JBS Reports 15% Revenue Growth in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy JBS?
Source: seekingalpha
- Revenue Growth: JBS reported a 15% year-over-year revenue increase in Q4 to $23.1 billion, reflecting strong performance across its multi-geography and multi-protein platform, although adjusted EBITDA fell 7% to $1.72 billion, indicating cost pressures.
- Beef Segment Performance: The JBS Beef North America segment achieved record sales in both 2025 and Q4, supported by resilient U.S. demand, even as rising cattle prices outpaced changes in cutout values, highlighting a tight cattle market.
- Strong Brazilian Market: The JBS Brazil segment also reported record sales, growing 26% and 21% in the quarter and year respectively, with the highest slaughter volume in history, demonstrating the company's adaptability despite rising cattle costs.
- Shareholder Returns: Morgan Stanley reiterated an Overweight rating on JBS, noting that while short-term earnings momentum isn't the core of their bullish thesis, the company has outperformed peers operationally, and the announced $1.1 billion dividend (6.3% yield) was slightly above expectations, reflecting solid financial health.
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Analyst Views on JBS
Wall Street analysts forecast JBS stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 15.340
Low
17.00
Averages
19.07
High
22.00
Current: 15.340
Low
17.00
Averages
19.07
High
22.00
About JBS
JBS N.V. is Netherlands-based Company primarily engaged in the food and protein processing industry. The Company focuses on the production and global distribution of animal protein and food products to retail, foodservice, and industrial clients. The Company has in its offer poultry, pork, beef, lamb, fish and plant-based products. In addition, the Company operates in sectors such as leather, biodiesel, fertilizers, collagen, sausage casings, hygiene and beauty, metal packaging, transportation, waste management solutions. The Company is active worldwide in 17 countries and is listed on The New York Stock Exchange (NYSE).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JBS Reports 15% Revenue Growth in Q4
- Revenue Growth: JBS reported a 15% year-over-year revenue increase in Q4 to $23.1 billion, reflecting strong performance across its multi-geography and multi-protein platform, although adjusted EBITDA fell 7% to $1.72 billion, indicating cost pressures.
- Beef Segment Performance: The JBS Beef North America segment achieved record sales in both 2025 and Q4, supported by resilient U.S. demand, even as rising cattle prices outpaced changes in cutout values, highlighting a tight cattle market.
- Strong Brazilian Market: The JBS Brazil segment also reported record sales, growing 26% and 21% in the quarter and year respectively, with the highest slaughter volume in history, demonstrating the company's adaptability despite rising cattle costs.
- Shareholder Returns: Morgan Stanley reiterated an Overweight rating on JBS, noting that while short-term earnings momentum isn't the core of their bullish thesis, the company has outperformed peers operationally, and the announced $1.1 billion dividend (6.3% yield) was slightly above expectations, reflecting solid financial health.
See More
JBS N.V. to Announce Q4 Earnings on March 25
- Earnings Announcement Schedule: JBS N.V. is set to release its Q4 2023 earnings on March 25 after market close, with consensus EPS estimates at $0.43 and revenue at $22.76 billion, indicating investor interest in the company's financial performance.
- Earnings Forecast Adjustments: Over the past three months, JBS's EPS estimates have seen three upward revisions and no downward adjustments, reflecting increased analyst confidence in the company's profitability, while revenue estimates have experienced two upward and one downward revision, suggesting cautious optimism regarding sales growth.
- Industry Dynamics Impact: With U.S. meat prices reaching historic highs, JBS, as an industry leader, is positioned to leverage its scale and resources to help consumers cope with rising costs, thereby solidifying its market position and enhancing brand influence.
- Strategic Expansion Initiatives: JBS's acquisition of a majority stake in an Oman meat business aims to expand its halal footprint, which not only strengthens its international business presence but also provides new growth opportunities for the future.
See More
This Week's Key Focus: Carnival, Gamestop, Chewy, Jefferies, and Others
- Stock Market Decline: Stocks fell for the fourth consecutive week, with the S&P 500 dropping 1.9% to its lowest closing level since September.
- Escalation of Conflict: The situation in Iran worsened as Israel targeted energy assets, prompting the U.S. to prepare for increased troop deployment to the Middle East.
See More
JBS USA Workers Strike for Higher Wages Amid Soaring Beef Prices
- Record-Setting Strike: Approximately 3,800 workers at JBS USA's Greeley, Colorado beef-processing plant have gone on strike, marking the largest meat industry strike in over 40 years, highlighting significant worker dissatisfaction regarding wages and living costs.
- Negotiation Breakdown: JBS's proposal to raise wages by 60 cents per hour in the first year and 30 cents annually for the next two years was rejected by the union, indicating a stalemate in negotiations as the company failed to meet inflationary wage demands.
- Diverse Worker Demands: The union is also demanding that JBS cease charging workers for protective gear required on-site, reflecting broader concerns about working conditions and benefits, which further escalates tensions between the workforce and management.
- Context of Rising Beef Prices: Against the backdrop of soaring beef prices in the U.S., this strike not only disrupts JBS's production capacity but is expected to impact the entire industry's supply chain, potentially leading to further increases in beef prices.
See More
Washington Targets Big Meat Amid Rising Beef Prices: Implications for Tyson Foods.
- Rising Beef Prices: The increase in beef prices is prompting discussions in Washington about the structure of the U.S. meat industry.
- Industry Concentration Concerns: Lawmakers are questioning whether the concentration of the meat industry is contributing to the rising costs for consumers.
- Regulatory Review: The situation may lead to a review of regulations and policies governing the meat industry to ensure fair competition.
- Impact on Consumers: The rising prices and industry dynamics are likely to affect consumers, raising concerns about food affordability and access.
See More
JBS N.V. Invests $150 Million in Omani Food Business
- Investment Agreement: On February 8, 2026, JBS N.V. reached an agreement to invest $150 million for an 80% stake in a food business in Oman, enhancing its presence in the Middle East and contributing to local economic development.
- Production Capacity Boost: This investment will enable JBS to establish fresh meat production in Oman, sourcing supplies from local producers, thereby promoting growth in the Omani agriculture and food industry.
- Analyst Rating Upgrade: UBS analyst Matheus Enfeldt initiated coverage of JBS N.V. with a Buy rating and a $19.50 price target on February 5, 2026, indicating a 23% upside and reflecting market optimism about its future performance.
- Capital Expenditure Potential: UBS noted that JBS's $1 billion annual expansion capex is not yet fully reflected in its current stock price, with expectations for a re-rating over the next two years as the company lists in the U.S. and is included in domestic indices, presenting investment opportunities.
See More
JBS Reports 15% Revenue Growth in Q4
- Revenue Growth: JBS reported a 15% year-over-year revenue increase in Q4 to $23.1 billion, reflecting strong performance across its multi-geography and multi-protein platform, although adjusted EBITDA fell 7% to $1.72 billion, indicating cost pressures.
- Beef Segment Performance: The JBS Beef North America segment achieved record sales in both 2025 and Q4, supported by resilient U.S. demand, even as rising cattle prices outpaced changes in cutout values, highlighting a tight cattle market.
- Strong Brazilian Market: The JBS Brazil segment also reported record sales, growing 26% and 21% in the quarter and year respectively, with the highest slaughter volume in history, demonstrating the company's adaptability despite rising cattle costs.
- Shareholder Returns: Morgan Stanley reiterated an Overweight rating on JBS, noting that while short-term earnings momentum isn't the core of their bullish thesis, the company has outperformed peers operationally, and the announced $1.1 billion dividend (6.3% yield) was slightly above expectations, reflecting solid financial health.
See More
JBS N.V. to Announce Q4 Earnings on March 25
- Earnings Announcement Schedule: JBS N.V. is set to release its Q4 2023 earnings on March 25 after market close, with consensus EPS estimates at $0.43 and revenue at $22.76 billion, indicating investor interest in the company's financial performance.
- Earnings Forecast Adjustments: Over the past three months, JBS's EPS estimates have seen three upward revisions and no downward adjustments, reflecting increased analyst confidence in the company's profitability, while revenue estimates have experienced two upward and one downward revision, suggesting cautious optimism regarding sales growth.
- Industry Dynamics Impact: With U.S. meat prices reaching historic highs, JBS, as an industry leader, is positioned to leverage its scale and resources to help consumers cope with rising costs, thereby solidifying its market position and enhancing brand influence.
- Strategic Expansion Initiatives: JBS's acquisition of a majority stake in an Oman meat business aims to expand its halal footprint, which not only strengthens its international business presence but also provides new growth opportunities for the future.
See More
This Week's Key Focus: Carnival, Gamestop, Chewy, Jefferies, and Others
- Stock Market Decline: Stocks fell for the fourth consecutive week, with the S&P 500 dropping 1.9% to its lowest closing level since September.
- Escalation of Conflict: The situation in Iran worsened as Israel targeted energy assets, prompting the U.S. to prepare for increased troop deployment to the Middle East.
See More
JBS USA Workers Strike for Higher Wages Amid Soaring Beef Prices
- Record-Setting Strike: Approximately 3,800 workers at JBS USA's Greeley, Colorado beef-processing plant have gone on strike, marking the largest meat industry strike in over 40 years, highlighting significant worker dissatisfaction regarding wages and living costs.
- Negotiation Breakdown: JBS's proposal to raise wages by 60 cents per hour in the first year and 30 cents annually for the next two years was rejected by the union, indicating a stalemate in negotiations as the company failed to meet inflationary wage demands.
- Diverse Worker Demands: The union is also demanding that JBS cease charging workers for protective gear required on-site, reflecting broader concerns about working conditions and benefits, which further escalates tensions between the workforce and management.
- Context of Rising Beef Prices: Against the backdrop of soaring beef prices in the U.S., this strike not only disrupts JBS's production capacity but is expected to impact the entire industry's supply chain, potentially leading to further increases in beef prices.
See More
Washington Targets Big Meat Amid Rising Beef Prices: Implications for Tyson Foods.
- Rising Beef Prices: The increase in beef prices is prompting discussions in Washington about the structure of the U.S. meat industry.
- Industry Concentration Concerns: Lawmakers are questioning whether the concentration of the meat industry is contributing to the rising costs for consumers.
- Regulatory Review: The situation may lead to a review of regulations and policies governing the meat industry to ensure fair competition.
- Impact on Consumers: The rising prices and industry dynamics are likely to affect consumers, raising concerns about food affordability and access.
See More
JBS N.V. Invests $150 Million in Omani Food Business
- Investment Agreement: On February 8, 2026, JBS N.V. reached an agreement to invest $150 million for an 80% stake in a food business in Oman, enhancing its presence in the Middle East and contributing to local economic development.
- Production Capacity Boost: This investment will enable JBS to establish fresh meat production in Oman, sourcing supplies from local producers, thereby promoting growth in the Omani agriculture and food industry.
- Analyst Rating Upgrade: UBS analyst Matheus Enfeldt initiated coverage of JBS N.V. with a Buy rating and a $19.50 price target on February 5, 2026, indicating a 23% upside and reflecting market optimism about its future performance.
- Capital Expenditure Potential: UBS noted that JBS's $1 billion annual expansion capex is not yet fully reflected in its current stock price, with expectations for a re-rating over the next two years as the company lists in the U.S. and is included in domestic indices, presenting investment opportunities.
See More
