JELD-WEN (JELD) AI Stock Analysis

• Market Cap: $106.77M
• Dividend Yield: N/A
• Average Volume (3M): 1.69M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.58
• Revenue Growth: -15.28%
• EPS Growth: -350.51%
• Country: US
• Employees: 16,000
• Sector: Industrials
• Sector Strength: 72
• Industry: Construction
• EPS (TTM): -0.42
• Shares Outstanding: 86,105,590
• 10 Day Avg. Volume: 1,495,999
• 30 Day Avg. Volume: 1,687,756
• PEG Ratio: >-0.01
• Price to Book (P/B): 2.23
• Price to Sales (P/S): 0.07
• P/FCF Ratio: -1.68
• Enterprise Value/Market Cap: 13.69
• Enterprise Value/Revenue: 0.46
• Enterprise Value/Gross Profit: 2.84
• Enterprise Value/Ebitda: -4.99
• 1Y Price Target: $2.92
• Price Target Upside: 135.48% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 3
• EPS Forecast (FY): -0.51
• Revenue Forecast (FY): $3.06B

• Rating: 41 Neutral
• Price Target: $1.00 ▼(-19.35% Downside)
• Action: Reiterated Date: 03/11/26
• Date: Action: Reiterated 03/11/26

The score is held down primarily by weak financial performance—sharp profitability deterioration, negative free cash flow, and severe balance-sheet stress from equity erosion with high debt. Technicals reinforce the risk with a strong downtrend (despite oversold signals), while valuation remains constrained by ongoing losses. The earnings call adds some credit for operational progress and liquidity actions, but guidance points to continued revenue pressure, expected cash use, and elevated leverage.

Positive Factors

Operational/service improvements

Sustained improvements in on-time-in-full and right-first-time at Kissimmee reflect durable operational capability gains. Higher fulfillment reliability reduces past-due orders, warranty/service costs and customer churn, supporting stable revenue retention and improving realized margins over quarters.

Structural cost & productivity actions

Material, recurring rightsizing and productivity savings create a structural margin floor that helps offset cyclical volume weakness. Persistent cost reductions improve operating leverage and free cash flow potential, increasing resilience during down cycles and aiding gradual deleveraging.

Improved liquidity headroom and tenor

A meaningful revolver capacity and absence of near-term maturities provide a multi-quarter funding runway to execute turnaround plans. This reduces immediate refinancing pressure, allowing management to prioritize structural fixes and rightsizing rather than urgent liquidity actions.

Negative Factors

Severely weakened balance sheet

Equity erosion and extremely high leverage materially limit financial flexibility. With a thin equity cushion, the company is exposed to even modest earnings or asset-value shocks, increasing covenant and refinancing risks and constraining strategic investment or M&A optionality for many quarters.

Negative and volatile cash generation

Sustained negative free cash flow hinders debt reduction and re-investment capacity. Volatile operating cash makes it harder to fund capex, transformation or working capital needs without drawing revolver capacity, perpetuating leverage and increasing reliance on non-operating liquidity fixes.

Prolonged volume loss and margin pressure

Multi-year revenue declines and compressed margins reflect structural demand weakness and price/cost headwinds. Continued share loss and lower volumes reduce fixed-cost absorption and make margin recovery dependent on sustained market improvement or further structural cost cuts, delaying deleveraging.

JELD-WEN Business Overview & Revenue Model

Company Description

JELD-WEN Holding, Inc. designs, manufactures, and sells doors and windows primarily in North America, Europe, and Australasia. The company offers a line of residential interior and exterior door products, including patio doors, and folding or sliding wall systems; non-residential doors; and wood, vinyl, aluminum, and wood composite windows. It also provides other ancillary products and services, such as shower enclosures and wardrobes, moldings, trim boards, lumber, cutstocks, glasses, staircases, hardware and locks, cabinets, and screens, as well as molded door skins, and miscellaneous installation and other services. The company markets its products under the JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway brands. It serves wholesale distributors and retailers, as well as individual contractors and consumers. The company was founded in 1960 and is headquartered in Charlotte, North Carolina.

How the Company Makes Money

JELD-WEN primarily makes money by manufacturing and selling doors and windows and related building-product systems to customers involved in new construction and repair-and-remodel activity. Revenue is generated when the company fulfills product orders, with pricing generally based on product type (e.g., interior doors vs. exterior/entry systems vs. windows), specifications (dimensions, materials, finishes, glass/performance options, hardware), and service/fulfillment requirements (made-to-order vs. standard SKUs, delivery logistics). Key revenue streams include (1) door sales—covering interior doors, exterior/entry door systems, and patio doors—sold through professional distribution and other sales channels, and (2) window sales—sold to similar end markets and channels. The company’s earnings are influenced by demand cycles in housing and renovation, the mix of higher- vs. lower-value products and configurations, the ability to pass through raw-material and freight cost changes via pricing, and operational execution across manufacturing and distribution. Specific material partnerships, customer concentration details, or explicit contractual arrangements are not available in the provided context and are therefore null.

JELD-WEN Financial Statement Overview

Summary

Financial profile is highly stressed: multi-year revenue declines, margins swung to deeply negative in 2024–2025, and cash generation deteriorated to negative free cash flow. The biggest red flag is the 2025 balance sheet—equity collapsed while debt stayed elevated, leaving very high leverage and limited flexibility.

Income Statement

Profitability has deteriorated sharply. Revenue has been shrinking for multiple years (down ~2.8% in 2025 vs. 2024 and down again in 2024 vs. 2023), while margins swung from modestly profitable in 2021–2023 to deeply negative in 2024–2025. In 2025, gross margin fell to ~16% (vs. ~18% in 2024 and ~19% in 2023) and the company reported a large net loss (~-19% net margin), signaling significant cost/price pressure and/or sizable charges. The main positive is that the business previously showed it can produce positive earnings (2020–2023), but the current earnings trajectory is decisively unfavorable.

Balance Sheet

Leverage and equity erosion are the key concerns. Total debt stayed elevated (~$1.33B in 2025, roughly flat vs. 2024), but stockholders’ equity collapsed to ~$94M in 2025 from ~$620M in 2024, pushing debt-to-equity to ~14.1x (vs. ~2.1x in 2024). Total assets also declined materially from 2024 to 2025, consistent with a weakened balance sheet. Returns to shareholders turned strongly negative in 2025, reflecting the loss and reduced equity base. While leverage was more manageable in 2020–2024, the 2025 balance sheet profile is highly stressed and leaves limited financial flexibility.

Cash Flow

Cash generation weakened meaningfully. Operating cash flow fell from +$106M in 2024 and +$345M in 2023 to roughly breakeven/negative in 2025 (-$5M), and free cash flow was negative in both 2024 and 2025 (about -$56M and -$125M, respectively), with further deterioration in 2025. The company did generate strong free cash flow in 2020–2021 and 2023, but cash flow has been volatile and is currently not supporting debt reduction or reinvestment needs. The 2025 combination of net losses and negative free cash flow heightens liquidity and refinancing risk over time.

Breakdown	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	3.21B	3.78B	4.30B	4.54B	4.18B
Gross Profit	514.20M	688.97M	832.62M	785.92M	822.92M
EBITDA	-292.60M	22.20M	301.02M	244.52M	364.99M
Net Income	-619.10M	-189.02M	62.45M	45.73M	168.82M
Balance Sheet
Total Assets	2.10B	2.62B	2.98B	3.50B	3.74B
Cash, Cash Equivalents and Short-Term Investments	136.10M	150.34M	288.31M	164.47M	395.60M
Total Debt	1.49B	1.32B	1.38B	1.88B	1.92B
Total Liabilities	2.01B	2.00B	2.13B	2.78B	2.90B
Stockholders Equity	94.30M	620.06M	850.64M	723.55M	842.22M
Cash Flow
Free Cash Flow	-124.70M	-55.69M	246.86M	-52.88M	92.06M
Operating Cash Flow	-4.90M	106.21M	345.19M	30.34M	175.67M
Investing Cash Flow	16.30M	-153.34M	279.17M	-67.03M	-92.36M
Financing Cash Flow	-33.00M	-80.63M	-563.16M	-120.01M	-401.21M

JELD-WEN Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 1.24
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Positive
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JELD, the sentiment is Negative. The current price of 1.24 is below the 20-day moving average (MA) of 1.70, below the 50-day MA of 2.30, and below the 200-day MA of 3.73, indicating a bearish trend. The MACD of -0.29 indicates Positive momentum. The RSI at 23.70 is Positive, neither overbought nor oversold. The STOCH value of 6.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JELD.

JELD-WEN Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
JBI	62 Neutral	$729.01M	17.16	9.76%	―	-10.84%	-53.49%
ROCK	54 Neutral	$1.15B	15.14	9.87%	―	-9.21%	-97.43%
NX	52 Neutral	$749.64M	-52.26	-30.23%	2.12%	43.81%	-584.11%
BXC	45 Neutral	$356.68M	2,188.09	2.20%	―	-0.19%	-50.51%
JELD	41 Neutral	$106.77M	-0.34	-155.46%	―	-15.28%	-350.51%

JELD-WEN Corporate Events

JELD-WEN Posts Lower Q4 Revenue and Wider 2025 Loss

JELD-WEN reported that for the fourth quarter ended Dec. 31, 2025, net revenue fell 10.5% to $802 million as weaker demand drove an 8% decline in core volume and the impact of a court-ordered Towanda divestiture, while a favorable currency shift partly offset the drop. The company narrowed its quarterly net loss from continuing operations to $40.1 million from $68.4 million a year earlier, but adjusted EBITDA fell to $14.8 million and margins compressed on negative price/cost dynamics despite cost cuts and productivity gains.

For full-year 2025, net revenue declined 14.9% to $3.21 billion and the net loss from continuing operations deepened to $620.1 million, heavily affected by $334.6 million in non-cash goodwill impairments and a $129.2 million tax-attribute valuation charge. Adjusted EBITDA from continuing operations dropped to $120.1 million and margins slid 360 basis points to 3.7%, reflecting persistent volume pressure and pricing headwinds as management realigned its workforce and pursued targeted cost actions to navigate a challenging housing and construction market and set a base for 2026 guidance.

The most recent analyst rating on (JELD) stock is a Sell with a $2.50 price target. To see the full list of analyst forecasts on JELD-WEN stock, see the JELD Stock Forecast page.

JELD-WEN Appoints Jeffrey Embt as Chief Accounting Officer

On January 5, 2026, JELD-WEN Holding, Inc. announced that it had appointed Jeffrey Embt as chief accounting officer, effective immediately, adding a seasoned finance executive with more than two decades of experience in accounting, financial management, external reporting and strategic planning. Embt, formerly CFO of Proterra LLC with prior leadership roles at BWX Technologies and Deloitte & Touche, is expected to strengthen JELD-WEN’s financial reporting, compliance and operational efficiency as the company works to improve its financial position and enhance value for stakeholders, underscoring a continued focus on bolstering its leadership team and financial discipline.

The most recent analyst rating on (JELD) stock is a Hold with a $2.60 price target. To see the full list of analyst forecasts on JELD-WEN stock, see the JELD Stock Forecast page.