JBT Marel Announces $500 Million Offering of Convertible Senior Notes
Private Offering Announcement: JBT Marel (JBTM) has announced a $500 million private offering of 0.375% convertible notes.
Market Impact: The offering is expected to influence JBTM's financial strategy and market position.
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- Active Options Trading: JBT Marel Corp's options volume reached 2,314 contracts today, equivalent to approximately 231,400 shares, indicating a trading activity level of 48.3% of its average daily volume over the past month.
- High Strike Price Interest: Notably, the $160 strike call option expiring on February 20, 2026, saw 1,150 contracts traded today, representing about 115,000 shares, reflecting strong market interest at this price point.
- Zillow Options Activity: Zillow Group Inc experienced options trading volume of 13,065 contracts, representing approximately 1.3 million shares, or about 48.1% of its average daily trading volume over the past month, indicating market attention on its future performance.
- High Strike Price Trading: The $70 strike call option for Z saw a trading volume of 6,228 contracts today, representing approximately 622,800 shares, reflecting bullish sentiment among investors at this price level.
- Investor Day Announcement: JBT Marel will host an Investor Day in New York City on March 26, 2026, starting at 9:00 AM ET, where CEO Brian Deck and the executive team will update on strategic priorities and financial objectives, aiming to bolster investor confidence.
- Diverse Participation Options: While in-person attendance is encouraged, the event will also be accessible via live webcast and replay due to space limitations, ensuring broader investor access to key information and enhancing company transparency.
- Global Business Operations: JBT Marel operates sales, service, manufacturing, and sourcing in over 30 countries, showcasing its global influence in the food and beverage industry and further solidifying its market leadership.
- Technological Solutions Focus: The company aims to create better customer outcomes by optimizing food yield and efficiency and improving food safety and quality, highlighting the strategic importance of reducing waste and resource use across the food supply chain.
Stock Performance: Skillsoft Corp. (SKIL) shares have dropped 69.2% year-to-date, significantly underperforming its industry and peers like JBT Marel and MediaAlpha, which have seen positive growth.
AI-Driven Innovation: The company is focusing on AI-fueled innovation, achieving notable improvements in its learning platform, Percipio, with substantial increases in AI learners and learning hours, indicating a strong market demand for AI upskilling solutions.
Financial Challenges: Skillsoft has revised its fiscal 2026 revenue guidance downward due to unexpected weaknesses in federal and discretionary spending, leading to concerns about its ability to meet internal targets and a current ratio below industry averages.
Investment Outlook: Analysts recommend a cautious approach, advising current investors to hold and potential buyers to wait, as the company faces operational headwinds and liquidity issues despite its long-term upside potential through AI-driven strategies.

Recent Stock Performance: JBT Marel (JBTM) has gained investor attention with a 5.07% one-day return and a 15.51% total shareholder return over the past year, indicating renewed optimism despite mixed quarterly results.
Valuation Insights: Analysts suggest JBT Marel may be undervalued, with a fair value estimate of $152.75, approximately 9% above its recent closing price, raising questions about whether the market has fully accounted for the company's growth potential.
Growth Drivers: The company's margin improvements, driven by realized merger synergies, aftermarket expansion, and advanced digital offerings, are expected to enhance long-term profitability and competitive advantage.
Risks and Considerations: Ongoing integration challenges and global tariff pressures pose risks to JBT Marel's growth trajectory, necessitating careful consideration of these factors in investment decisions.
Impressive Stock Performance: Richtech Robotics Inc. (RR) has seen a remarkable 523.4% increase in share price over the past year, significantly outperforming its industry and major competitors like JBT Marel Corporation and Mirion Technologies.
Shift to RaaS Model: The company's transition to a Robotics-as-a-Service (RaaS) model aims to generate recurring revenues through multi-year service agreements, despite a short-term decline in product sales.
Strong Financial Position: As of June 30, 2025, RR boasts a cash reserve of $86 million with no current debt, indicating a robust liquidity position and low financial risk compared to industry standards.
Positive Revenue Outlook: The Zacks Consensus Estimate predicts RR's revenues will grow to $5 million in fiscal 2025 and $13.8 million in fiscal 2026, reflecting strong potential for long-term gains, leading to a recommendation for investors to buy the stock.
Third Quarter Earnings: JBT Marel Corporation reported a profit of $66.8 million, or $1.28 per share, for the third quarter, an increase from $38.1 million, or $1.18 per share, in the previous year.
Adjusted Earnings and Revenue: The company’s adjusted earnings were $101.7 million, or $1.94 per share, with revenue rising 122.2% to $1.00 billion compared to $0.45 billion last year.
Earnings and Revenue Comparison: Key financial metrics show earnings of $66.8 million versus $38.1 million last year, and revenue of $1.00 billion compared to $0.45 billion last year.
Future Guidance: JBT Marel Corporation provided full-year EPS guidance of $6.10 - $6.40 and revenue guidance of $3.76 billion - $3.79 billion.










