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Jbs NV
NYSE:JBS

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Jbs NV
NYSE:JBS
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Price: 17.75 USD -1.77% Market Closed
Market Cap: $19.7B
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Jbs NV
Investor Relations

Jbs NV is a NL-based company operating in Food Products industry. The company is headquartered in Amstelveen, Noord-Holland. The company went IPO on 2025-06-12. JBS NV is a Netherlands-based Company that specializes in financing and holding activities.

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JBS
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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 26, 2026
AI Summary
Q4 2025

Revenue: Q4 revenue of $23 billion and record full-year revenue of $86 billion.

Profitability: Q4 net income $415 million (EPS $0.39); FY net income $2 billion (EPS $1.89); consolidated EBITDA margin for the year 7.9%.

Cash & Balance Sheet: Q4 free cash flow $990 million, FY free cash flow $400 million; leverage 2.39x and average debt maturity ~15 years with average cost ~5.7%.

Capital allocation: Board approved a $1.00 per share dividend payable in June; management says $1 billion per year dividend target while evaluating repurchases depending on cash generation.

Market dynamics: Management flagged tight U.S. beef supply and higher volatility, strong global protein demand (chicken, beef) and notably strong performance in Australia and Brazil.

Operational actions: Pilgrim's verticalized raw-material flows (3 plant changes) to support prepared foods; Seara expanding value-added and export programs; several organic CapEx projects underway globally.

Key Financials
Revenue (Q4)
$23 billion
Revenue (FY)
$86 billion
EBITDA margin (Q4)
17.4%
Consolidated EBITDA margin (FY)
7.9%
Adjusted EBITDA (IFRS, Q4)
$1.7 billion
Adjusted EBITDA (IFRS, FY)
$6.8 billion
Adjusted EBITDA (U.S. GAAP, Q4)
$1.5 billion
Adjusted EBITDA (U.S. GAAP, FY)
$5.8 billion
Adjusted operating income (Q4)
$1.1 billion
Adjusted operating income (FY)
$4.5 billion
Net income (Q4)
$415 million
Earnings per share (Q4)
$0.39
Net income (FY)
$2 billion
Earnings per share (FY)
$1.89
Free cash flow (Q4)
$990 million
Free cash flow (FY)
$400 million
Return on equity
25%
Return on invested capital
70%
Return on invested capital (alternate figure)
17%
Leverage ratio (net debt / EBITDA)
2.39x
Average debt maturity
approximately 15 years
Average cost of debt
around 5.7%
Working capital consumption (2025)
$850 million
Expansion CapEx executed (2025)
$1.1 billion
CapEx assumption (2026)
$2.4 billion (of which $1.3 billion expansion and $1.1 billion maintenance)
Interest expenses (assumption stated)
$1.5 million
Leasing expenses (assumption stated)
$500 million
Net financial expenses (annual)
$1.1 billion
Revolving credit lines
$3.5 billion
Available cash
$4.8 billion
Dividend announced
$1 per share (to be paid in June)
Adjusted net income excluding nonrecurring (Q4)
$500 million
Adjusted EPS excluding nonrecurring (Q4)
$0.47
Adjusted net income excluding nonrecurring (FY)
$2.2 billion
Adjusted EPS excluding nonrecurring (FY)
$2.10
Historical beef processing volume (Brazil, cited)
around 42 million heads
Australia top-line growth (Q4)
30% year-over-year
Estimated EBITDA breakeven (exercise)
approximately $300 million lower than initial estimate
Earnings Call Recording
Open Full Analysis Open Transcript
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
Managing & Controlling Officer, Director of Administrative & Control and Member of the Exe. 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.
Chief Accounting & Corporate Administration Officer
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. Vincent Trius
President of Swift
No Bio Available

Contacts

Address
NOORD-HOLLAND
Amstelveen
Stroombaan 16 5e verdiepin
Contacts
sparklesyt

See Also

Summary
JBS intrinsic value, competitors valuation, and company profile.
DCF Valuation
JBS stock valuation using Discount Cash Flow valuation method.
Relative Valuation
JBS stock valuation using valuation multiples.
Wall Street Estimates
JBS price targets and financial estimates made by Wall st analysts.
Profitability Analysis
Detailed analysis of the company's profitability.
Solvency Analysis
Analysis of the financial position and solvency of the company.
Financials
Income Statement, Balance Sheet, Cash Flow Statement.
Discount Rate
JBS stock discount rate: cost of equity and WACC.
Summary
DCF Valuation
Relative Valuation
Wall Street Estimates
Profitability Analysis
Solvency Analysis
Financials
Discount Rate
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