%	1.8%	2.4%	2.4%	1.8%	2.2%	2.0%	-0.5%	-0.6%	-0.7%	1.2%	4.7%	3.3%	4.5%	3.7%	3.0%	4.7%	4.1%	4.10%
PEG Ratio	snapshot only																				0.034
EV/OCF	snapshot only																				21.441
EV/Gross Profit	snapshot only																				6.545
Acquirers Multiple	snapshot only																				31.678
Shareholder Yield	snapshot only																				0.63%
Graham Number	snapshot only																				$84.22

Leverage & Solvency

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Current Ratio	1.32	1.31	1.30	1.33	1.41	1.48	1.40	1.45	1.87	2.27	2.37	2.54	2.55	3.48	1.26	0.93	0.93	0.98	1.01	1.24	1.239
Quick Ratio	0.89	0.89	0.84	0.84	0.85	1.06	0.83	1.06	1.48	1.78	1.83	1.96	2.00	3.04	0.74	0.53	0.53	0.58	0.61	0.70	0.701
Debt/Equity	0.92	0.90	0.86	0.85	1.22	1.08	1.07	1.03	0.47	0.43	0.43	0.43	0.41	0.81	0.48	0.44	0.43	0.42	0.41	0.38	0.375
Net Debt/Equity	0.84	0.79	0.75	0.77	1.15	1.00	1.02	0.99	0.09	0.11	0.11	0.11	0.07	0.02	0.46	0.41	0.41	0.38	0.36	0.35	0.350
Debt/Assets	0.32	0.31	0.30	0.30	0.38	0.37	0.37	0.37	0.24	0.24	0.24	0.24	0.23	0.37	0.25	0.23	0.23	0.23	0.23	0.21	0.210
Debt/EBITDA	2.68	2.83	2.88	3.13	4.69	4.36	4.24	3.87	2.52	2.57	2.53	2.69	2.59	6.13	61.92	18.42	9.98	6.23	3.31	3.09	3.085
Net Debt/EBITDA	2.44	2.50	2.52	2.81	4.44	4.04	4.04	3.69	0.46	0.65	0.66	0.72	0.45	0.12	58.77	17.35	9.38	5.62	2.90	2.88	2.879
Interest Coverage	18.71	18.55	17.72	15.97	13.59	10.98	7.75	6.38	6.08	6.88	8.62	9.92	11.51	5.92	-1.63	-0.97	-0.29	0.40	3.86	5.23	5.226
Equity Multiplier	2.88	2.85	2.82	2.81	3.17	2.92	2.90	2.81	1.96	1.82	1.80	1.77	1.76	2.21	1.95	1.89	1.85	1.84	1.82	1.79	1.790
Cash Ratio	snapshot only																				0.086
Debt Service Coverage	snapshot only																				9.666
Cash to Debt	snapshot only																				0.067
FCF to Debt	snapshot only																				0.185
Defensive Interval	snapshot only																				230.4 days

Efficiency & Turnover

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Asset Turnover	0.94	0.95	0.96	0.88	0.77	0.78	0.74	0.75	0.69	0.62	0.63	0.62	0.62	0.56	0.41	0.50	0.59	0.65	0.48	0.48	0.483
Inventory Turnover	5.72	6.10	5.71	5.12	4.30	5.23	3.88	4.60	4.28	4.29	3.57	4.25	4.47	4.62	3.24	3.78	4.51	5.62	3.92	3.72	3.718
Receivables Turnover	8.01	7.86	8.70	7.56	6.95	8.47	6.79	7.53	7.75	8.02	6.57	7.44	7.90	7.56	7.03	8.44	8.35	9.48	7.92	7.85	7.847
Payables Turnover	7.46	7.97	7.43	6.42	6.01	7.24	5.69	6.84	7.17	7.07	6.01	7.72	8.16	8.20	6.59	8.20	9.40	12.54	8.71	8.59	8.594
DSO	46	46	42	48	53	43	54	48	47	45	56	49	46	48	52	43	44	38	46	47	46.5 days
DIO	64	60	64	71	85	70	94	79	85	85	102	86	82	79	113	96	81	65	93	98	98.2 days
DPO	49	46	49	57	61	50	64	53	51	52	61	47	45	44	55	45	39	29	42	42	42.5 days
Cash Conversion Cycle	60	60	57	63	77	62	84	74	81	79	97	88	83	83	109	95	86	74	97	102	102.2 days
Fixed Asset Turnover	snapshot only																				5.079
Operating Cycle	snapshot only																				144.7 days
Cash Velocity	snapshot only																				35.056
Capital Intensity	snapshot only																				2.039

Growth (YoY)

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Revenue	-1.3%	8.1%	13.7%	4.9%	-2.8%	-0.4%	-7.3%	-1.3%	3.4%	-10.6%	-6.3%	-9.4%	-6.9%	3.1%	30.5%	65.0%	92.4%	1.2%	78.2%	44.9%	44.87%
Net Income	-3.2%	8.8%	9.6%	14.4%	6.8%	10.4%	13.1%	9.8%	3.3%	3.5%	3.4%	3.4%	-67.8%	-85.3%	-1.2%	-1.2%	-1.6%	-1.6%	2.5%	2.4%	2.40%
EPS	-3.2%	8.8%	9.6%	14.4%	6.8%	10.4%	13.1%	9.8%	3.3%	3.5%	3.4%	3.4%	-67.8%	-85.4%	-1.1%	-1.1%	-1.4%	-1.4%	2.5%	2.4%	2.40%
FCF	1.8%	-21.2%	-63.0%	-74.5%	-68.4%	-59.5%	-41.8%	37.3%	2.6%	-1.2%	-1.3%	-1.2%	-45.1%	13.8%	11.0%	14.9%	6.4%	23.4%	52.6%	10.7%	10.67%
EBITDA	-2.3%	3.0%	2.4%	-5.6%	-14.3%	-5.8%	-2.9%	14.0%	22.9%	12.2%	13.2%	-2.1%	-2.5%	-18.9%	-87.4%	-56.7%	-23.7%	47.8%	16.3%	4.2%	4.22%
Op. Income	-7.2%	-1.8%	-2.7%	-12.3%	-22.0%	-8.1%	-5.2%	14.2%	20.8%	12.0%	14.1%	-5.9%	-0.9%	-28.1%	-66.2%	-47.6%	-15.8%	60.0%	4.2%	2.7%	2.72%
OCF Growth	snapshot only																				27.00%
Asset Growth	snapshot only																				-2.99%
Equity Growth	snapshot only																				2.22%
Debt Growth	snapshot only																				-12.62%
Shares Change	snapshot only																				0.00%
Dividend Growth	snapshot only																				24.42%

Growth (CAGR)

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Revenue 3Y	-1.0%	-0.9%	-0.1%	-1.6%	-3.2%	-1.5%	-3.6%	-1.6%	-0.3%	-1.2%	-0.4%	-2.1%	-2.2%	-2.8%	4.3%	13.8%	22.8%	26.8%	29.7%	29.4%	29.35%
Revenue 5Y	6.8%	6.7%	6.1%	4.4%	2.5%	2.6%	0.9%	0.1%	-0.5%	-2.8%	-2.9%	-3.2%	-2.7%	-2.5%	1.9%	7.3%	12.2%	17.1%	18.1%	17.5%	17.52%
EPS 3Y	13.2%	4.4%	-1.6%	-0.9%	-1.3%	0.4%	-1.5%	-1.5%	64.5%	74.9%	75.4%	76.3%	13.9%	-10.4%	—	—	—	—	-8.1%	-3.5%	-3.54%
EPS 5Y	10.7%	10.3%	6.8%	8.8%	8.3%	10.3%	15.7%	10.5%	46.1%	41.1%	36.2%	36.1%	5.9%	-8.0%	—	—	—	—	-0.8%	2.4%	2.42%
Net Income 3Y	13.2%	4.4%	-1.5%	-0.8%	-1.3%	0.4%	-1.5%	-1.4%	64.6%	74.9%	75.6%	76.5%	14.1%	-10.3%	—	—	—	—	8.2%	13.4%	13.44%
Net Income 5Y	12.3%	11.9%	7.9%	8.7%	8.2%	10.2%	15.5%	10.5%	46.2%	41.1%	36.4%	36.3%	6.0%	-7.9%	—	—	—	—	9.4%	12.9%	12.88%
EBITDA 3Y	7.8%	5.9%	1.1%	-2.3%	-5.2%	-3.7%	-5.5%	-3.0%	1.0%	2.9%	4.0%	1.8%	0.9%	-5.0%	-48.3%	-21.5%	-2.9%	10.4%	35.0%	30.3%	30.33%
EBITDA 5Y	12.3%	10.8%	8.2%	6.1%	3.4%	2.6%	4.2%	4.5%	5.7%	4.6%	2.6%	0.8%	0.4%	-4.1%	-34.6%	-17.3%	-5.2%	5.5%	19.6%	19.0%	18.96%
Gross Profit 3Y	2.7%	1.8%	0.7%	-1.4%	-2.5%	-1.6%	-2.8%	-0.4%	1.4%	3.1%	4.2%	2.7%	2.8%	3.4%	10.8%	20.7%	28.9%	32.7%	34.5%	33.8%	33.83%
Gross Profit 5Y	8.4%	8.3%	7.4%	5.6%	4.0%	3.9%	3.4%	3.0%	2.8%	1.7%	1.1%	0.4%	0.6%	0.9%	4.9%	10.5%	15.5%	20.1%	21.2%	20.8%	20.76%
Op. Income 3Y	7.0%	3.6%	-3.1%	-7.3%	-10.6%	-7.9%	-10.5%	-8.1%	-4.4%	0.3%	1.7%	-1.9%	-2.3%	-9.6%	-28.5%	-17.4%	0.2%	8.8%	26.1%	22.4%	22.42%
Op. Income 5Y	11.1%	9.1%	6.1%	3.9%	1.0%	0.3%	2.1%	1.9%	2.9%	2.8%	-0.3%	-3.1%	-3.1%	-8.9%	-22.7%	-17.5%	-6.1%	3.0%	13.1%	12.9%	12.95%
FCF 3Y	1.1%	14.6%	-4.6%	-18.3%	-18.6%	-1.3%	-8.9%	-19.3%	-30.9%	—	—	—	-43.8%	4.0%	24.6%	65.3%	60.7%	50.8%	71.9%	53.9%	53.87%
FCF 5Y	30.7%	41.5%	13.3%	12.4%	-0.9%	0.8%	11.8%	1.6%	23.3%	—	—	—	-21.2%	21.7%	20.2%	11.6%	5.9%	1.8%	1.8%	5.0%	5.00%
OCF 3Y	59.5%	13.6%	3.7%	-3.1%	-2.8%	12.0%	4.0%	-6.3%	-16.9%	-45.9%	-55.5%	-58.2%	-33.8%	0.7%	12.5%	34.3%	33.2%	30.2%	45.9%	37.8%	37.78%
OCF 5Y	22.8%	27.3%	14.5%	15.2%	6.6%	8.1%	12.5%	6.7%	16.7%	-23.6%	-29.2%	-33.0%	-14.6%	15.9%	15.9%	11.1%	8.4%	6.3%	5.6%	8.7%	8.66%
Assets 3Y	10.2%	14.1%	13.2%	5.1%	10.0%	11.3%	11.0%	12.4%	14.1%	14.5%	14.5%	10.8%	11.0%	16.8%	53.5%	54.9%	47.5%	45.9%	46.8%	45.7%	45.71%
Assets 5Y	16.2%	12.5%	11.7%	11.0%	12.4%	13.7%	11.5%	11.8%	12.1%	13.4%	12.1%	7.1%	7.8%	12.3%	33.5%	35.3%	35.2%	35.3%	35.4%	32.3%	32.29%
Equity 3Y	17.8%	18.0%	18.0%	16.5%	15.5%	16.7%	16.0%	15.6%	31.0%	32.7%	30.4%	30.4%	30.9%	27.2%	73.7%	76.9%	76.3%	70.2%	71.4%	69.3%	69.32%
Book Value 3Y	17.8%	18.0%	17.9%	16.3%	15.5%	16.7%	16.0%	15.5%	30.8%	32.7%	30.3%	30.2%	30.7%	27.1%	48.2%	50.5%	49.9%	44.6%	45.5%	44.0%	43.99%
Dividend 3Y	0.3%	0.0%	-0.1%	0.9%	0.8%	0.8%	0.8%	-1.1%	-0.4%	-0.8%	-0.9%	-0.1%	-0.9%	0.7%	-9.7%	-6.2%	-2.5%	-0.7%	-6.0%	-8.5%	-8.54%

Growth Quality

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Revenue Stability	0.53	0.44	0.38	0.36	0.22	0.33	0.04	0.00	0.53	0.35	0.35	0.62	0.79	0.79	0.00	0.22	0.35	0.39	0.54	0.62	0.618
Earnings Stability	0.72	0.70	0.40	0.43	0.57	0.61	0.34	0.31	0.49	0.46	0.43	0.43	0.22	0.11	0.00	0.00	0.02	0.01	0.00	0.00	0.001
Margin Stability	0.95	0.95	0.96	0.96	0.97	0.97	0.95	0.95	0.94	0.92	0.92	0.92	0.93	0.91	0.92	0.92	0.93	0.92	0.93	0.93	0.932
Rev. Growth Consistency	0.00	0.50	0.50	0.50	0.00	0.00	0.00	0.00	0.50	0.00	0.00	0.00	0.00	0.50	0.50	0.50	0.50	1.00	1.00	1.00	1.000
Earn. Growth Consistency	0.00	0.50	0.50	0.50	0.50	1.00	1.00	1.00	1.00	1.00	1.00	1.00	0.00	0.00	0.00	0.00	0.00	0.00	0.50	0.50	0.500
FCF Positive Streak	1	1	1	1	1	1	1	1	1	0	0	0	1	0	0	0	1	1	1	1	0
Earnings Persistence	0.99	0.96	0.96	0.94	0.97	0.96	0.95	0.96	0.50	0.50	0.50	0.50	0.50	0.50	0.20	0.20	0.20	0.20	0.20	0.20	0.200
Earnings Smoothness	0.97	0.92	0.91	0.87	0.93	0.90	0.88	0.91	0.00	0.00	0.00	0.00	0.00	0.00	—	—	—	—	—	—	—
ROE Trend	-0.06	-0.04	-0.05	-0.04	-0.03	-0.02	-0.01	-0.01	0.23	0.24	0.24	0.23	-0.16	-0.21	-0.30	-0.29	-0.28	-0.23	-0.14	-0.13	-0.131
Gross Margin Trend	0.00	-0.00	-0.01	-0.01	0.00	0.00	0.01	0.02	0.02	0.05	0.05	0.05	0.04	0.04	0.02	0.02	0.02	-0.01	-0.00	-0.00	-0.003
FCF Margin Trend	0.03	0.01	-0.05	-0.08	-0.08	-0.07	-0.08	-0.04	-0.04	-0.07	-0.06	-0.05	-0.02	0.10	0.08	0.09	0.05	0.01	0.04	0.03	0.033
Sustainable Growth Rate	15.8%	15.2%	14.3%	14.5%	14.8%	14.2%	14.2%	13.9%	48.3%	47.6%	47.5%	46.2%	10.9%	4.8%	—	—	—	—	3.4%	3.9%	3.86%
Internal Growth Rate	5.7%	5.7%	5.5%	5.4%	5.1%	5.2%	5.2%	5.2%	25.1%	27.1%	27.3%	27.1%	6.2%	2.4%	—	—	—	—	1.9%	2.1%	2.14%

Cash Flow Quality

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
OCF/Net Income	2.17	1.91	1.53	1.16	1.20	1.18	1.04	1.24	0.25	0.07	0.05	0.04	0.43	2.70	-2.31	-2.44	-3.19	-6.77	2.55	2.22	2.218
FCF/OCF	0.82	0.76	0.60	0.45	0.44	0.45	0.45	0.52	0.50	-0.38	-0.72	-0.98	0.50	0.84	0.81	0.83	0.77	0.70	0.74	0.73	0.728
FCF/Net Income	snapshot only																				1.614
OCF/EBITDA	snapshot only																				0.783
CapEx/Revenue	2.5%	2.9%	3.7%	4.2%	4.7%	4.6%	4.2%	4.3%	3.7%	3.3%	3.0%	2.5%	2.2%	2.2%	2.2%	2.0%	2.4%	2.7%	2.8%	3.0%	2.96%
CapEx/Depreciation	snapshot only																				0.464
Accruals Ratio	-0.07	-0.05	-0.03	-0.01	-0.01	-0.01	-0.00	-0.01	0.15	0.20	0.21	0.21	0.04	-0.05	-0.07	-0.09	-0.08	-0.07	-0.03	-0.03	-0.029
Sloan Accruals	snapshot only																				0.022
Cash Flow Adequacy	snapshot only																				3.099
Earnings Quality Score	snapshot only																				1.000

Dividends & Buybacks

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Dividend Yield	0.3%	0.3%	0.3%	0.4%	0.5%	0.4%	0.4%	0.3%	0.4%	0.4%	0.4%	0.4%	0.4%	0.3%	0.2%	0.3%	0.3%	0.3%	0.3%	0.3%	0.37%
Dividend/Share	$0.40	$0.40	$0.40	$0.41	$0.41	$0.41	$0.41	$0.40	$0.40	$0.40	$0.40	$0.40	$0.39	$0.41	$0.29	$0.33	$0.37	$0.40	$0.39	$0.41	$0.40
Payout Ratio	10.9%	10.8%	10.9%	11.0%	10.5%	10.0%	9.9%	9.7%	2.4%	2.2%	2.2%	2.2%	7.3%	15.3%	—	—	—	—	12.3%	11.1%	11.14%
FCF Payout Ratio	6.1%	7.5%	11.9%	21.3%	19.9%	18.8%	21.0%	15.0%	19.2%	—	—	—	34.2%	6.8%	7.3%	6.1%	7.0%	8.8%	6.5%	6.9%	6.90%
Total Payout Ratio	10.9%	10.8%	10.9%	12.9%	12.7%	15.9%	15.7%	14.2%	3.4%	3.2%	3.7%	3.6%	11.9%	18.9%	—	—	—	—	12.3%	24.7%	24.67%
Div. Increase Streak	0	0	0	1	1	0	0	0	0	0	0	0	0	0	0	0	0	1	1	1	0
Chowder Number	0.01	0.00	0.00	0.03	0.03	0.03	0.03	-0.03	-0.00	-0.02	-0.02	0.00	-0.02	0.03	0.19	0.35	0.51	0.60	0.36	0.25	0.247
Buyback Yield	0.0%	0.0%	0.0%	0.1%	0.1%	0.3%	0.2%	0.2%	0.2%	0.2%	0.3%	0.3%	0.3%	0.1%	0.0%	0.0%	0.0%	0.0%	0.0%	0.3%	0.34%
Net Buyback Yield	0.0%	0.0%	0.0%	0.1%	0.1%	0.3%	0.2%	0.2%	0.2%	0.2%	0.3%	0.3%	0.3%	0.1%	0.0%	0.0%	-0.7%	-0.6%	-0.8%	-0.3%	-0.33%
Total Shareholder Return	0.3%	0.3%	0.3%	0.4%	0.6%	0.7%	0.6%	0.5%	0.5%	0.6%	0.6%	0.7%	0.7%	0.4%	0.2%	0.3%	-0.4%	-0.4%	-0.5%	-0.0%	-0.05%

DuPont Factors

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Tax Burden (NI/EBT)	0.73	0.78	0.80	0.92	1.01	0.98	1.04	0.98	3.90	3.81	3.57	3.78	1.06	0.90	0.71	0.81	0.82	0.78	0.78	0.81	0.807
Interest Burden (EBT/EBIT)	0.95	0.95	0.94	0.94	0.93	0.91	0.87	0.84	0.84	0.87	0.90	0.92	0.93	0.83	1.61	2.04	4.42	-1.52	0.74	0.81	0.809
EBIT Margin	0.09	0.09	0.08	0.08	0.08	0.08	0.08	0.09	0.09	0.11	0.11	0.10	0.10	0.07	-0.04	-0.03	-0.01	0.01	0.07	0.07	0.075
Asset Turnover	0.94	0.95	0.96	0.88	0.77	0.78	0.74	0.75	0.69	0.62	0.63	0.62	0.62	0.56	0.41	0.50	0.59	0.65	0.48	0.48	0.483
Equity Multiplier	2.92	2.85	2.75	2.85	3.03	2.89	2.86	2.81	2.41	2.24	2.21	2.16	1.85	2.02	1.91	1.86	1.83	1.93	1.88	1.84	1.838

Per Share

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
EPS (Diluted TTM)	$3.64	$3.69	$3.64	$3.74	$3.89	$4.07	$4.12	$4.10	$16.74	$18.15	$17.96	$17.89	$5.39	$2.65	$-2.14	$-2.64	$-2.11	$-0.97	$3.20	$3.68	$3.68
Book Value/Share	$22.03	$23.37	$24.41	$24.60	$25.12	$28.21	$27.76	$28.70	$42.64	$46.38	$46.31	$47.17	$49.23	$47.96	$79.44	$83.81	$84.53	$85.35	$85.55	$85.67	$85.83
Tangible Book/Share	$-9.10	$-9.90	$-7.08	$-5.82	$-13.39	$-11.86	$-11.17	$-8.26	$6.43	$7.83	$10.56	$11.80	$13.68	$11.57	$-26.09	$-24.86	$-22.21	$-20.78	$-18.36	$-16.95	$-16.95
Revenue/Share	$56.39	$58.20	$59.80	$57.26	$54.82	$57.98	$55.46	$56.51	$56.49	$51.85	$51.81	$51.02	$52.58	$53.29	$42.12	$51.92	$62.29	$72.62	$74.05	$75.22	$75.36
FCF/Share	$6.50	$5.35	$3.34	$1.93	$2.05	$2.17	$1.94	$2.65	$2.10	$-0.47	$-0.64	$-0.63	$1.15	$5.99	$4.02	$5.37	$5.23	$4.55	$6.04	$5.94	$5.95
OCF/Share	$7.92	$7.03	$5.58	$4.31	$4.65	$4.82	$4.27	$5.07	$4.21	$1.25	$0.89	$0.64	$2.30	$7.17	$4.93	$6.43	$6.75	$6.53	$8.14	$8.16	$8.18
Cash/Share	$1.81	$2.45	$2.62	$2.12	$1.64	$2.23	$1.42	$1.33	$16.36	$15.06	$14.88	$14.73	$16.60	$38.15	$1.95	$2.14	$2.20	$3.57	$4.39	$2.15	$2.15
EBITDA/Share	$7.59	$7.42	$7.25	$6.72	$6.50	$6.99	$7.03	$7.66	$7.97	$7.84	$7.94	$7.48	$7.77	$6.34	$0.62	$2.00	$3.65	$5.77	$10.61	$10.43	$10.43
Debt/Share	$20.35	$21.01	$20.87	$21.02	$30.52	$30.46	$29.82	$29.61	$20.06	$20.14	$20.09	$20.11	$20.13	$38.89	$38.44	$36.81	$36.46	$35.98	$35.17	$32.16	$32.16
Net Debt/Share	$18.54	$18.55	$18.25	$18.89	$28.88	$28.23	$28.40	$28.28	$3.70	$5.08	$5.22	$5.38	$3.53	$0.74	$36.49	$34.67	$34.26	$32.42	$30.78	$30.02	$30.02

Academic Models

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Altman Z-Score	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	2.210
Altman Z-Prime	snapshot only																				3.372
Piotroski F-Score	5	4	6	7	6	5	7	7	7	7	6	6	6	5	2	4	2	4	7	9	9
Beneish M-Score	-2.66	-2.52	-2.33	-2.23	-2.32	-2.55	-2.34	-2.67	-2.11	-1.53	-1.78	-1.49	-2.08	-2.69	-1.42	-1.38	-1.47	-1.25	-2.56	-2.61	-2.607
Ohlson O-Score	snapshot only																				-8.732
Net-Net WC	snapshot only																				$-36.78
EVA	snapshot only																				$-370052332.91

Credit

Metric	Q3'21	Q4'21	Q1'22	Q2'22	Q3'22	Q4'22	Q1'23	Q2'23	Q3'23	Q4'23	Q1'24	Q2'24	Q3'24	Q4'24	Q1'25	Q2'25	Q3'25	Q4'25	Q1'26	Q2'26	Current
Credit Rating	snapshot only																				BBB-
Credit Score	78.15	74.73	71.01	68.34	53.71	60.01	55.07	55.77	68.04	66.19	72.03	69.90	74.76	65.28	24.85	22.75	22.86	31.97	47.43	53.54	53.536
Credit Grade	snapshot only																				10
Credit Trend	snapshot only																				30.784
Implied Spread (bps)	snapshot only																				350.000
Industry Credit Rank	snapshot only																				34
Sector Credit Rank	snapshot only																				44

JBTM NYSE

Edge Score

Analyst Insights

Financial Rating

InsiderStreet Scorecard

Risk & Quality Signals

Valuation

DuPont Decomposition (5-Factor)

Graham-Dodd Adjusted Valuation

Profitability Trends

Leverage & Solvency Trends

Efficiency & Working Capital Trends

Growth Trends (YoY %)

Earnings Stability

Monte Carlo Price Simulation

Workforce & Productivity

Scaling Efficiency

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