JELD-WEN Holding, Inc. (JELD)

Over the past six months, JELD-WEN's stock price has been significantly impacted by challenging market conditions and company-specific announcements. The company reported a substantial net loss for Q3 2025, with net revenues decreasing by 13.4%. In response, JELD-WEN announced plans to reduce its North American and Corporate workforce and initiated a strategic review of its European segment. The company also lowered its full-year 2025 revenue and adjusted EBITDA guidance, leading to a significant stock decline. Earlier in the year, Q1 CY2025 results showed revenue exceeding market expectations but still a year-on-year decline, while Q2 2025 earnings revealed a smaller-than-expected loss and a slight revenue beat.

Demand for JELD-WEN's products and services is influenced by the cyclical nature of the construction and remodeling markets. The company has faced persistently low new construction rates and repair and remodeling activity, leading to weak demand and declining sales volumes. In Q3 2025, the company experienced further softening in market conditions and an overall degradation in demand trends in both Europe and North America. For the full year 2025, JELD-WEN anticipated demand for windows and doors in North America to be down in the high single digits, and demand for doors in Europe to be down mid-single digits. The Q1 2025 report also highlighted very challenging market conditions and suppressed demand.

JELD-WEN Holding, Inc. is a global manufacturer and distributor of building products, specializing in doors and windows, operating within the Building Products sector. The company designs, produces, and markets a wide array of interior and exterior doors, and wood, vinyl, and aluminum windows, along with other building products. JELD-WEN's products serve both new construction and the repair and remodeling markets for residential homes and non-residential buildings. Key brands include JELD-WEN worldwide, LaCantina and VPI in North America, and Swedoor and DANA in Europe.

Headquartered in Charlotte, North Carolina, JELD-WEN operates manufacturing and distribution facilities across North America and Europe. Its North American operations cover Canada and the United States, while its European presence spans the UK, France, Central Europe, and Northern Europe. The company previously had operations in Australasia but sold that business in July 2023. JELD-WEN maintains a vast manufacturing and distribution network, with facilities in 14 to 19 countries.

In the past year, JELD-WEN has maintained a positive brand reputation, receiving several notable recognitions. Newsweek honored JELD-WEN as one of America's Most Trustworthy Companies for the second consecutive year, and it was the only window and door manufacturer recognized on Newsweek's inaugural list of the World's Most Trustworthy Companies. The company also received a silver medal rating in sustainability from EcoVadis for JELD-WEN France. JELD-WEN of Canada was recognized by ENERGY STAR® Canada for Sustained Excellence and as Manufacturer of the Year in Doors and Windows for the third consecutive time. Additionally, LaCantina's V2 Folding Door was named a Best Architectural Product of 2023.

JELD-WEN Holding, Inc. is a publicly traded company on the New York Stock Exchange (NYSE: JELD), with its control structure heavily weighted toward institutional investors. Institutional funds hold the majority of the company's shares, giving them significant influence over its direction. Turtle Creek Asset Management Inc. was noted as the largest individual shareholder, with other major institutional shareholders including BlackRock, Inc., The Vanguard Group, Inc., and Charles Schwab Investment Management, Inc. Institutional investors collectively hold a significant portion of the total shares outstanding.