Q4 Commercial Building Products Earnings: Janus (NYSE:JBI) Earns Top Marks

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at commercial building products stocks, starting with Janus (NYSE:JBI).

Commercial building products companies, which often serve more complicated projects, can supplement their core business with higher-margin installation and consulting services revenues. More recently, advances to address labor availability and job site productivity have spurred innovation. Additionally, companies in the space that can produce more energy-efficient materials have opportunities to take share. However, these companies are at the whim of commercial construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of commercial building products companies.

The 5 commercial building products stocks we track reported a very strong Q4. As a group, revenues beat analysts’ consensus estimates by 8.4%.

In light of this news, share prices of the companies have held steady as they are up 2.2% on average since the latest earnings results.

Standing out with its digital keyless entry into self-storage room technology, Janus (NYSE:JBI) is a provider of easily accessible self-storage solutions.

Janus reported revenues of $230.8 million, down 12.5% year on year. This print exceeded analysts’ expectations by 24.1%. Overall, it was an incredible quarter for the company with an impressive beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

“Even with the difficult market conditions we saw unfold during 2024, we remain confident in our long-term value proposition and believe the fundamentals that drive our industry remain intact,” Ramey Jackson, Chief Executive Officer, stated, “We’re proud of what we accomplished this year including the acquisition and integration of TMC and the launch of our Nokē Ion and NS door products.

Janus pulled off the biggest analyst estimates beat and highest full-year guidance raise, but had the slowest revenue growth of the whole group. Unsurprisingly, the stock is up 8.6% since reporting and currently trades at $8.74.

Is now the time to buy Janus? Access our full analysis of the earnings results here, it’s free.

Founded after patenting the electric room thermostat, Johnson Controls (NYSE:JCI) specializes in building products and technology solutions, including HVAC systems, fire and security systems, and energy storage.

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Johnson Controls reported revenues of $5.43 billion, up 4.2% year on year, outperforming analysts’ expectations by 2.7%. The business had an exceptional quarter with an impressive beat of analysts’ organic revenue estimates.

The market seems happy with the results as the stock is up 9% since reporting. It currently trades at $84.25.

Is now the time to buy Johnson Controls? Access our full analysis of the earnings results here, it’s free.

Responsible for projects like nuclear facilities, AZZ (NYSE:AZZ) is a provider of metal coating and power infrastructure solutions.

AZZ reported revenues of $403.7 million, up 5.8% year on year, exceeding analysts’ expectations by 1.8%. It was a satisfactory quarter as it also posted a solid beat of analysts’ EBITDA estimates.

AZZ delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. Interestingly, the stock is up 12.6% since the results and currently trades at $95.48.

Read our full analysis of AZZ’s results here.

Growing from a small wire manufacturer to one of the largest in the U.S., Insteel (NYSE:IIIN) provides steel wire reinforcing products for concrete.

Insteel reported revenues of $129.7 million, up 6.6% year on year. This print topped analysts’ expectations by 10.4%. Overall, it was a very strong quarter as it also put up a solid beat of analysts’ EBITDA estimates.

Insteel pulled off the fastest revenue growth among its peers. The stock is up 12.6% since reporting and currently trades at $27.96.

Read our full, actionable report on Insteel here, it’s free.

Involved in the design of the Apple Store on Fifth Avenue in New York City, Apogee (NASDAQ:APOG) sells architectural products and services such as high-performance glass for commercial buildings.

Apogee reported revenues of $341.3 million, flat year on year. This result beat analysts’ expectations by 2.8%. It was a strong quarter as it also recorded a solid beat of analysts’ EBITDA estimates and a decent beat of analysts’ EPS estimates.

The stock is down 32% since reporting and currently trades at $48.40.

Read our full, actionable report on Apogee here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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