JBS NV (NYSE:JBS)

Q3 2025 Jbs NV Earnings Call Transcript

Nov 14, 2025 / 10:59 AM GMT

Release Date Price: $13.26 (+0.91%)

Transcript

Key Points

Positve

JBS NV (JBS) achieved a record net sales of $21 billion, marking a 9% increase year over year.
The company completed its dual listing on the New York Stock Exchange, enhancing global visibility and broadening its investor base.
JBS NV (JBS) announced a $400 million share repurchasing program, demonstrating a commitment to returning value to shareholders.
The company made significant investments in the United States, including a new fresh sausage facility in Iowa and upgrades to beef plants in Texas and Colorado.
Pilgrim's Pride, a subsidiary of JBS NV (JBS), delivered record-adjusted EBITDA, supported by lower grain costs and resilient US demand.

Negative

The US beef business faced pressure from an unfavorable cattle cycle, impacting profitability.
Trade restrictions affected the pork business, although a return to normal performance is expected in the coming quarters.
The outbreak of avian influenza in Brazil led to temporary export market closures, impacting the company's poultry operations.
Higher capital expenditures and increased finished goods inventories in the US contributed to a significant difference in free cash flow.
The company experienced a $257 million increase in tax payments due to improved results from Pilgrim's Pride and Australia.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JBS.N - Jbs NV
Q3 2025 Jbs NV Earnings Call
Nov 14, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to JBS, second quarter of 2025 results conference call.

At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session and instructions will be given at that time.

As a reminder, this conference is being recorded.

Any statements eventually made during this conference call in connection with the company business outlook, projections, operating and financial targets and potential growth should be understood as merely forecasts based on the company's management expectations in relation to the future of GPS.

Such expectations are highly dependent on market conditions, on Brazil's overall economic performance, and on industry and international market behavior,

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