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JBS SA (JBSAY)
OTHER OTC:JBSAY
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 25, 2025
|% Change Since: 1.97%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted JBS's strong revenue growth, robust performance in several segments, and effective debt management. However, challenges in the U.S. beef market and weather impacts in Australia were noted. Overall, the positive aspects significantly outweigh the negative, reflecting a strong financial position and strategic achievements.Company Guidance
In the fourth quarter of 2024, JBS S.A. achieved a record net revenue of $20 billion and an adjusted EBITDA of $1.8 billion, with a margin of 9.2%. For the full year, net revenue reached $77.2 billion, marking a 6% growth from 2023, while net income totaled $1.8 billion. The company's EBITDA for 2024 was $7 billion, resulting in a consolidated margin of 9.3%. JBS's leverage ratio significantly improved, dropping from 4.42 times to 1.89 times EBITDA in U.S. dollars between Q4 2023 and Q4 2024. The strong performance was driven by various segments, including JBS U.S. Pork, which closed Q4 with a 13.5% margin, and Pilgrim's Pride, which saw its margin rise from 9.8% to 14.7% in the same period. The company also announced a $1.75 billion bond issuance and repaid $850 million in bonds due in 2030, capitalizing on a favorable market environment. JBS distributed $815 million in dividends in October 2024 and an additional $380 million in January 2025, proposing a further $773 million distribution pending shareholder approval. The company continues to focus on global diversification, innovation, and operational excellence to drive sustainable growth and shareholder value.Record Net Revenue
JBS achieved a record net revenue of $77.2 billion for 2024, reflecting a 6% growth compared to 2023.
Strong EBITDA Performance
The company reported an EBITDA of $7 billion with a consolidated margin of 9.3%, showcasing strong operational management.
Seara's Robust Recovery
Seara posted a strong recovery with a 19.8% margin in Q4, driven by commercial and operational improvements.
U.S. Pork Segment Success
JBS U.S. Pork delivered a consistent performance, closing Q4 with a 13.5% margin, an increase of nearly 7 percentage points compared to 2023.
Pilgrim's Historic Performance
Pilgrim's recorded the best performance in its history, with margins growing from 9.8% to 14.7% in Q4.
Debt and Financial Management
JBS's leverage ratio fell from 4.42 times to 1.89 times EBITDA between Q4 2023 and Q4 2024. The company issued bonds at the lowest spread over U.S. treasury for a Brazilian corporate issuance.
Dividend Distribution
In 2024, JBS distributed $815 million in dividends, with an additional $380 million in January 2025.
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JBSAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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JBSAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 25, 2025 | $14.19 | $13.72 | -3.31% |
| Nov 13, 2024 | $11.87 | $11.78 | -0.76% |
| Aug 13, 2024 | $11.70 | $12.43 | +6.24% |
| May 14, 2024 | $8.98 | $9.77 | +8.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does JBS SA (JBSAY) report earnings?
JBS SA (JBSAY) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is JBS SA (JBSAY) earnings time?
JBS SA (JBSAY) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JBSAY EPS forecast?
JBSAY EPS forecast for the fiscal quarter 2025 (Q1) is 0.38.
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