JELD-WEN Holding, Inc.
- Open
- 2.42
- Day high
- 2.50
- Day low
- 2.32
- Prev close
- 2.53
- Volume
- 3.6M
- Mkt cap
- $207M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -8.7
- P/S
- 0.1
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$5K over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions accumulating (13F)
JELD-WEN Holding, Inc. (JELD) is a Industrials company listed on NYSE. The stock is down 63% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4).
JELD-WEN Holding, Inc. (JELD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
JELD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 4, 2026 | $-0.14 | $-0.11 | +19.0% | $818M | +3.2% |
| May 5, 2026 | $-0.30 | $-0.50 | -69.4% | $722M | +0.1% |
| Feb 17, 2026 | $-0.29 | $-0.42 | -44.3% | $802M | +7.6% |
| Feb 17, 2025 | $0.07 | $-0.10 | -242.9% | $896M | +7.5% |
| Feb 19, 2024 | $0.25 | $0.37 | +48.0% | $1.0B | -1.5% |
| Feb 21, 2023 | $0.25 | $0.47 | +88.0% | $1.3B | +8.8% |
| Oct 31, 2022 | $0.43 | $0.71 | +65.1% | $1.3B | +5.1% |
| May 2, 2022 | $0.33 | $0.16 | -51.5% | $1.2B | -2.5% |
| Feb 22, 2022 | $0.54 | $0.48 | -11.1% | $1.3B | +6.0% |
| Apr 30, 2021 | $0.20 | $0.27 | +35.0% | $1.1B | +2.6% |
| Feb 16, 2021 | $0.38 | $0.45 | +18.4% | $1.2B | +22.6% |
| Nov 3, 2020 | $0.43 | $0.52 | +20.9% | $1.1B | +18.2% |
JELD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 28, 2026 | Michel Christianofficer: EVP & President, Europe | Grant | 140,319 | — |
| Jul 6, 2026 | Stoddard Samanthaofficer: EVP & CFO | Sell | 1,208 | $1.47 |
| Jun 29, 2026 | Livingston Wendy A.officer: EVP & CHRO | Sell | 2,435 | $1.44 |
| May 13, 2026 | WYNNE STEVEN Edirector | Grant | 38,216 | — |
| May 13, 2026 | Stoddard Samanthaofficer: EVP & CFO | Grant | 150,955 | — |
| May 13, 2026 | Hayes James Sofficer: EVP, GC & Corp Sec | Grant | 127,388 | — |
| May 13, 2026 | NORD DAVID Gdirector | Grant | 38,216 | — |
| May 13, 2026 | Elliott Rachael B.officer: EVP, North America | Grant | 121,019 | — |
| May 13, 2026 | Joubert Traceydirector | Grant | 38,216 | — |
| May 13, 2026 | Hilton Michael Fdirector | Grant | 38,216 | — |
| May 13, 2026 | Halligan Catherine Anndirector | Grant | 38,216 | — |
| May 13, 2026 | Meier Matthewofficer: EVP, CDIO | Grant | 74,522 | — |
| May 13, 2026 | Wendt Roderickdirector | Grant | 38,216 | — |
| May 13, 2026 | Marshall Cynthiadirector | Grant | 38,216 | — |
| May 13, 2026 | Livingston Wendy A.officer: EVP & CHRO | Grant | 105,095 | — |
Source: JELD SEC Form 4 filings, latest Jul 28, 2026. For informational purposes only — not investment advice.
See the full JELD insider & 13F page →JELD-WEN Holding, Inc. company profile
Overview
JELD-WEN Holding, Inc. (NYSE:JELD) is a global manufacturer of doors and windows founded in 1960 and headquartered in Charlotte, North Carolina. The company went public in January 2017 and operates primarily across North America, Europe, and historically Australasia (though it sold its Australasian operations in 2023). JELD-WEN has grown through acquisitions and organic expansion to become one of the world's largest door and window manufacturers, serving both residential and commercial markets through a network of manufacturing facilities and distribution channels.
Business
JELD-WEN operates in the building products industry, specifically manufacturing doors and windows for residential and commercial construction. The company's core business revolves around creating essential building components that provide security, insulation, and aesthetic appeal to structures. The company's product portfolio includes several key categories. Residential interior and exterior doors represent a major segment, encompassing entry doors, patio doors, and specialized products like folding or sliding wall systems. These doors are made from various materials including wood, fiberglass, and composite materials, designed to meet different architectural styles and performance requirements. Windows form another significant product line, manufactured from wood, vinyl, aluminum, and wood composite materials to provide natural light, ventilation, and energy efficiency for homes and buildings. JELD-WEN also produces non-residential doors for commercial applications, which typically require enhanced durability and security features compared to residential products. Beyond its core door and window offerings, the company manufactures ancillary products including shower enclosures, wardrobes, moldings, trim boards, lumber, hardware and locks, cabinets, screens, and staircases. These complementary products allow JELD-WEN to serve as a more comprehensive building products supplier. The company operates through two primary geographic segments. The North America segment generates approximately 70-75% of total revenue, serving the U.S. and Canadian markets. The Europe segment accounts for roughly 25-30% of revenue, operating across multiple European countries. The company markets its products under various brand names including JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway, with different brands often serving specific geographic markets or product categories.
Competitive moat
JELD-WEN operates in a moderately competitive industry with limited sustainable competitive advantages. The company's primary moat comes from its manufacturing scale and distribution network, which creates some barriers to entry for smaller competitors. Operating large-scale manufacturing facilities requires significant capital investment, and JELD-WEN's established relationships with major retailers and distributors provide some customer stickiness. The company benefits from brand recognition in certain markets, particularly with the JELD-WEN brand in North America and regional brands like Swedoor in Europe. However, doors and windows are largely commoditized products where price and availability often matter more than brand loyalty. The company's geographic diversification provides some stability, as regional market cycles don't always align. JELD-WEN's moat is relatively weak due to several factors. The industry has low switching costs for customers, who can easily change suppliers based on price and delivery terms. Product differentiation is limited in what is essentially a commodity business, though the company attempts to differentiate through design, energy efficiency, and quality. The business is highly cyclical and sensitive to housing market conditions, making consistent profitability challenging. Competition comes from both large national players and smaller regional manufacturers. Large competitors like Andersen Corporation and Pella Corporation have similar scale advantages, while smaller regional players can compete on price and service flexibility. Import competition from lower-cost countries creates ongoing pricing pressure. Additionally, consolidation among customers (large retailers and distributors) gives them increased bargaining power over suppliers like JELD-WEN. The company's moat is further weakened by its high fixed cost structure and sensitivity to volume changes, making it vulnerable during market downturns. Recent financial performance suggests the company struggles to maintain profitability during challenging market conditions, indicating limited pricing power and competitive positioning.
Risks & safety
JELD-WEN currently presents significant financial risks with a narrow margin of safety. **Solvency and Liquidity Concerns:** - Net debt leverage ratio of 4.6x as of Q1 2025, well above comfortable levels - Negative free cash flow of -$120 million in Q1 2025 and -$67 million for full year 2024 - Current ratio of 1.87 provides modest short-term liquidity cushion - Cash position of $132 million against total debt burden creating leverage concerns **Valuation Metrics:** - Trading at negative EBITDA multiples due to poor operational performance - Price-to-book ratio of 1.11 suggests limited asset value protection - Negative earnings make traditional P/E ratios meaningless - Enterprise value reflects distressed valuation but operational turnaround uncertain **Other Risk Factors:** - Cyclical industry exposure with limited visibility on recovery timing - High fixed cost structure amplifies volume declines - Potential tariff exposure of $30 million estimated for 2025 - Management withdrew full-year guidance citing market uncertainty - Ongoing transformation costs and facility closures creating near-term cash burn
Recent development
Over the past few years, JELD-WEN has undergone significant strategic transformation aimed at improving operational efficiency and financial performance. The company initiated a comprehensive transformation journey focused on cost reduction, manufacturing optimization, and organizational restructuring. Key strategic moves include facility consolidation and network optimization. The company has closed multiple manufacturing facilities including plants in Alabama, Denmark, Vista California, Hawkins Wisconsin, and most recently idled a windows plant in Grinnell, Iowa. These closures are part of a broader effort to rightsize the manufacturing footprint and eliminate excess capacity. The company has also implemented workforce reductions, including a 6% reduction in salaried employees across North America and Europe. JELD-WEN has pursued portfolio simplification by divesting non-core assets. Most notably, the company sold its Australasia business in 2023, allowing management to focus resources on the larger North American and European markets. This divestiture also provided cash proceeds that were used for debt reduction. The company has invested heavily in automation and operational improvements, targeting over $115 million in transformation benefits in 2024 and an additional $100 million in 2025. These initiatives include standardizing door specifications across the North American network, automating assembly operations, and implementing digital capabilities to improve efficiency. Leadership changes have been implemented to support the transformation, with new executives brought in for Europe operations, North America doors and distribution, and digital/information systems. The company established a network of 250 change agents and provided leadership alignment training for 1,400 leaders to drive cultural change. Recent focus has shifted toward customer relationship rebuilding after losing some key retail customers. The company has established "win rooms" to target new customer acquisition and is investing in improving service levels and sales processes. Given challenging market conditions, management has also implemented additional cost reduction measures beyond the transformation program, targeting $50 million in near-term savings to adapt to continued market weakness.
JELD company profile · for informational purposes only — not investment advice.
Track JELD with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free