JBT Marel Corporation released its fourth‑quarter and full‑year 2025 financial results, delivering a strong earnings beat that exceeded analyst expectations. The company reported adjusted earnings per share of $1.98, surpassing the consensus estimate of $1.92 by $0.06, while total revenue reached $3.8 billion, a figure that outpaced the consensus estimate of $3.78 billion.
Revenue growth was driven by a robust rebound in protein markets, especially poultry, and by the accelerated realization of synergies from the Marel integration. The company’s realignment into Protein Solutions and Prepared Food & Beverage Solutions segments helped consolidate its market position, although specific segment revenue figures were not disclosed in the release.
Adjusted EBITDA for the year stood at $600 million, translating to a 15.8% margin. The margin expansion was largely attributed to cost controls and the operational leverage gained from the Marel acquisition, which has enabled the company to streamline processes and reduce overhead across its combined operations.
Management raised its 2026 guidance, projecting full‑year revenue of $3.99‑$4.07 billion and an adjusted EBITDA margin of 17.0‑17.5%. The upward revision reflects confidence in continued demand recovery, the ongoing capture of cross‑selling opportunities, and the expectation that synergy realization will continue to improve profitability.
Analysts responded positively, with five of six analysts upgrading the stock to a buy and setting a mean price target of $160.25, while a consensus target of $174.50 was also noted. The market reaction underscores the perceived strength of the company’s earnings performance and its forward‑looking guidance.
"We delivered on our ambitious expectations for our first year operating as JBT Marel and demonstrated that we are truly better together," said CEO Brian Deck. "Our team’s strong execution, successful integration efforts, and continuous improvement initiatives led to excellent performance in 2025 and a positive outlook for 2026."
Matt Meister, CFO, added, "We are extremely pleased that we delivered strong full‑year financial results even in the face of a challenging tariff environment. Our ability to de‑lever the balance sheet to below 3 times within the first year of the combination underscores the significant cash flow generation and earnings power of our business."
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