Janus International Group (JBI)
NYSE:JBI
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: top-line growth, strong international performance, accelerating Nokē adoption, robust cash generation, active capital allocation and lower financing cost are clear positives. However, near-term profitability was pressured by a 14.1% decline in adjusted EBITDA, a meaningful drop in adjusted net income, organic new construction weakness in North America, and mix-related margin headwinds—factors that temper the outlook despite reaffirmed guidance and strategic progress.Company Guidance
Revenue Growth
Total consolidated revenue of $222.7 million, up 5.8% year-over-year, driven by inorganic contributions and strength in international and new construction (including acquisitions).
International Outperformance
International revenue of $27.3 million, up $6.1 million or 28.8% year-over-year, supported by new construction activity, Nokē adoption and market share gains.
Nokē Smart Entry Adoption
477,000 total installed Nokē units, representing 24.2% year-over-year growth; new product launch Nokē Infinity and continued roll-out of Nokē Ion expected to drive further adoption and recurring revenue.
Strong Cash Generation
Generated $36.2 million cash from operating activities and $33.4 million free cash flow in Q1; trailing 12-month free cash flow conversion of adjusted income was 155%.
Liquidity and Balance Sheet Flexibility
Ended the quarter with $183.8 million total liquidity, including $112 million in cash; net leverage 2.7x and within the stated target range (2.0x–3.0x) after the Kiwi II acquisition.
Capital Allocation Actions
Repurchased ~2.9 million shares for $15.7 million in the quarter with $65 million remaining on the authorization; management indicated willingness to continue opportunistic buybacks.
Lower Cost of Debt
Repriced first lien term loan in February, reducing interest spread by 50 basis points from SOFR+250 to SOFR+200, lowering cost of capital going forward.
Strategic M&A and Product Innovation
Acquired Kiwi II Construction to expand self storage capabilities and exterior solutions; launched Door-to-Door Replace app to streamline door replacement orders and continued focus on R3 and architectural wins (rolling steel, data center demand).
Reaffirmed 2026 Guidance
Reaffirmed full-year 2026 revenue guidance of $940 million to $980 million (including ~$90M–$100M inorganic from Kiwi II) and provided adjusted EBITDA range of $105 million to $185 million (midpoint implying ~18.2% margin).
JBI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JBI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $5.08 | $4.96 | -2.36% |
Mar 04, 2026 | $6.81 | $5.83 | -14.39% |
Nov 06, 2025 | $9.29 | $6.90 | -25.73% |
Aug 07, 2025 | $8.68 | $9.84 | +13.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Janus International Group (JBI) report earnings?
Janus International Group (JBI) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Janus International Group (JBI) earnings time?
Janus International Group (JBI) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JBI EPS forecast?
JBI EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.