)
JBS (JBS) investor relations material
JBS Institutional presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Global leadership and scale
Operates over 250 production facilities with 280,000+ employees, selling to nearly 200 countries.
Holds #1 global positions in poultry and beef, and leading roles in pork, prepared foods, plant-based, salmon, and eggs.
2025 net revenues projected at $86 billion, ranking as the world's largest food company by revenue.
Financial performance and growth
Net revenues reached $91.2 billion LTM 2Q26, with diversified contributions from Pilgrim's Pride, Seara, JBS USA Pork, JBS Australia, JBS Brazil, and JBS Beef North America.
Adjusted EBITDA margin improved from a median of 5.1% (2008-2012) to 9.7% (2018-2022), reflecting successful diversification and margin expansion.
Free cash flow generation supported investments, dividends, and deleveraging, with net leverage reduced to 2.77x by 2Q26.
Dividend distributions have increased, transforming the company into a dividend stock.
Strategic diversification and investments
Growth driven by strategic acquisitions and expansion into value-added and branded products.
Recent capex projects include new and modernized facilities in the US, Mexico, Europe, Paraguay, Brazil, Saudi Arabia, and Oman, totaling ~$3 billion.
Production and consumption are globally diversified, with significant presence in the US, Brazil, Europe, and Asia.
- Record sales and improved cash flow offset by margin pressure and a net loss in 2Q26.JBS
Q2 2026 - Sustainable growth, margin expansion, and global diversification drive strong returns.JBS
Investor Day 2026 presentation - Global protein leader with $88.3B revenue, margin growth, and expanding global footprint.JBS
Investor presentation - Global protein leader with $88.3B revenue, expanding through diversification and strategic investment.JBS
Investor presentation - Net sales up 11% to $21.6B–$22B, but EBITDA and net income declined; leverage at 2.77x.JBS
Q1 2026 - Record $86.2B revenue and $2.02B net income in 2025, with margin pressure in North America.JBS
Q4 2025 - Record 3Q24: $19.9B revenue, $2.2B EBITDA, $693M profit, leverage at 2.15x.JBS
Q3 2024 - Q2 2024 saw record margins, $329M net profit, and strong cash flow, led by poultry and pork.JBS
Q2 2024 - Record revenue, margin expansion, and lower leverage highlight robust 2024 performance.JBS
Q4 2024
Next JBS earnings date
Next JBS earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage