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Side-by-side financial comparison of JANUS HENDERSON GROUP PLC (JHG) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
JANUS HENDERSON GROUP PLC is the larger business by last-quarter revenue ($1.1B vs $1.0B, roughly 1.1× VALMONT INDUSTRIES INC). JANUS HENDERSON GROUP PLC runs the higher net margin — 35.3% vs 10.5%, a 24.8% gap on every dollar of revenue. On growth, JANUS HENDERSON GROUP PLC posted the faster year-over-year revenue change (61.3% vs 6.2%). Over the past eight quarters, JANUS HENDERSON GROUP PLC's revenue compounded faster (43.9% CAGR vs -0.5%).
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
JHG vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.0B |
| Net Profit | $403.2M | $108.0M |
| Gross Margin | — | 30.8% |
| Operating Margin | 42.7% | 15.1% |
| Net Margin | 35.3% | 10.5% |
| Revenue YoY | 61.3% | 6.2% |
| Net Profit YoY | 231.0% | 23.8% |
| EPS (diluted) | $2.59 | $5.51 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $700.4M | $1.0B | ||
| Q2 25 | $633.2M | $1.1B | ||
| Q1 25 | $621.4M | $969.3M | ||
| Q4 24 | $708.3M | $1.0B | ||
| Q3 24 | $624.8M | $1.0B | ||
| Q2 24 | $588.4M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $403.2M | $168.0M | ||
| Q3 25 | $142.1M | $99.0M | ||
| Q2 25 | $149.9M | $-4.0M | ||
| Q1 25 | $120.7M | $87.3M | ||
| Q4 24 | $121.8M | $77.7M | ||
| Q3 24 | $27.3M | $83.1M | ||
| Q2 24 | $129.7M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 42.7% | 11.2% | ||
| Q3 25 | 24.6% | 13.5% | ||
| Q2 25 | 25.9% | 2.8% | ||
| Q1 25 | 24.7% | 13.2% | ||
| Q4 24 | 27.9% | 11.6% | ||
| Q3 24 | 26.4% | 12.3% | ||
| Q2 24 | 27.9% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 35.3% | 16.2% | ||
| Q3 25 | 20.3% | 9.5% | ||
| Q2 25 | 23.7% | -0.4% | ||
| Q1 25 | 19.4% | 9.0% | ||
| Q4 24 | 17.2% | 7.5% | ||
| Q3 24 | 4.4% | 8.1% | ||
| Q2 24 | 22.0% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $2.59 | $9.02 | ||
| Q3 25 | $0.92 | $4.98 | ||
| Q2 25 | $0.95 | $-1.53 | ||
| Q1 25 | $0.77 | $4.32 | ||
| Q4 24 | $0.77 | $3.85 | ||
| Q3 24 | $0.17 | $4.11 | ||
| Q2 24 | $0.81 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.6B | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.1B | $1.7B |
| Total Assets | $8.3B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $1.6B | $187.1M | ||
| Q3 25 | $1.4B | $226.1M | ||
| Q2 25 | $1.3B | $208.5M | ||
| Q1 25 | $1.4B | $184.4M | ||
| Q4 24 | $1.6B | $164.3M | ||
| Q3 24 | $1.8B | $200.5M | ||
| Q2 24 | $1.3B | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $5.1B | $1.6B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $4.8B | $1.5B | ||
| Q1 25 | $4.7B | $1.6B | ||
| Q4 24 | $4.6B | $1.5B | ||
| Q3 24 | $4.6B | $1.5B | ||
| Q2 24 | $4.5B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $8.3B | $3.4B | ||
| Q3 25 | $7.6B | $3.4B | ||
| Q2 25 | $7.5B | $3.3B | ||
| Q1 25 | $7.1B | $3.4B | ||
| Q4 24 | $7.0B | $3.3B | ||
| Q3 24 | $7.3B | $3.5B | ||
| Q2 24 | $6.4B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $322.7M | — |
| Free Cash FlowOCF − Capex | $320.4M | — |
| FCF MarginFCF / Revenue | 28.0% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 0.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $710.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $322.7M | $111.2M | ||
| Q3 25 | $258.8M | $112.5M | ||
| Q2 25 | $135.2M | $167.6M | ||
| Q1 25 | $2.8M | $65.1M | ||
| Q4 24 | $247.3M | $193.4M | ||
| Q3 24 | $228.5M | $225.1M | ||
| Q2 24 | $223.8M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $320.4M | $70.4M | ||
| Q3 25 | $256.4M | $70.6M | ||
| Q2 25 | $133.2M | $135.6M | ||
| Q1 25 | $900.0K | $34.8M | ||
| Q4 24 | $243.5M | $167.8M | ||
| Q3 24 | $225.9M | $204.6M | ||
| Q2 24 | $221.9M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 28.0% | 6.8% | ||
| Q3 25 | 36.6% | 6.7% | ||
| Q2 25 | 21.0% | 12.9% | ||
| Q1 25 | 0.1% | 3.6% | ||
| Q4 24 | 34.4% | 16.2% | ||
| Q3 24 | 36.2% | 20.1% | ||
| Q2 24 | 37.7% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.9% | ||
| Q3 25 | 0.3% | 4.0% | ||
| Q2 25 | 0.3% | 3.0% | ||
| Q1 25 | 0.3% | 3.1% | ||
| Q4 24 | 0.5% | 2.5% | ||
| Q3 24 | 0.4% | 2.0% | ||
| Q2 24 | 0.3% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 0.66× | ||
| Q3 25 | 1.82× | 1.14× | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.02× | 0.75× | ||
| Q4 24 | 2.03× | 2.49× | ||
| Q3 24 | 8.37× | 2.71× | ||
| Q2 24 | 1.73× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
