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JEJELD

JELD-WEN Holding, Inc.

$JELD·$154M·Construction·Industrials
$1.77-1.9%YTD-26.4%1Y-61.0%
Mentions · last 7 days
2026-07-30: 7 posts2026-07-31: 1 posts2026-08-01: 3 posts2026-08-02: 2 posts2026-08-03: 12 posts2026-08-04: 35 posts2026-08-05: 9 posts69
Price updated 14m ago·X counts updated 21h ago
JEJELD
$JELDJELD-WEN Holding, Inc.
$1.78-1.93%69 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JELD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyWinding up for a moveAI verdict · as of 2026-08-05

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The JELD-WEN doors/windows business down 59% t12m — up 25.7% today on Q2 print, deep housing-cycle distress.

JELD-WEN Holding is a global doors and windows manufacturer — a $154M mcap deeply distressed housing-cycle name down 59% t12m and 26% YTD, but up 25.7% today on the Q2 print (revenue beat, guide update) suggesting the trough narrative may be turning.

  • The Q2 print was less-bad-than-feared: revenue of $817.8M vs $792.6M estimate, EPS of -$0.11 vs -$0.14 estimate (19% beat), and gross margin recovering to 16.8% from Q1's 12.0% — the four-quarter cadence went from -211% surprise in Q3 2025 to 19% beat in Q2 2026, the pattern where a housing-cycle bottom starts showing up in operational leverage.
  • The financial picture is still genuinely distressed: FY26 sell-side EPS estimate of -$0.67, FY27 at -$0.20, and FY28 only crossing to $0.07 — a multi-year path back to profitability where the $154M mcap prices continued going-concern risk, not a normal-cycle housing recovery multiple.
  • The debt-to-equity of -58.4 (negative equity from goodwill impairments) is the specific capital-structure risk — an equity-negative balance sheet with continued operating losses means the covenant path and any refinancing terms are the specific structural hurdle that would validate or break the turnaround.
  • The tape at 15% of range with 3.6x average volume today on the print but still 14% below the 200-day is the coiled-into-catalyst setup for a deeply-drawn-down distressed housing name — the bounce is technical relief, not confirmation of an operating turnaround yet.

The Nov 2 Q3 print is the next event — gross-margin recovery pace, housing-cycle demand commentary, and specific FY26 guide update. Gross-margin recovery plus firmer housing commentary extends the +25.7% bounce; a soft print with continued housing weakness invites mean-reversion to the lows.

What to watch: The Nov 2 Q3 print — gross-margin recovery pace, housing-cycle demand-environment commentary, and specific FY26 guide update. Gross-margin recovery plus firmer housing commentary extends the +25.7% bounce; a soft print with housing weakness invites mean-reversion to the lows.

On the calendar: 2026-11-02 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Global manufacturer of interior and exterior doors and windows for residential and light commercial construction markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction sits in its cycle right now — and what that implies for $JELD.

Construction · Industrials

No material change from last week — PHOE's specialized civil engineering works are driven by Hong Kong construction pipeline without a broader macro catalyst this week.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+23.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-18.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-98.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-10.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-58.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$-0.11$-0.14+19.0%
Q1 2026May 4, 2026$-0.50$-0.30-69.4%
Q4 2025Feb 17, 2026$-0.42$-0.29-44.1%
Q3 2025Nov 3, 2025$-0.20$0.18-211.1%
Next earningsMon, Nov 2·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$817.8M-0.7%16.8%-0.6%$-0.37$-24.8M
Q1 FY26$722.1M-6.9%12.0%-4.5%$-0.90$-116.3M
Q4 FY25$802.0M-10.5%14.7%-0.4%$-0.45$3.4M
Q3 FY25$809.5M-13.4%17.4%-25.0%$-4.31$-13.1M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$3.0B – $3.1B-$0.67-$0.68 – -$0.663
FY27$3.2B$3.1B – $3.2B-$0.20-$0.27 – -$0.124
FY28$3.2B$3.2B – $3.3B$0.07$0.07 – $0.072

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Samantha StoddardCFO1.2K sh$2KSellJun 26Wendy A. LivingstonEVP & CHRO2.4K sh$4KSellMay 11Bruce M. TatenDirector19.5K sh$32K
+ 23 other (16 awards · 7 inkinds) in window

See when $JELD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

JELD reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from JELD management.

3New insider — initial holdingsJun 93
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of JELD securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This anchors future insider-transaction reporting obligations for JELD.

8-KPress release / Reg FDMay 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KPress release / Reg FDFeb 178-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 18 other (9 13Gs · 3 proxys · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

JELD-WEN Holding, Inc. (JELD) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoJELD-WEN Q2 Earnings Call Highlightsmarketbeat.com·2d agoJELD-WEN Reports Second Quarter 2026 Results and Updates Guidanceprnewswire.com·3d agoJELD-WEN Highlights Sustainability Progress Across Global Operations in New Reportprnewswire.com·9d agoBrokerages Set JELD-WEN Holding, Inc. (NYSE:JELD) Target Price at $1.80defenseworld.net·12d ago

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