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JBT Marel (JBTM) investor relations material
JBT Marel Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue reached $935M, exceeding guidance, with over half from recurring sources and strong FX tailwinds.
Adjusted EBITDA margin was 16.7%, with $8M in synergy savings and robust free cash flow supporting deleveraging.
Integration of JBT and Marel progressed, enabling cross-selling, expanded solutions, and a 15% pipeline increase in North American poultry.
Net income from continuing operations was $3M, impacted by acquisition amortization, M&A, restructuring, and pension costs.
Healthy order bookings ($938M) and $1.4B backlog provide revenue visibility for the remainder of the year.
Financial highlights
Q2 2025 revenue: $935M, including $21M FX benefit; adjusted EBITDA: $156M (16.7% margin); adjusted EPS: $1.49.
Free cash flow YTD: $106M; Q2: $88M; liquidity at $1.3B as of June 30, 2025.
Net income from continuing operations: $3M (0.4% margin), impacted by $58M acquisition amortization, $20M M&A costs, $11M JV impairment, $6M restructuring.
Orders in Q2 2025 totaled $938M, with strong performance in poultry, meat, beverages, and ready meals.
Recurring revenue represented 52% of total Q2 2025 revenue, exceeding expectations by $25M.
Outlook and guidance
Full-year 2025 revenue guidance: $3,675M–$3,725M, with $70M–$85M FX tailwind expected.
Adjusted EBITDA margin forecast: 15.25%–16.0%; adjusted EPS: $5.45–$6.15.
Q3 2025 revenue expected to be flat sequentially; margins to decline ~100 bps due to tariffs and mix.
Second half 2025 margins to reflect $20M–$30M in net tariff costs and higher equipment revenue mix.
Price/cost neutrality targeted by Q1 or Q2 2026 through supply chain and pricing actions.
What is driving the increased tariff costs?
Explain the lower H2 2025 income margin.
Detail M&A costs included in adjusted EPS.
What is driving Marel's margin improvement?
How will tariffs impact Q4 earnings?
Quantify EBITDA lift from meat/fish margin goals.
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Q3 20255 Nov, 2025
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Frequently asked questions
John Bean Technologies Corporation, commonly known as JBT Corporation, provides technology solutions for the food and beverage and air transportation industries. The company designs, manufactures, and services equipment for food processing, preservation, and packaging, as well as ground support equipment for airports. It operates globally across multiple end markets. The company is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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