BRFS Earnings Prediction
The chart below shows how BRFS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BRFS sees a -2.32% change in stock price 10 days leading up to the earnings, and a +2.36% change 10 days following the report. On the earnings day itself, the stock moves by -0.12%. This data can give you a slight idea of what to expect for the next quarter's release.
BRFS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.80B
-1.02%
-2.23%
Gross Margin
27.12%
50.83%
3.04%
Operating Margin
12.91%
319.16%
12.75%
Net Margin
7.32%
485.26%
-0.14%
EPS
0.11
320.00%
0.00%
No Data Available
BRFS Earnings Analysis
BRF - Brasil Foods S.A. Corporation (BRFS.N) Earnings Conference Call
Positive
Profitability and EBITDA Growth: The company reported a significant growth in profitability with a margin of 19.1% and an all-time record EBITDA of around BRL 3 billion.
Revenue Increase of 12%: Revenue increased by up to 12.0% compared to the same period in 2023.
Market Share Increase: In Brazil, the company achieved a 40% market share, a gain of 1 percentage point compared to the second quarter.
International Segment Performance: The international segment recorded positive performance driven by the continuation of the market diversification strategy.
Record Free Cash Flow: Free cash flow performance was BRL 1.8 billion, marking the best operating cash flow in history.
Negative
Net Revenue Decline: The company reported a decline in net revenue, reaching BRL 15.5 billion, which is only 12% higher than the same period in 2023, indicating slower growth than expected.
Profitability Pressure: Despite a reported EBITDA of BRL 3 billion, the company faced challenges in maintaining margins, which were over 19%, suggesting pressure on profitability.
Free Cash Flow Decline: The free cash flow performance was BRL 1.8 billion, which, while positive, reflects a decrease in working capital efficiency compared to previous quarters.
Feed Conversion Rate Decline: In the agricultural sector, the feed conversion rates for poultry and pigs fell by 2.2% and 0.5% respectively, indicating operational inefficiencies and potential impacts on production costs.
Livestock Mortality Rate Improvement: The company noted a significant drop in chicken mortality rates by 0.2 percentage points and pig mortality by 0.6 percentage points, which, while stable, suggests ongoing challenges in livestock management.
BRFS FAQs
How does BRFS typically perform around its earnings report dates?
Is BRF S.A. (BRFS) Q3 2024 Earnings Call Summary positive or negative?
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BRFS Earning Call Sentiment
BRF S.A. (BRFS) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
BRFS.N
0.6%Positive
The earnings call summary shows strong financial performance with record high revenue, EBITDA margin, and free cash flow. The company has reduced net debt significantly and is prepared for market challenges. The Q&A section indicates stable demand and positive market perspectives. Despite some macroeconomic risks, the overall sentiment is positive, supported by operational advancements and strategic focus on growth. The absence of negative factors like weak guidance or secondary offerings further supports a positive stock price movement prediction.
