JBS SA
BOVESPA:JBSS3

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JBS SA
BOVESPA:JBSS3
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Price: 76.93 BRL 0.23% Market Closed
Market Cap: 86.9B BRL

JBS SA
Investor Relations

JBS SA, a Brazilian mammoth in the meat processing industry, has carved its niche as one of the world's leading producers of beef, pork, and chicken. Founded in 1953, the company began its journey as a humble butcher shop in Anápolis, and over decades, it expanded aggressively through strategic acquisitions, including key players like Swift Foods and Pilgrim's Pride. This growth strategy not only catapulted JBS into the global market but also diversified its product offerings, enabling it to command a significant share in multiple segments across the food supply chain. The corporate philosophy at JBS hinges on scale and efficiency—two pillars that ensure operational prowess in meat production and distribution.

At the core of JBS's business model is a robust vertically integrated supply chain, meticulously designed to manage everything from sourcing livestock to processing and packaging meat products. The myriad plants and facilities dotted across South America, North America, and beyond enable JBS to maintain a steady flow of products while optimizing costs in a historically low-margin industry. By controlling these operational levers, the company is well-positioned to capitalize on fluctuating global demand for protein-based foods. Revenue streams are largely driven by wholesale meat sales to supermarkets, restaurants, and other food retailers; however, JBS also explores value-added product lines and exports as auxiliary income generators. As consumers worldwide continue to prioritize protein-rich diets, JBS remains a formidable force in satiating this ever-increasing appetite.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Aug 14, 2025
AI Summary
Q2 2025

Record Revenue: JBS posted record net sales of $21 billion for Q2 2025, up 9% year-over-year, reflecting the resilience of its diversified global platform.

Profitability: Adjusted EBITDA reached $1.8 billion (8.4% margin), and net profit was $528 million. Seara delivered strong margins despite avian flu disruptions.

Shareholder Returns: JBS paid $1.2 billion in dividends for the quarter and announced a new $400 million share repurchase program.

Capital Investments: The company continued major investments in U.S. prepared foods, including new facilities for sausages and bacon, aimed at boosting capacity by up to 25-30%.

Beef Cycle Pressures: U.S. beef margins remain under pressure due to high cattle prices and market volatility, but management expects gradual improvement over the next 3-4 quarters.

Pork and Chicken Outlook: U.S. pork margins should recover immediately as trade disruptions subside, while chicken demand globally remains robust.

Financial Discipline: Net leverage was 2.27x, with average debt maturity extended to 15 years and stable interest coverage, supporting ongoing investments and shareholder returns.

Outlook: Management remains confident in continued value creation, citing operational strength, strong brands, and positive protein demand trends.

Key Financials
Revenue
$21B
Adjusted EBITDA
$1.8B
EBITDA Margin
8.4%
Net Profit
$528M
Earnings Per Share
$0.48
Return on Equity
25.7%
Return on Invested Capital
17%
Free Cash Flow Breakeven
$5.5B (2025); $4.5B (2026)
Net Leverage
2.27x
Interest Coverage
7.7x
Seara Adjusted EBITDA Margin
18.1%
JBS Brazil Revenue Growth
20% higher YoY
JBS Brazil EBITDA Margin
6.4%
JBS Beef North America Revenue Growth
14% up YoY
JBS Australia Revenue Growth
20% up YoY
JBS Australia EBITDA Margin
12.7%
JBS USA Pork Revenue
5% down YoY
Pilgrim's Pride Net Revenue Growth
4% up YoY
Pilgrim's Pride Adjusted EBITDA
$687M
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jeremiah Alphonsus O'Callaghan
President of the Board & Member of Executive Board
No Bio Available
Mr. Gilberto Tomazoni
Global CEO & Member of Executive Board
No Bio Available
Mr. Guilherme Perboyre Cavalcanti
Global CFO, Investor Relations Officer & Member of Executive Board
No Bio Available
Mr. Eliseo Santiago Perez Fernandez
Director of Administrative & Control and Member of the Executive Board
No Bio Available
Mr. Wesley Mendonca Batista Filho
Global Chief Operating Officer & Member of Executive Board
No Bio Available
Agnaldo Dos Santos Moreira Jr.
Accounting Director
No Bio Available
Mr. Michael Koenig
Chief Ethics & Compliance Officer
No Bio Available
Mr. Rodrigo Gagliardi
Sales Manager
No Bio Available
Juriana Sperandio Domingues
Head of HR in North America & Global HR Director
No Bio Available
Mr. Alfred Al Almanza
Global Head of Food Safety & Quality
No Bio Available

Contacts

Address
SAO PAULO
Sao Paulo
Av. Marginal Direita do Tiete, 500,Bloco 3 - 3 andar, Vila Jaguara
Contacts
+551131444447.0
www.jbs.com.br