Janus International Group, Inc. (JBI)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-04
$4.77-4.60%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-04
QuarterlyIQ Insights · JBI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -43.4% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 5.2% |
Growth built into the price is above our model estimate.
The price assumes 48.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 18 industry peers
JBI — workforce reduction
Dated 2026-09-25
Costs Associated with Exit or Disposal Activities. On September 25, 2026, Janus International Group, Inc. (the “Company”) disclosed a series of independent restructuring initiatives undertaken during 2026, designed to improve operating performance, profitability, and operational efficiency. These initiatives, undertaken in ongoing response to evolving business conditions, consist of three distinct restructuring events. In January 2026, the Company committed to certain cost-reduction measures,…
Why it matters: Janus cut its 2026 revenue range after Q2 results came in below its expectations. Q3 results test whether sales stay on that path.
Watch forAt the Nov. 10 earnings release, Janus keeps its $925–$945 million full-year revenue range and reports Q3 sales growth.
Also watch forJanus cuts the $925–$945 million range again or reports lower Q3 revenue year over year.
Why it matters: The installed base grew 22.5% year over year in Q2. More growth would show the smart entry platform is still expanding.
Supportive ifJanus reports more than 501,000 Nokē units installed and growth above 22.5% year over year.
Worry ifThe installed count stays at or below 501,000, or year-over-year growth falls below 22.5%.
Why it matters: Q2 Adjusted EBITDA fell 18% year over year, and Janus cut its full-year range. A further miss would show pressure remains.
Worry ifQ3 results show Adjusted EBITDA fell year over year, or Janus cuts its $150–$170 million full-year range again.
Less concerning ifQ3 Adjusted EBITDA rises year over year and Janus keeps or raises its full-year range.
Why it matters: Cash from operations fell from $36.2 million in Q1 to $24.4 million in Q2. Another drop would extend that decline.
Worry ifQ3 operating cash flow is below $24.4 million, the Q2 level.
Less concerning ifQ3 operating cash flow rises above $36.2 million, the Q1 level.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$158 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $428 loss on $10,000 · 4.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,630 loss on $10,000 · 56.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Janus said North American storage projects may stay limited until financing gets easier. New construction sales test that view.
Watch forNew Construction revenue grows year over year in Q3, above Q2’s 20.3% growth rate.
Also watch forNew Construction revenue falls year over year in Q3, or growth drops below Q2’s 20.3% rate.