other material
confidence high
sentiment positive
materiality 0.75
JBT Marel Investor Day: 2025 revenue $3.8B, Adj EBITDA 15.8%, targets 5-7% annual growth
JBT MAREL Corp
- 2025 revenue $3.8B, adjusted EBITDA margin 15.8%; expects 5-7% annual revenue CAGR over 3 years.
- Integration delivered ~$30M in order synergies in 2025; further cost savings targeted for 2026-2027.
- Recurring revenue accounts for 50% of total; Protein Solutions (45% rev, 20.1% margin) and Prepared Food (55% rev, 17.2% margin).
- Strategic pillars: customer-first service, integrated value proposition, capture full market potential, operational distinctiveness.
- End-market diversity: poultry 44%, meat 16%, beverages/juices 7%, others; geographic split US/Canada 40%, EMEA 40%, LATAM 10%, APAC 10%.