Company Overview - JBT Marel Corporation is a leading provider of integrated automation and processing solutions for the food, beverage, and health industries globally, leveraging advanced technology for efficiency and product quality [6][9] - As of February 12, 2026, the company's stock price was $163.36, with a market capitalization of $8.58 billion and a revenue of $3.26 billion for the trailing twelve months (TTM) [4][8] Recent Transaction - On February 13, 2026, ACK Asset Management LLC disclosed the full liquidation of its position in JBT Marel Corporation, selling 350,546 shares for an estimated value of $49.23 million [2][5] Financial Performance - JBT Marel reported better-than-expected third-quarter revenue of $1 billion, with 49% coming from recurring revenue, and an adjusted EBITDA of $171 million, reflecting a 17.1% margin [7] - The company raised its full-year 2025 revenue guidance to a range of $3.76 billion to $3.79 billion, indicating solid operational execution [7] Market Position - JBT Marel's shares have increased by 30.3% over the past year, outperforming the S&P 500 by 17.44 percentage points [8] - The company serves a diversified customer base across various sectors, including food, beverage, pharmaceutical, pet food, and industrial, with a global presence [9] Debt and Profitability - The company has a net debt of approximately $1.79 billion, with a net debt to pro forma adjusted EBITDA ratio of 3.1x, indicating meaningful leverage [10] - Integration costs, restructuring expenses, and acquisition-related amortization continue to impact GAAP profitability [10] Long-term Considerations - For long-term investors, the critical question revolves around whether synergy targets and margin expansion can outpace integration risks, as successful execution could lead to durable earnings power [11]