UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ______ to ______ Commission File Number 1-34036 John Bean Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 91-1650317 (State o ...

财务数据和关键指标变化 - 第三季度收入同比增长1.2%,略低于预期,但毛利率提升170个基点,调整后EBITDA同比增长9.4% [12][13] - 调整后EBITDA率达16.4%,较上年同期提升120个基点,剔除公司费用后达20.9% [13] - 持续经营业务收益超过预期中值,主要得益于AeroTech业务出售后的利息收入增加 [14][15] - 第三季度每股收益0.95美元,调整后每股收益1.11美元,分别较上年同期增长18.8%和15.6% [16] - 年初至今自由现金流转换率达83%,第三季度达107% [17] 各条业务线数据和关键指标变化 - 果蔬、饮料、乳品和火鸡市场保持强劲,AGV仓储自动化业务也持续强劲 [23] - 蛋白质(禽肉)客户需求在第三季度仍然疲软,但预计随着价格上涨和饲料成本下降,第四季度和2024年将有所改善 [23] 各个市场数据和关键指标变化 - 欧洲市场在第三季度末和第四季度初有所好转,尤其是北欧地区,南欧和中东也有所改善,但德国市场仍然疲软 [35][36] - 北美市场除禽肉业务外其他领域表现尚可,但禽肉业务的疲软拖累了整体表现 [37][38][39] - 亚洲市场在第三季度也有所改善 [23] 公司战略和发展方向及行业竞争 - 公司将继续通过并购来拓展能力,重点关注终端包装、蛋白质加工等领域,以及一些新的相邻领域如烘焙等 [44][45][46][47] - 公司将利用强大的资产负债表和整合能力,通过全球化区域技术、供应链协同、数字化基础设施等来创造价值 [26][27] - 最近公司收购了丹麦公司Innospexion,以提升在禽肉和海鲜市场的价值主张 [28] 管理层对经营环境和未来前景的评论 - 宏观经济、利率和地缘政治风险仍存在不确定性,但公司保持谨慎乐观态度 [8] - 公司认为蛋白质行业的价格成本环境改善将带来更有吸引力的投资环境,有利于第四季度和2024年的订单增长 [8][23] - 供应链和物流状况已大幅改善,公司正积极推进成本节约措施 [25] - 可持续性解决方案需求正在增加,这将成为公司的竞争优势 [24] 问答环节重要的提问和回答 问题1 **Mig Dobre 提问** 询问欧洲和亚洲市场需求改善的原因 [34] **Brian Deck 回答** 欧洲北部市场在最近30天有所好转,南欧和中东也有所改善,但德国市场仍然疲软。北美市场除禽肉业务外其他领域表现尚可 [35][36][37][38][39] 问题2 **Walter Liptak 提问** 询问第三季度订单"即订即发"业务下滑的原因及影响 [50][51] **Matt Meister 回答** 第三季度"即订即发"业务下滑主要反映了当前市场环境,尤其是北美禽肉市场的疲软,但预计第四季度会有所改善 [52][53][54][55] 问题3 **Walter Liptak 提问** 询问公司是否考虑调整公司费用 [56] **Matt Meister 回答** 公司目前仍在为AeroTech业务提供过渡服务,需要保持适当的支持水平,未来会在2024年预算中进一步评估调整 [57][58]

Third Quarter 2023 Earnings Presentation October 2023 1 2 Forward-Looking and Non-GAAP Statements These slides and the accompanying presentation contain “forward-looking” statements, including statements about management’s expectations regarding trends in the food and air transportation markets, strategic initiatives, including Elevate 2.0, acquisition strategies, long-term goals, and financial framework and guidance, which represent management’s best judgment as of the date hereof, based on currently avail ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ______ to ______ Commission File Number 1-34036 John Bean Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 91-1650317 (State or oth ...

John Bean Technologies Corporation (NYSE:JBT) Q2 2023 Earnings Conference Call August 2, 2023 9:30 AM ET Company Participants Kedric Meredith - Vice President, Corporate Development and Investor Relations Brian Deck - Chief Executive Officer Matt Meister - Chief Financial Officer Conference Call Participants Mig Dobre - RWBaird Walter Liptak - Seaport Research Lawrence De Maria - William Blair Operator Good morning, and welcome to JBT Corporation's Second Quarter 2023 Earnings Conference Call. My name is ...

Second Quarter 2023 Earnings Presentation August 2023 2 1 Forward-Looking and Non-GAAP Statements These slides and the accompanying presentation contain "forward-looking" statements, including statements about management's expectations regarding trends in the food and air transportation markets, strategic initiatives, including Elevate 2.0, acquisition strategies, long-term goals, and financial framework and guidance, which represent management's best judgment as of the date hereof, based on currently avail ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ______ to ______ Commission File Number 1-34036 John Bean Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 91-1650317 (State or ot ...

First Quarter 2023 Earnings Presentation April 2023 2 1 Forward-Looking and Non-GAAP Statements These slides and the accompanying presentation contain "forward-looking" statements, including statements about management's expectations regarding trends in the food and air transportation markets, strategic initiatives, including Elevate 2.0, acquisition strategies, long-term goals, and financial framework and guidance, which represent management's best judgment as of the date hereof, based on currently availab ...

John Bean Technologies Corporation (NYSE:JBT) Q1 2023 Earnings Conference Call April 26, 2023 10:00 AM ET Company Participants Kedric Meredith - Vice President of Corporate Development and IR Brian Deck - CEO Matt Meister - CFO Conference Call Participants Mircea Dobre - Robert W. Baird & Co. John Joyner - BMO Capital Markets Lawrence De Maria - William Blair Walt Liptak - Seaport Research Operator Good morning, and welcome to JBT Corporation's First Quarter 2023 Earnings Conference Call. My name is Audra, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-34036 John Bean Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 91-1650317 (State or other jurisdiction of (I.R.S. Employer inco ...