JBS (JBSN) Price & Analysis
JBSN Stock Chart & Stats
- Day’s Range
- MXN 235.50 - MXN 235.50
- 52-Week Range
- MXN 192.01 - MXN 322.00
- Previous Close
- MXN 227.00
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 251.50B
- Enterprise Value
- MXN 33.24B
- Total Cash (Recent Filing)
- MXN 3.47B
- Total Debt (Recent Filing)
- MXN 24.44B
- Price to Earnings (P/E)
- 18.1
- Beta
- 0.49
- Next Earnings
- Nov 09, 2026
- EPS Estimate
- 4.49
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 9.11%
Bulls Say, Bears Say
Bulls Say
Diversified Global Protein Platform
JBS's broad beef, poultry, pork and prepared-food portfolio serves retail, foodservice and industrial customers across geographies. That diversification can spread demand exposure, support scale economics and preserve multiple routes to growth as individual protein cycles fluctuate.
Asia-Pacific Expansion Partnership
The Asia-Pacific joint venture adds substantial external funding for acquisitions and growth projects while JBS retains operating control of its Australia and New Zealand operations. Access to a sovereign investment partner can accelerate regional expansion without relying solely on JBS's balance sheet.
Improving Liquidity And Cash Generation
Improved liquidity, extended debt maturities and a return to positive quarterly free cash flow strengthen JBS's ability to fund operations and strategic investments. These resources also provide greater resilience while management works to reduce leverage and improve working-capital performance.
Bears Say
Leverage Remains Above Target
Net leverage above the stated target leaves balance-sheet repair as an ongoing priority. Elevated leverage can restrict capital-allocation flexibility and increase sensitivity to cyclical protein earnings, while the company's planned interest expense of about $1.3 billion adds pressure to cash resources.
Revenue Decline And Margin Compression
The sharp TTM revenue contraction and thinner net margin indicate that recent profitability has not yet translated into durable growth or prior levels of operating leverage. Lower margin protection makes earnings more vulnerable to changes in protein prices, volumes and product mix over coming quarters.
U.S. Beef Losses And Commodity Pressure
U.S. beef remains below break-even despite operational improvement, with recovery dependent on cattle supplies, herd dynamics and border reopening. At the same time, poultry oversupply is pressuring commodity pricing, leaving important businesses exposed to operating and input-cycle volatility.
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JBS Stock Smart Score
Company Description
JBS
JBS NV is a food company that engages in the sale of beef, pork, lamb meat and poultry products. It offers its products to supermarkets, club stores, other retail distributors, and foodservice companies. The company was founded on October 9, 2019 and is headquartered in Amstelveen, the Netherlands.
- Sector
- Consumerdefensive
- Industry
- Packaged Foods
- CEO
- Gilberto Tomazoni
- Employees
- 283,000
- Website
- jbsglobal.com
- Address
- Stroombaan 16, Amstelveen, NH, 1181 VX, NL
JBS (JBSN) Earnings & Revenues
JBSN Company Deck
JBSN Earnings Call
Earnings Call SentimentNeutral
The call conveyed a mixed but resilient picture: several meaningful operational and strategic positives (record revenue, positive adjusted EBITDA, restored free cash flow, a major JV to accelerate Asia expansion, improved pork margins and progress in U.S. beef operations) were offset by material financial headwinds (a GAAP net loss driven by nonrecurring charges, a YoY EBITDA decline, higher financial expenses and interest costs, elevated capex, and leverage slightly above target). Management emphasized execution, cash generation and disciplined capital allocation while outlining pathways (Mexican border reopening, operational initiatives, JV funding) to improve performance.
View all MX:JBSN earnings summariesJBSN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 6 | 4 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 10 | 0 | 2 |








