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    John McGlade Jr

    Research Analyst at The Benchmark Company, LLC

    John McGlade Jr. is an Associate Equity Research Analyst at The Benchmark Company, LLC, specializing in equity research with a focus on companies such as Janus International Group. He provides detailed earnings coverage and forward-looking analysis for Janus, contributing insights into metrics like EBITDA, revenue trends, and free cash flow projections. McGlade Jr. joined The Benchmark Company prior to August 2025 and has gained recognition for his rigorous research in the industrials sector, leveraging financial modeling and market trend assessments. He holds professional credentials suitable for securities analysis and research, supporting his role in producing high-quality investment guidance for institutional clients.

    John McGlade Jr's questions to Janus International Group (JBI) leadership

    John McGlade Jr's questions to Janus International Group (JBI) leadership • Q2 2025

    Question

    John McGlade Jr. of The Benchmark Company asked for color on the increase in R3 replacement and renovation activity, questioning if it was driven by new business wins or customers moving forward on delayed projects. He also asked if the macro slowdown could accelerate adoption of the Nokē system.

    Answer

    CEO Ramey Jackson and EVP & CFO Anselm Wong described the R3 increase as a blend of factors, including revenue from recent industry consolidation and property owners reinvesting to upgrade their existing assets. Regarding Nokē, Wong affirmed that it is a key lever for customers to improve their cost structures by enabling virtual management and reducing labor, and that customers are increasingly taking advantage of this solution.

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    John McGlade Jr's questions to Janus International Group (JBI) leadership • Q2 2025

    Question

    John McGlade Jr, on for Reuben Gardner, asked for color on the increased replacement and renovation activity in the R3 channel and inquired about the growth runway for Noke, particularly if a macro slowdown could accelerate its adoption.

    Answer

    CEO & Director Ramey Jackson described the R3 activity as a blend, partly driven by prior consolidation activity. EVP & CFO Anselm Wong added that facility owners are reinvesting to improve their assets. Regarding Noke, Wong confirmed it is a key lever for customers to improve their cost position by enabling virtual management and reducing labor, making it an attractive solution in the current economic environment.

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