Janus International Group (JBI)
NYSE:JBI
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Janus International Group
(NYSE:JBI)
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Rating:53Neutral
Price Target:
$5.00
▼(-9.75% Downside)
Action:Reiterated
Date:05/14/26
The score is held back primarily by weak technical trend (trading below all major moving averages) and very poor valuation (P/E ~850.9). Financial performance is mixed—strong growth and positive free cash flow, but deteriorating margins and some cash-flow softening. The latest earnings call adds modest support via reaffirmed guidance, strong cash generation, and buybacks, but near-term profitability and mix headwinds temper the outlook.
Positive Factors
Revenue Growth
Sustained TTM revenue expansion (+138%) signals durable demand and successful market penetration across self-storage and related segments. Consistent top-line growth supports scale advantages, higher fixed-cost absorption and provides runway for reinvestment, M&A and product rollout over the next several quarters.
Negative Factors
Margin Compression
Material margin deterioration reflects persistent mix and channel pressures that reduce earnings quality. Lower margins constrain free cash flow conversion and capital allocation flexibility, making it harder to sustain buybacks, reinvestment or rapid deleveraging absent margin recovery.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Sustained TTM revenue expansion (+138%) signals durable demand and successful market penetration across self-storage and related segments. Consistent top-line growth supports scale advantages, higher fixed-cost absorption and provides runway for reinvestment, M&A and product rollout over the next several quarters.
Read all positive factors
Janus International Group (JBI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$728.34M
Dividend YieldN/A
Average Volume (3M)2.03M
Price to Earnings (P/E)17.1
Beta (1Y)1.15
Revenue Growth-2.54%
EPS Growth-11.47%
CountryUS
Employees1,883
SectorIndustrials
Sector Strength72
IndustryConstruction
Share Statistics
EPS (TTM)0.31
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 Cap0.85
Enterprise Value/Revenue0.69
Enterprise Value/Gross Profit1.90
Enterprise Value/Ebitda3.63
Forecast
1Y Price Target
$7.50Price Target Upside35.38% 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. 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
JBI makes money by selling manufactured products and technology solutions to customers—primarily owners, developers, operators, and contractors serving the self-storage market. Its core revenue streams generally fall into: (1) Self-storage and bui...
Janus International Group Earnings Call Summary
Earnings Call Date:May 12, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 06, 2026
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.Positive Updates
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).
Negative Updates
Adjusted EBITDA and Margin Pressure
Adjusted EBITDA of $33.0 million, down 14.1% year-over-year; adjusted EBITDA margin declined to 14.8%, down approximately 340 basis points versus prior year, driven by geographic, sales channel and product mix headwinds.
Read all updates
Q1-2026 Updates
Positive
Negative
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).
Read all positive updates
Company Guidance
Janus reaffirmed 2026 guidance calling for full‑year revenue of $940 million to $980 million (including ~$90–$100 million of inorganic contribution from the Kiwi II acquisition), with North America organic self‑storage revenues expected to be down mid‑single digits, commercial returning to growth, and international revenue up high‑single digits; adjusted EBITDA is guided to $105 million–$185 million (implying an ~18.2% margin at the midpoint) with consolidated margins pressured by geographic/channel mix and Kiwi II headwinds, and the company expects to be toward the higher end of its 75%–100% free‑cash‑flow‑conversion target for 2026; other metrics disclosed on the call included Q1 revenue $222.7M, Q1 adjusted EBITDA $33.0M (14.8% margin), Q1 adjusted EPS $0.01, Q1 cash from operations $36.2M and free cash flow $33.4M (trailing‑12M FCF conversion of 155%), Q1 capex $2.8M, total liquidity $183.8M (cash $112.0M), total debt $551M (net leverage 2.7x), a $65M remaining share‑repurchase authorization after buying ~2.9M shares for $15.7M in Q1, a Q1 tax‑rate guide of ~29%–31%, and a February repricing of the first‑lien term loan from SOFR+250 to SOFR+200.Janus International Group Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
72
Positive
Cash Flow
61
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 896.40M | 884.20M | 963.80M | 1.07B | 1.02B | 750.10M |
| Gross Profit | 326.90M | 343.00M | 397.80M | 449.70M | 364.90M | 251.30M |
| EBITDA | 171.40M | 159.30M | 193.90M | 281.90M | 224.90M | 121.30M |
| Net Income | 43.20M | 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 | 112.00M | 194.40M | 149.30M | 171.70M | 78.40M | 13.19M |
| Total Debt | 6.30M | 622.90M | 653.60M | 667.30M | 713.50M | 718.15M |
| Total Liabilities | 749.00M | 732.50M | 782.50M | 830.40M | 895.30M | 853.72M |
| Stockholders Equity | 560.10M | 572.50M | 518.80M | 519.60M | 375.30M | 268.29M |
Cash Flow | ||||||
| Free Cash Flow | 104.40M | 114.00M | 133.90M | 196.00M | 79.70M | 54.90M |
| Operating Cash Flow | 126.30M | 139.50M | 154.00M | 215.00M | 88.50M | 74.80M |
| Investing Cash Flow | -119.20M | -25.60M | -73.10M | -19.90M | -8.70M | -189.90M |
| Financing Cash Flow | -36.20M | -69.40M | -103.00M | -102.40M | -14.70M | 82.80M |
Janus International Group Technical Analysis
Neutral
5.54
Price Trends
5.23
Positive
5.96
Negative
7.28
Negative
Market Momentum
>-0.01
Negative
54.62
Neutral
83.61
Negative
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 5.11, above the 50-day MA of 5.23, and below the 200-day MA of 7.28, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 54.62 is Neutral, neither overbought nor oversold. The STOCH value of 83.61 is Negative, 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 |
|---|---|---|---|---|---|---|---|
70 Neutral | $820.09M | 14.99 | 10.79% | 2.77% | 3.21% | -34.89% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | $619.93M | 72.17 | 2.13% | ― | 8.34% | ― | |
53 Neutral | $728.34M | 17.10 | 7.72% | ― | -2.54% | -11.47% | |
52 Neutral | $854.83M | -3.52 | -30.23% | 2.12% | 28.35% | -939.66% | |
47 Neutral | $404.61M | -101.41 | -0.65% | ― | 1.38% | -111.51% | |
46 Neutral | $1.15B | 128.43 | 0.94% | ― | -4.66% | -201.96% |
* Industrials Sector Average
JBI
Janus International Group
5.34
-2.57
-32.49%
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NX
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18.61
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SWIM
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5.28
-0.31
-5.55%
Janus International Group Corporate Events
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...
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...
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.