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JBSJBS N.V.
$12.13$26.9B
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JBS logoJBS N.V.(JBS)Earnings, Financials & Key Ratios

JBS•NYSE
$12.13
6.0× P/E·Price updated Jul 6, 2026
SectorConsumer DefensiveIndustryPackaged FoodsSub-IndustryProtein foods and meat alternatives
AboutJBS N.V., together with its subsidiaries, operates as a protein and food company worldwide. The company offers beef, pork, chicken, poultry, fish, and lamb products; cooked frozen meat; plant based products; and other food products. It also sells leather, leather, hygiene and cleaning products, collagen, metal packaging, biodiesel, and others, as well as wet blue leather, semi-finished, and finished leather products. In addition, the company is involved in beef processing, such as slaughtering, refrigerating, industrializing, and production of canned beef by-products, as well as fish processing; leather production, processing, and commercialization; production and commercialization of steel cans, plastic resin, soap base for production, soap bar, biodiesel, glycerin, olein, oily acid, collagen, and wrapper derived from cattle tripe; industrial waste management; cold storage; and purchase and sale of soybeans, tallow, palm oil, caustic soda, and stearin. Further, it engages in chicken and pork processing, including raising, slaughtering, and processing of broiler chickens and hogs; production and commercialization of beef and food products; production of pet food and concentrates; electric power production, cogeneration, and commercialization; operates distribution centers and harbors; and provides transportation services and dog biscuits. Additionally, it produces beef jerky; offers cattle fattening and warehousing services; operates logistics; and trades in by products from processing. The company was founded in 1953 and is based in Amstelveen, Netherlands.Show more
  • Revenue$471.14B+13.0%
  • EBITDA$35.25B+5.4%
  • Net Income$11.1B+15.4%
  • EPS (Diluted)10.41+1201.3%
  • Gross Margin12.8%-14.9%
  • EBITDA Margin7.48%-6.8%
  • Operating Margin4.8%-15.7%
  • Net Margin2.36%+2.1%
  • ROE21.6%+9.4%

JBS Price & Volume

JBS N.V. (JBS) stock price & volume — 10-year historical chart

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Cyclical Margin Compression Strains JBS Financial Stability

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:High leverage amid cyclicality

Key Thesis Takeaways

  • JBS faces significant headwinds as its top-line growth reversed to a 2.3% contraction in 2026Q1, signaling a challenging environment for global protein markets.
  • The company's reliance on high leverage, evidenced by a 2.55 Debt/Equity ratio, creates substantial risk as operating margins have compressed to 2.2%.
  • Investors should monitor the sustainability of cash flows, which have turned negative, potentially threatening the company's ability to maintain its current capital allocation strategy.

Verdict Logic

the company's inability to generate positive free cash flow, which reached -$7.0B in 2026Q1, combined with a high Debt/Equity ratio of 2.55, suggests significant operational and solvency risks.

JBS Growth Metrics

JBS N.V. (JBS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years11.2%
5 Years11.76%
3 Years7.06%
TTM7.99%

Profit CAGR

10 Years9.11%
5 Years19.27%
3 Years-11.2%
TTM-12.37%

EPS CAGR

10 Years20.6%
5 Years43.18%
3 Years13.66%
TTM55.8%

Return on Capital

10 Years13.01%
5 Years14.28%
3 Years9.96%
Last Year12.41%

JBS Recent Earnings

JBS N.V. (JBS) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 3/12 qtrs (27%)●Beat Revenue 3/12 qtrs (27%)
Q2 2026Latest
May 12, 2026
Metric
Actual
Est
EPS
$0.20-2.2%
$0.20
Rev
$21.6B-0.2%
$21.7B
Q1 2026
Feb 11, 2026
Metric
Actual
Est
EPS
$0.39-82.7%
$2.26
Rev
$23.1B-80.7%
$119.5B
Q4 2025
Nov 13, 2025
Metric
Actual
Est
EPS
$0.52+2.6%
$0.51
Rev
$22.6B+2.9%
$22.0B
Q3 2025
Aug 13, 2025
Metric
Actual
Est
EPS
$0.53+4.5%
$0.51
Rev
$21.9B-0.2%
$22.0B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 12, 2026
$0.20vs $0.20-2.2%
$21.6Bvs $21.7B-0.2%
Q1 2026Feb 11, 2026
$0.39vs $2.26-82.7%
$23.1Bvs $119.5B-80.7%
Q4 2025Nov 13, 2025
$0.52vs $0.51+2.6%
$22.6Bvs $22.0B+2.9%
Q3 2025Aug 13, 2025
$0.53vs $0.51+4.5%
$21.9Bvs $22.0B-0.2%
Based on last 12 quarters of dataView full earnings history →

Latest JBS News

Recent stock market news and headlines for JBS N.V. (JBS)

Seeking Alpha·Jun 24, 2026
JBS: A Break In The Thesis In 2H26, Retaining 'BUY'

JBS (JBS) is rated Buy with a reiterated $18.2/share price target, despite a recent 20% stock decline driven by US beef segment weakness. US cattle cycle downturn has been more severe and prolonged than expected, significantly impacting near-term earnings and market sentiment. JBS remains fundamentally strong, with $6B+ cash, diversified protein portfolio, and the ability to sustain its $1/share dividend even in a downcycle.

MarketBeat·Jun 16, 2026
5 High-Yield Stocks With Analyst Support and Room to Run

High-yield stocks are attractive for easy-to-understand reasons. When they outpace the S&P 500's average yield and inflation, they can provide substantial income.

Peers Comparison

Key metrics vs top competitors for JBS N.V. (JBS)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
JBS logoJBSJBS N.V.Current
$12.13$26.91B6.0313%2.36%21.6%13.12%
TSN logoTSNTyson Foods, Inc.
$58.75$20.91B43.202.12%0.81%2.48%—
HRL logoHRLHormel Foods Corporation
$24.28$13.36B27.911.55%3.82%5.85%—
PPC logoPPCPilgrim's Pride Corporation
$28.65$6.82B6.313.46%4.78%24.09%—
WH logoWHWyndham Hotels & Resorts, Inc.
$81.74$6.14B33.091.49%13.4%37.33%—
SFD logoSFDSmithfield Foods, Inc.
$24.55$9.65B9.78—6.48%14.66%—

Compare JBS vs Peers

JBS N.V. (JBS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs TSN

Most directly comparable listed peer for JBS.

Scale Benchmark

vs DE

Larger-name benchmark to compare JBS against a more recognizable public peer.

Peer Set

Compare Top 5

vs TSN, HRL, PPC, WH

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JBS Frequently Asked Questions

JBS N.V. (JBS) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is JBS N.V.'s revenue?

JBS N.V. (JBS) reported $477.26B in revenue for fiscal year 2025. This represents a 296% increase from $120.47B in 2014.

How fast is JBS N.V. growing?

JBS N.V. (JBS) grew revenue by 13.0% over the past year. This is steady growth.

Is JBS profitable?

Yes, JBS N.V. (JBS) is profitable, generating $9.55B in net income for fiscal year 2025 (2.4% net margin).

Dividend & Returns
Does JBS pay dividends?

Yes, JBS N.V. (JBS) pays a dividend with a yield of 13.12%. This makes it attractive for income-focused investors.

What is JBS's return on equity?

JBS N.V. (JBS) has a return on equity (ROE) of 21.6%. This is excellent, indicating efficient use of shareholder capital.

What is JBS N.V.'s free cash flow?

JBS N.V. (JBS) had negative free cash flow of $64.0M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in JBS back in 2014?

Total return calculator · dividends reinvested · 12+ years of data

See returns →