Self-storage products maker Janus Q3 revenue falls more than expected on weak commercial demand

Reuters11-06
Self-storage products maker Janus Q3 revenue falls more than expected on weak commercial demand

Overview

  • Janus fiscal Q3 revenue declines 4.7% yr/yr, missing analyst expectations

  • Adjusted EPS for fiscal Q3 misses analyst expectations

  • Company repurchased 82 thousand shares for $0.8 mln, indicating confidence in future growth

Outlook

  • Janus expects full-year 2025 revenue between $870 mln and $880 mln

  • Company forecasts 2025 adjusted EBITDA between $164 mln and $170 mln

Result Drivers

  • REVENUE DECLINE - 4.7% decrease in total revenue driven by a 20.1% drop in Commercial and Other revenues, mainly due to project timing in TMC business

  • SELF-STORAGE GROWTH - Self-Storage revenues increased by 3.7%, partially offsetting declines in other segments

  • NET INCOME INCREASE - Net income rose 28.8% to $15.2 mln, attributed to operational efficiencies and cost management

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$219.30 mln

$225.62 mln (5 Analysts)

Q3 Adjusted EPS

Miss

$0.16

$0.20 (4 Analysts)

Q3 Adjusted Net Income

Miss

$22.60 mln

$28.54 mln (3 Analysts)

Q3 Net Income

$15.20 mln

Q3 Adjusted EBITDA

Miss

$43.60 mln

$49.94 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 $11.00, about 15.5% above its November 5 closing price of $9.29

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

Press Release: ID:nBw6ngGm9a

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(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.)

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