CALLAN JMB INC.
- Open
- 0.77
- Day high
- 0.77
- Day low
- 0.76
- Prev close
- 0.80
- Volume
- 2K
- Mkt cap
- $4M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.7
- P/S
- 0.8
- Yield
- —
- Per share
- —
- ▲Insiders net buying $8K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
CALLAN JMB INC. (CJMB) is a Industrials company listed on NASDAQ. The stock is down 84% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
CALLAN JMB INC. (CJMB) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CJMB earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 15, 2026 | — | $-0.59 | — | — | — |
| Mar 31, 2026 | — | $-0.56 | — | $1M | — |
| Nov 14, 2025 | — | $-0.61 | — | $1M | — |
| Aug 14, 2025 | — | $-0.31 | — | $2M | — |
| May 15, 2025 | — | $-0.32 | — | $1M | — |
CJMB insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 1, 2026 | Dial Geralddirector | Buy | 10,000 | $0.76 |
| Mar 26, 2026 | Croyle David J10 percent owner, officer: Chief Medical Officer | Buy | 10,195 | $1.75 |
| Mar 10, 2026 | Croyle David J10 percent owner, officer: Chief Medical Officer | Buy | 14,805 | $1.76 |
| Jan 6, 2026 | Dial Geralddirector | Grant | 25,000 | — |
| Jan 6, 2026 | Dial Geralddirector | Buy | 1,539 | $1.20 |
| Jan 6, 2026 | Dial Geralddirector | Buy | 461 | $1.22 |
| Dec 18, 2025 | Williams Wayne Ddirector, 10 percent owner, officer: CEO, Chairman and President | Buy | 5,000 | $1.73 |
| Dec 15, 2025 | Williams Wayne Ddirector, 10 percent owner, officer: CEO, Chairman and President | Buy | 10,810 | $1.70 |
| Dec 15, 2025 | Williams Wayne Ddirector, 10 percent owner, officer: CEO, Chairman and President | Buy | 62 | $1.79 |
| Dec 15, 2025 | Williams Wayne Ddirector, 10 percent owner, officer: CEO, Chairman and President | Buy | 4,926 | $1.75 |
| Dec 12, 2025 | Williams Wayne Ddirector, 10 percent owner, officer: CEO, Chairman and President | Buy | 30,856 | $1.65 |
| Dec 12, 2025 | Williams Wayne Ddirector, 10 percent owner, officer: CEO, Chairman and President | Buy | 13,689 | $1.65 |
| Dec 10, 2025 | Duke Liberty Smithdirector | Buy | 612 | $1.52 |
| Dec 10, 2025 | Duke Liberty Smithdirector | Buy | 900 | $1.56 |
| Dec 10, 2025 | Duke Liberty Smithdirector | Grant | 25,000 | — |
Source: CJMB SEC Form 4 filings, latest Jun 1, 2026. For informational purposes only — not investment advice.
See the full CJMB insider & 13F page →CALLAN JMB INC. company profile
Overview
Callan JMB Inc. (NASDAQ:CJMB) is a specialized logistics company that provides thermal management solutions primarily to the life sciences industry. Founded in 2006 and headquartered in Spring Branch, Texas, the company operates through its subsidiary Coldchain Technology Services, LLC. Callan JMB went public in February 2025, representing a relatively new entrant to the public markets. The company has experienced significant operational challenges in recent years, transitioning from profitability in 2022-2023 to substantial losses in 2024 amid declining revenues.
Business
Callan JMB operates in the specialized cold chain logistics sector, which is a critical component of the broader freight and logistics industry. Cold chain logistics refers to the temperature-controlled supply chain that maintains products within specific temperature ranges from production to final delivery. This is particularly crucial for temperature-sensitive products that can lose efficacy, safety, or quality if exposed to temperature fluctuations. The company's core offering centers around thermal management logistics solutions specifically designed for the life sciences industry. Through its subsidiary Coldchain Technology Services, the company provides packaging, shipping, and technical services for products that require frozen or refrigerated transportation. Their client base includes companies shipping personalized medicine, cell therapies, stem cells, cell lines, vaccines, diagnostic materials, reproductive materials (semen, eggs, embryos), cord blood, organs, biopharmaceuticals, and infectious substances. Beyond life sciences, Callan JMB also serves the broader perishable goods market, providing packaging and logistics solutions for non-pharmaceutical temperature-sensitive products. The company's services encompass the entire cold chain process, from specialized packaging design to temperature monitoring and logistics coordination, ensuring product integrity throughout the shipping process. The life sciences segment represents the company's primary focus, as this industry has particularly stringent requirements for temperature control due to regulatory compliance needs and the high value of the products being shipped. The growing personalized medicine and cell therapy markets have created increasing demand for specialized cold chain services, as these treatments often require ultra-low temperature storage and transportation.
Competitive moat
Callan JMB operates in a highly competitive logistics industry with limited sustainable competitive advantages. The company's primary potential moat lies in its specialized expertise in life sciences cold chain logistics, particularly for complex applications like cell therapies and personalized medicine. This specialization requires technical knowledge, regulatory compliance expertise, and established relationships with life sciences clients, which can create some barriers to entry for generalist logistics providers. However, this moat appears relatively weak and easily eroded. Large logistics companies like FedEx, UPS, and DHL have significant resources to develop competing cold chain capabilities and can leverage their existing infrastructure, customer relationships, and economies of scale to undercut specialized providers. These major players have already expanded their life sciences logistics offerings and can provide integrated solutions that smaller specialists cannot match. The company's small scale also limits its ability to invest in the latest temperature monitoring technology, expanded geographic coverage, or redundant capacity that larger competitors can offer. Competitive threats come from multiple directions: established logistics giants expanding their cold chain services, other specialized cold chain providers, and potentially direct shipping solutions developed by large pharmaceutical companies for their own products. The regulatory and technical expertise required for life sciences logistics does provide some protection, but this knowledge is not proprietary and can be acquired or developed by well-funded competitors. The company's customer relationships, while valuable, are not exclusive and can be vulnerable to competitive pricing or superior service offerings from larger providers with more resources and geographic reach.
Risks & safety
The company presents significant financial risk with a deteriorating margin of safety across multiple metrics. • **Cash burn and solvency**: The company burned through approximately $2.1 million in cash during 2024, with negative free cash flow of -$723,173 in Q4 2024. While current cash position of $2.1 million provides some runway, the burn rate suggests limited operating time without improvement. • **Debt levels**: Relatively low debt-to-equity ratio of 0.29 indicates manageable debt burden, though this is offset by operational losses. • **Valuation metrics**: Trading at negative P/E ratios due to losses, with EV/EBITDA of -2.19 in Q4 2024. Current ratio of 2.59 shows adequate short-term liquidity coverage. • **Operational deterioration**: Revenue declined from $22.8 million (2022) to $13.2 million (2023) to $6.6 million (2024), while swinging from $6.2 million profit (2022) to -$2.3 million loss (2024). • **Market cap risk**: At approximately $23 million market cap, the company is extremely small and illiquid, creating additional volatility and exit risks for investors.
Recent development
Based on the available financial data, Callan JMB has experienced dramatic operational challenges over the past three years. The company's revenue has declined precipitously from $22.8 million in 2022 to just $6.6 million in 2024, representing a 71% decrease over two years. This decline has been accompanied by a shift from strong profitability to significant losses, with the company reporting a net loss of $2.3 million in 2024 compared to a $6.2 million profit in 2022. The quarterly progression through 2024 shows some stabilization in revenue levels around $1.4-2.0 million per quarter, though still well below historical levels. The company maintained relatively stable cash flow from operations in the latter half of 2024, suggesting some operational improvements despite continued losses. Without access to earnings call transcripts, the specific strategic initiatives or explanations for this dramatic decline are not available. However, the financial trajectory suggests the company may have lost major clients, faced increased competition, or encountered operational disruptions that significantly impacted its business model. The decision to go public in February 2025 amid these challenging operating conditions suggests management's belief in the company's ability to recover and grow, though the timing raises questions about the company's capital needs and strategic direction.
CJMB company profile · for informational purposes only — not investment advice.
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