JBS is experiencing a severe structural deterioration, with revenue collapsing 79.9% year-over-year to $23.9B in 2026Q2 and gross margin contracting 570 basis points to 10.8% from 2024Q3 levels. The balance sheet has shrunk 82% in total assets to $45.8B, while...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated sharply from 28.0% in 2025Q1 to -79.9% in 2026Q2, with gross margin falling to 10.8% and operating margin contracting to 2.5%, resulting in a net loss of $102.1M.
JBS is a leading global food company with extensive operations in multiple countries, positioning it as a key player in the protein sector.
JBS's trailing P/E of 15.53 and forward P/E of 3.87 indicate strong earnings potential and attractive valuation.
JBS recently agreed to invest $150 million for an 80% stake in a food business in Oman, showcasing its expansion strategy.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $0.20-35.0% vs $0.31 | $23.9B+3.7% vs $23.0B |
Q2 2026 May 12, 2026 | $0.20-2.2% vs $0.20 | $21.6B-0.2% vs $21.7B |
Q1 2026 Feb 11, 2026 | $0.39-82.7% vs $2.26 | $23.1B-80.7% vs $119.5B |
Q4 2025 Nov 13, 2025 | $0.52+2.6% vs $0.51 | $22.6B+2.9% vs $22.0B |
Shares of Jbs N.V. (NYSE: JBS - Get Free Report) have received an average rating of "Moderate Buy" from the eight analysts that are covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, one has assigned a hold rating, five have given a buy rating and one has issued
Engineers Gate Manager LP trimmed its stake in Jbs N.V. (NYSE: JBS) by 31.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 252,312 shares of the company's stock after selling 117,055 shares during the period. Engineers Gate Manager LP's holdings in
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.6%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Brazilian billionaire Joesley Batista, one of the owners of meatpacker JBS , met U.S. President Donald Trump on August 20 to discuss how additional beef supply from Brazil could help tame U.S. beef prices if Trump dropped a 26% import tax, the Wall Street Journal reported on Monday, citing people familiar with the matter.
Benchmark JBS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Jbs N.V. (JBS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.86 | $24.09B | 5.40 | 13% | 2.36% | 6.1% | 14.67% | |
| $50.47 | $17.89B | 37.11 | 2.12% | 1.03% | 3.15% | — | |
| $19.96 | $10.98B | 22.94 | 1.55% | 2.82% | 4.33% | — | |
| $25.20 | $6B | 5.55 | 3.46% | 2.96% | 14.8% | — | |
| $71.49 | $5.31B | 28.94 | 1.49% | 14.67% | 42.06% | — | |
| $18.58 | $7.31B | 7.40 | — | 6.85% | 14.97% | — |
Jbs N.V. (JBS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Jbs N.V. (JBS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Aug 11, 2026·SEC
Aug 10, 2026·SEC
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Jbs N.V. (JBS) stock FAQ — growth, dividends, profitability & financials explained
Jbs N.V. (JBS) reported $382.19B in revenue for fiscal year 2025. This represents a 217% increase from $120.47B in 2014.
Jbs N.V. (JBS) grew revenue by 13.0% over the past year. This is steady growth.
Yes, Jbs N.V. (JBS) is profitable, generating $6.41B in net income for fiscal year 2025 (2.4% net margin).
Yes, Jbs N.V. (JBS) pays a dividend with a yield of 14.67%. This makes it attractive for income-focused investors.
Jbs N.V. (JBS) has a return on equity (ROE) of 6.1%. This is below average, suggesting room for improvement.
Jbs N.V. (JBS) generated $2.14B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
