JELD-WEN Holding, Inc. (JELD)

Over the past six months, JELD-WEN's stock price has been impacted by several events, including a 57.18% decline between May 7, 2025, and May 6, 2026. The company's First Quarter 2026 earnings reported a Non-GAAP EPS miss, leading to a stock price drop, although revenue slightly beat forecasts. Management raised its full-year 2026 revenue guidance while maintaining the adjusted EBITDA forecast. The Q4 2025 earnings release showed a net loss of $621 million for the fiscal year 2025, and net debt leverage increased to 11.3x at the end of Q1 2026. Analysts have issued a consensus "hold" rating.

Demand for JELD-WEN's products and services exhibits seasonality, with the first quarter typically being the seasonal low period. The company anticipates an improvement in demand as the year progresses, with the second quarter generally benefiting from higher sales volume. This seasonality also impacts working capital, which is typically highest in the first quarter and is expected to unwind in the latter half of the year.

JELD-WEN Holding, Inc. is an American manufacturer specializing in doors and windows, operating within the building products sector. They design, produce, and distribute interior and exterior building products, including doors and windows, for new construction, repair, and remodeling markets. Key brands include JELD-WEN, LaCantina, VPI, Swedoor, and DANA. The company also offers related building products such as shower enclosures, closet systems, moldings, and hardware.

JELD-WEN Holding, Inc. is headquartered in Charlotte, North Carolina, and maintains a global presence with manufacturing facilities primarily in North America and Europe, operating in 14 to 16 countries. The company divested its businesses in Australia and Asia in 2023.

JELD-WEN has been recognized for its trustworthiness, being named to Newsweek and Statista's "Most Trustworthy Companies in America" list for the fifth consecutive year in April 2026. This recognition is based on independent research assessing customer, investor, and employee trust. However, customer reviews indicate mixed perceptions regarding product quality.

JELD-WEN's ownership is primarily held by institutional investors, who collectively held 86% of the company's equity as of August 2025. Major institutional shareholders include Turtle Creek Asset Management Inc., BlackRock, Inc., and The Vanguard Group Inc. Insider ownership stood at approximately 1.2% as of April 2025, with key insider shareholders including Turtle Creek Asset Management Inc., Roderick Wendt, and Gary S Michel.