JELD-WEN Holding, Inc. ( JELD ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants James Armstrong - Vice President of Investor Relations William Christensen - CEO & Director Samantha Stoddard - Executive VP, Interim Principal Accounting Officer & CFO Conference Call Participants Susan Maklari - Goldman Sachs Group, Inc., Research Division John Lovallo - UBS Investment Bank, Research Division Fiona Shang - Jefferies LLC, Research Division Trevor Allinson - Wolfe Research, LLC Steven Ramsey - Thompson Research Group, LLC Anika Dholakia - Barclays Bank PLC, Research Division Presentation Operator Hello, and welcome to JELD-WEN Third Quarter 2025 Conference Call. Please note that this call is being recorded.
JELD-WEN Holding faces a sharp collapse in financial performance, with revenue and profitability plunging amid weak housing and remodeling markets. JELD's first half 2025 results show a 17.8% revenue decline and a net loss of $212.4 million, worsened by volume declines and the Towanda divestiture. Despite shares appearing attractively priced, ongoing market uncertainty, tariffs, and poor results warrant a cautious approach and a "Hold" rating.
JELD-WEN (JELD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
| Household Durables Industry | Consumer Discretionary Sector | William J. Christensen CEO | NYSE Exchange | 47580P103 CUSIP |
| US Country | 16,000 Employees | - Last Dividend | - Last Split | 27 Jan 2017 IPO Date |
JELD-WEN Holding, Inc. is a renowned company specialized in the design, manufacture, and sale of doors, windows, and related building products spanning across North America and Europe. With a rich history dating back to 1960, the company has established a strong presence in the industry by offering an extensive range of products made from wood, metal, and composite materials. Headquartered in Charlotte, North Carolina, JELD-WEN has positioned itself as a leading provider of residential and non-residential door and window solutions, catering to a diverse clientele. The company’s commitment to innovation, quality, and service has been instrumental in its growth and success in the building products market.
The company markets its wide-ranging products under a plethora of brands including JELD-WEN, AuraLast, and Extira, among others. These brands are synonymous with quality and innovation, servicing wholesale distributors, retailers, retail home centers, and building product dealers, as well as direct relationships with homebuilders, contractors, and consumers. Through its diversified portfolio and strategic brand positioning, JELD-WEN has become a go-to source for comprehensive building product solutions across the globe.