Janus International Group, Inc. · NYSE:JBI
Janus International — Investor Presentation (August 2026)
40 slides from Janus International's investor presentation, August 2026
Slide 1: Janus International Group, Inc. Investor Presentation
JANUS INTERNATIONAL GROUP, INC. Investor Presentation August 2026 Presented by: JanusIntl.com JanusIntl.com 0
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements in this communication, including the estimated guidance provided under “Financial Strength” 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 Securit
Slide 3: Non-GAAP Financial Measures
Non-GAAP Financial Measures Janus uses measures of performance that are not required by or presented in accordance with GAAP in the United States. Non-GAAP financial performance measures are used to supplement the financial information presented on a GAAP basis. These non-GAAP financial measures sho
Slide 4: Company Overview
COMPANY OVERVIEW JanusIntl.com 3
Slide 5: Founded in 2002
FOUNDED IN 2002, Janus is a leading global manufacturer and provider of turnkey self-storage, commercial, and industrial building solutions. JanusIntl.com 4
Slide 6: Janus at a Glance
Janus at a Glance Attractive Position in Well- By the Numbers(1) Structural Demand Drivers Structured Markets $902M Self-Storage (New Construction and Self-Storage demand driven by Revenue Restore, Rebuild, Replace (“R3”)): recurring life events • Provider of end-to-end solutions, • Recurring life e
Slide 7: Investment Highlights
Investment Highlights Market Leader Tech Advantage Leader in the attractive self-storage Unique technology offerings market with structural drivers present recurring revenue supporting long-term industry demand opportunity Global Reach Trusted Partner Diversified solutions provider with Strong custo
Slide 8: Sales Channel Overview and Fundamentals
Sales Channel Overview and Fundamentals New Construction High Facility Occupancy Rates Commercial & Other • Currently > 90%(1) • Historical ~ 85% Self-Storage Mix: 70.2% Variety of offerings that touch Well-Capitalized Owners multiple end markets • REITs • Institutional investors Growing Small Busin
Slide 9: Solutions Portfolio by Sales Channels
Solutions Portfolio by Sales Channels Self-Storage – New Construction and R3 Commercial & Other INTERIOR FACILITY OFFERINGS: • Commercial sheet doors • Roll-up and swing doors • Medium-duty roll-up doors • Movable additional storage structures • Mezzanine systems • Heavy-duty roll-up doors Products
Slide 10: Go-to-Market Overview
GO-TO-MARKET OVERVIEW JanusIntl.com 9
Slide 11: Self-Storage Market Fundamentals
Self-Storage Market Fundamentals Structural demand drivers for self-storage are not fully dependent on market, mainly arising from recurring life events such as dislocation, divorce, decluttering, disaster, death and distribution Increasing Awareness and High Occupancy Rates Support New Favorable Ta
Slide 12: Full Lifecycle Partner to Self-Storage Developers
Full Lifecycle Partner to Self-Storage Developers Highly integrated with customers at each phase of a project across the planning, construction, security, and renovation Facility plan ⚫ Integrated in customer planning cycles Facility Planning ⚫ Delivers design consultation and industry-leading archi
Slide 13: Provider of Self-Storage Solutions for New Facilities
Provider of Self-Storage Solutions for New Facilities Developers Partner with Janus for Quality and Reliability Janus Focuses on Value-Added Sales • Leveraging favorable industry reputation to increase content within self- • Janus provides value-added services, such as site pre-work planning, storag
Slide 14: Interior Solutions for Self-Storage
Interior Solutions for Self-Storage Janus offers a full-suite of products, solutions, 2 3 1 and value-added services 10 1 Roll-Up Doors 2 Faux Doors 3 Faux Windows 9 5 7 8 4 Swing Doors 5 Movable Additional Storage Structures 4 Products Hardware & 6 7 Mezzanine Systems 8 Hallway Systems Accessories
Slide 15: Exterior Solutions for Self-Storage
Exterior Solutions for Self-Storage Janus has extensive solutions for self-storage and other steel buildings 1 Single-Story Buildings 2 Multi-Story Buildings 6 54 Climate Controlled 3 Flex Space 10 7 5 6 Boat & RV Storage Smart Buildings Buildings & Components 7 Roofing, Siding & Partition Walls 8 S
Slide 16: Self-Storage Building Capabilities
Self-Storage Building Capabilities Robust design-build, metal building and component manufacturing capabilities Building Offerings Two Brands, Differentiated Solutions • Single-story buildings • Multi-story buildings BRAND OFFERING Self-storage building Self-storage design-build • Pre-engineered met
Slide 17: Nokē Smart Entry
Nokē Smart Entry Industry-leading smart security solution redefining the self-storage experience and driving recurring revenue opportunities Highlights Offers an End-to-End Security-as-a-Service Platform Efficiency & Savings Products Software Integration, Implementation Labor automation savings Data
Slide 18: R3 – Restore, Rebuild, Replace
R3 – Restore, Rebuild, Replace Janus developed the R3 category for self-storage and is uniquely positioned to upgrade facilities through its differentiated platform Capabilities Demand Drivers • Facility Planning & Assessment • Continued industry consolidation • Evaluate existing conditions and • Hi
Slide 19: Commercial Door Market Opportunity
Commercial Door Market Opportunity Market Dynamics Go-To Market Approach Estimated Market Size(1) $9B+ Distribute Expected Growth Rate(1) Low Single Digits through Partner with architects to conveniently secure product located specifications facilities Favorable Demand Drivers • Continued commercial
Slide 20: Supplier of Commercial Door Solutions
Supplier of Commercial Door Solutions Commercial Sheet Doors Rolling Steel Doors APPLICATIONS AND HIGHLIGHTS APPLICATIONS AND HIGHLIGHTS • Commercial applications • Applications demanding greater durability • Pre-engineered buildings • Heavy industrial • Quick installation and applications versatile
Slide 21: Growth Strategy
GROWTH STRATEGY JanusIntl.com 20
Slide 22: G.R.O.W. Strategy
G.R.O.W. Strategy Executing a focused strategy to expand share, scale technology and security solutions, and create long-term value G R O W Greater Penetration of Ramp Adoption of Smart Outperform in Win Through Strategic, Self-Storage Security Solutions Commercial Markets Accretive Acquisitions Exp
Slide 23: Further Penetration of Self-Storage End Markets
Further Penetration of Self-Storage End Markets Expand Design-Build Services Drive Performance of Leverage Differentiated R3 and Facility Content International Business Capabilities • Strengthen presence as a provider of • Build on continued momentum in • Continue to invest in and expand R3 self-sto
Slide 24: Nokē Growth Strategy
Nokē Growth Strategy Provide Enterprise Grade Products at Attractive Prices Growing Install Base Drives Recurring Revenue 34% CAGR 501,000 458,000 365,000 276,000 2018 2020 2024 2026 166,000 101,000 Launched Nokē ONE and Launched Nokē Ion, a Introduced Nokē Infinitē, Acquisition of Nokē Pad to addre
Slide 25: Nokē Recurring Revenue Opportunity
Nokē Recurring Revenue Opportunity Unlocking long-duration revenue by scaling the smart access platform across software, data and new markets TODAY: ~$5M annualized recurring revenue as of YE 2025 Access Control Expanded Security Data Analytics Adjacent Markets Future Potential Access Control Expand
Slide 26: Increase Share in the Commercial Market
Increase Share in the Commercial Market Target Strategic Partners and Refine and Expand Product Strategically Position Secure Product Specifications Offering Distribution Footprint • Continue to identify, develop and • Establish Janus as a “one-stop shop” • Utilize strategic locations to better mana
Slide 27: Pursue Strategic, Accretive Acquisitions
Pursue Strategic, Accretive Acquisitions Track record of identifying, executing and integrating acquisitions to support strategic growth Highly Accretive, Capital-Efficient M&A Strategy Robust Pipeline of M&A Targets • Diversification into attractive adjacencies Technology & • Leverage existing infr
Slide 28: Capital-Efficient Model Drives Strong Free Cash Flow
Capital-Efficient Model Drives Strong Free Cash Flow1 Janus combines its scalable operating platform with disciplined M&A, enabling growth with low capital intensity and consistent free cash flow conversion1 Leverages Existing Capital-Efficient Operating Model Platform & Infrastructure • Moderate ca
Slide 29: Financial Overview
FINANCIAL OVERVIEW JanusIntl.com 28
Slide 30: Financial Strength
Financial Strength Consistent top-line performance and profitability ($ in millions) Revenue Adj. EBITDA and Margin(1) $1,200 $1,066 $300 $286 50.0% $1,020 $1,000 $964 $935 45.0% $884 $250 $227 40.0% $800 $750 $209 35.0% $200 $168 $160 30.0% $600 $148 $150 25.0% 26.8% 20.0% $400 22.3% 21.6% $100 19.
Slide 31: Strong Balance Sheet & Liquidity Enable Financial Flexibility
Strong Balance Sheet & Liquidity Enable Financial Flexibility Balanced Capital Allocation Approach Solid Free Cash Flow1 Generation • Track record of identifying, executing, ($ in millions) and integrating acquisitions to support strategic growth 1 Acquisitions • Highly accretive M&A strategy • Acqu
Slide 32: Investment Highlights
Investment Highlights Market Leader Tech Advantage Leader in the attractive self-storage Unique technology offerings market with structural drivers present recurring revenue supporting long-term industry demand opportunity Global Reach Trusted Partner Diversified solutions provider with Strong custo
Slide 33: Appendix
APPENDIX JanusIntl.com 32
Slide 34: Experienced Management Team
Experienced Management Team Ramey Jackson Anselm Wong Morgan Hodges Chief Executive Officer Executive Vice President & Executive Vice President Chief Financial Officer Joined Janus in 2002 Joined Janus in 2022 Joined Janus in 2002 25+ yrs. of industry experience 25+ yrs. of experience 25+ yrs. of in
Slide 35: Distinct Portfolio and Offering
Distinct Portfolio and Offering (1) Solutions Roll-up doors Roll-up doors Nokē Ion Buildings Buildings Access control Rolling steel Dock door & bay Swing doors Swing doors Nokē One Roofing solutions Multi-story systems doors repairs Hallway systems Hallway systems Nokē Pad Building buildings Surveil
Slide 36: Nokē Case Study — Superior Storage Longview
Nokē Case Study — Superior Storage Longview CHALLENGE: When a Janus Customer began developing their self-storage facility in Longview, Texas, the bar was high to build the best facility in the city. And they knew that would require something different, especially with challenging occupancies. SOLUTI
Slide 37: R3 Case Study — Lockaway Storage
R3 Case Study — Lockaway Storage CHALLENGE: A Janus customer had an aging portfolio of TURNING AGING self-storage assets driving inconsistent tenant experiences, FACILITIES INTO HIGH- security vulnerabilities, and limited revenue growth. Large portions of underutilized outdoor parking constrained ov
Slide 38: Adjusted EBITDA Reconciliation
Adjusted EBITDA* Reconciliation (In millions, except percentages) Trailing Twelve- Months Ended Year Ended July 4, 2026 January 3, 2026 December 28, 2024 December 30, 2023 December 31, 2022 January 1, 2022 Net Income $ 33.2 $ 53.8 $ 70.4 $ 135.7 $ 107.7 $ 43.8 Interest expense, net 33.0 36.8 49.6 60
Slide 39: Free Cash Flow Conversion
Free Cash Flow Conversion* (In millions, except percentages) Trailing Twelve-Months Ended Year Ended December 28, December 30, December 31, July 4, 2026 January 3, 2026 2024 2023 2022 January 1, 2022 Cash flow from Operating Activities $ 100.4 $ 139.5 $ 154.0 $ 215.0 $ 88.5 $ 74.8 Less: Purchases of
Slide 40: Net Leverage Ratio
Net Leverage Ratio* (In millions, except ratios) July 4, 2026 April 4, 2026 January 3, 2026 December 28, 2024 December 30, 2023 December 31, 2022 January 1, 2022 Note payable - First Lien $ 549.6 $ 551.0 $ 551.0 $ 598.5 $ 623.4 $ 714.3 $ 722.4 Less: Cash 127.0 112.0 194.4 149.3 171.7 78.4 13.2 Net D
Janus International Group — Investor Presentation (August 2026) on 6ix