The earnings call reflects a generally positive sentiment with strong revenue performance, improved EBITDA margins, progress in deleveraging, and successful integration synergies. However, challenges remain with tariff costs impacting margins and softness in certain market segments.

Company Guidance -

Q3 2025

In the earnings conference call for the second quarter of 2025, JBT Marel provided a comprehensive update on their financial performance and future guidance. The company reported total revenue of $935 million, exceeding expectations by $35 million, with $21 million attributed to favorable foreign exchange impacts. Adjusted EBITDA margins were at 16.7%, outperforming guidance by 180 basis points, driven by a favorable mix of recurring revenue and higher-margin equipment. The company generated strong free cash flow of $88 million in the quarter, contributing to a reduction in leverage to below 3.4x. JBT Marel reestablished full-year guidance, expecting total revenue of $3.7 billion, adjusted EBITDA margins between 15.25% to 16%, and adjusted EPS of $5.45 to $6.15. The integration of JBT and Marel is on track, with synergy savings expected to reach $35 million to $40 million in 2025, with an annualized run rate of $80 million to $90 million by year-end. The backlog stood at $1.4 billion, providing strong support for revenue conversion in the remainder of the year. Despite challenges, such as a $9 million gross tariff cost in Q2, the company is optimistic about continued growth in key markets, notably poultry, and the benefits from its integrated solutions and expanded service network.

Strong Revenue and Order Performance

Total revenue for Q2 2025 was $935 million, exceeding the midpoint of guidance by $35 million. Orders totaled $938 million, with $22 million from favorable FX translation.

Improved EBITDA Margins

Adjusted EBITDA margin was 16.7%, outperforming guidance by 180 basis points, due to favorable revenue mix, productivity improvements, and cost controls.

Progress in Deleveraging

Leverage decreased to below 3.4x from 3.8x in Q1. Bank leverage ratio was 2.8x as of June 30, providing significant liquidity of approximately $1.3 billion.

Integration Synergies Achieved

Year-over-year synergy savings of $5 million in operating expense and $3 million in supply chain, on track for $35-40 million in-year savings, with annualized run rate savings of $80-90 million.

Expanded Portfolio and Cross-Selling Opportunities

Cross-selling and integration of JBT and Marel solutions led to a 15% increase in the pipeline of opportunities in North America. Integrated lines and software provide value to customers.

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	$133.52	$139.66	+4.60%
May 05, 2025	$106.99	$102.42	-4.27%
Feb 24, 2025	$116.96	$134.88	+15.32%
Oct 22, 2024	$94.96	$111.80	+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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