NYSE$JBI

Janus International Group Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Janus International Group's financial performance decreased due to macroeconomic headwinds and project delays, but strategic cost reduction plans and investments aim to enhance long-term value.

Janus International Group reported a decrease in revenue and net income for the third quarter of 2024, impacted by macroeconomic factors and project delays. The company is implementing a structural cost reduction plan and remains focused on long-term growth through strategic investments and market share enhancement.

  • Revenues decreased by 17.9% to $230.1 million compared to the third quarter of 2023, with self-storage revenues down 22.4% and commercial and other revenues declining 7.8%.
  • Net income decreased by 68.1% to $11.8 million, or $0.08 per diluted share, compared to $37.0 million, or $0.25 per diluted share in the third quarter of 2023.
  • Adjusted EBITDA decreased by 43.4% to $43.1 million, with an adjusted EBITDA margin of 18.7%, a decrease of approximately 850 basis points from the prior year.
  • The company deployed $45.5 million in share repurchases and announced a structural cost reduction plan expected to generate $8 million to $12 million of annual pre-tax cost savings.

Headline financials

Total Revenue

$230M

Previous: $280M-17.9%
EPS

$0.08

Previous: $0.27-70.4%
Capital Expenditures

-$14M

Previous: -$13.5M-3.7%
Free Cash Flow

-$2.2M

Previous: $23.5M-109.4%
Net Income

$11.8M

Previous: $37M-68.1%
Operating Income

$26.7M

Previous: $66.5M-59.8%
Gross Profit

$91.2M

Previous: $119M-23.4%
Cash & Equivalents

$102M

Previous: $110M-6.9%
Total Assets

$1.3B

Previous: $1.3B-0.1%
Stock-Based Comp

$1.9M

Previous: $1.82M+4.5%

Revenue & EPS history

Janus · Revenue · Quarterly

$230M

Q3 2024-17.9%vs Q3 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Janus International is revising its full year 2024 guidance due to the extension of self-storage project delays, a slower return to growth in Commercial and Other, and election uncertainty.

Headwinds

  • Extension of self-storage project delays from elevated interest rate levels decreasing at a slower pace than anticipated.
  • Return to growth in Commercial and Other is expected to be pushed into 2025.
  • Election uncertainty has impacted demand across all sectors.

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 Q3 2024

Historical avgQ3 2024

+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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