Traders should monitor whether the projected 2026 growth materializes, particularly from the Kiwi II acquisition and international expansion, as the company faces ongoing macroeconomic headwinds in its core self-storage markets.
Price Chart
Executive Summary
Janus International reported declining full-year 2025 revenue and earnings, down 8.3% and 23.6% YoY respectively, due to softness in self-storage and commercial markets. Despite this, the company introduced 2026 guidance projecting revenue growth of 8.6% and Adjusted EBITDA growth of 4.0% at the midpoints, supported by a $97.2M acquisition of Kiwi II Construction and strong international and Nok Smart Entry growth.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue declined 8.3% YoY to $884.2M
- Net income down 23.6% YoY to $53.8M, or $0.38 per share
- Adjusted EBITDA down 19.3% YoY to $168.2M
- Guidance for 2026: $940M–$980M revenue (8.6% growth at midpoint), $165M–$185M Adjusted EBITDA (4.0% growth)
- Acquired Kiwi II Construction for $97.2M in cash
- International revenue grew 41.2% YoY to $103.9M
- Repurchased 1.9M shares for $16.0M in 2025
Financial Impact
Revenue down $79.6M YoY, Net income down $16.6M YoY, with 2026 guidance projecting $55.8M midpoint revenue growth and $9.1M midpoint EBITDA growth
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Self-Storage | $597.7M | -9.7% |
| Commercial and Other | $286.5M | -5.1% |
| International | $103.9M | +41.2% |
Risk Factors
- Continued macroeconomic pressure and high interest rates impacting demand
- Execution risk in integrating Kiwi II Construction and achieving synergy targets
- Declining margins and profitability trends in core business segments
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001839839-26-000005 |
| Document: earningspresentationq420.htm | 0001839839-26-000005 |
| Document: jbi-20260304.htm | 0001839839-26-000005 |
| Document: 0001839839-26-000005-index-headers.html | 0001839839-26-000005 |
| Document: 0001839839-26-000005-index.html | 0001839839-26-000005 |
| Document: 0001839839-26-000005.txt | 0001839839-26-000005 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 25, 2026 4w ago | 8-K | $4.31 $4.28 | ▲ +0.70% | ▲ +0.66% | $4.45 (−3.25%) |
Aug 11, 2026 10w ago | 8-K | $5.06 $4.65 | ▲ +8.10% | ▲ +7.04% | $4.45 (+12.06%) |
May 12, 2026 23w ago | 8-K | $4.96 $5.15 | ▼ −3.83% | ▼ −5.56% | $4.45 (+10.28%) |
Apr 24, 2026 26w ago | DEFA14A | $5.45 $5.31 | ▼ −2.57% | ▼ −7.53% | $4.45 (−18.35%) |
Mar 5, 2026 33w ago | 8-K | $5.83 $4.92 | ▼ −15.61% | ▼ −11.82% | $4.45 (−23.67%) |
Mar 4, 2026 33w ago | 8-K | $5.83 $4.92 | ▼ −15.61% | ▼ −11.82% | $4.45 (−23.67%) |
US Market Status
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