The earnings call reflected a positive sentiment overall, with strong performance in Q2, significant progress in synergies, and improved cash flow and leverage. However, challenges such as tariff costs, variability in geographic performance, and softness in certain segments were noted.

Company Guidance -

Q3 2025

During JBT Marel's earnings call for the second quarter of 2025, the company offered robust guidance reflecting a strong performance. Total revenue for the quarter was $935 million, surpassing the midpoint of guidance by $35 million, with $21 million attributed to favorable foreign exchange impacts. JBT Marel reported adjusted EBITDA margins of 16.7%, outperforming guidance by 180 basis points, driven by a favorable mix of recurring revenue and higher-margin equipment. The company's backlog stood at $1.4 billion, providing solid support for future revenue. The poultry sector, JBT Marel's largest end market, showed continued equipment investment, contributing to a combined order total of $938 million, including a $22 million favorable year-over-year foreign exchange translation. For the full year 2025, JBT Marel expects revenue of $3.7 billion at the midpoint, with adjusted EBITDA margins ranging from 15.25% to 16% and adjusted EPS between $5.45 and $6.15. The company anticipates achieving $35 million to $40 million in expected in-year synergy savings and an annualized run rate of $80 million to $90 million in savings by the end of 2025.

Strong Q2 Performance

JBT posted a strong performance in the second quarter, with adjusted EBITDA margins and adjusted EPS exceeding expectations. Total revenue was $935 million, with a year-over-year growth of 13% in the JBT segment and Marel segment achieving a revenue of $480 million.

Significant Progress in Synergies and Cash Flow

The company realized year-over-year synergy savings of $5 million in operating expense and $3 million in supply chain. Free cash flow for the first half of 2025 was $106 million, including $88 million in the second quarter, supported by working capital management and customer deposits.

Improvement in Leverage

Leverage decreased to below 3.4x at the end of the second quarter, compared to 3.8x in the first quarter and 4x at the close of the transaction. The bank leverage ratio was 2.8x as of June 30.

Poultry Industry Demand

Continued equipment investment from the poultry industry, the largest end market, with a pipeline expected to provide support into next year. The combined pipeline of opportunities in North America grew by approximately 15% in the last 6 months.

Integration and Cross-Selling Benefits

Successful integration of JBT and Marel portfolios, capturing benefits from cross-selling, with a combined pipeline of opportunities in North America increasing by 15% over the last 6 months.

JBT Marel (JBTM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JBTM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.51 / -	1.5	―	―	―
Aug 04, 2025	2025 (Q2)	1.28 / 1.49	1.05	41.90% (+0.44)
May 05, 2025	2025 (Q1)	0.84 / 0.97	0.85	14.12% (+0.12)
Feb 24, 2025	2024 (Q4)	1.81 / 1.70	1.4	21.43% (+0.30)
Oct 22, 2024	2024 (Q3)	1.41 / 1.50	1.11	35.14% (+0.39)
Jul 30, 2024	2024 (Q2)	1.24 / 1.05	0.97	8.25% (+0.08)
May 01, 2024	2024 (Q1)	0.84 / 0.85	0.94	-9.57% (-0.09)
Feb 20, 2024	2023 (Q4)	1.36 / 1.40	1.49	-6.04% (-0.09)
Oct 24, 2023	2023 (Q3)	0.98 / 1.11	1.27	-12.60% (-0.16)
Aug 01, 2023	2023 (Q2)	0.92 / 0.97	1.13	-14.16% (-0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JBTM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$133.62	$139.76	+4.60%
May 05, 2025	$107.06	$102.50	-4.26%
Feb 24, 2025	$117.05	$134.98	+15.32%
Oct 22, 2024	$95.03	$111.88	+17.73%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does JBT Marel (JBTM) report earnings?

JBT Marel (JBTM) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is JBT Marel (JBTM) earnings time?

JBT Marel (JBTM) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is JBTM EPS forecast?

JBTM EPS forecast for the fiscal quarter 2025 (Q3) is 1.51.

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