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JELD-WEN Inc (JELD)
NYSE:JELD
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.17Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational progress and disciplined financial actions against ongoing market softness and profitability pressures. Positives include delivering at the high end of guidance, meaningful service and productivity improvements (notably at Kissimmee), structural cost reductions, improved cash management and added liquidity from a sale-leaseback. Negatives include continued volume-driven revenue declines (Q4 revenue down 10%), a sharp drop in adjusted EBITDA and margins, rising leverage (8.6x net debt leverage), ongoing input cost pressure, and an expected free cash flow use in 2026. Management’s tone is cautious and focused on controllable actions rather than expecting a near-term market recovery.Company Guidance
Delivered at the High End of Guidance
Fourth quarter results came in at the high end of the sales and adjusted EBITDA ranges. Full year 2025 sales were $3.2 billion and adjusted EBITDA was $120 million, in line with upper-end guidance provided after Q3.
Operational and Service Improvements
Implemented a new A3 operating system across manufacturing. Example: Kissimmee plant improved on-time-in-full/right-first-time from ~55% in 2024 to consistently above 95% by year-end 2025; past-due orders reduced from >$5 million to ~ $200,000; inventory accuracy and material flow improved.
Cost Actions and Productivity Benefits
Structural labor and cost actions executed, including ~14% reduction in full-time positions (~2,300 people). Productivity contributed ~$12 million benefit in Q4 and SG&A was ~$12 million lower year-over-year. Guidance includes ~$75 million benefits from rightsizing and ~$35 million carryover from transformation.
Strong Liquidity Actions and Cash Management
Free cash flow in the quarter was approximately $20 million ahead of expectations (despite higher capex due to carryover projects). Completed a sale-leaseback of Coral Springs facility generating ~ $38 million net proceeds. Year-end liquidity: ~$136 million cash and ~ $350 million revolver availability; no debt maturities until December 2027.
Conservative, Disciplined Guidance
Provided cautious 2026 guidance reflecting disciplined pricing and cost management: net revenue $2.95 billion–$3.1 billion, core revenue decline 5%–10%, adjusted EBITDA $100 million–$150 million, operating cash flow ~$40 million and capex ~$100 million (free cash flow use ~ $60 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 |
|---|---|---|---|
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% |
May 05, 2025 | $5.63 | $4.20 | -25.40% |
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 May 11, 2026, Before Open (Confirmed).
What is JELD-WEN Inc (JELD) earnings time?
JELD-WEN Inc (JELD) earnings time is at May 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 (Q1) is -0.29.