Janus International Group (JBI)
NYSE:JBI
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Janus International Group
(NYSE:JBI)
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Rating:62Neutral
Price Target:
$5.50
▼(-0.72% Downside)
Action:ReiteratedDate:03/07/26
The score reflects strong balance-sheet improvement and still-solid cash generation, alongside constructive 2026 guidance and margin/cash-flow execution. These positives are tempered by the sharp recent revenue/profitability deterioration and clearly bearish technicals with the stock trading well below key moving averages.
Positive Factors
Very low leverage and stronger balance sheet
A substantially reduced debt load and ~0.01 debt-to-equity materially lower financial risk, giving Janus durable flexibility to fund operations, absorb cyclical downturns, pursue M&A (like Kiwi), and maintain investment in product and cost programs without stressing liquidity or covenant risk.
Negative Factors
Sharp revenue decline and operating profitability hit
A half-year-scale revenue contraction and negative EBITDA materially erode earnings quality and predictability. If lower volumes persist, fixed-cost absorption, pricing leverage and investment returns are impaired, increasing risk to cash flow, margins, and the company’s ability to execute long-term plans.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage and stronger balance sheet
A substantially reduced debt load and ~0.01 debt-to-equity materially lower financial risk, giving Janus durable flexibility to fund operations, absorb cyclical downturns, pursue M&A (like Kiwi), and maintain investment in product and cost programs without stressing liquidity or covenant risk.
Read all positive factors
Janus International Group (JBI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$710.60M
Dividend YieldN/A
Average Volume (3M)2.03M
Price to Earnings (P/E)32.5
Beta (1Y)1.13
Revenue Growth-8.26%
EPS Growth-20.07%
CountryUS
Employees1,883
SectorIndustrials
Sector Strength72
IndustryConstruction
Share Statistics
EPS (TTM)0.39
Shares Outstanding136,392,460
10 Day Avg. Volume2,403,367
30 Day Avg. Volume2,029,920
Financial Highlights & Ratios
PEG Ratio-0.76
Price to Book (P/B)1.61
Price to Sales (P/S)1.04
P/FCF Ratio8.10
Enterprise Value/Market Cap1.60
Enterprise Value/Revenue1.29
Enterprise Value/Gross Profit3.41
Enterprise Value/Ebitda5.84
Forecast
1Y Price Target
$8.13Price Target Upside46.66% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)0.58
Revenue Forecast (FY)$957.39M
Janus International Group Business Overview & Revenue Model
Company Description
Janus International Group, Inc. manufacturers, supplies, and provides turn-key self-storage, and commercial and industrial building solutions in North America and internationally. It offers roll up and swing doors, hallway systems, relocatable sto...
How the Company Makes Money
Janus 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, installat...
Janus International Group Earnings Call Summary
Earnings Call Date:Mar 04, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 12, 2026
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.Positive Updates
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.
Negative Updates
Near-Term Organic Revenue Pressure
Company expects North American organic self-storage revenues to be down mid-single digits in 2026, driven primarily by continued softness in new construction among non-institutional customers.
Read all updates
Q4-2025 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Janus provided 2026 guidance calling for revenue of $940–980 million (≈+8.6% at the midpoint vs. 2025’s $884.2M) and adjusted EBITDA of $165–185 million (≈+4% at the midpoint vs. 2025’s $168.2M), implying an adjusted EBITDA margin of ~18.2% at the midpoint; the plan includes $90–100 million of inorganic revenue from the Kiwi II acquisition (Kiwi’s standalone EBITDA expected in the low-teens in 2026 with potential to reach the high-teens longer term and synergies back‑end loaded), assumes no market improvement, expects North American organic self‑storage down mid‑single digits, commercial to return to growth (ASTA‑led) with commercial mid‑single (high‑single for International), and anticipates free cash‑flow conversion around the higher end of its 75%–100% target; quarter/year metrics referenced on the call included Q4 revenue $226.3M (‑1.9% YoY), Q4 adjusted EBITDA $37.2M (+7.5%, 16.4% margin, +140 bps), FY Nokē installed units 458,000 (+25.5% YoY, targeting 500k this year), Q4 adjusted net income $15.6M / adjusted EPS $0.11, Q4 cash from ops $24.8M / FCF $19.2M (TTM FCF conversion 137%), year‑end liquidity $260.5M (cash $194.4M), total long‑term debt $551M, net leverage 2.1x (expected to remain within target 2.0x–3.0x post‑Kiwi), $80.5M remaining repurchase authorization (1.9M shares repurchased for $16M in 2025), $40M voluntary term‑loan prepayment in 2025, and a first‑lien repricing lowering the spread by 50 bps to SOFR+200.Janus International Group Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
86
Very Positive
Cash Flow
72
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 884.20M | 963.80M | 1.07B | 1.02B | 750.10M |
| Gross Profit | 306.10M | 397.80M | 449.70M | 364.90M | 251.30M |
| EBITDA | 166.00M | 193.90M | 281.90M | 224.90M | 121.30M |
| Net Income | 53.80M | 70.40M | 135.70M | 107.70M | 43.80M |
Balance Sheet | |||||
| Total Assets | 1.30B | 1.30B | 1.35B | 1.27B | 1.12B |
| Cash, Cash Equivalents and Short-Term Investments | 194.40M | 149.30M | 171.70M | 78.40M | 13.19M |
| Total Debt | 622.90M | 653.60M | 667.30M | 713.50M | 718.15M |
| Total Liabilities | 732.50M | 782.50M | 830.40M | 895.30M | 853.72M |
| Stockholders Equity | 572.50M | 518.80M | 519.60M | 375.30M | 268.29M |
Cash Flow | |||||
| Free Cash Flow | 114.00M | 133.90M | 196.00M | 79.70M | 54.90M |
| Operating Cash Flow | 139.50M | 154.00M | 215.00M | 88.50M | 74.80M |
| Investing Cash Flow | -25.60M | -73.10M | -19.90M | -8.70M | -189.90M |
| Financing Cash Flow | -69.40M | -103.00M | -102.40M | -14.70M | 82.80M |
Janus International Group Technical Analysis
Neutral
5.54
Price Trends
5.97
Negative
6.33
Negative
7.83
Negative
Market Momentum
-0.11
Negative
51.74
Neutral
68.09
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JBI, the sentiment is Neutral. The current price of 5.54 is above the 20-day moving average (MA) of 5.25, below the 50-day MA of 5.97, and below the 200-day MA of 7.83, indicating a neutral trend. The MACD of -0.11 indicates Negative momentum. The RSI at 51.74 is Neutral, neither overbought nor oversold. The STOCH value of 68.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
67 Neutral | $777.74M | 12.66 | 10.79% | 2.77% | 3.21% | -34.89% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | $710.60M | 32.51 | 9.76% | ― | -8.26% | -20.07% | |
62 Neutral | $645.76M | -18.11 | 2.13% | ― | 8.34% | ― | |
52 Neutral | $930.16M | -52.26 | -30.23% | 2.12% | 28.35% | -939.66% | |
47 Neutral | $407.72M | -69.74 | -0.65% | ― | 1.38% | -111.51% | |
46 Neutral | $1.21B | -4.40 | 0.94% | ― | -4.66% | -201.96% |
* Industrials Sector Average
JBI
Janus International Group
5.21
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NX
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20.25
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SWIM
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Janus International Group Corporate Events
Business Operations and StrategyExecutive/Board Changes
Janus International Adds Independent Directors, Forms Innovation Committee
Positive
Mar 5, 2026
On March 5, 2026, Janus International Group appointed Jeannine Lane and Paul Vasington as independent Class II directors, with Lane becoming chair of the Nominating and Corporate Governance Committee and Vasington joining the Audit Committee and t...
Business Operations and StrategyStock BuybackFinancial DisclosuresM&A Transactions
Janus International Guides 2026 Growth After Mixed 2025 Results
Neutral
Mar 4, 2026
On March 4, 2026, Janus International Group reported fourth-quarter and full-year 2025 results, showing 2025 revenue of $884.2 million, down 8.3% year over year as self-storage and commercial segments softened, while net income fell to $53.8 milli...
Business Operations and StrategyPrivate Placements and Financing
Janus International reprices term loan to cut interest
Positive
Feb 2, 2026
On February 2, 2026, Janus International Group, Inc. completed a repricing of its first lien term loan, reducing the applicable interest margin on its $551 million first lien facility by 50 basis points, from SOFR plus 250 basis points to SOFR plu...
Executive/Board Changes
Janus International announces immediate resignation of board member
Neutral
Jan 9, 2026
On January 7, 2026, Janus International Group, Inc. announced that Board member David Doll resigned from the company’s Board of Directors, stepped down as Chair of the Nominating and Corporate Governance Committee, and left his position on t...
Business Operations and StrategyM&A Transactions
Janus International expands self-storage footprint with Kiwi acquisition
Positive
Jan 8, 2026
On January 8, 2026, Janus International Group, through its subsidiary Janus International Group, LLC, acquired substantially all assets of Kiwi II Construction Inc., Kiwi II East Inc. and Metal Tech Inc., businesses focused on designing, supplying...
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.