Q4: 2026-03-25 Earnings Summary
EPS of $0.59 beats by $0.16
| Revenue of $23.06B (12.78% Y/Y) beats by $296.35M
JBS N.V. (JBS) Q4 2025 Earnings Call March 26, 2026 9:00 AM EDT
Company Participants
Gilberto Tomazoni – Global Chief Executive Officer & Executive Director
Guilherme Cavalcanti – Global CFO & Investor Relations Officer
Wesley Mendonça Filho
Conference Call Participants
Lucas Ferreira – JPMorgan Chase & Co, Research Division
Gustavo Troyano – Itaú Corretora de Valores S.A., Research Division
Lucas Mussi – Morgan Stanley, Research Division
Thiago Duarte – Banco BTG Pactual S.A., Research Division
Isabella Simonato – BofA Securities, Research Division
Henrique Brustolin – Banco Bradesco BBI S.A., Research Division
Benjamin Theurer – Barclays Bank PLC, Research Division
Thiago Bortoluci – Goldman Sachs Group, Inc., Research Division
Benjamin Mayhew – BMO Capital Markets Equity Research
Leonardo Alencar – XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A., Research Division
Guilherme Palhares – Santander Investment Securities Inc., Research Division
Pooran Sharma – Stephens Inc., Research Division
Ricardo Boiati – J. Safra Corretora de Valores e Cambio Ltda, Research Division
Igor Guedes
Priya Ohri-Gupta – Barclays Bank PLC, Research Division
John Baumgartner – Mizuho Securities USA LLC, Research Division
Presentation
Operator
Good morning, and welcome to JBS Fourth Quarter and the Year of 2025 Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. Any statements eventually made during this conference call in connection with the company’s business outlook, projections, operating and financial targets and potential growth should be understood as merely forecast based on the company’s management expectations in relation to the future of JBS.
Such expectations are highly dependent on the industry and market conditions, and therefore, are subject to change. Present with us today, Gilberto Tomazoni, Global CEO of JBS; Guilherme Cavalcanti, Global CFO of JBS; Wesley Batista Filho, CEO of JBS USA; and Christiane Assis, Investor Relations Director. Now I’ll turn the conference over to Gilberto Tomazoni,, Global CEO of JBS. Mr. Tomazoni, you may begin your presentation.