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Investor Relations14 Oct 2025
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JBS (JBS) investor relations material
JBS Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Achieved record net revenue of $21B in 2Q25, up 8.9% year-over-year, with net income rising to $528M and EPS at $0.48; ROE improved to 25.7%.
Completed dual listing on NYSE and B3, expanding global visibility, investor access, and strategic flexibility.
Paid $1.2B in dividends and announced a $400M share repurchase program, reflecting commitment to shareholder returns.
Strategic investments in US operations include new and expanded facilities totaling over $800M to support prepared foods growth and job creation.
Continued global diversification with sales in over 180 countries and a workforce exceeding 280,000.
Financial highlights
Adjusted EBITDA (IFRS) was $1.8B, margin 8.4%; adjusted operating income $1.2B, margin 5.7%; adjusted net income $583M, EPS $0.53.
Free cash flow was negative $55M, impacted by higher inventories, hedging, settlements, increased CAPEX, and higher tax payments.
ROIC rose to 17.0% year-over-year.
Net sales reached $21B, up 9% year-over-year.
Operating cash flow was $1.8B.
Outlook and guidance
Capex planned at $2B for both 2025 and 2026, including announced expansions; working capital expected at $900M in 2025 and $250M in 2026.
Legal settlements projected at $300M in 2025, zero in 2026; interest expenses at $1.15B in 2025 and $1.1B in 2026.
US beef margins expected to remain challenged for 3-4 quarters, with gradual improvement from 2027 onward; pork margins expected to normalize immediately.
Focus on margin expansion and risk mitigation through geographic and protein diversification.
Management targets leverage below 2.5x and interest coverage at 7.4x by year-end, supported by robust cash and credit lines.
Explain the hedging impact on cash flow.
Detail Australia's top line and margin drivers.
Prepared foods investments impact on US volumes?
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Q3 202514 Nov, 2025
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Frequently asked questions
JBS N.V. (JBS S.A.), operating under the ticker JBSS3, is a global leader in the food processing industry, particularly known for its substantial role in the meat processing sector. The company, headquartered in São Paulo, Brazil, has diversified its operations beyond meat processing to include a variety of food products. JBS S.A. is involved in the production and trading of beef, pork, chicken, and lamb products, including cooked frozen meat and plant-based items. It also ventures into the commercialization of leather, steel cans, plastic resin, personal care, and cleaning products, along with collagen. Moreover, JBS engages in the production of wet blue leather, semi-finished, and finished leather products. Its services extend to transportation, cold storage, industrial waste management solutions, recycling, and electricity production. The company also has activities in the production and commercialization of raw and cooked ham, the trading of soybeans, tallow, palm oil, and caustic soda, and operates distribution centers and harbors. The company is headquartered in São Paulo, Brazil, and its shares are listed on the São Paulo stock exchange.
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