The earnings call highlighted JBS's significant achievements, such as record revenue, strong performance in Australia and Pilgrim's Pride, and strategic investments in U.S. facilities. However, challenges in the U.S. beef business, trade restrictions affecting the pork segment, and the impact of avian flu on Seara were noted. Despite these challenges, the overall sentiment is bolstered by the company's strategic moves and shareholder returns.

Company Guidance

During the JBS second-quarter earnings call for 2025, significant guidance was provided on the company's strategic direction and financial performance. The company announced a record net sales figure of $21 billion, marking a 9% year-over-year increase. Adjusted EBITDA reached $1.8 billion with a margin of 8.4%, while net profit stood at $528 million. A noteworthy aspect of the call was the emphasis on strategic investments, including a $135 million fresh sausage facility in Iowa and a $400 million prepared foods facility in Georgia. The company also highlighted a $400 million share repurchase program and a commitment to returning value to shareholders, as evidenced by $1.2 billion in dividends paid in the quarter. JBS's net leverage was reported at 2.27x, aligning with long-term targets, despite ongoing pressures in some business units and a challenging macroeconomic environment. The call underscored the resilience of JBS's diversified global platform, particularly highlighting the performance of the poultry operation and Seara, which achieved an 18.1% EBITDA margin despite avian influenza challenges in Brazil.

Record-Breaking Revenue and Growth

Net sales reached a record of USD 21 billion, marking a 9% increase year-over-year, with an adjusted EBITDA of $1.8 billion and a margin of 8.4%.

Pilgrim's Pride Record Performance

Pilgrim's achieved the highest EBITDA in its history, supported by lower grain costs and resilient U.S. demand, with a record adjusted EBITDA of $687 million.

Seara's Strong EBITDA Margin

Seara delivered an EBITDA margin of 18.1%, despite the outbreak of avian influenza in Brazil, driven by a disciplined commercial strategy and strong focus on innovation.

Successful Dual Listing

JBS completed its dual listing on the New York Stock Exchange, enhancing global visibility and broadening its investor base.

Shareholder Returns

JBS returned $1.2 billion in dividends and announced a $400 million share repurchase program.

Investment in U.S. Facilities

Significant investments in U.S. facilities, including $135 million for a fresh sausage facility in Iowa and $400 million for a new prepared foods facility in Georgia.

Strong Performance in Australia

JBS Australia reported a 20% revenue growth, with an EBITDA margin reaching 12.7% due to higher volumes of beef exports and operational efficiency gains.

JBS (JBS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JBS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	0.54 / -	0.299	―	―	―
Aug 14, 2025	2025 (Q2)	0.47 / 0.50	0.134	275.37% (+0.37)
May 13, 2025	2025 (Q1)	0.45 / 0.47	0.271	71.96% (+0.20)
Mar 25, 2025	2024 (Q4)	0.57 / 0.39	0.016	2306.25% (+0.37)
Nov 13, 2024	2024 (Q3)	0.59 / 0.60	0.107	458.88% (+0.49)
Aug 13, 2024	2024 (Q2)	0.39 / 0.27	-0.049	648.98% (+0.32)
May 14, 2024	2024 (Q1)	0.10 / 0.27	-0.273	199.27% (+0.54)
Mar 26, 2024	2023 (Q4)	0.17 / 0.02	0.376	-95.74% (-0.36)
Nov 13, 2023	2023 (Q3)	0.11 / 0.11	0.697	-84.65% (-0.59)
Aug 14, 2023	2023 (Q2)	0.09 / -0.05	0.686	-107.14% (-0.74)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JBS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$13.89	$14.30	+2.95%
May 13, 2025	$14.45	$13.82	-4.36%
Mar 25, 2025	$13.28	$12.84	-3.31%
Nov 13, 2024	$11.13	$11.04	-0.81%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does JBS (JBS) report earnings?

JBS (JBS) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).

What is JBS (JBS) earnings time?

JBS (JBS) earnings time is at Nov 13, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is JBS EPS forecast?

JBS EPS forecast for the fiscal quarter 2025 (Q3) is 0.54.

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