NYSE$JBI

Janus International Group Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a revenue increase driven by strong performance in Restore, Rebuild & Replace (R3), grew net income, and delivered year-over-year increase in Adjusted EBITDA.

Janus International Group reported strong Q1 2023 results, with a 9.8% increase in revenues to $251.9 million and a 37% year-over-year increase in Adjusted EBITDA to $61.2 million. Net income increased to $26.0 million, or $0.18 per diluted share. The company raised its full-year 2023 revenue and Adjusted EBITDA guidance.

  • Delivered 9.8% organic revenue growth.
  • Net income grew to $26.0 million, with EPS of $0.18 per diluted share.
  • Adjusted EBITDA increased by 37% year-over-year to $61.2 million.
  • Raised full-year 2023 revenue and Adjusted EBITDA guidance.

Headline financials

Total Revenue

$252M

Previous: $230M+9.8%
EPS (adj)

$0.18

Previous: $0.14+28.6%
Capital Expenditures

-$6.07M

Previous: -$2.88M-110.8%
Free Cash Flow

$19.9M

Previous: $16.8M+18.4%
Net Income

$26M

Previous: $19.7M+31.9%
Operating Income

$51M

Previous: $35.1M+45.3%
Gross Profit

$99.9M

Previous: $76.6M+30.5%
Cash & Equivalents

$69.6M

Previous: $26.6M+161.5%
Total Assets

$1.24B

Previous: $1.2B+3.6%
Stock-Based Comp

$1.8M

Previous: $5.33M-66.2%

Revenue & EPS history

Janus · Revenue · Quarterly

$252M

Q1 2023+9.8%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Janus is raising full-year 2023 guidance as follows: Revenue in a range of $1.06 billion to $1.08 billion, Adjusted EBITDA in a range of $253 million to $278 million.

Tailwinds

  • Revenue in a range of $1.06 billion to $1.08 billion, up from the previous range of $1.05 billion to $1.07 billion.
  • New revenue range represents a 5.0% increase at the midpoint as compared to 2022 levels.
  • Adjusted EBITDA in a range of $253 million to $278 million, up from the previous range of $250 million to $275 million.
  • New Adjusted EBITDA range represents a 17.0% increase at the midpoint as compared to 2022 levels.
  • Strong fundamentals in end markets, particularly in self-storage.

Headwinds

  • Recent macroeconomic volatility.
  • Risks of the self-storage industry.
  • Highly competitive nature of the self-storage industry.
  • Potential litigation, complaints, and/or adverse publicity.
  • Risk of cyber incidents or directed attacks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+2.0%

Avg return

Earnings day

+1.8%

Avg return

5 days after

-4.0%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+27.3%

Q3 2022

Best reaction

-29.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-5.7%+3.5%
Q4 2025-14.8%-18.1%-27.8%
Q3 2025+0.8%-5.0%-38.3%
Q1 2025+10.2%+18.9%+14.5%
Q4 2024+13.0%-2.6%-10.9%
Q3 2024-29.4%-28.7%-28.3%
Q2 2024-20.9%-22.9%-21.6%
Q1 2024+2.2%+3.9%-3.4%
Q4 2023-4.0%-2.3%+1.2%
Q3 2023-1.1%-0.5%+6.4%
Q2 2023+11.8%+15.1%-1.8%
Q1 2023-3.7%-7.0%-0.4%
Q4 2022+3.2%+6.2%-7.3%
Q3 2022+27.3%+26.3%+24.3%
Q2 2022+0.4%-2.8%-10.9%
Q1 2021+16.8%+17.8%+3.0%
Q1 2022+16.8%+17.8%+3.0%
Q4 2021+7.0%+12.9%+5.6%
Q3 2021-15.6%-8.4%-12.6%
Q3 2020-15.6%-8.4%-12.6%
Q4 2020+14.9%+11.6%+7.7%
Q2 2021+14.9%+11.6%+7.7%
Q2 2020+14.9%+11.6%+7.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro