JBS S.A.

JBS S.A.

JBSAY
JBS S.A.US flagOther OTC
13.81
USD
+0.41
- -
30.63BMarket Cap
2012 Y
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
TTM
Revenue per Share
26.1
32.41
41.8
56.28
62.59
57.68
68.22
76.75
101.77
146.22
170.32
159.54
215.07
234.62
Basic EPS, GAAP
0.25
0.32
0.71
1.6
0.09
0.19
0.01
2.28
1.73
8.57
7.03
-0.44
4.92
6.09
Free Cash Flow per Basic Share
-0.05
0.28
1.88
0.58
-0.05
0.73
1.7
3.56
6.68
4.96
0.94
1.9
7.63
4.1
Dividend per Share
- -
0.06
0.08
0.17
0.4
0.03
0.05
- -
0.54
3.1
2.05
0.98
2.12
6.17
Book Value per Share
7.41
8.45
7.46
8.14
8.66
8.33
8.85
8.85
8.88
9.51
30.91
28.83
36.72
13.32
Tangible Book Value per Share
3.35
2.85
3.54
-1.01
-1.25
-0.66
-0.62
0.72
2.58
1.3
4.08
3.54
2.55
3.66
Basic Weighted Avg Shares
2,901
2,867
2,882
2,895
2,722
2,829
2,663
2,665
2,655
2,479
2,254
2,218
2,218
2,218
Sales/Revenue/Turnover
75,697
92,903
120,470
162,915
170,381
163,170
181,680
204,524
270,204
362,496
383,968
353,886
477,058
520,405
Operating Margin (%)
3.44
4.36
6.38
5.46
3.69
4.14
3.83
6.58
8.04
10.36
6.51
1.67
6.16
6.09
Depreciation Expense
1,614
2,039
2,547
3,693
4,501
4,472
4,805
6,313
7,837
9,325
10,089
10,430
13,533
14,096
Net Income, GAAP
719
927
2,036
4,640
234
534
25
6,068
4,598
21,242
15,850
-965
10,921
13,519
Effective Tax Rate (%)
44.81
37
42.59
34.9
- -
10.96
- -
13.78
43.67
24.57
11.54
- -
27.42
26.53
Profit Margin (%)
0.95
1
1.69
2.85
0.14
0.33
0.01
2.97
1.7
5.86
4.13
-0.27
2.29
2.6
Working Capital
7,846
11,205
12,674
9,673
571
6,926
15,298
13,467
19,702
24,105
24,556
30,766
33,772
30,539
LT Debt
13,766
20,754
24,211
44,976
33,119
40,414
44,441
52,412
63,919
87,382
90,277
99,111
115,218
108,480
Total Equity
21,433
23,133
25,643
28,366
23,517
26,141
27,946
32,482
43,544
47,797
50,478
47,114
50,278
50,389
Return on Invested Capital (%)
3.88
5.92
8.49
7.72
- -
9.07
- -
14.32
12.21
21.6
14.88
- -
13.02
14.03
Return on Capital (%)
4.18
4.69
6.71
8.88
- -
6.5
- -
12.53
8.17
22.64
14.37
- -
8.91
13.39
Return on Common Equity (%)
3.23
4.05
8.91
20.59
0.99
2.27
0.11
25.74
19.5
90.1
33.99
-1.44
15.02
47.87

Capital Structure

FRC

in mil. unless spec.
Dec'24
Mar'25
Jun'25
ST Debt
8,064
6,560
7,552
LT Borrowings
106,575
109,851
100,735
LT Finance Leases
8,643
8,030
7,744
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
2,218
2,218
2,218
Market Capitalization
163,368
181,759
176,219

Working Capital

FRC

in mil. unless spec.
Dec'24
Mar'25
Jun'25
Total Current Assets
105,823
99,785
87,009
Cash, Cash Equivalents & STI
34,698
27,712
13,670
Accounts Receivable, Net
23,089
20,104
19,937
Inventories
40,944
42,767
44,323
Total Current Liabilities
72,051
61,480
56,471
Payables & Accruals
51,520
48,367
41,849
ST Debt
8,064
6,560
7,552
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
7.73%
9.9%
6.72%
Free Cash Flow
-134.5%
74.98%
301.99%
Net Income, GAAP
2,302.29%
-205.05%
-1,231.52%
Sales/Revenue/Turnover
15.87%
19.83%
34.81%
Total Cash Common Dividend
2,454.13%
4,888.87%
115.86%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
86,684
89,383
91,409
86,410
353,886
2024
89,147
100,606
110,498
176,806
477,058
2025
114,127
118,974
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
-0.65
-0.12
0.26
- -
-0.44
2024
0.74
0.77
1.73
- -
4.92
2025
1.32
1.37
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
0.21
- -
- -
0.98
2024
- -
- -
- -
- -
2.12
2025
1
3.05
- -
- -
- -

Company Description

APIChat
CEO
Gilberto Tomazoni
Full Time Employees
280,000
Sector
Consumer Defensive
Industry
Packaged Foods
Address
Avenida Marginal Direita do Tietê, 500 São Paulo SP Brazil 05118-100
IPO Date
Jan 20, 2010
Website
jbs.com.br
Business
JBS S.A. ranks as the world's largest meat processor by sales, specializing in the production and distribution of beef, pork, poultry, lamb, fish, and prepared foods; it also manufactures leather, collagen, biodiesel, metal packaging, hygiene and cleaning products, natural casings for cold cuts, and provides transportation and solid waste management services. The company markets its products through prominent brands including Friboi, Swift, Seara, Pilgrim’s Pride, Swift Prepared Foods, Plumrose, and Primo, serving over 300,000 customers across more than 190 countries via approximately 600 facilities in over 25 countries spanning five continents, including Brazil, the United States, Canada, Australia, Europe, Mexico, New Zealand, the United Kingdom, Argentina, Uruguay, Vietnam, Saudi Arabia, and Nigeria. Founded in 1953 by José Batista Sobrinho in Anápolis, Brazil, and headquartered in São Paulo, JBS operates as a leader in protein processing with diversified segments encompassing food, by-products, and value-added solutions. Recent developments include a March 2025 announcement of $100 million investments to construct two new meat processing plants in Vietnam for beef, pork, and poultry production using Brazilian raw materials; $200 million in U.S. beef facility upgrades in Colorado and Texas, $135 million for a new sausage plant in Perry, Iowa, and $100 million acquisition and enhancement of a prepared foods facility in Ankeny, Iowa, for ready-to-eat bacon and sausage; progress toward a New York Stock Exchange listing following a deal with key shareholder BNDES in March 2025; and expressed interest in European acquisitions amid opportunities noted by leadership in September 2025.

Company News

APIChat
  • JBS Q1 Earnings Call Highlights

  • JBS N.V. (JBS) Q1 2026 Earnings Call Transcript

  • JBS Reports US$221 Million Net Income in the First Quarter of 2026

  • JBS Profit Slides Amid Rising Cattle Costs

  • JBS USA Food Company Holdings Announces Pricing of Tender Offer for Its 6.750% Senior Notes Due 2034

  • Meatpacker JBS reaches tentative agreement with striking Colorado workers

  • JBS Reaches Labor Deal With Striking Meatpacking Workers

  • JBS USA Food Company Holdings Announces Early Tender Results and an Increase to the Maximum Tender Amount for Its Previously Announced Cash Tender Offers

  • JBS: Shares Rise 26% This Year, But The Main Trigger Is Yet To Come

  • Striking JBS workers to return to Colorado plant on promise of talks

  • JBS N.V. (JBS) Q4 2025 Earnings Call Transcript

  • JBS USA Food Company Holdings Announces Cash Tender Offers for Up to $1,000.0 Million Combined Aggregate Principal Amount of Its 6.750% Senior Notes Due 2034 and 5.950% Senior Notes Due 2035

  • JBS: Attractive Risk/Reward Opportunity

  • JBS reports record revenue of US$ 86.2 billion and closes 2025 with US$ 2 billion in net income

  • JBS USA and National 4 H Council Launch Partnership to Prepare the Next Generation of America's Farmers and Ranchers

  • JBS workers launch first US meatpacking strike in 40 years, union says

  • JBS Beef-Plant Workers Begin Industry's Largest Strike in Years

  • JBS: Meat In The U.S. Has Never Been So Expensive, And This Company Can Help Pay The Bill

  • Just Bare® Delivers $1 Billion in Annual Retail Sales as Pilgrim's Accelerates Momentum in Prepared Foods

  • JBS Mental Health Authority Data Breach Claims Investigated by Lynch Carpenter