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JBT Marel (JBTM)
NYSE:JBTM
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.27Last Year’s EPS
1.05Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: 5.75%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Neutral
JBT Marel's earnings call highlighted strong performance in revenue and order growth, successful integration efforts, and a solid liquidity position. However, the suspension of full-year guidance due to tariff uncertainties and challenges in specific market segments like whitefish present notable risks. Overall, while positive achievements were significant, the uncertainties and potential financial impacts of tariffs weigh on the outlook.Company Guidance
During JBT Marel's Q1 2025 earnings call, the company reported strong performance, exceeding revenue and adjusted EBITDA guidance, with a 13.1% adjusted EBITDA margin surpassing expectations by 60 basis points. Orders increased by 12% year-over-year, driven by robust demand in the poultry, meat, beverage, pharma, and pet food sectors across various global regions. Despite macroeconomic uncertainties and US tariff impacts, JBT Marel suspended its full-year guidance, offering only Q2 projections, anticipating $885 million to $915 million in revenue and an adjusted EBITDA margin between 14.5% and 15.25%. The company estimated potential tariff costs of $50 million to $60 million annually but plans to mitigate these by over half through supplier negotiations, pricing adjustments, and manufacturing shifts. The integration of JBT and Marel is on track, with targeted annual run-rate synergy savings of $150 million expected by the end of 2027.Better-than-Expected Revenue and Margin Performance
JBT Marel's first quarter revenue exceeded the midpoint of guidance by $19 million, outperforming expectations due to strong equipment shipments and recurring revenue. Adjusted EBITDA margin was 13.1%, surpassing guidance by 60 basis points.
Strong Order Growth
Orders increased 12% year over year, with significant demand from the Poultry industry and robust orders in meat, beverage, pharma, and pet food sectors. Combined orders reached $916 million, reflecting healthy growth.
Progress on Integration and Synergy Realization
Significant progress in integrating JBT and Marel, with cost synergies on track to achieve in-year savings of $35 million to $40 million in 2025 and annual run-rate savings of $80 million to $90 million.
Strong Liquidity Position
The company has a liquidity of approximately $1.3 billion, providing significant financial flexibility, with a reduction in leverage to 3.8 times, improving from just below 4 times at transaction close.
JBTM Earnings History
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 |
|---|---|---|---|
May 05, 2025 | $107.16 | $102.59 | -4.26% |
Feb 24, 2025 | $117.15 | $135.10 | +15.32% |
Oct 22, 2024 | $95.11 | $111.98 | +17.74% |
Jul 30, 2024 | $96.39 | $98.12 | +1.79% |
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 Aug 06, 2025, TBA Not Confirmed.
What is JBT Marel (JBTM) earnings time?
JBT Marel (JBTM) earnings time is at Aug 06, 2025, TBA Not 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 (Q2) is 1.27.