NYSE$JBI

Janus International Group Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Financial results for the second quarter of 2022 were released, demonstrating revenue growth and increased profitability.

Janus International Group reported a strong second quarter in 2022, with a 42.2% increase in revenue, driven by strong performance across all sales channels. Adjusted EBITDA increased by 41.1% to $50.7 million, and net income grew to $22.8 million. The company raised its full-year 2022 revenue and Adjusted EBITDA outlook.

  • Revenues increased by 42.2% to $247.7 million compared to the second quarter of 2021.
  • Adjusted EBITDA increased by 41.1% to $50.7 million compared to the second quarter of 2021.
  • Net income was $22.8 million, or $0.16 per diluted share, compared to a $1.7 million loss in the second quarter of 2021.
  • The company raised its full-year 2022 revenue and Adjusted EBITDA outlook.

Headline financials

Total Revenue

$248M

Previous: $174M+42.2%
EPS (adj)

$0.17

Previous: $0.02+750.0%
Capital Expenditures

-$5.27M

Previous: -$3.99M-31.9%
Free Cash Flow

$17.6M

Previous: -$2.87M+712.3%
Net Income

$22.8M

Previous: $1.12M+1933.2%
Operating Income

$39.8M

Previous: $14.3M+177.9%
Gross Profit

$84M

Previous: $59.2M+41.9%
Cash & Equivalents

$40.7M

Previous: $15.3M+166.3%
Total Assets

$1.21B

Previous: $931M+29.5%
Stock-Based Comp

-$3.82M

Previous: $2.06M-285.4%

Revenue & EPS history

Janus · Revenue · Quarterly

$248M

Q2 2022+42.2%vs Q2 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Janus International Group raised its full-year 2022 outlook.

Tailwinds

  • Revenue in a range of $940 million to $960 million, up from the previous range of $890 million to $910 million.
  • The new revenue range represents a 26.6% increase at the midpoint as compared to 2021 levels.
  • Adjusted EBITDA in a range of $204 million to $211 million, up from the previous range of $193 million to $200 million.
  • The new Adjusted EBITDA range represents a 40.0% increase at the midpoint as compared to 2021 levels.
  • Company expects continued margin improvement.

Headwinds

  • Macroeconomic concerns around inflation persist.
  • Currency fluctuations may impact results.
  • Labor availability remains a challenge.
  • Supply chains are still a concern.
  • High occupancy rates in the self-storage industry continue to support pricing power for customers that in turn is driving increasing levels of investment in both existing and new facilities.

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 Q2 2022

Historical avgQ2 2022

+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%

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