Reading JELD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track JELD free→Reading JELD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track JELD free→NYSEIndustrialsBuilding Products & EquipmentSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and the company was unprofitable over the past year, so its earnings quality can't be assessed. Management's recent track record has been fairly steady, but risk is high, and the sector backdrop is a headwind. Compared with sector peers, JELD trades below typical levels. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $1.79. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 58% of the time over the next year (vs 62% for the rest of the cohort, n=3678).
Over the trailing year it converted 0.02x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
7 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 60% for the rest of the cohort, n=1113).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.07 → $-0.14 (-106.5% / 30d). 0 raised, 5 cut, 5 covering analysts.
0 upgrades, 0 downgrades / 30d. 0% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$469.
How much price usually moves either way.
On a bad day, this stock has moved -$848.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $8,587.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Retail sales data can impact demand for JELD-WEN's products. Strong sales may signal better market conditions.
Confirms:Retail sales increase more than 1% month over month, suggesting stronger demand.
Disproves:Retail sales went down from last month. This shows less demand for building products.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for JELD yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 4, 2026 , JELD-WEN Holding, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 28, 2026. A copy of the press release is being furnished as Exhibit 99.1 attached hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed filed for purposes of Section 18 of the Securi…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Building Products.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
JELD JELD-WEN Holding, Inc. | Below typical Show detailsSector percentile: 16 of 100 | — | high |
TT Trane Technologies | Typical Show detailsSector percentile: 46 of 100 | expensive | moderate |
JCI Johnson Controls | Typical Show detailsSector percentile: 48 of 100 | expensive | low |
CARR Carrier Global | Below typical Show detailsSector percentile: 27 of 100 | expensive | elevated |
LII Lennox International | Typical Show detailsSector percentile: 61 of 100 | full | moderate |
Not investment advice. As of 2026-06-15.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
JELD-WEN updated its 2026 revenue guidance to a range of $3.05 to $3.2 billion.
Stated in 2 of last 2 quarters. Revenue guidance was updated from $2.95-$3.1 billion to $3.05-$3.2 billion for 2026. Despite the guidance increase, actual revenue declined from $801.964 million in 2025-Q4 to $722.125 million in 2026-Q1, indicating limited progress towards the updated target.
“JELD-WEN is updating 2026 revenue guidance to a range of $3.05 to $3.2 billion.”
“JELD-WEN is introducing 2026 revenue guidance to a range of $2.95 to $3.1 billion.”
The company continues to expect its Adjusted EBITDA to be in the range of $100 to $150 million for 2026.
Stated in 2 of last 2 quarters. The company maintained its Adjusted EBITDA guidance of $100-$150 million for 2026. However, operating income declined from -$14.645 million in 2025-Q4 to -$55.222 million in 2026-Q1, showing limited progress towards achieving the EBITDA target.
“The Company continues to expect its Adjusted EBITDA to be in the range of $100 to $150 million.”
The company expects 2026 operating cash flow to generate approximately $40 million.
Newly stated in 2025-Q4. The company aims to generate approximately $40 million in operating cash flow for 2026. However, cash from operating activities was negative $91.215 million in 2026-Q1, indicating a significant gap between current performance and the target.
“The Company expects 2026 operating cash flow to generate approximately $40 million.”
Why it matters: More unemployment claims can show weak economy. This can hurt JELD-WEN's sales.
Confirms:Weekly claims went down. This shows a stronger job market and more demand may come.
Disproves:Weekly claims went up. This suggests weak economy and less demand for JELD-WEN products.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. JELD-WEN Holding, Inc. (the “ Company ”) held its 2026 Annual Meeting of Stockholders (the “ Annual Meeting ”) on April 22, 2026. At the Annual Meeting, the Company’s stockholders approved the 2026 Omnibus Equity Plan (the “ Equity Plan ”), which includes a share reserve of three million shares as described in the Company’s Definitive Proxy Stateme…
Results of Operations and Financial Condition. On February 17, 2026 , JELD-WEN Holding, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2025. A copy of the press release is being furnished as Exhibit 99.1 attached hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed filed for purposes of…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangement of Certain Officers. On January 5, 2026, JELD-WEN Holding, Inc. (the “ Company ”) appointed Jeffrey Embt as the Company’s Chief Accounting Officer. Mr. Embt has more than 20 years of experience in accounting, financial management, external reporting and strategic planning. From March 2024 to December 2025, Mr. Embt served as Chief Financial Officer of Proterra LLC, a ma…
Results of Operations and Financial Condition. On November 3, 2025 , JELD-WEN Holding, Inc. (the “ Company ”) issued a press release announcing its financial results for the third quarter ended September 27, 2025. A copy of the press release is being furnished as Exhibit 99.1 attached hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed filed for purposes of Section 18 of…
“The Company expects its Adjusted EBITDA to be in the range of $105 to $120 million.”