Jbs N.V. · JBS · Next earnings

Jbs N.V. next earnings report

JBS's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: JBS: Q2 EBITDA resilient as beef margins improve and expansion accelerates

Date not yet scheduled Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.62 Analyst average (4 estimates)
Consensus revenue $122.15B Analyst average (4 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where JBS left off: FY2026 Q2

Full report

JBS: Q2 EBITDA resilient as beef margins improve and expansion accelerates

EPS surprise -35.0% Reported $0.20 vs $0.31
Revenue surprise +3.7% Reported $23.90B vs $23.04B
Stock move -2.9% Event window
Subsequent drift -3.4% Up to 20 sessions

Maintained; management targeted 2026 cash-flow breakeven EBITDA of $5.1 billion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • U.S. beef demand or spreads could weaken.
  • Cattle supply and the full Mexican border reopening remain uncertain.
  • Higher debt, interest expense and capex could pressure cash generation.
  • Inflation and weaker pork demand could compress margins.

Questions analysts left open

  • U.S. beef demand and spread erosion
  • Capex intensity and 2027 free-cash-flow outlook
  • Mexican border reopening timing and volume impact

Ask FN2 about JBS next report

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Recent JBS quarters

All JBS earnings
-2.9%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.