Janus International Group (NYSE:JBI) Releases Earnings Results, Misses Estimates By $0.09 EPS

Janus International Group (NYSE:JBI) issued its earnings results on Tuesday. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.10 by ($0.09), FiscalAI reports. Janus International Group had a return on equity of 12.18% and a net margin of 4.82%.The company had revenue of $222.70 million during the quarter, compared to analyst estimates of $219.21 million. During the same period in the previous year, the company posted $0.13 earnings per share. The company’s quarterly revenue was up 5.8% on a year-over-year basis.

Here are the key takeaways from Janus International Group’s conference call:

• Janus said first-quarter results were ahead of expectations, with revenue of $222.7 million and adjusted EBITDA of $33 million, even as macro conditions and North American new construction demand remained soft.
• The company highlighted progress on its GROW strategy, including the Kiwi II Construction acquisition, which is expanding self-storage content and design-build capabilities and is already creating early cross-selling opportunities.
• Nokē Smart Entry continued to scale, with installed units reaching 477,000, up 24.2% year over year, and the company introduced Nokē Infinitē, a new dual-technology lock expected to begin factory installation in the third quarter.
• International and commercial pockets showed strength, with international revenue up 28.8% and rolling steel gaining traction, while Janus said its R3 business is benefiting from ongoing industry consolidation and a healthy pipeline.
• Janus reaffirmed 2026 guidance for revenue of $940 million-$980 million and adjusted EBITDA of $165 million-$185 million, but noted Kiwi II will be a margin drag and North America organic self-storage revenue is still expected to decline mid-single digits.

Janus International Group Trading Up 1.2%

JBI traded up $0.06 during mid-day trading on Thursday, reaching $5.15. The stock had a trading volume of 1,481,548 shares, compared to its average volume of 1,524,849. The stock has a market capitalization of $714.99 million, a P/E ratio of 16.63 and a beta of 1.49. The company has a debt-to-equity ratio of 0.94, a quick ratio of 3.04 and a current ratio of 3.54. The firm’s fifty day simple moving average is $5.36 and its two-hundred day simple moving average is $6.42. Janus International Group has a 52 week low of $4.26 and a 52 week high of $10.80.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of JBI. Royal Bank of Canada boosted its position in Janus International Group by 23.6% in the 1st quarter. Royal Bank of Canada now owns 150,581 shares of the company’s stock valued at $1,084,000 after buying an additional 28,709 shares during the last quarter. AQR Capital Management LLC lifted its stake in shares of Janus International Group by 66.4% in the 1st quarter. AQR Capital Management LLC now owns 272,602 shares of the company’s stock valued at $1,963,000 after purchasing an additional 108,809 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of Janus International Group in the 1st quarter valued at $231,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Janus International Group by 5.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 279,787 shares of the company’s stock valued at $2,014,000 after purchasing an additional 14,125 shares during the period. Finally, Jane Street Group LLC lifted its stake in shares of Janus International Group by 118.1% in the 1st quarter. Jane Street Group LLC now owns 189,655 shares of the company’s stock valued at $1,366,000 after purchasing an additional 102,679 shares during the period. 88.78% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on JBI shares. Weiss Ratings restated a “sell (d+)” rating on shares of Janus International Group in a research report on Friday, March 27th. UBS Group decreased their price target on Janus International Group from $7.25 to $6.00 and set a “neutral” rating on the stock in a research report on Wednesday. Wall Street Zen lowered Janus International Group from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, KeyCorp decreased their price target on Janus International Group from $12.00 to $9.00 and set an “overweight” rating on the stock in a research report on Thursday, March 5th. One analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $8.33.

Janus International Group Company Profile

Janus International Group, Inc is a global provider of specialized storage and security products for self-storage, commercial, industrial and residential applications. The company designs, engineers and manufactures a broad range of building components focused on perimeter security and facility access solutions. Janus serves customers through dealer networks, direct sales offices and distribution partners across multiple end markets.

Core product offerings include steel roll-up doors and sectional overhead doors, perimeter fencing and automated gate systems, parking security products and climate-controlled modular storage buildings.