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Side-by-side financial comparison of JBT Marel Corp (JBTM) and Cloudflare, Inc. (NET). Click either name above to swap in a different company.
JBT Marel Corp is the larger business by last-quarter revenue ($1.0B vs $614.5M, roughly 1.6× Cloudflare, Inc.). JBT Marel Corp runs the higher net margin — 5.3% vs -2.0%, a 7.2% gap on every dollar of revenue. On growth, JBT Marel Corp posted the faster year-over-year revenue change (115.6% vs 33.6%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $83.5M). Over the past eight quarters, JBT Marel Corp's revenue compounded faster (60.3% CAGR vs 27.4%).
JBT Marel Corporation, formerly known as JBT Corporation, or John Bean Technologies Corporation, is a food processing machinery and automated vehicle company. The company was incorporated in 2008 when FMC Technologies divested its non-energy businesses. The company is based in Chicago, Illinois and traces its history back to a company founded in 1884 by John Bean, an orchardist in Los Gatos, California.
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
JBTM vs NET — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $614.5M |
| Net Profit | $53.1M | $-12.1M |
| Gross Margin | 34.5% | 73.6% |
| Operating Margin | 7.2% | -8.0% |
| Net Margin | 5.3% | -2.0% |
| Revenue YoY | 115.6% | 33.6% |
| Net Profit YoY | 858.6% | 6.0% |
| EPS (diluted) | $1.04 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.0B | $614.5M | ||
| Q3 25 | $1.0B | $562.0M | ||
| Q2 25 | $934.8M | $512.3M | ||
| Q1 25 | $854.1M | $479.1M | ||
| Q4 24 | $467.6M | $459.9M | ||
| Q3 24 | $453.8M | $430.1M | ||
| Q2 24 | $402.3M | $401.0M | ||
| Q1 24 | $392.3M | $378.6M |
| Q4 25 | $53.1M | $-12.1M | ||
| Q3 25 | $66.0M | $-1.3M | ||
| Q2 25 | $3.4M | $-50.4M | ||
| Q1 25 | $-173.0M | $-38.5M | ||
| Q4 24 | $-7.0M | $-12.8M | ||
| Q3 24 | $38.9M | $-15.3M | ||
| Q2 24 | $30.7M | $-15.1M | ||
| Q1 24 | $22.8M | $-35.5M |
| Q4 25 | 34.5% | 73.6% | ||
| Q3 25 | 35.9% | 74.0% | ||
| Q2 25 | 35.8% | 74.9% | ||
| Q1 25 | 34.2% | 75.9% | ||
| Q4 24 | 38.4% | 76.4% | ||
| Q3 24 | 36.1% | 77.7% | ||
| Q2 24 | 35.6% | 77.8% | ||
| Q1 24 | 35.8% | 77.5% |
| Q4 25 | 7.2% | -8.0% | ||
| Q3 25 | 10.2% | -6.7% | ||
| Q2 25 | 5.2% | -13.1% | ||
| Q1 25 | -3.9% | -11.1% | ||
| Q4 24 | 3.4% | -7.5% | ||
| Q3 24 | 10.3% | -7.2% | ||
| Q2 24 | 6.7% | -8.7% | ||
| Q1 24 | 7.4% | -14.4% |
| Q4 25 | 5.3% | -2.0% | ||
| Q3 25 | 6.6% | -0.2% | ||
| Q2 25 | 0.4% | -9.8% | ||
| Q1 25 | -20.3% | -8.0% | ||
| Q4 24 | -1.5% | -2.8% | ||
| Q3 24 | 8.6% | -3.6% | ||
| Q2 24 | 7.6% | -3.8% | ||
| Q1 24 | 5.8% | -9.4% |
| Q4 25 | $1.04 | $-0.03 | ||
| Q3 25 | $1.26 | $0.00 | ||
| Q2 25 | $0.07 | $-0.15 | ||
| Q1 25 | $-3.35 | $-0.11 | ||
| Q4 24 | $-0.22 | $-0.05 | ||
| Q3 24 | $1.21 | $-0.04 | ||
| Q2 24 | $0.95 | $-0.04 | ||
| Q1 24 | $0.71 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $167.9M | $943.5M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $4.5B | $1.5B |
| Total Assets | $8.2B | $6.0B |
| Debt / EquityLower = less leverage | 0.33× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $167.9M | $943.5M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $204.5M | ||
| Q4 24 | $1.2B | $147.7M | ||
| Q3 24 | — | $182.9M | ||
| Q2 24 | — | $157.0M | ||
| Q1 24 | — | $254.4M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — | ||
| Q1 24 | $647.0M | — |
| Q4 25 | $4.5B | $1.5B | ||
| Q3 25 | $4.4B | $1.3B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.6B | $973.1M | ||
| Q2 24 | $1.5B | $881.5M | ||
| Q1 24 | $1.5B | $797.2M |
| Q4 25 | $8.2B | $6.0B | ||
| Q3 25 | $8.2B | $5.8B | ||
| Q2 25 | $8.3B | $5.6B | ||
| Q1 25 | $8.0B | $3.7B | ||
| Q4 24 | $3.4B | $3.3B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $2.7B | $2.9B | ||
| Q1 24 | $2.7B | $2.8B |
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.43× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $117.4M | $190.4M |
| Free Cash FlowOCF − Capex | $83.5M | $105.2M |
| FCF MarginFCF / Revenue | 8.3% | 17.1% |
| Capex IntensityCapex / Revenue | 3.4% | 13.9% |
| Cash ConversionOCF / Net Profit | 2.21× | — |
| TTM Free Cash FlowTrailing 4 quarters | $238.1M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $117.4M | $190.4M | ||
| Q3 25 | $87.7M | $167.1M | ||
| Q2 25 | $102.2M | $99.8M | ||
| Q1 25 | $34.4M | $145.8M | ||
| Q4 24 | $128.7M | $127.3M | ||
| Q3 24 | $71.9M | $104.7M | ||
| Q2 24 | $21.6M | $74.8M | ||
| Q1 24 | $10.4M | $73.6M |
| Q4 25 | $83.5M | $105.2M | ||
| Q3 25 | $56.5M | $82.5M | ||
| Q2 25 | $83.7M | $39.9M | ||
| Q1 25 | $14.4M | $59.9M | ||
| Q4 24 | $118.7M | $54.2M | ||
| Q3 24 | $65.0M | $54.5M | ||
| Q2 24 | $11.1M | $45.2M | ||
| Q1 24 | $-100.0K | $41.5M |
| Q4 25 | 8.3% | 17.1% | ||
| Q3 25 | 5.6% | 14.7% | ||
| Q2 25 | 9.0% | 7.8% | ||
| Q1 25 | 1.7% | 12.5% | ||
| Q4 24 | 25.4% | 11.8% | ||
| Q3 24 | 14.3% | 12.7% | ||
| Q2 24 | 2.8% | 11.3% | ||
| Q1 24 | -0.0% | 11.0% |
| Q4 25 | 3.4% | 13.9% | ||
| Q3 25 | 3.1% | 15.1% | ||
| Q2 25 | 2.0% | 11.7% | ||
| Q1 25 | 2.3% | 17.9% | ||
| Q4 24 | 2.1% | 15.9% | ||
| Q3 24 | 1.5% | 11.7% | ||
| Q2 24 | 2.6% | 7.4% | ||
| Q1 24 | 2.7% | 8.5% |
| Q4 25 | 2.21× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 30.06× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBTM
Segment breakdown not available.
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
