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 ( JBTM ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $934.80 $897.40

Revenue mln mln (6

Analysts

)

Q2 Beat $1.49 $1.28 (6

Adjusted Analysts

EPS )

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 ( JBTM ) 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:

(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.)