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JBS N.V.

JBS · Consumer Staples

Last earnings Aug 11, 2026

Key results

Revenuequarter

US$21.6 billion

Our net revenue was US$21.6 billion and US$19.5 billion for the three-month periods ended March 31, 2026 and 2025, respectively, and US$86.2 billion, US$77.2 billion and US$72.9 billion for the years ended December 31, 2025, 2024 and 2023, respectively.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Net incomequarter

US$0.2 billion

We recorded a net income of US$0.2 billion and US$0.6 billion for the three-month periods ended March 31, 2026 and 2025, respectively.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Net incomefull-year

US$2.2 billion

We recorded a net income of US$2.2 billion for the year ended December 31, 2025, a net income of US$2.0 billion for the year ended December 31, 2024, and a net loss of US$0.1 billion for the year ended December 31, 2023.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

dollars, unless otherwise indicated ) United States of America 10,918.4 50.5 % Mexico and Canada 1,602.7 7.4 % Brazil 5,983.7 27.7 % Australia 1,858.8 8.6 % Europe 1,652.4 7.6 % Minor regions 186.7 0.9 % Total 22,202.8 102.7 % Intercompany elimination (594.1 ) (2.7 )% Total 21,608.6 100.0 % In terms of consumption, in the three-month periods ended March 31, 2026 and 2025 and in the year ended December 31, 2025, we generated 75%, 75% and 74% of our net revenue from sales in the countries where we operate our facilities, which we classify as domestic sales, and 25%, 25% and 26% of our net revenue represented export sales.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Asia represented 48%, 43% and 50% of our net revenue from export sales in the three-month periods ended March 31, 2026 and 2025 and in the year ended December 31, 2025, respectively, primarily from sales in China, Japan and South Korea.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Africa and the Middle East collectively represented 12%, 13% and 12% of our net revenue from export sales in the three-month periods ended March 31, 2026 and 2025 and in the year ended December 31, 2025, respectively.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Overview of Results We recorded a net income of US$241.6 million for the three-month period ended March 31, 2026, as compared to a net income of US$556.3 million for the three-month period ended March 31, 2025.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Our net revenue was positively impacted by an overall 10.5% increase in our average sales prices and by a 0.1% increase in sales volumes considering all segments.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

AI analysis

Q1 2026 · reported May 12, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Revenue · Q1 2026
US$21.6B
EX-99 · May 12, 2026
Net income · Q1 2026
US$0.2B
Full year: US$2.2 billion
EX-99 · May 12, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
RevenueUS$21.6 billion——
Net incomeUS$0.2 billion——

EX-99 · May 12, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

DividendUS$ 1.00

3 Payment of Dividends: On March 25, 2026, the Board of Directors of JBS N.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

JBS N.V. Q1 2026 — Our net revenue was US$21.6 billion and US$19.5 billion for the three-month periods ended March 31, 2026 and 2025, respectively, and US$86.2 billion, US$77.2 billion and US$72.9 billion for the years…

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

3 Payment of Dividends: On March 25, 2026, the Board of Directors of JBS N.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

approved the payment of dividends of US$ 1.00 per share, to be paid on June 17, 2026.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Shareholders of record as of the close of trading on May 18, 2026, shall be entitled to receive the dividends.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

, through its subsidiary PPC, commenced a tender offer pursuant to which it offered to acquire up to US$ 250.0 million aggregate principal amount of its 6.250 % Senior Notes due 2033.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

, through its subsidiary JBS USA Food Company Holdings, commenced a tender offer pursuant to which it offered to acquire up to US$ 1,000.0 million aggregate principal amount of its 6.750 % Senior Notes due 2034.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Amounts charged include borrowing costs, interest and management fees, when applicable.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Strategy & priorities

SAOC and Al Bashayer Meat Company SAOC, focused on poultry, beef and lamb production and processing.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Through strategic acquisitions and capital investment, we have created a diversified global platform that allows us to prepare, package and deliver fresh and frozen, value-added and branded beef, poultry, pork, fish, lamb and egg products to leading retailers and foodservice customers.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

2 We are geographically diversified, with production facilities strategically located to optimize both raw material supply and proximity to consumer markets.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Reportable Segments Our management has defined our operating segments based on the reports that are used to make strategic decisions, analyzed by our chief operating decision maker, who is our chief executive officer.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Through strategic acquisitions, we have built a diversified global platform, which has significantly increased our net revenues, partially due to these acquisitions.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Risks & headwinds

The significant judgments made by management in applying the Group s accounting policies and the key sources of estimation uncertainty were the same as those described in the last annual financial statements.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

DOLLARS) Exhibit 99.2 MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS The following Management’s Discussion and Analysis of Financial Condition and Results of Operations (this “MD&A”) contains forward-looking statements that involve risks and uncertainties.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Some or all of the estimated amount of variable consideration is included in the transaction price but only to the extent that it is highly probable a significant reversal in the amount of cumulative net revenue recognized will not occur when the uncertainty associated with the variable consideration is subsequently resolved.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Risk Factors—Risks Relating to Our Business and Industries—Changes in consumer preferences and/or negative perception of the consumer regarding the quality and safety of our products could adversely affect our business ” in our Form 20-F); commodity futures prices for livestock (see “ Item 3.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Any increase in the price of cattle, pork and feed ingredients and, consequently, production costs may adversely impact our gross margins and our results of operations if we are not able to pass these price increases to our clients.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

government and other governments in jurisdictions in which we operate have imposed sanctions and export controls against Russia, Belarus and interests therein and threatened additional sanctions and controls.

SEC original ↗JBS N.V. — Earnings release (6-K exhibit)EX-99May 12, 2026

Documents

Earnings deck slides

0 decks with slide view

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

JBS N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer StaplesAnheuser-Busch InBev (BUD) Consumer Staples

Filings

90 documents

Earnings releases

18 documents

Presentations

11 documents

Transcripts

0 documents

No transcripts for JBS N.V. are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention JBS N.V. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.