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Janus International Group (JBI)
NYSE:JBI
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.13Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic outlook: management delivered margin and EBITDA improvements, strong liquidity and cash generation, product momentum (notably Nokē), cost savings and strategic M&A activity that support 2026 guidance. However, near-term organic revenue headwinds (especially new construction in North America), an expected margin drag from the newly acquired Kiwi II business, Q4 adjusted net income decline, and commercial product softness temper the outlook. Overall, the positives (cash flow, margin expansion, product adoption, and capital flexibility) modestly outweigh the operational and mix challenges.Company Guidance
Full-Year Revenue and EBITDA
Delivered fiscal 2025 revenue of $884.2 million and adjusted EBITDA of $168.2 million, demonstrating profitability and cash generation despite a challenging macro backdrop.
Fourth Quarter Margin and EBITDA Improvement
Q4 adjusted EBITDA of $37.2 million, up 7.5% year-over-year, with an adjusted EBITDA margin of 16.4% (an increase of ~140 basis points versus prior year).
Strong Liquidity and Cash Flow
Ended the year with $260.5 million in total liquidity, including $194.4 million in cash; Q4 cash from operations $24.8 million and free cash flow $19.2 million. Trailing twelve-month free cash flow conversion of adjusted net income was 137%.
Nokē Growth and Product Momentum
Installed base of Nokē reached 458,000 units, up 25.5% year-over-year; management expects to surpass 500,000 units in 2026, which management identifies as a meaningful breakeven/inflection threshold for margin contribution. Nokē featured at 5 of 6 Facility of the Year awards (Modern Storage Media).
Strategic M&A and Capital Actions
Completed acquisition of Kiwi II Construction to expand exterior solutions and design-build capabilities (guidance includes $90M–$100M of inorganic revenue in 2026). Voluntary prepayment of $40 million on first lien term loan and repurchased 1.9 million shares for $16 million in 2025 with $80.5 million remaining authorization.
Cost, Operational and Credit Improvements
Achieved $10 million of annual pre-tax cost savings from the cost reduction program in 2025; completed facility expansion in Surprise, AZ and consolidated Houston operations; S&P credit rating upgrade in October and repriced first lien term loan reducing spread by 50 bps (SOFR+250 to SOFR+200).
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 |
|---|---|---|---|
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% |
May 08, 2025 | $7.15 | $7.88 | +10.21% |
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 May 07, 2026, Before Open (Confirmed).
What is Janus International Group (JBI) earnings time?
Janus International Group (JBI) earnings time is at May 07, 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 (Q1) is 0.1.