Overview
JBT Marel Q2 2025 revenue of $935 mln beats analyst expectations, per LSEG data
Adjusted EPS for Q2 2025 beats consensus, driven by recurring revenue and FX tailwind
Co realized $8 mln in synergy savings from integration efforts
Outlook
JBT Marel re-establishes full year 2025 guidance with revenue $3.675-$3.725 bln
Company expects full-year adjusted EBITDA margin of 15.25%-16.0%
Result Drivers
RECURRING REVENUE - Exceeded expectations by $25 mln, contributing to revenue beat
FX BENEFIT - Foreign exchange translation added $21 mln to revenue, $8 mln above expectations
SYNERGY SAVINGS - Achieved $8 mln in year-over-year savings from integration efforts
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$934.80 mln
$897.40 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$1.49
$1.28 (6 Analysts)
Q2 EPS
$0.07
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the industrial machinery & equipment peer group is "buy"
Wall Street's median 12-month price target for JBT Marel Corp is $135.00, about 1% above its August 4 closing price of $133.62
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 17 three months ago
Press Release: ID:nBw72XG8Ka
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)