Company Analysis

Jbs N.V. (JBS)

NYSE: JBS · Meat Packing Plants · filing with the SEC since 2022
Grade6.6
◀ Past 6.6● Present 7.1▶ Future 5.9
2 est.

The grade of Jbs N.V.

Nine metrics read from its own filings, by tense
Headline grade
6.6/10
◀ Past6.630% of the headline
● Present7.140% of the headline
▶ Future5.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.6/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.6/10

Has it survived what it has been through?

No warning events in its filings since 2022.

weight 33% of this tense · 76th percentile among 42 sector filers · read for itself

From the record

Jbs N.V.'s filings since 2022 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.0/10

What has it actually done, year after year?

+8.7% a year over 3 filed years; profitable in 2 of 3.

weight 45% of this tense · 71st percentile among 42 sector filers · read for its customers

From the record

Jbs N.V.'s 3 filed years say what it did: revenue went from $73 billion in fiscal 2023 to $86 billion in fiscal 2025, up 8.7% a year; it rose in 2 of 2 years; it never fell from a peak; net income was positive in 2 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span8.7%top 20% of its family
  • the share of years revenue rosetop 10% of its family
  • the share of filed years with a profitbottom 21% of its family
  • the deepest fall from a revenue peak0.0%top 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.0/10

How has it treated the people who own it?

Share count steady. 29% of cash flow returned. Insiders: 1 sales, 0 purchases.

weight 22% of this tense · 41st percentile among 32 sector filers · read for its shareholders

From the record

Over the 2 fiscal years to 2025-12-31, Jbs N.V.'s diluted share count held steady, and dividends and buybacks returned about 29% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 45% of its family
  • cash returned against operating cash flowbottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.1/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
5.6/10

Is it financially healthy right now?

ROE 23%: 23¢ of profit per shareholder dollar. Leverage 79%: owes 79¢ per asset dollar.

weight 45% of this tense · 56th percentile among 42 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Jbs N.V. earned about 23 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 25 cents per dollar of everything the company owns. Leverage: it owed about 79 cents per dollar of assets, and net share issuance: its share count was unchanged over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 11% of its family
  • return on equitytop 6% of its family
  • gross profit against assetstop 35% of its family
  • the share count against the year beforetop 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.5/10

How strong is its position in its industry?

top 25% of 42 in its family; net margin 2.6%.

weight 33% of this tense · 75th percentile among 42 sector filers · read for its customers

From the record

Jbs N.V.'s standing among 42 graded names in its industry family: revenue of $86 billion in fiscal 2025 ranks in the top 1% by size; a net margin of 2.6% ranks in the bottom 42%; revenue growth of 8.7% a year over the last 2 filed years ranks in the top 15% (its annual reports).

What it rests on

  • revenue against the family$86.18Btop 1% of its family
  • net margin2.6%bottom 42% of its family
  • three-year revenue growth8.7%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.5/10

What are the people in charge doing?

SI estimate 9.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 95th percentile among 33 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 5% of 33 in its family; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 33 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Jbs N.V.'s leadership is put at 9.5 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 5% of 33 in its family; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.9/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
4.6/10

How much room does it have to grow?

bottom 46% of 42 in its family for room to expand.

weight 45% of this tense · 46th percentile among 42 sector filers · read for itself

From the record

Jbs N.V.'s room to grow, from the newest filed statements (fiscal 2025): cash of $4.6 billion against debt of $191 million leaves 9.7% of its assets as net cash, top 18% of its family; cash from operations less capital spending is 1% of revenue (bottom 30%); a gross margin of 13.1% (bottom 25%) (its annual report).

What it rests on

  • cash less debt against assets9.7%top 18% of its family
  • cash from operations less capital spending against revenue1.0%bottom 30% of its family
  • gross margin13.1%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
8.1/10

What could actually drive growth from here?

top 19% of 42 in its family for growth drivers.

weight 33% of this tense · 81st percentile among 42 sector filers · read for its customers

From the record

Jbs N.V.'s growth drivers, from the filed years to fiscal 2025: revenue grew 8.7% a year over the last three filed years against 8.7% over all 3, speeding up (top 18% of its family); the newest year grew 11.7% (top 20%); capital spending grew 18.2% a year (top 18%) (its annual reports). Jbs N.V. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 18% of its family
  • the newest year's revenue growth11.7%top 20% of its family
  • three-year growth of capital spending18.2%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
5.3/10

Did its newest year beat what its own record pointed to?

SI estimate 5.3/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 39 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 39 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 39 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Jbs N.V.'s expectations vs reality is put at 5.3 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 39 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton JBS · research, not advice