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Janus International Group
Janus International Group (JBI) investor relations material
Janus International Group CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Company overview and strategic positioning
Operates globally with manufacturing in the U.S., Europe, Australia, and the U.K., focusing on customer experience and full lifecycle solutions for self-storage and commercial sectors.
Two-thirds of revenue comes from repair, rebuild, and replace (R3) services, with the remainder from new construction and commercial products.
Holds strong market share with public REITs and institutional clients in self-storage, and sees growth potential in the fragmented commercial market.
Growth strategy includes architect specification, technology upgrades, and expanding market share in both self-storage and commercial segments.
Key growth drivers are event-based demand in self-storage and consolidation trends, with 60% of facilities over 20 years old.
Recent acquisitions and integration
Acquired Kiwi II Construction for $97 million, expanding building solutions and national footprint, especially on the West Coast and with institutional clients.
Kiwi II brings expertise in complex, multi-level projects and seismic engineering, complementing existing East Coast operations.
Acquisition synergies include procurement, insourcing building materials, and cross-selling opportunities, targeting a five times EBITDA multiple including synergies.
TMC acquisition in 2024 for $60 million adds high-margin terminal maintenance services, with optimism for recovery after temporary project delays.
Technology and recurring revenue
Nokē Smart Entry technology offers keyless, secure access for self-storage, with growing adoption among institutional operators.
Nokē is approaching break-even at 500,000 units, with software margins expected to exceed 60% as scale is achieved.
Recent focus on resolving legacy product issues is expected to reduce costs and improve profitability.
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Next Janus International Group earnings date
Q4 202527 Feb, 2026
Janus International Group
Next Janus International Group earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Janus International Group Inc. is a global provider of access control and building solutions, primarily serving the self-storage, commercial, and industrial markets. The company specializes in manufacturing and installing a range of products, including rolling steel doors, hallway systems, and relocatable storage units. Additionally, Janus offers smart access control and security systems under its proprietary Nokē Smart Entry platform. Janus International Group is headquartered in Temple, Georgia, and its shares are listed on the NYSE.
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