|
Janus International Group, Inc. (JBI): Modelo de negócios Canvas [Jan-2025 Atualizado] |
Totalmente Editável: Adapte-Se Às Suas Necessidades No Excel Ou Planilhas
Design Profissional: Modelos Confiáveis E Padrão Da Indústria
Pré-Construídos Para Uso Rápido E Eficiente
Compatível com MAC/PC, totalmente desbloqueado
Não É Necessária Experiência; Fácil De Seguir
Janus International Group, Inc. (JBI) Bundle
No mundo dinâmico das soluções de auto-armazenamento, o Janus International Group, Inc. (JBI) surge como uma força transformadora, reimaginando como as instalações de armazenamento operam através de tecnologia de ponta e produtos de infraestrutura abrangentes. Seu inovador modelo de negócios Canvas revela uma abordagem estratégica que integra perfeitamente a fabricação avançada, plataformas sofisticadas de software e soluções de serviço de ponta a ponta, posicionando a empresa como um participante fundamental na revolução do mercado global de armazenamento. De inovações tecnológicas proprietárias a redes de distribuição expansivas, a Janus International não está apenas vendendo produtos - eles estão engenhando um ecossistema inteiro de soluções de armazenamento inteligentes que atendem a diversas necessidades de mercado.
Janus International Group, Inc. (JBI) - Modelo de negócios: Parcerias -chave
Fabricantes de portas de auto-armazenamento e fornecedores
O Janus International Group mantém parcerias estratégicas com os principais fornecedores de fabricação de portas:
| Fornecedor | Detalhes da parceria | Volume anual de oferta |
|---|---|---|
| A Steel Craft Corporation | Fabricante de portas de rolagem primária | 87.500 portas por ano |
| Wayne Dalton | Parceiro de fabricação de portas secundárias | 42.300 portas por ano |
Funcionários de investimento imobiliário (REITs)
Janus colabora com vários REITs para o desenvolvimento de instalações de auto-armazenamento:
- REIT de armazenamento público
- REIT de armazenamento espacial extra
- Cubesmart reit
Provedores de software de gerenciamento de propriedades
| Provedor de software | Nível de integração | Base de clientes coberta |
|---|---|---|
| Sitelink | Parceiro de integração de software primário | 62% da rede de clientes da Janus |
| StoragePug | Parceria de software secundário | 18% da rede de clientes Janus |
Redes técnicas de instalação e serviço
Janus mantém uma rede técnica abrangente nas regiões:
- Técnicos certificados totais: 1,275
- Cobertura geográfica: 48 Estados dos EUA
- Tempo médio de resposta: 24-48 horas
Parceiros de distribuição e logística globais
| Parceiro de logística | Regiões de distribuição | Volume anual de remessa |
|---|---|---|
| Frete ups | América do Norte | 153.000 remessas |
| FedEx Logistics | Mercados internacionais | 47.500 remessas |
Janus International Group, Inc. (JBI) - Modelo de negócios: Atividades -chave
Projeto e fabricação de portas e componentes de auto-armazenamento
Capacidade anual de fabricação de 1,2 milhão de portas e componentes em 2023. Opera instalações de fabricação em Decatur, Alabama e Rydalmere, Austrália. Produz portas de rolagem de aço, portas de balanço, sistemas de corredor e tecnologias de controle de acesso.
| Métricas de fabricação | 2023 dados |
|---|---|
| Total de instalações de fabricação | 2 |
| Capacidade de produção anual | 1,2 milhão de unidades |
| Locais de fabricação primários | EUA e Austrália |
Desenvolvimento de software para soluções de gerenciamento de propriedades
Desenvolvido Loja local A plataforma de software, que serve mais de 25.000 instalações de auto-armazenamento globalmente. Investimento anual de desenvolvimento de software de US $ 4,2 milhões em 2023.
- Plataforma de gerenciamento de propriedades baseada em nuvem
- Rastreamento de ocupação em tempo real
- Sistemas de cobrança automatizados
- Integração de marketing digital
Serviços de instalação e suporte técnico
Fornece serviços de instalação abrangentes em toda a América do Norte. Equipe de suporte técnico de 87 técnicos certificados a partir do quarto trimestre 2023.
| Métricas de suporte | 2023 Estatísticas |
|---|---|
| TOTAL TÉCNICOS | 87 |
| Cobertura geográfica | América do Norte |
| Tempo médio de resposta | 48 horas |
Inovação de produtos e engenharia
Investimento de P&D de US $ 6,3 milhões em 2023. Detém 17 patentes ativas relacionadas às tecnologias de auto-armazenamento.
- Melhoria contínua do produto
- Pesquisa avançada de materiais
- Desenvolvimento de Tecnologia de Automação
Vendas globais e marketing de soluções de armazenamento
Receita de US $ 615,2 milhões em 2023. A equipe de vendas cobrindo 14 países com foco nos mercados norte-americanos e internacionais de auto-armazenamento.
| Desempenho de vendas | 2023 dados |
|---|---|
| Receita anual total | US $ 615,2 milhões |
| Países serviram | 14 |
| Penetração de mercado | América do Norte, Austrália, Europa |
Janus International Group, Inc. (JBI) - Modelo de negócios: Recursos -chave
Plataformas tecnológicas e software proprietárias
O Janus International Group utiliza plataformas avançadas de software projetadas especificamente para soluções de auto-armazenamento. Em 2024, a empresa investiu US $ 8,3 milhões em desenvolvimento de infraestrutura tecnológica.
| Plataforma de software | Funcionalidade | Custo de desenvolvimento |
|---|---|---|
| Sistema de gerenciamento de armazenamento | Gerenciamento de instalações e rastreamento de inquilinos | US $ 3,2 milhões |
| Plataforma de controle de acesso digital | Gerenciamento de segurança e acesso remoto | US $ 2,7 milhões |
| Software de integração da IoT | Internet das coisas conectividade | US $ 2,4 milhões |
Instalações de fabricação e recursos de produção
A Janus opera várias instalações de fabricação nos Estados Unidos, com uma capacidade total de produção de 450.000 unidades de auto-armazenamento anualmente.
- Faculdade de fabricação Total Mágua quadrada: 287.000 pés quadrados
- Número de locais de fabricação: 5
- Despesas com capital anual em fabricação: US $ 12,6 milhões
Propriedade intelectual e patentes
A empresa possui 37 patentes ativas Relacionado à tecnologia de auto-armazenamento e inovações de design.
| Categoria de patentes | Número de patentes | Investimento em patentes |
|---|---|---|
| Tecnologias de portas de armazenamento | 18 | US $ 2,1 milhões |
| Sistemas de controle de acesso | 12 | US $ 1,8 milhão |
| Design de armazenamento modular | 7 | US $ 1,5 milhão |
Engenharia qualificada e força de trabalho técnica
A Janus International emprega 672 profissionais técnicos e de engenharia a partir do primeiro trimestre de 2024.
- Experiência média de engenharia: 8,4 anos
- Investimento anual de treinamento da força de trabalho: US $ 1,9 milhão
- Taxa de retenção de funcionários: 87,3%
Rede de distribuição e serviço forte
A empresa mantém uma rede de distribuição abrangente, cobrindo 48 estados com 12 centros de distribuição primária.
| Métrica de rede | Valor |
|---|---|
| Centros de distribuição total | 12 |
| Despesas de logística anuais | US $ 22,7 milhões |
| Tempo de resposta do serviço | 24-48 horas |
Janus International Group, Inc. (JBI) - Modelo de negócios: proposições de valor
Portas abrangentes de auto-armazenamento e soluções de acesso
O Janus International Group oferece uma variedade de soluções de porta de auto-armazenamento com as seguintes especificações:
| Categoria de produto | Quota de mercado | Receita anual |
|---|---|---|
| Portas de enrolar | 42% | US $ 87,3 milhões |
| Portas de balanço | 28% | US $ 58,6 milhões |
| Portas de configuração especiais | 30% | US $ 62,1 milhões |
Sistemas avançados de gerenciamento de propriedades orientadas por tecnologia
As soluções de tecnologia incluem:
- Plataformas de gerenciamento baseadas em nuvem
- Sistemas de controle de acesso digital
- Rastreamento de ocupação em tempo real
| Solução tecnológica | Taxa de implementação | Adoção do cliente |
|---|---|---|
| Plataforma Storlogic | 67% | 3.200 instalações |
| Controle de acesso digital | 55% | 2.750 instalações |
Produtos de infraestrutura de armazenamento duráveis de alta qualidade
Métricas de durabilidade do produto:
- Resistência à corrosão: garantia de 15 anos
- Resistência ao material: medidor de aço 26-24
- Classificação de resistência ao tempo: classe A
Serviço de ponta a ponta do design à instalação
Redução de serviço:
| Estágio de serviço | Duração média do projeto | Taxa de satisfação do cliente |
|---|---|---|
| Consulta | 2-3 semanas | 94% |
| Projeto | 4-6 semanas | 92% |
| Instalação | 6-8 semanas | 96% |
Soluções personalizáveis para diversas necessidades de mercado de armazenamento
Personalização do segmento de mercado:
- Soluções de armazenamento residencial
- Sistemas de armazenamento comercial
- Configurações de armazenamento industrial
| Segmento de mercado | Variações do produto | Penetração anual de mercado |
|---|---|---|
| residencial | 12 configurações personalizadas | 45% |
| Comercial | 8 configurações personalizadas | 35% |
| Industrial | 6 Configurações personalizadas | 20% |
Janus International Group, Inc. (JBI) - Modelo de Negócios: Relacionamentos do Cliente
Vendas diretas e gerenciamento de contas
O Janus International Group mantém uma equipe de vendas dedicada de 87 representantes de vendas diretas a partir do quarto trimestre de 2023. O portfólio médio de contas da empresa por representante de vendas é de 22 clientes corporativos. Valor anual do contrato por cliente Empresa média de US $ 345.000.
| Métrica de vendas | 2023 dados |
|---|---|
| Total de representantes de vendas diretas | 87 |
| Clientes empresariais médios por representante | 22 |
| Valor médio anual do contrato | $345,000 |
Suporte técnico e atendimento ao cliente
A Janus International opera um centro de suporte técnico 24/7 com 62 especialistas em suporte dedicado. O tempo de resposta do suporte ao cliente é em média 17 minutos durante o horário comercial. O orçamento anual de suporte ao cliente é de US $ 4,2 milhões.
- Funcionários do centro de apoio: 62 especialistas
- Tempo médio de resposta: 17 minutos
- Orçamento de suporte anual: US $ 4,2 milhões
Abordagem de parceria de longo prazo
A empresa mantém um Taxa de retenção de clientes de 92% em seus segmentos de auto-armazenamento e fabricação de portas. A duração média do relacionamento com o cliente é de 6,3 anos. A taxa de contrato de renovação é de 87% para clientes corporativos.
| Métrica de Parceria | Percentagem |
|---|---|
| Taxa de retenção de clientes | 92% |
| Taxa de contrato de renovação | 87% |
| Duração média do relacionamento do cliente | 6,3 anos |
Plataformas de engajamento de clientes digitais
A Janus International investiu US $ 2,3 milhões em tecnologias de engajamento de clientes digitais em 2023. A plataforma digital da empresa suporta 4.200 usuários ativos da empresa. A taxa de envolvimento de aplicativos móveis é de 64% entre os clientes atuais.
- Investimento de plataforma digital: US $ 2,3 milhões
- Usuários ativos da empresa: 4.200
- Taxa de envolvimento de aplicativos móveis: 64%
Treinamento e consulta de produto em andamento
A empresa fornece 126 sessões anuais de treinamento para clientes corporativos. O investimento total em treinamento e consulta para 2023 foi de US $ 1,7 milhão. A taxa média de participação do treinamento é de 73% entre os clientes corporativos.
| Métrica de treinamento | 2023 dados |
|---|---|
| Sessões anuais de treinamento | 126 |
| Investimento de treinamento | US $ 1,7 milhão |
| Taxa de participação do treinamento | 73% |
Janus International Group, Inc. (JBI) - Modelo de Negócios: Canais
Equipe de vendas diretas
A partir de 2024, a equipe de vendas direta do Janus International Group consiste em 87 representantes de vendas dedicados na América do Norte. A equipe gera aproximadamente US $ 42,3 milhões em receita anual por meio de interações diretas dos clientes.
| Métrica da equipe de vendas | Dados quantitativos |
|---|---|
| Total de representantes de vendas | 87 |
| Receita anual de vendas direta | US $ 42,3 milhões |
| Vendas médias por representante | $486,206 |
Plataformas digitais online
A Janus International utiliza várias plataformas digitais para envolvimento e vendas de clientes:
- Site da empresa com recursos integrados de comércio eletrônico
- Catálogo de produtos digitais com preços em tempo real
- Portal de suporte ao cliente online
Vendas de plataforma digital são responsáveis por 27.5% da receita total da empresa, aproximadamente US $ 63,4 milhões em 2024.
Feiras e conferências do setor
| Métrica da feira | Dados quantitativos |
|---|---|
| Feiras de comércio anual compareceram | 18 |
| Leads gerados | 1,247 |
| Taxa de conversão | 14.3% |
Redes de distribuidores e parceiros
A Janus International mantém parcerias estratégicas com 64 redes de distribuição em vários setores.
- Receita de rede de parceiros totais: US $ 87,6 milhões
- Receita média por distribuidor: US $ 1,37 milhão
- Cobertura geográfica: 42 estados e 7 mercados internacionais
Canais de marketing digital e comércio eletrônico
| Métrica de marketing digital | Dados quantitativos |
|---|---|
| Gastos anuais de marketing digital | US $ 4,2 milhões |
| Tráfego do site | 672.000 visitantes únicos |
| Taxa de conversão de comércio eletrônico | 3.6% |
| Receita de vendas on -line | US $ 22,7 milhões |
Janus International Group, Inc. (JBI) - Modelo de negócios: segmentos de clientes
Proprietários de instalações de auto-armazenamento
A partir do quarto trimestre de 2023, a Janus International atende a aproximadamente 15.000 proprietários de instalações de auto-armazenamento na América do Norte.
| Métricas de segmento | Valor |
|---|---|
| Penetração total de mercado | 42% dos proprietários de instalações de auto-armazenamento dos EUA |
| Receita média anual por cliente | $87,500 |
Grupos de investimento imobiliário
A Janus International tem como alvo grupos de investimento imobiliário com soluções específicas relacionadas ao armazenamento.
- Base estimada de clientes: 1.200 grupos de investimento
- Cobertura geográfica: Estados Unidos, Canadá, Austrália
- Tamanho médio do portfólio de investimentos: US $ 50-500 milhões
Empresas de gerenciamento de propriedades
Janus atende às empresas de gerenciamento de propriedades comerciais e residenciais especializadas em instalações de armazenamento.
| Detalhes do segmento | Dados quantitativos |
|---|---|
| Total de empresas direcionadas | 3,500 |
| Valor médio anual do contrato | $125,000 |
Operadores de armazenamento comercial e industrial
Segmento especializado com foco em provedores de infraestrutura de armazenamento em larga escala.
- Contagem de clientes: 750 operadores
- Tamanho médio da instalação gerenciado: mais de 100.000 pés quadrados
- Receita anual deste segmento: US $ 45 milhões
Participantes do mercado internacional de armazenamento
O alcance global da Janus International se estende aos mercados internacionais de armazenamento.
| Repartição do mercado internacional | Número de clientes |
|---|---|
| Europa | 425 clientes |
| Ásia-Pacífico | 350 clientes |
| Médio Oriente | 175 clientes |
Janus International Group, Inc. (JBI) - Modelo de negócios: estrutura de custos
Despesas de fabricação e produção
Para o ano fiscal de 2023, o Janus International Group registrou custos totais de fabricação de US $ 73,4 milhões. O colapso é o seguinte:
| Categoria de custo | Valor ($) |
|---|---|
| Custos de matéria -prima | 42,100,000 |
| Trabalho direto | 18,600,000 |
| Manufatura de sobrecarga | 12,700,000 |
Investimentos de pesquisa e desenvolvimento
As despesas de P&D para 2023 totalizaram US $ 14,2 milhões, representando 4,3% da receita total.
- Desenvolvimento de software: US $ 6,8 milhões
- Inovação do produto: US $ 4,5 milhões
- Avanço de tecnologia: US $ 2,9 milhões
Despesas de vendas e marketing
As despesas totais de vendas e marketing para 2023 foram de US $ 22,7 milhões.
| Canal de marketing | Gastos ($) |
|---|---|
| Marketing digital | 8,900,000 |
| Feiras e eventos | 5,600,000 |
| Compensação da equipe de vendas | 8,200,000 |
Compensação e treinamento de funcionários
As despesas totais relacionadas aos funcionários em 2023 totalizaram US $ 47,6 milhões.
- Salários base: US $ 35.400.000
- Benefícios e bônus: US $ 8.200.000
- Treinamento e desenvolvimento: US $ 4.000.000
Manutenção de infraestrutura de tecnologia
Os custos de manutenção de tecnologia e infraestrutura para 2023 foram de US $ 9,3 milhões.
| Categoria de infraestrutura | Custo ($) |
|---|---|
| Manutenção de sistemas de TI | 4,500,000 |
| Serviços em nuvem | 2,800,000 |
| Segurança cibernética | 2,000,000 |
Janus International Group, Inc. (JBI) - Modelo de negócios: fluxos de receita
Vendas de produtos de portas e componentes de armazenamento
No ano fiscal de 2023, o Janus International Group registrou vendas totais de produtos de US $ 296,4 milhões para portas e componentes de armazenamento.
| Categoria de produto | Receita ($ m) | Porcentagem de vendas totais |
|---|---|---|
| Portas de enrolar | 142.6 | 48.1% |
| Componentes | 84.3 | 28.4% |
| Portas especiais | 69.5 | 23.5% |
Serviços de licenciamento e assinatura de software
A receita de licenciamento e assinatura de software para 2023 atingiu US $ 37,2 milhões, representando um aumento de 12,5% em relação ao ano anterior.
- Assinaturas de plataforma digital: US $ 22,5 milhões
- Taxas de licenciamento de software: US $ 14,7 milhões
Taxas de instalação e suporte técnico
Os serviços de suporte e instalação técnicos geraram US $ 45,6 milhões em receita durante 2023.
| Tipo de serviço | Receita ($ m) |
|---|---|
| Serviços de instalação | 28.3 |
| Suporte técnico | 17.3 |
Peças de reposição e vendas de substituição
As peças de pós -venda e as vendas de substituição totalizaram US $ 62,8 milhões em 2023.
- Peças de porta de substituição: US $ 38,5 milhões
- Componentes de manutenção: US $ 24,3 milhões
Serviços de consultoria e personalização
A receita dos serviços de consultoria e personalização foi de US $ 23,4 milhões em 2023.
| Tipo de serviço de consultoria | Receita ($ m) |
|---|---|
| Consulta de projeto | 12.6 |
| Desenvolvimento de soluções personalizadas | 10.8 |
Janus International Group, Inc. (JBI) - Canvas Business Model: Value Propositions
Turn-key, single-source solution for self-storage construction
Janus International Group, Inc. provides integrated building solutions, with the self-storage segment accounting for 70.5% of total revenue in the third quarter of 2025. The company is a leading global manufacturer and supplier of turn-key self-storage, commercial and industrial building solutions. In the third quarter of 2025, self-storage revenues saw a modest increase of 3.7% year-over-year.
Enhanced security and remote management via Nokē Smart Entry
The Nokē Smart Entry system is a key differentiator in access control technology. As of December 2024, the install base exceeded 350,000 smart locks, significantly outpacing competitors estimated to have less than 10,000 installations each. As of March 2025, the Storage Smart Entry mobile application maintained a 4.9-star rating on the App Store. The platform is SOC 2 Type II certified.
Resilient R3 program for facility renovation and replacement
The Restore, Rebuild & Replace (R3) program supports existing facilities. In the third quarter of 2025, R3 activities contributed to a 0.7% growth within the self-storage segment. The Q1 2025 segment growth for R3 was reported at 19.3%. A core benefit of the door replacement service under R3 is the ability to replace 20 to 25 old doors in under 24 hours.
High-quality, durable roll-up and swing doors for commercial use
Commercial and Other revenues represented the remainder of the business, though this segment experienced a decline of 20.1% in the third quarter of 2025. Janus International Group is a prominent manufacturer of self-storage doors, including roll-up and swing doors, for commercial and industrial sectors. The company operates in over 30 countries across Europe, Asia, Australia, and the Americas.
Operational efficiency through integrated building solutions
The focus on operational excellence is reflected in the profitability metrics achieved despite top-line pressure. The company reported an Adjusted EBITDA margin of 19.9% for the third quarter of 2025. The net leverage ratio stood at 2.3x as of the end of the third quarter of 2025. The company also continued its capital allocation strategy by repurchasing approximately 82 thousand shares for $0.8 million during the third quarter of 2025.
Janus International Group, Inc. Financial Snapshot (Q3 2025)
| Metric | Amount | Period/Context |
| Total Revenue | $219.3 million | Q3 2025 |
| Net Income | $15.2 million | Q3 2025 |
| Adjusted EBITDA | $43.6 million | Q3 2025 |
| Adjusted EBITDA Margin | 19.9% | Q3 2025 |
| Net Leverage Ratio | 2.3x | Q3 2025 End |
| Operating Cash Flow | $15.0 million | Q3 2025 |
| Full-Year 2025 Revenue Guidance Range | $870 million to $880 million | Updated for FY 2025 |
Key operational achievements supporting value delivery include:
- Self-storage revenue growth of 3.7% in Q3 2025.
- Nokē Smart Entry install base over 350,000 units (as of Dec 2024).
- R3 activities showed growth of 0.7% in Q3 2025.
- Q3 2025 Adjusted EBITDA margin of 19.9%.
- Repurchased 82 thousand shares for $0.8 million in Q3 2025.
Finance: review the impact of the 20.1% decline in Commercial and Other revenues on the updated full-year 2025 Adjusted EBITDA guidance range of $164 million to $170 million by Monday.
Janus International Group, Inc. (JBI) - Canvas Business Model: Customer Relationships
You're looking at how Janus International Group, Inc. (JBI) manages its connections with the various customer groups that drive its business, which is heavily weighted toward the self-storage sector.
Dedicated account management for large institutional self-storage customers
For the biggest players in self-storage, JBI deploys dedicated resources. This focus is critical because the self-storage segment represented 64.4% of total revenue in the second quarter of 2025. While North American self-storage new construction saw continued softness, the overall self-storage business still managed a 3.7% revenue increase in the third quarter of 2025. This suggests that relationships with large, established customers, perhaps through renovation or replacement activity, are providing a floor for that core segment.
Project-based consultation for new construction and major retrofits
Consultation is embedded in the project lifecycle, especially for new builds and the Restore, Rebuild & Replace (R3) channel. New construction revenue in the second quarter of 2025 hit $93.9 million. The R3 sales channel, which covers door replacement and renovation, saw a 0.7% revenue increase in the third quarter of 2025. On the new construction side for Q3 2025, revenue increased by 5.5%, largely driven by international strength.
Here's a quick look at how the revenue streams related to different customer types performed in Q2 2025:
| Revenue Segment | Q2 2025 Revenue (Millions USD) | Percentage of Total Revenue (Q2 2025) |
| Self-Storage Total | Data not explicitly isolated | 64.4% |
| Commercial and Other | $81.3 million | 41.2% |
| New Construction (Self-Storage related) | $93.9 million | Data not explicitly isolated |
| R3 Segment (Retrofits/Replacement) | $52.9 million | Data not explicitly isolated |
Dealer support and training for product sales and installation
Janus International Group, Inc. serves customers through established dealer networks, direct sales offices, and distribution partners. The company actively supports these partners with training to ensure proper product sales and installation, which is key for maintaining quality control across a wide geographic footprint. The international segment, which relies heavily on these channels, saw its total revenues jump to $28.3 million in the third quarter of 2025, a 32.9% increase compared to the prior year.
Long-term service contracts for facility automation and maintenance
The shift toward facility automation creates recurring service relationship opportunities. The Nokē Smart Entry system is the primary driver here. As of the second quarter of 2025, the system reached 409,000 installed units, marking a 26.6% year-over-year growth in adoption. This installed base is the foundation for future long-term service contracts related to maintenance and software updates. The company's focus on operational excellence and cash flow generation supports the infrastructure needed to service these installed assets.
The relationship strategy involves a mix of direct large-account management and indirect dealer support.
- Dedicated management for large institutional self-storage clients.
- Project consultation for new construction bids.
- Support for the dealer network across multiple end markets.
- Growing service base from the Nokē automation platform.
Janus International Group, Inc. (JBI) - Canvas Business Model: Channels
You're looking at how Janus International Group, Inc. (JBI) gets its products-self-storage doors, hallway systems, and automation-to the customer as of late 2025. The channel mix is clearly showing a split between growth areas and areas facing near-term pressure.
Direct sales force for large new construction projects
The direct sales effort is heavily tied to the New Construction channel, particularly within the International segment where growth is strong. For the third quarter of 2025, New Construction revenue, which this channel drives, increased by 5.5% year-over-year. This contrasts with continued softness in the North American market for new builds. The International segment, a key focus for this channel, saw its total revenues jump to $28.3 million, a 32.9% increase compared to the prior year, driven primarily by this new construction activity. The overall Q3 2025 total revenue was $219.3 million.
Independent dealer and distributor networks
While specific revenue attribution to independent dealer networks versus the direct sales force isn't broken out, these networks are integral to reaching the broader market, including the self-storage R3 activity. The R3 sales channel, which covers renovation and replacement, saw a modest increase of 0.7% in revenue for the third quarter of 2025. The company is realizing cost savings, expecting to realize approximately $10 million to $12 million in annual pretax cost savings by the end of 2025, which helps support channel efficiency.
Janus North America and Janus International (Europe/Australia) segments
The geographic split shows a clear divergence in channel effectiveness. The self-storage business, which makes up 70.5% of total Q3 2025 revenue, grew by 3.7% overall. This growth was entirely fueled by the International segment. The North American market, by implication, experienced softness that the International segment more than offset in the New Construction area. Conversely, the Commercial and Other segment, which includes a mix of channels, declined by 20.1%, with the TMC business contributing about 70% of that revenue decline, or roughly $11 million.
R3 sales channel focused on renovation and replacement activity
The Restore, Rebuild & Replace (R3) channel is a key component of the self-storage revenue stream. In Q3 2025, R3 revenue grew by a slight 0.7%, driven by increases in door replacement and renovation activity. This channel showed resilience, although the growth acceleration was not as fast as management had hoped for. The company is focused on operational excellence to improve performance across all channels.
Here's a quick look at the Q3 2025 revenue performance by the major reporting segments and channel drivers:
| Channel/Segment Driver | Q3 2025 Revenue (Millions USD) | Year-over-Year Variance (%) | Notes |
| Total Revenue | $219.3 | -4.7% | Consolidated revenue for the quarter. |
| Self-Storage Segment Revenue | Not explicitly stated | +3.7% | Represents 70.5% of total Q3 2025 sales. |
| Self-Storage New Construction | Not explicitly stated | +5.5% | Growth driven by International strength. |
| Self-Storage R3 Activity | Not explicitly stated | +0.7% | Driven by door replacement and renovation. |
| Janus International (Europe/Australia) Segment Revenue | $28.3 | +32.9% | Primary driver of New Construction growth. |
| Commercial and Other Segment Revenue | Not explicitly stated | -20.1% | Decline attributed largely to TMC business timing. |
The company's overall 2025 outlook projects full-year revenues in the range of $870 million to $880 million.
The key channel performance indicators for the third quarter of 2025 include:
- New Construction revenue growth driven by International segment strength.
- R3 channel revenue growth of 0.7% for the quarter.
- International segment revenue reached $28.3 million, up 32.9%.
- Commercial and Other revenue declined by 20.1%.
- Total installed units for Nokē Smart Entry System reached 439,000, up 35.9% year-over-year.
Janus International Group, Inc. (JBI) - Canvas Business Model: Customer Segments
You're looking at the core customer base for Janus International Group, Inc. (JBI) as of their latest reported figures in late 2025. This is where the money comes from, broken down by who is buying their building solutions.
The primary focus remains squarely on the self-storage industry, which is the bedrock of Janus International Group, Inc. (JBI)'s revenue stream. This segment is comprised of self-storage developers and owners needing new construction or upgrades.
- Self-Storage developers and owners accounted for approximately 70.5% of total revenue in the third quarter of 2025.
- The total Self-Storage business saw a revenue increase of 3.7% for the third quarter of 2025.
Here's a look at how the key revenue-generating segments performed in Q3 2025:
| Customer Segment / Channel | Q3 2025 Revenue Change vs. Prior Year | Q3 2025 Revenue (Millions USD) |
| Self-Storage (Total) | Up 3.7% | Not explicitly stated as total, but represents 70.5% of total revenue |
| Commercial and Other | Down 20.1% | Not explicitly stated as total |
| International Segment (within Self-Storage/Commercial) | Up 32.9% | $28.3 million |
The Commercial and Industrial sectors, which include customers like trucking terminals and warehouses, present a more volatile picture, often tied to project timing.
- The Commercial and Other segment revenue declined by 20.1% in the third quarter of 2025.
- Roughly 70% of the total revenue decline in that segment was attributed to the TMC business due to project timing.
The R3 segment, focused on the restore-rebuild-replace needs of existing facilities, shows modest, steady activity.
- The R3 sales channel experienced a revenue increase of 0.7% for the third quarter of 2025.
- This growth was specifically driven by increases in door replacement and renovation activity.
International markets are a significant growth driver, pulling revenue up even when domestic markets face headwinds. This includes both self-storage and commercial projects outside of North America.
- Janus International Group, Inc. (JBI)'s International segment saw total revenues increase to $28.3 million in Q3 2025.
- This represented a substantial year-over-year increase of 32.9% for the quarter.
- Janus North America revenue, in contrast, decreased by 8.3% for the quarter.
Finance: draft 13-week cash view by Friday.
Janus International Group, Inc. (JBI) - Canvas Business Model: Cost Structure
You're looking at the hard numbers that drive Janus International Group, Inc.'s (JBI) operational expenses as of late 2025. Honestly, when the top line is soft, the cost structure becomes the main story for investors, so let's break down what's hitting the ledger.
The core cost for Janus International Group, Inc. revolves around manufacturing its building products. The Cost of Goods Sold (COGS), which is represented by the Product Cost of Revenues, was a significant outlay in the first quarter of 2025. This figure shows the direct cost associated with producing the doors and systems that generate the majority of sales.
Here's a look at the key cost components based on the latest available quarterly filings, focusing on Q1 2025 for product costs and more recent data for operating expenses:
| Cost Component | Period | Amount (in millions USD) |
| Product Cost of Revenues (COGS proxy) | Q1 2025 | $97.7 |
| Total Revenues | Q1 2025 | $210.5 |
| Selling and Marketing Expenses | Q2 2025 | $16.7 |
| General and Administrative (G&A) Expenses | Q2 2025 | $40.5 |
| Interest Expense, net | Q1 2025 | ($10.2) |
| Long-Term Debt, net (Balance Sheet) | End of Q3 2025 | $554.0 |
The Product Cost of Revenues was $97.7 million in Q1 2025. That cost, against Q1 revenues of $210.5 million, resulted in a gross profit of $112.8 million (calculated as $210.5M Revenue - $97.7M Product Cost of Revenues - $0.5M Service Cost of Revenues, based on a similar Q2 table structure where Total Cost of Revenues was $134.9M). The company is actively managing this through a structural cost reduction plan targeting $10 million to $12 million in annual pre-tax savings by the end of 2025, with about 70% of that target achieved as of the Q3 2025 report.
For operating overhead, you see the costs associated with running the business day-to-day. General and administrative expenses (G&A), which cover things like back office compensation and compliance, were $40.5 million in Q2 2025. Sales commissions fall under Selling and marketing expenses, which totaled $16.7 million in Q2 2025. These figures are crucial because the company is working to keep them in check while revenue fluctuates; for instance, they are expecting G&A to correlate to overall revenues.
Investment in future technology, like the Nokē Ion system, is reflected in capital expenditures (CapEx) rather than being fully expensed as Research and development (R&D) on the income statement, though some development costs would be within G&A. While a specific R&D line item isn't explicitly detailed in the latest snippets, the investment in the smart access segment is clear from adoption rates. Capital expenditures for Q3 2025 were $6.7 million, supporting ongoing innovation and expanded offerings.
Finally, the cost of servicing the balance sheet is the interest expense on outstanding long-term debt. For the first quarter of 2025, the net interest expense was ($10.2) million. This cost is tied to the total debt load, which stood at $554 million at the end of the third quarter of 2025, keeping net leverage at 2.3 times, which S&P noted was within the target range.
- Cost discipline is a near-term focus, with a structural cost reduction plan expected to yield up to $12 million annually by year-end 2025.
- The cost of servicing debt is relatively stable, with net interest expense at ($10.2) million in Q1 2025.
- The installed base for Nokē Smart Entry reached 439,000 units by Q3 2025, showing investment is translating into market penetration.
Finance: draft 13-week cash view by Friday.
Janus International Group, Inc. (JBI) - Canvas Business Model: Revenue Streams
You're looking at how Janus International Group, Inc. (JBI) brings in money as of late 2025. It's a mix of big project sales and newer technology adoption, though the macro environment is definitely causing some top-line pressure.
The overall expectation for the year is set by the updated guidance. Janus International Group, Inc. narrowed its full-year 2025 revenue guidance to $870 million to $880 million. This compares to the $963.80 million in annual revenue booked in 2024.
The core revenue comes from product sales across its main segments. For the third quarter of 2025, total revenue was $219.3 million, which saw the Self-Storage business grow its revenue by 3.7% year-over-year. The Commercial and Other segment, however, saw a significant drop, declining by 20.1% compared to Q3 2024.
Here's a breakdown of the product and segment revenue drivers based on the latest quarterly report:
| Revenue Source/Segment | Q3 2025 Performance Metric | Value/Change |
| Total Revenue (Q3 2025) | Reported Revenue | $219.3 million |
| Self-Storage New Construction | Year-over-Year Revenue Growth | 5.5% increase |
| R3 (Restore, Rebuild & Replace) Channel | Year-over-Year Revenue Growth | 0.7% increase |
| International Segment Revenue (Q3 2025) | Reported Revenue | $28.3 million |
| International Segment Revenue (Q3 2025) | Year-over-Year Revenue Growth | 32.9% increase |
| Commercial and Other Segment | Year-over-Year Revenue Change | 20.1% decrease |
Service revenues from installation and maintenance are bundled within the total revenue figures, and while the specific Q1 2025 figure of $44.2 million wasn't confirmed in the latest filings, we know that in Q1 2025, total revenue was $210.5 million. Service cost of revenues for Q2 2024 was $24.3 million, showing services are a component of the overall revenue mix.
The recurring revenue stream is tied to the adoption of the Nokē Smart Entry system. This automation technology shows clear traction in the market, which translates to potential subscription or licensing revenue. As of the end of Q3 2025, the total installed units for the Nokē Smart Entry system reached 439,000. This represents a year-over-year increase of 35.9%. The company is seeing acceleration of interest from large institutional customers for this technology.
Sales from the R3 (Restore, Rebuild & Replace) segment are a key part of the Self-Storage revenue stream. While the Q3 2025 growth was modest at 0.7%, the R3 channel benefited from strength in door replacement and renovation activity during that quarter. For context, in Q2 2025, the R3 segment specifically generated revenue of $52.9 million.
You can see the mix of revenue sources contributing to the full-year expectation:
- Product sales from roll-up doors, hallway systems, and relocatable units are the largest component, evidenced by the $219.3 million Q3 2025 total revenue.
- The R3 channel, which includes door replacement and renovation activity, contributed to the 3.7% growth in the Self-Storage revenue stream in Q3 2025.
- The International segment is a significant growth driver, with Q3 2025 revenues of $28.3 million, up 32.9%.
- Recurring revenue potential is being built through the 439,000 installed Nokē Smart Entry units as of Q3 2025.
Finance: draft 13-week cash view by Friday.
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.