)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next JBT Marel earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage