JBI · Janus International Group, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 11, 2026TL;DR. Janus reported Q2 revenue up 2.4% to $233.5M but adjusted EBITDA fell 18% with margin down ~430 bps, cut full-year 2026 revenue guidance to $925–$945M and adjusted EBITDA guidance to $150–$170M (down 4.9% at the midpoint), and trimmed expected Ki2 inorganic revenue to $80–$90M, citing weaker-than-expected demand in North American new construction and commercial sheet doors.
- + Self-storage revenue grew 15.4% led by new construction up 20.3% and R3 up 6.6%, with international up 9.5% to $31.1M
- + Surpassed 500,000 installed Nokē smart entry units, up 22.5% year-over-year, marking an adoption milestone
- + Repurchased 3.2M shares YTD for $17.6M with $63M remaining under authorization, signaling ongoing buyback commitment
- − Cut full-year 2026 revenue guidance to $925–$945M (5.7% growth at midpoint), below prior expectations
- − Q2 adjusted EBITDA fell 18% to $40.2M with margin down ~430 bps year-over-year to 17.2%, on negative mix
- − Trimmed expected Ki2/Ke2 construction inorganic revenue to $80–$90M due to project delays
- − Commercial & Other revenue declined 21.2% on continued softness in commercial sheet door demand
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $73.2M | Six Months Ended July 4, 2026 | — |
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| Adjusted EBITDA (% of revenue) non-GAAP | 17.2% | the three months ended July 4, 2026 filing | — |
| Adjusted EBITDA (Trailing Twelve-Month) non-GAAP | $154M | Trailing Twelve Months Ended July 4, 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 16% | Six Months Ended July 4, 2026 | — |
| Aggregate repurchase amount year-to-date | $17.6M | Year-to-date 2026 | — |
| Commercial & Other revenue | $64.1M | Q2 2026 | — |
| EBITDA non-GAAP | $36.1M | Three Months Ended July 4, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Income $10.7M
+$7.4M Interest, net
+$2.4M Income taxes
+$3.6M Depreciation
+$12M Amortization
= EBITDA* $36.1M
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| Free Cash Flow non-GAAP | $82.5M | Trailing Twelve Months Ended July 4, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Cash flow provided by Operating Activities $100.4M
-$17.9M Less: Purchases of property, plant and equipment
= Free Cash Flow* $82.5M
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| Free Cash Flow Conversion of Adjusted Net Income non-GAAP | 129% | Trailing Twelve Months Ended July 4, 2026 | — |
| Kiwi II Construction revenue | $19.2M | Q2 2026 | — |
| Net Debt non-GAAP | $422.6M | As of July 4, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Note payable - First Lien $549.6M
-$127M Less: Cash
= Net Debt $422.6M
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| New Construction revenue | $113M | Q2 2026 | — |
| Nokē Smart Entry System installed units | 501,000 | Q2 2026 | — |
| Non-GAAP Adjusted Basic EPS non-GAAP | $0.26 | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted Diluted EPS non-GAAP | $0.26 | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted Net Income non-GAAP | $35.3M | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted Net Income (Trailing Twelve-Month) non-GAAP | $63.8M | Trailing Twelve Months Ended July 4, 2026 | — |
| Non-GAAP Net Leverage Ratio non-GAAP | 2.7 | As of July 4, 2026 | — |
| R3 revenue | $56.4M | Q2 2026 | — |
| Remaining share repurchase authorization | $63.1M | As of July 4, 2026 | — |
| Shares repurchased | 3.2M | YTD 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JBI
this stock
Janus International Group, Inc.
|
$574.39M | -37.5% | -8.3% | 17.3 | 4.8% |
|
TT
Trane Technologies plc
|
$99.99B | +16.1% | +5.6% | 34.4 | 1.5% |
|
JCI
Johnson Controls International plc
|
$91.64B | +24.1% | -4.2% | 27.2 | 1.6% |
|
CARR
CARRIER GLOBAL Corp
|
$46.00B | +3.8% | -3.3% | 36.2 | 1.9% |
|
CODGF
Compagnie De Saint Gobain
|
$37.80B | -18.8% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JBI | -4.0% | -12.6% | -24.7% | -17.5% | -37.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.3% | -12.7% | -36.9% | -17.0% | -49.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.