Analyst Consensus ?
ConsensusBuy4 ratings
Bullish4100.0%
Neutral00.0%
Bearish00.0%
Jbs N.V. · JBS · FY2025 Q2 · Calendar Q3 2025
JBS pairs record sales with major U.S. capacity investments
The supplied analysis supports a constructive but qualified view: strong protein demand, prepared-foods expansion and geographic diversification may support resilience, but margin, trade, disease and commodity risks remain material.
Reported Before market openNYSEConsumer Defensive
$26.37B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.53
Consensus $0.51
EPS surprise
+4.5%
Reported versus consensus
Reported revenue
$21.90B
Consensus $21.96B
Revenue surprise
-0.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.2%
Event window
SPY move
+0.3%
Same window
Abnormal move
+0.8%
Stock minus SPY
Volume
1.2×
Versus trailing sessions
Subsequent drift
+9.0%
Up to 20 sessions
JBSSPY benchmark
Ask FN2 about JBS FY2025 Q2
Transcript, numbers and history already loaded
Why did JBS rise 1.2% after beating EPS estimates in FY2025 Q2?What changed in JBS's guidance and outlook in FY2025 Q2?Give me the bull and bear case for JBS after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter’s analysis emphasized record sales, large U.S. capacity investments, a Mantiqueira egg-business acquisition and continued capital returns, alongside persistent beef-margin, pork-trade and avian-flu pressures.
Guidance delta
No formal guidance was provided in the supplied analysis.
Key takeaways
- Management highlighted record Q2 net sales and adjusted EBITDA, supported by poultry and prepared foods.
- U.S. investment is centered on a new Iowa fresh-sausage plant, beef-plant upgrades, and expanded prepared-foods capacity.
- Beef margins remain pressured by the cattle cycle, while pork faces trade restrictions with China.
- Management emphasized diversification across protein categories and geographies.
- Financial priorities include capital investment, dividends, and buybacks while maintaining balance-sheet discipline.
Management priorities
- Commission the Iowa fresh-sausage plant and expand U.S. ready-to-eat capacity
- Upgrade beef plants in Texas and Colorado
- Scale the Georgia prepared-foods facility
- Expand the egg business through the Mantiqueira stake
- Continue dividends and share buybacks as cash permits
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$12.02Current
$17Low
$18.33Average
$20High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 7, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Aug 24, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Aug 17, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 12, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jul 16, 2026 |
Named analyst price targets
Upside is calculated against the persisted current price $12.02. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $17.5 | $13.82 | +45.6% | Aug 24, 2026 |
| Stephens | Poorah Sharma | $17 | $13.65 | +41.4% | Aug 17, 2026 |
| Barclays | Analyst unavailable | $20 | $12.1 | +66.4% | Jul 16, 2026 |
| UBS | Analyst unavailable | $17 | $12.52 | +41.4% | May 19, 2026 |
| Barclays | Analyst unavailable | $23 | $17.03 | +91.3% | Mar 27, 2026 |
| UBS | Analyst unavailable | $19.5 | $15.73 | +62.2% | Feb 5, 2026 |
| Banco Santander | Guilherme Palhares | $17 | $14.03 | +41.4% | Dec 11, 2025 |
| Goldman Sachs | Analyst unavailable | $18.5 | $14.53 | +53.9% | Nov 26, 2025 |
| Mizuho Securities | Analyst unavailable | $20 | $13.16 | +66.4% | Oct 28, 2025 |
Track every rating change on JBS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationJBS NV is a food company that engages in the sale of beef, pork, lamb meat and poultry products. It offers its products to supermarkets, club stores, other retail distributors, and foodservice companies. The company was founded on October 9, 2019 and is headquartered in Amstelveen, the Netherlands.
Historical context
All JBS earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| LW Lamb Weston Holdings, Inc. | FY2027 Q1 · Calendar Q4 2026 | — | +10.6% | Lamb Weston raises outlook as North American volume growth continues |
| MKC McCormick & Company, Incorporated | FY2026 Q3 · Calendar Q4 2026 | +13.9% | -4.9% | McCormick reports strong Q3 growth while U.S. volumes remain soft |
| CAG Conagra Brands, Inc. | FY2027 Q1 · Calendar Q3 2026 | +44.4% | -4.9% | Conagra maintains outlook while increasing brand investment and simplifying SKUs |
| COST Costco Wholesale Corporation | FY2026 Q4 · Calendar Q3 2026 | +3.2% | +2.9% | Costco’s growth broadens as warehouses and digital sales accelerate |
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the JBS recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-06T22:50:41.700471+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T22:50:41.697500+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-06. For educational purposes only; not investment advice.