Janus International Group (JBI)
NYSE:JBI
US Market
Advertisement

Janus International Group (JBI) AI Stock Analysis

Compare
216 Followers

Top Page

JBI

Janus International Group

(NYSE:JBI)

Select Model
Select Model
Select Model
Neutral 60 (OpenAI - 4o)
Rating:60Neutral
Price Target:
$6.50
▲(10.17% Upside)
Janus International Group's overall stock score reflects a combination of mixed financial performance, bearish technical indicators, and a moderate valuation. The company's improved leverage and cash flow resilience are positive, but declining revenue and profit margins pose challenges. Technical analysis indicates a downtrend, while the earnings call presents a balanced outlook with both strengths and weaknesses. The lack of a dividend yield further tempers the stock's appeal.
Positive Factors
Improved Leverage
The significant reduction in leverage enhances Janus International Group's financial stability, providing more flexibility for strategic investments and operations.
Self-Storage Segment Growth
Growth in the self-storage segment, especially internationally, indicates strong demand and potential for market expansion, supporting long-term revenue growth.
Noke Smart Entry System Adoption
Increased adoption of the Noke Smart Entry system suggests strong product acceptance and potential for recurring revenue, enhancing competitive advantage.
Negative Factors
Decline in Total Revenue
A decline in total revenue reflects challenges in maintaining sales momentum, potentially impacting long-term growth and profitability.
Commercial Segment Weakness
Weakness in the Commercial segment, due to declines in the TMC business, suggests vulnerability to economic cycles and could hinder overall revenue diversification.
Lowered EBITDA Guidance
Lowered EBITDA guidance indicates potential margin pressures and challenges in maintaining profitability, affecting future financial performance.

Janus International Group (JBI) vs. SPDR S&P 500 ETF (SPY)

Janus International Group Business Overview & Revenue Model

Company DescriptionJanus International Group (JBI) is a leading provider of self-storage solutions and commercial door systems, primarily serving the self-storage and construction industries. The company designs, manufactures, and distributes a variety of products including roll-up doors, modular storage units, and other related storage solutions. JBI operates through multiple sectors, focusing on innovation and quality to enhance the functionality and security of storage facilities worldwide.
How the Company Makes MoneyJanus International Group generates revenue primarily through the sale of its self-storage solutions and commercial door products to storage facility operators, contractors, and builders. Key revenue streams include direct product sales, installation services, and maintenance contracts. The company benefits from strategic partnerships with construction firms and self-storage operators, which help to secure large contracts and ensure a steady demand for their products. Additionally, JBI's focus on product innovation and customer service enhances customer loyalty and repeat business, contributing further to its earnings.

Janus International Group Earnings Call Summary

Earnings Call Date:Nov 06, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 18, 2026
Earnings Call Sentiment Neutral
The earnings call presented a mixed outlook for Janus International Group. While there were notable achievements such as strong growth in the self-storage segment, increased adoption of the Noke Smart Entry system, and an improved credit rating, these were offset by declines in total revenue, significant challenges in the Commercial and Other segment, and a reduction in EBITDA guidance. The sentiment of the call is balanced with both positive and negative aspects present.
Q3-2025 Updates
Positive Updates
Self-Storage Revenue Growth
Total self-storage revenue increased by 3.7%, with New Construction up 5.5% and R3 up 0.7%. This growth was driven by strength in the International segment, which saw a 32.9% increase in revenue.
Adoption of Noke Smart Entry System
The Noke Smart Entry system had 439,000 installed units by the end of the quarter, representing a 35.9% increase year-over-year. The new Noke Ion product has been well received, showing strong interest from large institutional customers.
Improved EBITDA Margin
Adjusted EBITDA was $43.6 million, up 1.2% from the previous year, resulting in an adjusted EBITDA margin of 19.9%, an increase of approximately 120 basis points.
Strong Cash Flow and Liquidity
The company generated $15 million in cash from operating activities and $8.3 million in free cash flow, with total liquidity of $256.2 million and a net leverage of 2.3x.
S&P Credit Rating Upgrade
S&P upgraded Janus' credit rating from B+ to BB- with a stable outlook, reflecting the company's resilient business model and consistent cash flow generation.
Negative Updates
Decline in Total Revenue
Total revenue for the third quarter of 2025 was $219.3 million, down 4.7% from the third quarter of 2024.
Commercial and Other Segment Weakness
Revenue in the Commercial and Other segment decreased by 20.1%, primarily due to declines in the TMC business and overall weakness in the LTL trucking industry.
Lowered EBITDA Guidance
Guidance for adjusted EBITDA was updated to a range of $164 million to $170 million, reflecting an adjusted EBITDA margin of 19.1% at the midpoint, due to geographic and product mix.
Slower R3 Growth
The R3 sales channel did not grow as fast as expected, particularly among institutional customers, which impacted overall revenue growth.
Company Guidance
During the Janus International Group Third Quarter 2025 Earnings Conference Call, guidance for the fiscal year 2025 was updated, with revenues expected to range between $870 million and $880 million and adjusted EBITDA projected to be between $164 million and $170 million, reflecting an adjusted EBITDA margin of 19.1% at the midpoint. This updated guidance comes as the company delivered total revenue of $219.3 million for the third quarter, a 4.7% decrease from the same period in 2024, while adjusted EBITDA increased by 1.2% to $43.6 million. The self-storage segment showed a 3.7% revenue increase, driven by a 32.9% growth in international markets, offsetting North American market softness. The Commercial and Other sales channel experienced a 20.1% decline, primarily due to project timing and broader economic impacts affecting the TMC business. Despite these challenges, the company remains optimistic, supported by a strong financial profile, $256.2 million in total liquidity, and a focus on innovation and strategic capital allocation to drive long-term shareholder value.

Janus International Group Financial Statement Overview

Summary
Janus International Group's financial statements reveal a mixed performance. The income statement shows declining revenue and profit margins, indicating challenges in maintaining growth and profitability. The balance sheet reflects improved leverage, enhancing financial stability, but with reduced ROE. Cash flow metrics show a decline in free cash flow growth, though cash conversion remains strong. Overall, while the company faces growth and margin pressures, its improved leverage and cash flow resilience are positive aspects.
Income Statement
65
Positive
Janus International Group's income statement shows a decline in revenue growth with a negative growth rate of -1.20% TTM, indicating potential challenges in maintaining sales momentum. The gross profit margin has decreased from 41.27% in 2024 to 39.16% TTM, reflecting pressure on cost management. Net profit margin also declined from 7.30% in 2024 to 5.29% TTM. Despite these challenges, the company maintains a reasonable EBIT margin of 8.93% TTM, suggesting operational efficiency. However, the declining margins and revenue growth are areas of concern.
Balance Sheet
72
Positive
The balance sheet of Janus International Group shows a strong improvement in leverage, with the debt-to-equity ratio significantly reduced to 0.02 TTM from 1.26 in 2024, indicating better financial stability. The return on equity (ROE) has decreased to 8.74% TTM from 13.57% in 2024, reflecting reduced profitability relative to equity. The equity ratio remains stable, suggesting a balanced capital structure. Overall, the balance sheet reflects improved leverage but a decline in profitability metrics.
Cash Flow
68
Positive
The cash flow statement indicates a decline in free cash flow growth by -18.12% TTM, highlighting potential challenges in cash generation. The operating cash flow to net income ratio is healthy at 1.22 TTM, suggesting good cash conversion from earnings. The free cash flow to net income ratio is 0.84 TTM, indicating a strong ability to generate cash relative to net income. Despite the decline in free cash flow growth, the company maintains solid cash flow ratios, reflecting operational resilience.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue888.70M963.80M1.07B1.02B750.10M548.97M
Gross Profit348.00M397.80M449.70M364.90M251.30M203.82M
EBITDA154.70M193.90M281.90M224.90M121.30M127.99M
Net Income47.00M70.40M135.70M107.70M43.80M56.84M
Balance Sheet
Total Assets1.30B1.30B1.35B1.27B1.12B873.48M
Cash, Cash Equivalents and Short-Term Investments178.90M149.30M171.70M78.40M13.19M45.26M
Total Debt549.00M653.60M667.30M713.50M718.15M624.13M
Total Liabilities739.70M782.50M830.40M895.30M853.72M732.61M
Stockholders Equity560.80M518.80M519.60M375.30M268.29M140.87M
Cash Flow
Free Cash Flow140.10M133.90M196.00M79.70M54.90M94.51M
Operating Cash Flow166.10M154.00M215.00M88.50M74.80M100.85M
Investing Cash Flow-17.20M-73.10M-19.90M-8.70M-189.90M-10.77M
Financing Cash Flow-72.20M-103.00M-102.40M-14.70M82.80M-64.13M

Janus International Group Technical Analysis

Technical Analysis Sentiment
Negative
Last Price5.90
Price Trends
50DMA
9.21
Negative
100DMA
9.35
Negative
200DMA
8.58
Negative
Market Momentum
MACD
-1.09
Positive
RSI
12.28
Positive
STOCH
4.46
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JBI, the sentiment is Negative. The current price of 5.9 is below the 20-day moving average (MA) of 8.02, below the 50-day MA of 9.21, and below the 200-day MA of 8.58, indicating a bearish trend. The MACD of -1.09 indicates Positive momentum. The RSI at 12.28 is Positive, neither overbought nor oversold. The STOCH value of 4.46 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JBI.

Janus International Group Risk Analysis

Janus International Group disclosed 47 risk factors in its most recent earnings report. Janus International Group reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Janus International Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
61
Neutral
$718.90M16.378.83%3.05%1.19%-56.98%
60
Neutral
$827.40M17.568.64%-10.84%-53.49%
58
Neutral
$1.39B638.3813.29%-9.21%-97.43%
55
Neutral
$503.38M18.872.20%-0.19%-50.51%
53
Neutral
$741.93M-2.68%4.12%-198.38%
46
Neutral
$561.07M-43.35%2.68%70.18%-374.22%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JBI
Janus International Group
5.90
-1.21
-17.02%
APOG
Apogee
34.08
-45.28
-57.06%
BXC
Bluelinx Holdings
53.88
-67.42
-55.58%
ROCK
Gibraltar Industries
47.24
-21.68
-31.46%
NX
Quanex
11.35
-17.89
-61.18%
SWIM
Latham Group
6.40
0.53
9.03%

Janus International Group Corporate Events

Janus International Group Reports Q3 2025 Financial Results
Nov 7, 2025

Janus International Group, Inc. is a prominent global manufacturer and supplier of self-storage, commercial, and industrial building solutions, known for its innovative access control technologies and comprehensive product offerings.

Janus International Group’s Earnings Call: A Balanced Outlook
Nov 7, 2025

The recent earnings call for Janus International Group, Inc. painted a picture of both achievements and challenges. While the company celebrated robust growth in its self-storage segment and the increasing popularity of its Noke Smart Entry system, it also faced hurdles such as a decline in total revenue and a reduction in EBITDA guidance. The overall sentiment of the call was balanced, reflecting both positive strides and areas of concern.

Financial Disclosures
Janus International Reports Q3 2025 Financial Results
Neutral
Nov 6, 2025

On November 6, 2025, Janus International Group reported its third-quarter financial results, showing total revenue of $219.3 million, a 4.7% decrease from the previous year, primarily due to a decline in Commercial and Other revenues. Despite this, the company achieved a net income increase of 28.8% to $15.2 million, with an adjusted EBITDA of $43.6 million, reflecting a slight increase from the previous year. The company also updated its full-year 2025 revenue and adjusted EBITDA guidance, narrowing its revenue range to between $870 million and $880 million and adjusted EBITDA to between $164 million and $170 million. CEO Ramey Jackson emphasized the company’s focus on operational excellence and long-term growth, supported by a strong balance sheet and cash flow.

The most recent analyst rating on (JBI) stock is a Hold with a $10.50 price target. To see the full list of analyst forecasts on Janus International Group stock, see the JBI Stock Forecast page.

Executive/Board Changes
Janus International Appoints New Audit Committee Chair
Neutral
Aug 20, 2025

On August 19, 2025, Thomas A. Szlosek resigned from the Board of Directors and as Chair of the Audit Committee at Janus International Group, Inc. His departure was not due to any disagreements with the company’s operations, policies, or practices. The company expressed gratitude for his service and contributions. Following his resignation, Heather Harding was appointed as the new Chair of the Audit Committee, effective immediately.

The most recent analyst rating on (JBI) stock is a Hold with a $10.00 price target. To see the full list of analyst forecasts on Janus International Group stock, see the JBI Stock Forecast page.

Janus International Earnings Call: Mixed Results Amid Challenges
Aug 13, 2025

The recent earnings call of Janus International Group, Inc. presented a mixed sentiment, highlighting strong performance in commercial sales and international segments, as well as increased adoption of the Noke Smart Entry System. However, these positive developments were overshadowed by declines in overall revenue and adjusted EBITDA, alongside challenges in the North American self-storage market and potential tariff impacts.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 13, 2025