JBIJanus International Group, Inc.
Metal Doors, Sash, Frames, Moldings & Trim
- Revenue
- $884M
- 8.3% YoY
- Operating margin
- 12.6%
- 17% YoY
- EBITDA
- $158M
- 17% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.8×
- $605M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear259% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear11% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear33% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2026 | YoY |
|---|---|---|---|---|---|
| Revenue | $1.0B | $1.1B | $964M | $884M | 8.3% |
| Operating income | $188M | $246M | $147M | $112M | 24% |
| Net income | $44M | $136M | $70M | $54M | 24% |
| Operating cash flow | $89M | $215M | $154M | $140M | 9.4% |
| Capex | $9M | $19M | $20M | $26M | 27% |
| Stock-based comp | $4M | $7M | $11M | $16M | 51% |
| Buybacks | $0 | $0 | $79M | $16M | 80% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $4M | $3M | 48 | 168 |
| FY2024 | $6M | $449K | 53 | 106 |
| FY2023 | $5M | $7M | 94 | 97 |
| FY2022 | $962K | $962K | 90 | 100 |