Feed / JBI

Janus International Group, Inc.

JBI

Industrials · 4.57 -1.7% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:10 GMT-4

Market read

Janus International Group, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-1.7% todayVolume comparison unavailable
Market group0 of 7 activeNo Coherent Theme · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • JBI's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if JBI's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Building Products & Equipment

No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • JBI's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations319
Usable filing statements82
Verified relationships2
Evidence supporting the case
  • Operating cash flow covered net income at 2.59x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -8.3% year over year.
  • Operating margin changed -2.6 percentage points in the latest annual period.
  • Net margin changed -1.2 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Macroeconomic conditions has repeated adverse evidence across 4 filings.
  • Capital investment and capacity has repeated adverse evidence across 3 filings.
Questions before a position
  • P/E is 59% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 68% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

4.58
6m-34.2%12m-56.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-01$750.1M+36.6%$0.40
2022-12-31$1.0B+35.9%$0.73+34.6%
2023-12-30$1.1B+4.6%$0.92+0.1%
2024-12-28$963.8M-9.6%$0.49-1.4%
2026-01-03$884.2M-8.3%$0.38-3.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
Interest Expense, net Interest expense, net decreased $2.1 to $8.1 or 20.6% for the three month period ended April 4, 2026 compared to the three month period ended March 29, 2025, primarily due to a lower overall interest rate from the February 2026 Repricing…
10-Q · May 12, 2026
Demand and volumemixed · 4 filings
Commercial and Other revenues decreased by $1.2 or 1.8% for the three month period ended April 4, 2026 compared to the three month period ended March 29, 2025, driven by continued softness in demand for commercial sheet doors, partially offset by increases in…
10-Q · May 12, 2026
Macroeconomic conditionsnegative · 4 filings
Factors Affecting Revenues Our revenues from products sold are driven by economic conditions, which impacts new construction of self-storage facilities, R3 of self-storage facilities, and commercial revenue.
10-Q · May 12, 2026
Capital investment and capacitynegative · 3 filings
The R3 sales decrease was due to macroeconomic uncertainty as well as an approximately 30% decline in facility expansion and retail big-box conversion activity.
10-K · Mar 4, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.7× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

4.57-1.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for JBI. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for JBI. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind JBI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ROADConstruction Partners, Inc.partnerMay 12, 2026

Announced acquisition of Kiwi II Construction, a premier self-storage and pre-engineered buildings provider.

GSThe Goldman Sachs Group, Inc.lenderMay 12, 2026

8 (the “2026 Repricing Amendment”) to the First Lien Term Loan, dated as of February 12, 2018, by and among Janus Intermediate, LLC, our wholly owned subsidiary (“Janus Intermediate”), Janus Core, our wholly owned subsidiary, Goldman Sachs Bank USA (as succes…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

JBI is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for JBI; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.