Janus International Group, Inc. · NYSE:JBI
Janus International — FY2021 Earnings Presentation
10 slides from Janus International's earnings presentation, Mar 15, 2022
Slide 1: Fourth Quarter and Full Year 2021 Earnings Presentation
FOURTH QUARTER AND FULL YEAR 2021 EARNINGS PRESENTATION MARCH 15, 2022 Exhibit 99.2
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS Certain statements in this communication, including the estimated guidance provided under “2022 Outlook” herein, may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Ex
Slide 3: Agenda
AGENDA Business Overview Ramey Jackson Chief Executive Officer Financial Overview & Outlook Scott Sannes Chief Financial Officer
Slide 4: 2021 Highlights and Milestones
Section TBD 2021 Highlights and Milestones Became a public company in June Exceeded previously issued full-year guidance, including: 36.6% revenue growth, including 30.0% organic 17.2% Adjusted EBITDA growth despite significant inflationary cost pressures ~$75M of OCF; FCF conversion of 96% of Adjus
Slide 5: Q4 2021 Results Overview
Section TBD Q4 2021 Results Overview Adj. EBITDA1 $43.3M 26.7% increase Revenue $235.4M 58.4% increase Adj. Net Income1 $20.5M 27.3% increase OCF $15.1M FCF2 = 101% of Adj. NI Adjusted EBITDA and Adjusted Net Income are not financial measures determined in accordance with GAAP. For a definition of t
Slide 6: Full Year 2021 Results Overview
Section TBD Full Year 2021 Results Overview Adj. EBITDA1 $148.2M 17.2% increase Revenue $750.2M 36.6% increase Adj. Net Income1 $67.3M 21.7% increase OCF $74.8M FCF2 = 96% of Adj. NI Adjusted EBITDA and Adjusted Net Income are not financial measures determined in accordance with GAAP. For a definiti
Slide 7: 2022 Outlook
Section TBD 2022 Outlook FULL YEAR FY 2022 GUIDANCE Revenue $845 to $865 million 14.0% increase at midpoint Adjusted EBITDA $183 to $190 million 15.5% increase at midpoint Attractive Growth and Adjusted EBITDA Margin Expansion
Slide 8: Summary
Section TBD Summary Full year growth driven by strength in all sales channels, particularly R3 and Commercial & Other, bolstered by contributions from the DBCI and ACT acquisitions and COVID-related recovery Commercial and cost containment initiatives helping to offset ongoing headwinds from raw mat
Slide 9: EBITDA Reconciliation Bridge
Section TBD EBITDA Reconciliation Bridge
Slide 10: Free Cash Flow Conversion of Adjusted Net Income Reconciliation
Section TBD Free Cash Flow Conversion of Adjusted Net Income Reconciliation
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