JBS S.A. Sponsored ADR (JBSAY)
OTCQX OTCQX Primary Summary
JBS N.V.: A Tricky Consumer Staples Company With A Significant Upside
JBS N.V. is a global leader in consumer staples with significant exposure to both developed and emerging markets, including the US, Brazil, Europe, and Asia. JBS offers a high dividend yield above 12%, but its business is highly volatile compared to peers, making forecasts challenging and requiring a long-term investment horizon. The company meets key quality criteria - being well-run, fundamentally safe, and paying a well-covered dividend - but falls short on valuation metrics.
JBS N.V. (JBS) Q3 2025 Earnings Call Transcript
JBS N.V. ( JBS ) Q3 2025 Earnings Call November 14, 2025 9:00 AM EST Company Participants Gilberto Tomazoni - Global CEO & Member of Executive Board Guilherme Cavalcanti - Global CFO, Investor Relations Officer & Member of Executive Board Wesley Mendonça Filho - Global Chief Operating Officer & Member of Executive Board Conference Call Participants Lucas Mussi - Morgan Stanley, Research Division Isabella Simonato - BofA Securities, Research Division Thiago Duarte - Banco BTG Pactual S.A., Research Division Gustavo Troyano - Itaú Corretora de Valores S.A.
JBS Third-Quarter Revenue Jumps on Demand for Protein
The company's quarterly revenue rose 13% to $22.6 billion, with growth across all of its business units.
JBS S.A. Sponsored ADR Profile
| - Industry | - Sector | Mr. Jeremiah Alphonsus O'Callaghan CEO | OTCQX Exchange | US4661101034 ISIN |
| US Country | 270,000 Employees | - Last Dividend | - Last Split | 29 Mar 2007 IPO Date |
Overview
JBS S.A. is a global leader in the animal protein processing industry, offering a wide range of products and services related to the sector. Established in 1953 and originally operating as Friboi Ltda., the company has its headquarters in São Paulo, Brazil. JBS has grown into a conglomerate with a presence in various segments beyond its core business, including leather production, food processing, and even energy. Its operations extend across multiple continents, catering to a diverse clientele with its portfolio of beef, pork, chicken, and other animal protein products. JBS is not only significant for its extensive range of products but also for its integrated business model, which includes activities such as transportation, cold storage, industrial waste management solutions, and more.
Products and Services
JBS S.A. provides a diverse array of products and services that cater to numerous segments of the food and agricultural industries. Below are the key areas of their operations:
- Animal Protein Processing - The core of JBS's business involves processing beef, pork, chicken, poultry, fish, and lamb. This includes everything from the initial processing to the trading of these animal proteins worldwide.
- Cooked Frozen Meat and Plant-Based Products - JBS offers a variety of cooked frozen meat options and has ventured into the growing plant-based product market, catering to the evolving consumer preferences towards vegetarian and vegan diets.
- Leather, Steel Cans, and Personal Care Products - The company diversifies its portfolio by producing and commercializing leather products, steel cans for food storage, personal care, and cleaning products. It also deals with collagen and leather products such as wet blue, semi-finished, and finished leather goods.
- Environmental and Energy Solutions - Engaging in transportation, cold storage, industrial waste management solutions, recycling, and the production and commercialization of electric power, JBS demonstrates its commitment to sustainability and environmental preservation.
- Food Products and Raw Materials Trading - Apart from processing animal protein, JBS is involved in the sale and purchase of soybeans, tallow, palm oil, caustic soda. The company also manages distribution centers and harbors, further supporting its extensive trading operations.
- Value-Added Services - The company provides added-value services such as cattle fattening and warehousing, operates logistics and distributes by-products from processing. This includes the production of beef jerky and the trading of by-products, showcasing JBS's comprehensive approach to maximizing value within the supply chain.
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