JELD-WEN Inc (JELD)
NYSE:JELD
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.14Last Year’s EPS
-0.04Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: notable operational progress—especially in service levels (OTIF >90%), productivity gains, and an improved revenue outlook—are offset by substantial near-term financial pressures including a meaningful YoY decline in EBITDA, negative operating cash flow in Q1, elevated leverage (11.3x), and increased price/cost headwinds. Management is focused on execution, cost actions and strategic options (including a Europe review) to strengthen liquidity, but material risks and cash usage persist in the near term.Company Guidance
Q1 Revenue and Core Revenue
Net sales of $722 million in Q1; management notes the quarter was within expectations despite a soft macro; core revenue down 10% year-over-year but management raised full-year revenue outlook.
Improved Full-Year Revenue Guidance
Updated 2026 net revenue guidance increased to $3.05 billion - $3.2 billion (from prior $2.95 billion - $3.1 billion); core revenue decline now expected to be -3% to -6% (vs prior -5% to -10%).
Positive Adjusted EBITDA (Modest)
Reported adjusted EBITDA of $6 million for the quarter (modestly positive), providing a positive operating result in a weak-volume environment.
Service and Operational Execution Improvements (OTIF)
On-Time, In-Full (OTIF) delivery improved to over 90% year-over-year; management targeting >95% and cites deployment of A3 management system, stronger execution and targeted investments to rebuild customer trust.
Productivity and Cost Actions
Productivity delivered a $22 million benefit in Q1 year-over-year; company expects approximately $75 million of benefit from rightsizing/base productivity and $35 million of carryover transformation benefits for 2026.
Europe Revenue Growth (FX-Driven)
Europe revenue increased to $269 million, up 10% year-over-year, with foreign exchange contributing ~11.5 percentage points to the YoY revenue change and pricing modestly positive.
Reduced Expected Net Share Loss
Management reduced expected net share loss to a $30 million headwind for 2026, improved from a prior expectation of $60 million, reflecting early benefits from service improvements.
Maintained 2026 Adjusted EBITDA Range
Company held full-year adjusted EBITDA guidance steady at $100 million to $150 million (midpoint $125 million) despite higher revenue outlook and shifting headwinds.
Capital and Liquidity Planning
Management continues strategic review of European business and other options to improve liquidity; full-year capex expected to be approximately $100 million (largely maintenance) and operating cash flow guidance of ~ $40 million.
JELD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JELD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $1.39 | $1.64 | +17.99% |
Feb 17, 2026 | $2.10 | $2.46 | +17.14% |
Nov 03, 2025 | $4.20 | $2.92 | -30.48% |
Aug 05, 2025 | $4.64 | $5.54 | +19.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does JELD-WEN Inc (JELD) report earnings?
JELD-WEN Inc (JELD) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is JELD-WEN Inc (JELD) earnings time?
JELD-WEN Inc (JELD) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JELD EPS forecast?
JELD EPS forecast for the fiscal quarter 2026 (Q2) is -0.14.