JBS
Processes multiple animal proteins and sells prepared foods through a global operating network.
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Profile
Processes beef, poultry, pork, lamb and fish, and sells prepared foods through businesses such as Pilgrim’s Pride and Seara. An acquisition-built network spans the Americas, Australia and Europe, with related operations in leather and other processing by-products.
Processes beef, poultry, pork, lamb and fish, and sells prepared foods through businesses including Pilgrim’s Pride and Seara. Related operations turn processing by-products into leather, biodiesel, collagen and other materials.
Operations span the Americas, Australia and Europe. A long acquisition program assembled the protein and brand portfolio, while a shared plant-management model and experience integrating complex international businesses support execution across locally rooted operations.
Scale depends on controls for food production, antitrust compliance, cyber resilience and cattle traceability. The group has faced bribery-related books-and-records findings, a poultry price-fixing conviction at Pilgrim’s Pride, a ransomware disruption and contested cattle-sourcing enforcement. Control remains with the Batista family under a Dutch holding company whose Class A shares began trading on the NYSE in 2025.
Company facts
Categories
Key statistics
Year to date −4.2% · Average volume (30d) 5.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | UBS | Reiterate | Buy | $17 | $17.50 | |
| Aug 17, 2026 | Stephens | Reiterate | Overweight | $17 | ||
| Jul 28, 2026 | JP Morgan | Upgrade | Neutral | Overweight | ||
| Jul 16, 2026 | Barclays | Reiterate | Overweight | $23 | $20 | |
| May 19, 2026 | UBS | Target | $19.50 | $17 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.31 | $0.20 | −35.0% | $23.04B | $23.90B | +3.7% | −2.91% |
| May 12, 2026Q1 FY26 | $0.28 | $0.20 | −28.6% | $21.66B | $21.61B | −0.2% | −3.80% |
| Feb 11, 2026Q4 FY25 | $2.26 | $0.39 | −82.7% | $119.54B | $23.06B | −80.7% | −2.59% |
| Nov 13, 2025Q3 FY25 | $0.51 | $0.52 | +2.6% | $21.96B | $22.60B | +2.9% | +0.91% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $21.92B | $22.86B | $23.16B | $24.26B | $21.41B | $4.59B | |
| Gross profit | $2.95B | $3.08B | $3.05B | $2.93B | $2.23B | $497.2M | |
| Operating income | $991.4M | $1.20B | $1.25B | $993.7M | $464.3M | $114.7M | |
| Net income | $561.7M | $583.2M | $595.3M | $436.7M | $218.6M | −$19.6M | |
| Diluted EPS | $0.25 | $0.26 | $0.58 | $0.43 | $0.20 | −$0.02 | |
| Gross margin | 13.4% | 13.5% | 13.2% | 12.1% | 10.4% | 10.8% | |
| Operating margin | 4.5% | 5.3% | 5.4% | 4.1% | 2.2% | 2.5% |
Fiscal years (4-quarter sums)FY21 $67.37B · FY22 $72.01B · FY23 $69.89B · FY24 $80.10B · FY25 $92.20B
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $666.4M · Total debt $4.70B · Total assets $8.81B · Shareholders' equity $1.58B
Dividends
Raised for 3 straight years — most recently to $1.00 from $0.3646 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 18, 2026 | May 18 | Jun 17 | $1.00 | raised from $0.3646 |
| May 27, 2025 | May 27 | Jun 27 | $0.3646 | raised from $0.1818 |
| May 26, 2025 | May 26 | Jun 17 | $0.1818 | cut from $0.6923 |
| May 2, 2025 | May 2 | May 27 | $0.6923 | raised from $0.3547 |
| Apr 30, 2025 | Apr 30 | May 14 | $0.3547 | raised from $0.3116 |
| Nov 26, 2024 | Nov 26 | Jan 27 | $0.3116 | raised from $0.1663 |
| Nov 25, 2024 | Nov 25 | Jan 15 | $0.1663 | cut from $0.7112 |
| Aug 26, 2024 | Aug 26 | Oct 17 | $0.7112 | raised from $0.3643 |
Ownership
Shares outstanding 2.22B · Float 742.56M · 33.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Wesley Mendonca Batista | 536.08M | 48.30% | 13G | Aug 14, 2025 |
| Joesley Mendonca Batista · director | 294.84M | 13.29% | Form 4 | Mar 18, 2026 |
| Bndes Participacoes S.A. | 199.29M | 8.98% | 13F | Aug 14, 2026 |
| Davis Selected Advisers | 50.02M | 2.25% | 13F | Aug 11, 2026 |
| Capital Research Global Investors | 43.90M | 5.40% | 13G | Nov 13, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Guilherme Perboyre Cavalcanti | officer: Global CFO and IRO | −183,501 | $13.85 |
Peers
- Tyson Foods
Broadest direct rival across beef, pork, poultry, and prepared foods
- Smithfield Foods
U.S. fresh-pork and value-added packaged-meats rival
- Hormel Foods
Branded packaged-protein rival in retail and foodservice
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| JBS | $13.48 | −0.74% | $30.14B | 11.4 | 15.8 | 0.4 | +9.1% |
| Tyson Foods | $55.46 | +0.09% | $19.64B | 34.0 | 12.6 | 0.4 | −0.1% |
| Smithfield Foods | $21.95 | +0.05% | $8.63B | 8.2 | 9.1 | 0.6 | −2.3% |
| Hormel Foods | $21.55 | −0.07% | $11.86B | 34.2 | 13.8 | 1.0 | −2.4% |
| Median | 34.0 | 12.6 | 0.6 | −2.3% |