Fiona Shang's questions to Janus International Group (JBI) leadership • Q2 2025
Question
Fiona Shang from Jefferies inquired about the outlook for pricing in the second half of the year, noting it has held up better than expected. She also asked how this pricing trend would impact margin expectations for the third and fourth quarters.
Answer
EVP & CFO Anselm Wong explained that pricing is expected to be slightly better than previously anticipated due to the timing of project deliveries and a stronger mix of commercial business, where pricing has been more resilient. Wong confirmed that margins are expected to improve through the second half, driven by lower steel costs, the full run-rate impact of cost-saving actions, and additional cost initiatives that are underway.