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JELD-WEN (JELD)
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JELD-WEN (JELD) AI Stock Analysis

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JELD

JELD-WEN

(NYSE:JELD)

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Underperform 38 (OpenAI - 4o)
Rating:38Underperform
Price Target:
$2.50
▼(-2.72% Downside)
JELD-WEN's overall stock score reflects its critical financial challenges, bearish technical indicators, and concerning valuation metrics. The negative sentiment from the earnings call further underscores the company's struggles with market demand and operational inefficiencies. Immediate strategic adjustments are necessary to stabilize and improve its financial health.
Positive Factors
Strategic Cost Reductions
The headcount reduction is a strategic move to lower operational costs, which can improve profitability and financial health over the long term.
Liquidity Position
Strong liquidity provides financial flexibility to navigate market challenges and invest in strategic initiatives, supporting long-term stability.
Cost Reduction Initiatives
Significant cost savings from these initiatives can enhance margins and improve financial performance over time, aiding in recovery efforts.
Negative Factors
Revenue Decline
The decline in revenue indicates weakening demand and market challenges, which could impact long-term growth prospects and market position.
Increased Leverage
High leverage can strain financial resources and limit strategic flexibility, posing risks to long-term financial stability and growth.
Operational Challenges
Operational inefficiencies can hinder performance and competitive positioning, affecting the company's ability to capitalize on market opportunities.

JELD-WEN (JELD) vs. SPDR S&P 500 ETF (SPY)

JELD-WEN Business Overview & Revenue Model

Company DescriptionJELD-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 MoneyJELD-WEN generates revenue primarily through the sale of its door and window products to builders, contractors, and distributors in the construction industry. The company operates a business-to-business (B2B) revenue model, where it supplies products for new construction, remodeling, and renovation projects. Key revenue streams include residential and commercial door sales, window sales, and related products and services. Additionally, JELD-WEN benefits from strategic partnerships with home improvement retailers and construction firms, which help to expand its market reach. Factors contributing to its earnings include market demand driven by housing starts, renovation trends, and increasing focus on energy-efficient building products.

JELD-WEN Earnings Call Summary

Earnings Call Date:Nov 03, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 24, 2026
Earnings Call Sentiment Negative
The call highlighted significant challenges faced by JELD-WEN, including market demand deterioration, operational inefficiencies, and increased leverage, outweighing the positive actions taken such as strategic reviews and cost reductions.
Q3-2025 Updates
Positive Updates
Strategic Review of European Business
JELD-WEN is conducting a strategic review of its European operations to enhance balance sheet flexibility and address upcoming maturities.
Liquidity Position
Maintained a strong liquidity position with approximately $100 million in cash and $400 million of revolver availability, with no debt maturities until December 2027.
Headcount Reduction
Implemented an 11% reduction in North America and corporate headcount to realign costs with market conditions.
Cost Reduction Initiatives
Transformation and cost reduction initiatives are expected to contribute approximately $150 million in savings for 2025.
Negative Updates
Revenue Decline
Revenue for the quarter was $809 million, with core revenue down 10% year-over-year due to lower volumes in North America and Europe.
Adjusted EBITDA Decline
Adjusted EBITDA came in at $44 million, a decline of about $38 million from the prior year, primarily due to lower volumes and price/cost pressures.
Market Demand Deterioration
Significant deterioration in market demand, particularly in North America, with housing starts in Canada down more than 40% year-over-year.
Increased Leverage
Net debt leverage increased to 7.4x driven by lower year-over-year EBITDA, rather than new borrowing.
Lowered Full-Year Guidance
Sales guidance lowered to $3.1 billion to $3.2 billion, with adjusted EBITDA expected to be between $105 million and $120 million.
Price/Cost Headwinds
Price/cost pressures intensified, with significant competitive pricing pressure at the lower end of the market.
Operational Challenges
Operational challenges, including service issues and staffing levels set in anticipation of market gains that did not materialize, impacted performance.
Company Guidance
In the JELD-WEN third quarter 2025 conference call, the company provided updated guidance reflecting challenging market conditions. JELD-WEN expects full-year sales to range between $3.1 billion and $3.2 billion, down from the previous $3.2 billion to $3.4 billion estimate. Adjusted EBITDA is projected to fall between $105 million and $120 million, significantly lower than the earlier $170 million to $200 million range. Core revenue is anticipated to decline by 10% to 13%, compared to the prior expectation of a 4% to 9% drop. This revision is attributed to softer market demand, operational challenges, and intensified price/cost pressures. The company is undertaking a strategic review of its European business and has initiated cost-saving measures, including an 11% reduction in North American and corporate headcount, to better align with current market dynamics and strengthen its financial foundation.

JELD-WEN Financial Statement Overview

Summary
JELD-WEN is experiencing severe financial difficulties. The income statement shows declining revenue and negative margins, with a net profit margin of -10.36%. The balance sheet reveals high leverage with a debt-to-equity ratio of 2.81 and negative return on equity. Cash flow analysis indicates negative free cash flow, highlighting operational challenges.
Income Statement
35
Negative
JELD-WEN's income statement reflects significant challenges. The TTM (Trailing-Twelve-Months) data shows a decline in revenue and negative margins, with a net profit margin of -10.36% and an EBIT margin of -8.41%. The company has experienced a revenue contraction of 3.65% in the TTM period. Historically, the company had positive margins, but recent performance indicates financial difficulties.
Balance Sheet
40
Negative
The balance sheet reveals high leverage, with a TTM debt-to-equity ratio of 2.81, indicating significant reliance on debt. The return on equity is negative at -62.61%, reflecting poor profitability. The equity ratio is low, suggesting potential financial instability. Historical data shows fluctuating debt levels and declining equity.
Cash Flow
30
Negative
Cash flow analysis shows negative free cash flow in the TTM period, with a free cash flow to net income ratio of -8.78, indicating cash flow issues. The operating cash flow to net income ratio is low at 0.03, highlighting operational challenges. Despite some historical growth in free cash flow, recent trends are concerning.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue3.30B3.78B4.30B4.54B4.18B4.24B
Gross Profit542.86M688.97M832.62M785.92M822.92M901.91M
EBITDA-348.82M22.20M301.02M244.52M364.99M326.10M
Net Income-647.66M-189.02M62.45M45.73M168.82M91.59M
Balance Sheet
Total Assets2.17B2.62B2.98B3.50B3.74B3.96B
Cash, Cash Equivalents and Short-Term Investments108.41M150.34M288.31M164.47M395.60M735.82M
Total Debt1.37B1.32B1.38B1.88B1.92B1.99B
Total Liabilities2.06B2.00B2.13B2.78B2.90B2.96B
Stockholders Equity113.94M620.06M850.64M723.55M842.22M1.00B
Cash Flow
Free Cash Flow-160.53M-55.69M246.86M-52.88M92.06M258.76M
Operating Cash Flow-9.61M106.21M345.19M30.34M175.67M355.65M
Investing Cash Flow-37.34M-153.34M279.17M-67.03M-92.36M-82.00M
Financing Cash Flow-52.85M-80.63M-563.16M-120.01M-401.21M207.91M

JELD-WEN Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.57
Price Trends
50DMA
4.00
Negative
100DMA
4.72
Negative
200DMA
4.90
Negative
Market Momentum
MACD
-0.59
Negative
RSI
39.53
Neutral
STOCH
90.66
Negative
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 2.57 is below the 20-day moving average (MA) of 2.69, below the 50-day MA of 4.00, and below the 200-day MA of 4.90, indicating a bearish trend. The MACD of -0.59 indicates Negative momentum. The RSI at 39.53 is Neutral, neither overbought nor oversold. The STOCH value of 90.66 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JELD.

JELD-WEN Risk Analysis

JELD-WEN disclosed 38 risk factors in its most recent earnings report. JELD-WEN reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

JELD-WEN Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
62
Neutral
$503.38M18.872.20%-0.19%-50.51%
60
Neutral
$828.79M17.778.64%-10.84%-53.49%
58
Neutral
$1.46B667.8413.29%-9.21%-97.43%
46
Neutral
$557.40M-43.35%2.55%70.18%-374.22%
38
Underperform
$219.55M-155.46%-15.28%-350.51%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JELD
JELD-WEN
2.57
-8.24
-76.23%
BXC
Bluelinx Holdings
56.44
-68.69
-54.89%
ROCK
Gibraltar Industries
49.42
-22.43
-31.22%
NX
Quanex
12.53
-15.81
-55.79%
JBI
Janus International Group
6.18
-1.21
-16.37%

JELD-WEN Corporate Events

JELD-WEN Reports Q3 2025 Losses Amid Strategic Shifts
Nov 5, 2025

JELD-WEN Holding, Inc. is a global manufacturer and distributor of high-performance doors, windows, and related building products, primarily serving the construction and remodeling sectors. The company operates in North America and Europe, with a diverse portfolio of brands.

JELD-WEN Faces Challenges Amid Earnings Call Insights
Nov 5, 2025

JELD-WEN’s recent earnings call painted a challenging picture for the company, as it grapples with significant market demand deterioration, operational inefficiencies, and increased leverage. Despite efforts in strategic reviews and cost reductions, these positive actions were overshadowed by the hurdles faced, setting a cautious tone for the future.

Business Operations and StrategyFinancial Disclosures
JELD-WEN Announces 2025 Restructuring Plan Amid Challenges
Negative
Nov 3, 2025

On November 3, 2025, JELD-WEN announced a 2025 Restructuring Plan to reduce its North America and Corporate workforce by approximately 11% to improve operational efficiency, incurring estimated charges of $10 million to $20 million. The company also reported a significant decline in its third-quarter 2025 financial results, with net revenues dropping by 13.4% compared to the previous year, and a net loss from continuing operations of $367.6 million. JELD-WEN is conducting a strategic review of its European segment and has updated its full-year 2025 guidance, lowering revenue expectations to $3.1 to $3.2 billion due to continued market challenges.

The most recent analyst rating on (JELD) stock is a Hold with a $4.50 price target. To see the full list of analyst forecasts on JELD-WEN stock, see the JELD Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 26, 2025