Update shared on 11 Dec 2025
Analysts have nudged their price target for Janus International Group slightly higher to reflect a modestly richer forward earnings multiple, even though assumptions for fair value, discount rate, revenue growth, and profit margin remain effectively unchanged.
What's in the News
- Updated full year 2025 guidance keeps the revenue target at $870 million to $880 million and lowers expected EBIT by about 10% at the midpoint (company guidance).
- Fourth quarter 2025 earnings outlook calls for revenue largely in line with the third quarter, with the midpoint of prior guidance unchanged (company guidance).
- Share repurchase program update shows 81,927 shares bought between June 29 and September 27, 2025, bringing total buybacks under the February 28, 2024 authorization to 9,066,503 shares, or 6.3% of shares, for $94.59 million (company disclosure).
Valuation Changes
- Fair Value Estimate remains unchanged at 9.3, indicating no reassessment of intrinsic value per share.
- Discount Rate has risen slightly from 10.20 percent to about 10.23 percent, reflecting a marginally higher required return.
- Revenue Growth is effectively unchanged at around 1.39 percent, with only immaterial rounding differences.
- Net Profit Margin is stable at roughly 10.31 percent, indicating no meaningful change in long term profitability expectations.
- Future P/E has risen slightly from about 17.45x to 17.47x, implying a modestly richer multiple applied to forward earnings.
Have other thoughts on Janus International Group?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.