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Janus International Group
(NYSE:JBI)
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Rating:62Neutral
Price Target:
$5.50
▲(3.97% Upside)
Action:Reiterated
Date:08/11/26
Overall score reflects solid but uneven fundamentals: strong balance sheet and still-positive free cash flow are tempered by materially weaker margins/earnings power. Technicals are neutral with the stock still below its 200-day average, and valuation (P/E ~17) is reasonable but not compelling. The latest earnings call adds caution due to reduced guidance and margin pressure despite good cash conversion and liquidity.
Positive Factors
Very Low Leverage
The current near-zero reported debt position materially reduces financial risk and preserves flexibility for capital allocation, M&A, or cyclical downturns. Sustained low leverage supports investment in product development and the Nokē platform without forcing distress sales or heavy refinancing.
Negative Factors
Margin Compression
Sustained margin deterioration reduces earnings power and ROE, limiting reinvestment and long-term returns. Structural mix shifts, inflationary input costs and lower volumes can keep margins depressed, constraining ability to fund growth initiatives or absorb future cost shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
Very Low Leverage
The current near-zero reported debt position materially reduces financial risk and preserves flexibility for capital allocation, M&A, or cyclical downturns. Sustained low leverage supports investment in product development and the Nokē platform without forcing distress sales or heavy refinancing.
Read all positive factors
Janus International Group (JBI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$732.43M
Dividend YieldN/A
Average Volume (3M)2.03M
Price to Earnings (P/E)20.9
Beta (1Y)1.17
Revenue Growth0.26%
EPS Growth-22.34%
CountryUS
Employees1,733
SectorIndustrials
Sector Strength72
IndustryConstruction Materials
Share Statistics
EPS (TTM)0.24
Shares Outstanding136,392,460
10 Day Avg. Volume2,403,367
30 Day Avg. Volume2,029,920
Financial Highlights & Ratios
PEG Ratio-0.78
Price to Book (P/B)1.61
Price to Sales (P/S)1.04
P/FCF Ratio8.10
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$7.50Price Target Upside41.78% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)0.52
Revenue Forecast (FY)$956.53M
Janus International Group Business Overview & Revenue Model
Company Description
Janus International Group, Inc. (JBI) is a leading global provider of comprehensive, turn-key solutions for self-storage facilities, as well as commercial and industrial building projects. Their extensive product range encompasses various door typ...
How the Company Makes Money
JBI makes money by selling manufactured building components and technology-enabled solutions used in the construction, expansion, renovation, and operation of self-storage facilities and certain adjacent building markets. Its revenue model is larg...
Janus International Group Earnings Call Summary
Earnings Call Date:Aug 11, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Neutral
The call presents a mixed picture: operational and strategic progress (notably the Nokē platform scale milestone, international growth, R3 momentum, strong cash conversion, and healthy liquidity) are offset by notable near-term headwinds including an 18% drop in adjusted EBITDA, a 430 bps margin decline, a 21.2% fall in commercial revenues, and downwardly revised full-year guidance. Management emphasizes execution, cost optimization, and disciplined capital allocation while acknowledging continued softness in North America new construction and timing delays in some Kiwi II projects. Given balanced material positives and negatives, the tone is cautious but constructive.Positive Updates
Quarterly Revenue Growth
Consolidated revenue of $203.5M in Q2, up 2.4% year-over-year; inorganic revenues of $19.2M attributable to Kiwi II Construction.
Negative Updates
Adjusted EBITDA and Margin Pressure
Q2 adjusted EBITDA of $40.2M, down 18% year-over-year; adjusted EBITDA margin declined to 17.2%, a ~430 basis point decrease driven by mix and geographic/product impacts.
Read all updates
Q2-2026 Updates
Positive
Negative
Quarterly Revenue Growth
Consolidated revenue of $203.5M in Q2, up 2.4% year-over-year; inorganic revenues of $19.2M attributable to Kiwi II Construction.
Read all positive updates
Company Guidance
Janus revised 2026 guidance to full‑year revenue of $925–945 million, with inorganic (Kiwi II) revenue now expected at roughly $80–90 million; North America organic self‑storage revenues are expected down high‑single digits, commercial sales roughly flat, and international revenue up high‑single digits. Profitability is guided to adjusted EBITDA of $150–170 million (about a 17.1% margin at the midpoint), with the company targeting the higher end of its 75–100% free‑cash‑flow‑conversion goal and expecting a sequentially stronger back half. Supporting metrics from Q2 include adjusted EBITDA of $40.2 million (17.2% margin, down ~430 bps), adjusted net income of $23.9 million (adjusted EPS $0.17), cash from operations of $24.4 million, free cash flow of $21.6 million (TTM FCF conversion 129%), CapEx of $2.8 million, ending liquidity of $205.3 million (cash $127 million), total long‑term debt of $550 million with net leverage of 2.7x, and share repurchases of ~367k shares for $1.9 million in the quarter (3.2M YTD for $17.6M) with $63 million remaining on the buyback authorization.Janus International Group Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
82
Very Positive
Cash Flow
64
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 901.80M | 884.20M | 963.80M | 1.07B | 1.02B | 750.10M |
| Gross Profit | 314.00M | 343.00M | 397.80M | 449.70M | 364.90M | 251.30M |
| EBITDA | 186.80M | 159.30M | 193.90M | 281.90M | 224.90M | 121.30M |
| Net Income | 33.20M | 53.80M | 70.40M | 135.70M | 107.70M | 43.80M |
Balance Sheet | ||||||
| Total Assets | 1.31B | 1.30B | 1.30B | 1.35B | 1.27B | 1.12B |
| Cash, Cash Equivalents and Short-Term Investments | 127.00M | 194.40M | 149.30M | 171.70M | 78.40M | 13.19M |
| Total Debt | 6.10M | 622.90M | 653.60M | 667.30M | 713.50M | 718.15M |
| Total Liabilities | 739.00M | 732.50M | 782.50M | 830.40M | 895.30M | 853.72M |
| Stockholders Equity | 572.00M | 572.50M | 518.80M | 519.60M | 375.30M | 268.29M |
Cash Flow | ||||||
| Free Cash Flow | 82.50M | 114.00M | 133.90M | 196.00M | 79.70M | 54.90M |
| Operating Cash Flow | 100.40M | 139.50M | 154.00M | 215.00M | 88.50M | 74.80M |
| Investing Cash Flow | -116.80M | -25.60M | -73.10M | -19.90M | -8.70M | -189.90M |
| Financing Cash Flow | -30.00M | -69.40M | -103.00M | -102.40M | -14.70M | 82.80M |
Janus International Group Technical Analysis
Negative
5.29
Price Trends
5.31
Negative
5.27
Negative
6.08
Negative
Market Momentum
0.02
Positive
40.09
Neutral
55.51
Neutral
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 5.29 is below the 20-day moving average (MA) of 5.35, below the 50-day MA of 5.31, and below the 200-day MA of 6.08, indicating a bearish trend. The MACD of 0.02 indicates Positive momentum. The RSI at 40.09 is Neutral, neither overbought nor oversold. The STOCH value of 55.51 is Neutral, 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
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
65 Neutral | $15.30B | 21.99 | 41.06% | 1.31% | 1.90% | -2.79% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | $732.43M | 20.87 | 7.72% | ― | 0.26% | -22.34% | |
61 Neutral | $14.73B | 17.17 | -406.43% | 1.59% | -0.56% | 15.03% | |
56 Neutral | $5.73B | 40.65 | 6.31% | 1.99% | -2.31% | -61.33% | |
55 Neutral | $7.74B | 81.63 | 2.46% | ― | -9.38% | -86.05% | |
53 Neutral | $967.24M | -3.95 | -35.45% | 1.72% | 14.25% | -1038.06% |
* Industrials Sector Average
JBI
Janus International Group
5.06
-5.62
-52.62%
BLDR
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75.10
-69.30
-47.99%
CSL
Carlisle Companies
389.96
-4.09
-1.04%
FBIN
Fortune Brands Innovations
50.00
-9.27
-15.64%
MAS
Masco
76.14
2.54
3.45%
NX
Quanex
21.89
0.22
1.01%
Janus International Group Corporate Events
Business Operations and StrategyStock BuybackFinancial Disclosures
Janus International reports Q2 results and updates outlook
Neutral
Aug 11, 2026
Janus International Group, Inc., a global provider of turnkey self-storage, commercial and industrial building solutions and smart security technologies, reported its fiscal second-quarter 2026 results on August 11, 2026, for the quarter ended Jul...
Executive/Board ChangesShareholder Meetings
Janus International Shareholders Endorse Board, Auditor and Pay
Positive
Jun 15, 2026
On June 15, 2026, Janus International Group, Inc. held its annual shareholders’ meeting via live webcast, with about 95.54% of voting power represented, and investors elected three Class II directors—Paul Vasington, Jeannine Lane, and ...
Business Operations and StrategyStock BuybackFinancial Disclosures
Janus International Posts Solid Q1 Results, Reaffirms 2026 Guidance
Positive
May 12, 2026
On May 12, 2026, Janus International Group reported fiscal first-quarter 2026 results for the period ended April 4, 2026, posting revenues of $222.7 million, up 5.8% year over year, with self-storage revenues rising 8.7% and modest weakness in com...
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.