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JBS Profit Falls in Q3 as U.S. Beef Margins Turn Negative, Sales Rise on Brazil Exports

Management warns U.S. cattle scarcity will keep pressure on processing margins.

The logo of JBS S.A, the world's largest beef producer, is pictured at a plant of JBS in Santa Maria das Barreiras, Para state, Brazil September 12, 2025. REUTERS/Amanda Perobelli

Overview

  • Net profit dropped to $581 million from $693 million a year earlier as historically low U.S. cattle supplies drove negative beef margins.
  • Adjusted EBITDA declined to $1.835 billion from $2.153 billion, reflecting weaker operating income in the U.S. beef business.
  • Global net sales increased 13% to $22.6 billion, led by stronger Brazilian beef exports, higher volumes, and firmer domestic prices.
  • Seara posted its highest export volume on record despite temporary avian-influenza-related bans that forced chicken cuts into alternative markets at lower prices.
  • The company cited Brazilian real appreciation as a drag on export competitiveness and noted heavier female cattle slaughter could slightly trim Brazil’s herd in 2026.