JBS S.A. Sponsored ADR (JBSAY)
OTCQX OTCQX Primary 
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.
How Much Upside is Left in JBS N.V. (JBS)? Wall Street Analysts Think 41.82%
The mean of analysts' price targets for JBS N.V. (JBS) points to a 41.8% upside in the stock.
JBS N.V. (JBS) Q2 2025 Earnings Call Transcript
JBS N.V. (NYSE:JBS ) Q2 2025 Earnings Conference Call August 14, 2025 9:00 AM ET Company Participants Gilberto Tomazoni - Global CEO & Member of Executive Board Guilherme Perboyre Cavalcanti - Global CFO, Investor Relations Officer & Member of Executive Board Wesley Mendonca Batista Filho - Global Chief Operating Officer & Member of Executive Board Conference Call Participants Andrew Strelzik - BMO Capital Markets Equity Research Benjamin M. Theurer - Barclays Bank PLC, Research Division Guilherme Guttilla - Banco BTG Pactual S.A.
JBS N.V.: Buy Before The Market Wakes Up To This Global Value Play
JBS N.V. has completed a dual listing, now trading on both Brazil's B3 and the NYSE after its U.S. IPO. JBS offers deep value at 8.8x forward P/E - nearly half the 17.4x peer average - combined with a leading 4.6% dividend yield. Q1 results showed strong momentum, with 8.4% revenue growth and margin expansion across segments, driven by branded products and operational efficiencies.
JBS Long-Term Yields Are Attractive, Despite Tactically Negative Outlook
JBS is attractively valued for long-term investors, offering a combined yield of around 15% from capital returns and growth. The US listing increases institutional access and could drive future index inclusion, supporting long-term demand for the stock. Segment cycles are mixed: Brazilian and Seara segments are strong but may cool, while US beef is weak but could recover over two years.
JBS Q1: Good Results, And Even Better Prospects
Net revenue increased 8.5% y/y, EBITDA margin also improved due to the diversified model, which supported cost control. NYSE listing could unlock repricing of multiples (EV/EBITDA of 6.15x vs. 8.3x of peers). An upside of almost 35%. Risks include high commodity prices and disappointment if the listing does not materialize.
JBS S.A. ADR (JBSAY) Q1 2025 Earnings Call Transcript
JBS S.A. ADR (OTCQX:JBSAY) Q1 2025 Results Conference Call May 14, 2025 10:00 AM ET Company Participants Gilberto Tomazoni - Global CEO Guilherme Cavalcanti - Global CFO Wesley Batista Filho - CEO of JBS USA Christiane Assis - Investor Relations Director. Conference Call Participants Ben Theurer - Barclays Priya Ohri-Gupta - Barclays Ricardo Alves - Morgan Stanley Carlos Laboy - HSBC John Baumgartner - Mizuho Operator Good morning, and welcome to JBS S.A.
JBS S.A. ADR (JBSAY) Q4 2024 Earnings Call Transcript
JBS S.A. ADR (OTCQX:JBSAY) Q4 2024 Earnings Conference Call March 26, 2025 10:00 AM ET Company Participants Gilberto Tomazoni - Global Chief Executive Officer Guilherme Cavalcanti - Global Chief Financial Officer Wesley Batista Filho - Chief Executive Officer, JBS USA Christiane Assis - Investor Relations Director George Bailey - Lord Abbett Conference Call Participants Ben Theurer - Barclays Andrew Strelzik - BMO Priya Ohri-Gupta - Barclays George Bailey - Lord Abbett Isabella Sun - Mizuho Group Operator Good morning, and welcome to JBS S.A. and JBS USA Fourth Quarter and the Year of 2024 Results Conference Call.
JBS' pursuit of dual share listing created dilemma for BNDES
Brazilian meat processor JBS' decision to pursue a U.S. listing has shone a spotlight on its No. 2 shareholder, National Development Bank's (BNDES) investment arm, and whether the company's move clashed with the bank's core mission of fostering Brazilian corporate development.
JBS S.A. Q4 Preview: I Need To Get More Details On Operations In 2025
JBS S.A. ADR is set to report Q4 results on March 25th; analysts expect $20.18B in revenue and $0.57 EPS, but I foresee potential misses. Key focus areas include North American beef operations, tariff impacts, and Brazilian beef performance; management's strategies to mitigate these challenges are crucial. JBS faces significant debt, though it has reduced it to $13.7B; I want to see further progress and management's plans for 2025.
