Brief: Janus International Q2 Adjusted EPS USD 0.2 Vs. IBES Estimate USD 0.14

Janus International

07/08/2025 11:55

Overview

Janus fiscal Q2 2025 revenue falls 8.2% yr/yr, beats analyst expectations

Adjusted EPS for fiscal Q2 beats consensus, reflecting strong operational performance

Co reaffirms full-year 2025 guidance

Outlook

Janus reaffirms 2025 revenue guidance of $860 mln to $890 mln

Company expects 2025 adjusted EBITDA between $175 mln and $195 mln

Janus sees softness in domestic self-storage due to interest rates

Company encouraged by positive trends in commercial and international markets

Result Drivers

SELF-STORAGE DECLINE - 14.8% drop in self-storage revenues attributed to elevated interest rates and macroeconomic uncertainty

COMMERCIAL GROWTH - 6.7% increase in commercial and other revenues, partially offsetting self-storage decline

INORGANIC CONTRIBUTION - $3.8 mln in inorganic revenue from TMC acquisition in commercial and other sales channel

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$228.10 mln
$217 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.20
$0.14 (5 Analysts)
Q2 Adjusted Net Income
Beat
$28.20 mln
$19.50 mln (5 Analysts)
Q2 Net Income
$20.70 mln
Q2 Adjusted EBITDA
Beat
$49 mln
$42.70 mln (5 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for Janus International Group Inc is $10.00, about 13.2% above its August 6 closing price of $8.68

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBwbWjszxa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)