JBT Marel Corp's Q2 revenue beats expectations at $935 mln

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

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