JBS Posts Record $86.2B Revenue on 15% EPS Growth

Edgen Stock

·Mar 25 2026, 22:57

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Key Takeaways

JBS reported record-breaking financial results for the full year 2025, demonstrating the strength of its diversified global protein strategy. The company achieved its highest-ever revenue and a significant increase in profitability, driven by strong performance in its Pilgrim's Pride, JBS Australia, and Seara divisions.

Record Revenue and Profit: JBS announced a record net revenue of $86.2 billion for 2025, a 12% increase year-over-year, with net income growing 13% to $2 billion.
Strong Segment Performance: Key divisions including Pilgrim’s Pride (15.2% EBITDA margin), Seara (16.9% EBITDA margin), and JBS Australia (11.3% EBITDA margin) delivered significant growth, highlighting the company's operational resilience.
Shareholder Value Growth: The company reported a 15% increase in earnings per share (EPS) to $1.89 and a return on equity (ROE) of 25%, signaling robust value creation for investors.

Global Operations Drive Record $86.2B Revenue in 2025

JBS S.A. announced on March 25, 2026, that its full-year 2025 net revenue reached a company record of $86.2 billion, an increase of 12% compared to 2024. The global food producer's net income for the year climbed 13% to $2 billion, fueling a 15% year-over-year rise in earnings per share to $1.89. The results reflect the success of the company's diversified strategy across multiple proteins and geographies.

Adjusted EBITDA for the year stood at $6.8 billion, representing a 7.9% margin. The company maintained a stable financial position, ending the year with its leverage at 2.39x, which aligns with its long-term target. Return on equity improved to 25%, an increase of 3.2 percentage points from the previous year, supported by disciplined capital allocation and $400 million in free cash flow.

Closing 2025 with 15% revenue growth — the highest in our history — demonstrates the strength and resilience of our diversified platform across proteins and geographies.

— Gilberto Tomazoni, Global CEO of JBS.

Key Divisions Deliver Double-Digit EBITDA Margins

Strong performance across JBS's business units underpinned the record results. The Seara division achieved a 16.9% EBITDA margin, driven by the highest export volume in its history. Pilgrim’s Pride reported a 15.2% EBITDA margin, with its Just Bare brand surpassing $1 billion in sales. In Australia, JBS achieved an 11.3% EBITDA margin as higher volumes offset a 20% increase in cattle costs.

In North America, the company navigated significant market challenges. The JBS USA Beef division posted record revenue of $28 billion despite facing the smallest U.S. cattle herd in 75 years and historically high cattle prices. The JBS USA Pork division also reported record net revenue of $8.4 billion, propelled by strong domestic demand and growth in value-added products.