Janus International Group (JBI) Investor presentation summary

Company overview and market position

• Leading global manufacturer and provider of turnkey self-storage, commercial, and industrial building solutions, founded in 2002.

• Serves over 10,000 active customers with a global footprint across North America, Europe, and Australia.

• Offers end-to-end solutions for self-storage, including new construction, R3 (restore, rebuild, replace), and commercial door markets.

• Maintains strong customer relationships and integration across full project lifecycles.

• Expanding into adjacent markets to fuel future growth.

Financial performance and strength

• Reported $902M in revenue for the trailing twelve months ended July 4, 2026.

• Adjusted EBITDA margin at 17.1% and free cash flow conversion around 130%.

• Net leverage ratio stands at 2.7x, reflecting a strong balance sheet.

• Consistent top-line growth with revenue projected to reach $1,066M in FY 2026.

• Robust free cash flow generation and disciplined capital allocation, including share repurchases and strategic acquisitions.

Strategic growth initiatives

• G.R.O.W. strategy focuses on greater penetration of self-storage, ramping adoption of smart security solutions, outperforming in commercial markets, and winning through strategic, accretive acquisitions.

• Expanding design-build services and leveraging differentiated R3 capabilities to increase market share.

• Driving adoption of Nokē smart security platform, with a growing installed base and recurring revenue opportunities.

• Targeting strategic partners in the commercial market and expanding product offerings.

• Pursuing capital-efficient, accretive M&A to diversify and expand geographically.