Janus International Group (JBI) reported fiscal second-quarter 2026 revenue of $233.5 million, up 2.4% year over year. Net income was $10.7 million, or $0.08 per diluted share, for the quarter ended July 4, 2026.
The company updated its full-year 2026 outlook to total revenue of $925 million to $945 million. Janus said Nokē Smart Entry System installed units totaled 501,000 at quarter end, up 22.5% year over year.
- Total self-storage revenue rose 15.4%, including a 20.3% increase in new construction revenue and a 6.6% increase in R3 revenue.
- Commercial and other revenue declined 21.2% year over year.
- Kiwi II Construction contributed $19.2 million to the new construction sales channel.
- Operating cash flow was $60.6 million for the six months ended July 4, 2026.
- The company repurchased about 367,000 shares for $1.9 million during the quarter.
$JBI Hedge Fund Activity
We have seen 104 institutional investors add shares of $JBI stock to their portfolio, and 117 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 3,242,342 shares (+18.4%) to their portfolio in Q1 2026, for an estimated $16,698,061
- COOKE & BIELER LP removed 2,684,118 shares (-34.5%) from their portfolio in Q2 2026, for an estimated $14,896,854
- OPHIR ASSET MANAGEMENT PTY LTD removed 2,642,355 shares (-76.0%) from their portfolio in Q1 2026, for an estimated $13,608,128
- BOSTON PARTNERS removed 2,458,546 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $12,661,511
- GUMSHOE CAPITAL MANAGEMENT LLC added 2,454,309 shares (+inf%) to their portfolio in Q1 2026, for an estimated $12,639,691
- GLENMEDE TRUST CO NA removed 1,534,656 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,517,340
- ALTRAVUE CAPITAL, LLC removed 1,520,530 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $7,830,729
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
