JBS (NYSE:JBS) Announces Quarterly Earnings Results

JBS (NYSE:JBS) issued its quarterly earnings data on Monday. The company reported $0.20 earnings per share for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.12), FiscalAI reports. JBS had a return on equity of 19.28% and a net margin of 1.98%.The business had revenue of $23.90 billion during the quarter. The business’s revenue for the quarter was up 13.8% compared to the same quarter last year.

JBS Price Performance

JBS opened at $13.38 on Tuesday. JBS has a 1 year low of $11.49 and a 1 year high of $18.65. The stock has a 50-day moving average price of $12.46 and a 200-day moving average price of $14.65. The firm has a market cap of $10.38 billion, a PE ratio of 8.42, a P/E/G ratio of 0.86 and a beta of -1.65. The company has a debt-to-equity ratio of 2.42, a current ratio of 1.50 and a quick ratio of 0.77.

Analysts Set New Price Targets

A number of brokerages recently commented on JBS. Zacks Research raised JBS from a “strong sell” rating to a “hold” rating in a research note on Monday, July 13th. Weiss Ratings downgraded shares of JBS from a “hold (c)” rating to a “hold (c-)” rating in a research report on Wednesday, July 29th. Wall Street Zen upgraded shares of JBS from a “sell” rating to a “hold” rating in a report on Sunday, August 2nd. UBS Group set a $17.00 target price on shares of JBS in a research report on Tuesday, May 19th. Finally, Barclays reduced their price target on shares of JBS from $21.00 to $20.00 and set an “overweight” rating on the stock in a research report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $18.75.

Key Stories Impacting JBS

Here are the key news stories impacting JBS this week:

• Positive Sentiment: JBS reported second-quarter revenue of approximately $23.9 billion, up 13.8% year over year and above expectations, indicating continued demand and sales growth across its global meat-processing operations. JBS Reports Second Quarter 2026 Results
• Positive Sentiment: JBS USA will invest $30 million to transition its Souderton, Pennsylvania, facility to value-added production, preserving about 400 jobs and potentially improving the plant’s long-term utilization and profitability. JBS USA Souderton Plant Transition
• Positive Sentiment: The company agreed to a reported $3.54 billion transaction with Indonesia’s sovereign wealth fund, a deal that could expand JBS’s strategic footprint and support future growth. JBS Indonesian Sovereign Wealth Fund Deal
• Neutral Sentiment: Current CEO Gilberto Tomazoni is expected to become vice chairman, while Wesley Batista Filho is set to become chief executive. The change may provide leadership continuity, but investors will assess the new CEO’s experience and execution. Tomazoni to Become JBS Vice Chairman
• Negative Sentiment: Second-quarter profitability fell well short of expectations. Reports cited adjusted EPS of $0.20 versus a $0.32 consensus, while another earnings comparison showed a $0.09 per-share loss versus $0.53 of earnings a year earlier. This overshadowed the strong revenue performance. JBS Q2 Loss Report
• Negative Sentiment: The return of day-to-day leadership to the Batista family has raised concerns about governance, succession, and potential concentration of control. The announcement triggered additional selling pressure after trading was briefly halted while news was pending. JBS Extends Selloff After CEO Announcement

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. EverSource Wealth Advisors LLC purchased a new position in JBS in the 2nd quarter worth approximately $29,000. Los Angeles Capital Management LLC bought a new stake in shares of JBS in the 4th quarter worth $31,000. Quarry LP bought a new stake in shares of JBS in the 3rd quarter worth $34,000. Parallel Advisors LLC purchased a new position in shares of JBS in the third quarter worth $61,000. Finally, Macquarie Group Ltd. purchased a new position in shares of JBS in the fourth quarter worth $73,000.

JBS Company Profile

JBS SA is a global leader in the production and processing of meat products, with a focus on beef, pork and poultry. Headquartered in São Paulo, Brazil, the company operates through an extensive network of owned facilities and partnerships that span the Americas, Europe and the Asia-Pacific region. JBS supplies fresh, frozen and value-added protein solutions for retail, foodservice and industrial customers, and is active across the entire supply chain—from livestock procurement and feed production to slaughtering, processing, packaging and distribution.

Founded in 1953 by José Batista Sobrinho in Anápolis, Goiás, JBS began as a small slaughterhouse and expanded rapidly through strategic acquisitions and organic growth.