Q4 2025 JBT Marel Corp Earnings Call Transcript

Feb 24, 2026 / 03:00PM GMT

Release Date Price: $163.86 (+0.28%)

Transcript 10-K8-K

Key Points

Positve

JBT Marel Corp (JBTM) posted strong revenue growth and significant margin expansion in 2025.
The company achieved its goal of delivering adjusted EPS accretion within the first year of the JBT and Marel combination.
JBT Marel Corp (JBTM) exceeded its targeted deleveraging of the balance sheet, ending 2025 with a leverage ratio of less than 2.9 times.
The company captured $30 million in order synergies for the full year, with more than half realized in the fourth quarter.
JBT Marel Corp (JBTM) expects healthy year-over-year growth in revenue, margins, and earnings for 2026, with projected adjusted earnings per share of $8 to $8.50.

Negative

The company faced a higher tariff environment in 2025, costing approximately $43 million, impacting adjusted EBITDA margins by 50 basis points.
Fourth quarter adjusted EBITDA margin declined sequentially due to the acceleration of tariff costs and investments for 2026 growth plans.
The Prepared Food & Beverage segment experienced inefficiencies, particularly in the AGV side, impacting performance in Q4 2025.
JBT Marel Corp (JBTM) anticipates ongoing tariff impacts in 2026, with approximately $45 million of higher full-year tariff costs before pricing actions.
The company is still in the early stages of supply chain regionalization, which may take until 2027 to complete.

Operator

Welcome to JBT Marel's earnings conference call for the fourth quarter and full year 2025. My name is Ellen, and I will be your conference operator today. As a reminder, today's call is being recorded. (Operator Instructions) I will now turn the call over to JBT Marel's Senior Director of Investor Relations, Marlee Spangler to begin today's conference.

Marlee Spangler

JBT Marel Corp - Senior Director of Investor Relations

Thank you, Ellen. Good morning, everyone, and thank you for joining our year-end 2025 conference call. With me on the call is our Chief Executive Officer, Brian Deck; President, Arni Sigurdsson; and Chief Financial Officer, Matt Meister.

In today's call, we will use forward-looking statements that are subject to the safe harbor language in yesterday's press release and 8-K filing.

JBT Marel's periodic SEC filings also contain information regarding risk factors that may have an impact on our results.

These documents are available on the IR website. Also, our discussion today includes references to certain non-GAAP

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