NYSE$JBI

Janus International Group Inc. · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Janus International Group experienced revenue growth and adjusted EBITDA increase in Q4 2021.

Janus International Group reported a strong fourth quarter with a 58.4% increase in revenue and a 26.7% increase in Adjusted EBITDA. The company's performance was driven by growth across all sales channels and contributions from recent acquisitions. However, net income decreased due to rising costs and increased expenses related to being a public company and M&A activity.

  • Achieved 58.4% revenue growth for the fourth quarter, including 40.2% organic improvement.
  • Delivered Adjusted EBITDA of $43.3 million in the fourth quarter, an increase of 26.7% year-over-year.
  • Simplified capital structure with redemption of all outstanding warrants.
  • Introduced full-year 2022 revenue and adjusted EBITDA guidance.

Headline financials

Total Revenue

$235M

Previous: $549M-57.1%
EPS (adj)

$0.14

Previous: $0.23-39.1%
Net Income

$10.3M

Previous: $15.1M-31.9%
Operating Income

$28.6M

Previous: $24.7M+15.8%

Revenue & EPS history

Janus · Revenue · Quarterly

$235M

Q4 2021-57.1%vs Q4 2020
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

Janus is providing initial full-year 2022 guidance with revenue in a range of $845 million to $865 million and Adjusted EBITDA in a range of $183 million to $190 million.

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 Q4 2021

Historical avgQ4 2021

+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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