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JEJELD

JELD-WEN Holding, Inc.

$JELD·$163M·Construction·Industrials
$1.35-2.2%YTD-26.4%1Y-71.8%
Price updated 29m ago·X counts updated 42d ago
JEJELD
$JELDJELD-WEN Holding, Inc.
$1.35-2.17%13 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $JELD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

13X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JELD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-04

Falling on heavy selling — points lower unless it turns around.

Doors-and-windows maker down 63% over twelve months with catastrophic losses and negative equity.

JELD-WEN is a building-products (doors and windows) maker whose story has essentially collapsed under building-cycle weakness and self-inflicted operational stumbles.

  • Stock at $2.27, down ~26% year-to-date and ~63% over twelve months, sitting at just 22% of the 52-week range — a sub-$3 stock with delisting-adjacency and a structurally-weak equity story.
  • EPS misses have been catastrophic — Q3 2025 at -$4.31 vs $0.18 expected (-2,111%), Q4 2025 -$0.45 vs -$0.29 (-44%), Q1 -$0.90 vs -$0.30 (-69%), Q2 -$0.37 vs -$0.14 (-19%) — the pattern is a business in structural distress.
  • Fundamentals are dire: PE -0.4 (deep trailing loss), gross margin 15% (thin), operating margin -8.6%, FCF yield -98% (an artifact of tiny denominators but reflects the reality), debt/equity -58.4 (deeply negative equity, extreme leverage) — a balance sheet that essentially requires either restructuring or a sale.
  • Revenue is declining sequentially in the wrong quarters — Q2 2026 $818M vs Q2 2025 $817M — no meaningful growth even after the collapse.
  • Analyst forward estimates model a slow turn — 2026 EPS -$0.67, 2027 -$0.20, 2028 +$0.07 — profitability is not imminent.
  • Structural: 'volume_zero' flag, 'float_missing' — the tape is thin and structurally-broken.

Beta 2.10 undersells the event risk; the equity is essentially an option on a restructuring or strategic-review outcome.

What to watch: November 2 earnings ($0.05 EPS consensus, though the pattern suggests risk), any strategic-review or debt-restructuring announcement, potential reverse-stock-split to preserve listing, and residential-construction demand indicators.

On the calendar: 2026-11-02 earnings

no x sentimentpenny stockvolume zerofloat missingnegative equity

Read the AI verdict on $JELD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Infrastructure act spending and private data center construction are sustaining activity; higher rates have compressed commercial real estate starts but public/industrial projects offset. Backlog conversion speed depends on permitting timelines and labor availability.

What this means for $JELD

Partial — consumer discretionary / retail performance tracks consumer spending trends; JELD-WEN Holding, Inc.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+11.4%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 $0.05

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.1.0×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.8%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.-16.7%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.-27.6%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 today2.2% 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.β2.245-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
+ 16 other (16 awards) 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
Free, forever. No credit card.

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-KMaterial agreementSep 298-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
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
+ 11 other (7 13Gs · 2 10-Qs · 1 SD · 1 S-8) in window

Recent news

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

Head-To-Head Survey: JELD-WEN (NYSE:JELD) & A. O. Smith (NYSE:AOS)defenseworld.net·14d agoJELD-WEN Announces Comprehensive Agreement to Extend Debt Maturities and Raise $135 Million of Incremental Liquidity to Support Business Planprnewswire.com·16d agoJELD-WEN Q2 Earnings Call Highlightsdefenseworld.net·70d agoJELD-WEN Holding, Inc. (JELD) Q2 2026 Earnings Call Transcriptseekingalpha.com·71d agoJELD-WEN Q2 Earnings Call Highlightsmarketbeat.com·72d ago
Voices on X · last 7 days

No standout posts about $JELD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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