JELD-WEN Holding, Inc. (JELD) Q3 2025 Earnings Call Transcript
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's Collapsing Sales Could Worsen
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.
Can JELD-WEN (JELD) Run Higher on Rising Earnings Estimates?
JELD-WEN (JELD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Fast-paced Momentum Stock JELD-WEN (JELD) Is Still Trading at a Bargain
JELD-WEN (JELD) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
JELD-WEN Holding: No Reasons To Turn Bullish
I maintain my Hold rating on JELD-WEN Holding as demand remains weak, execution issues worsen, and the balance sheet is now a growing concern. JELD's Q2 results showed significant revenue and margin declines, with North America sales down sharply and operational issues leading to market share loss. Negative price/cost dynamics, new tariff costs, and a lack of pricing power further limit the likelihood of earnings or margin recovery in the near term.
JELD-WEN Holding, Inc. (JELD) Q2 2025 Earnings Call Transcript
JELD-WEN Holding, Inc. (NYSE:JELD ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants James Hunter Armstrong - Vice President of Investor Relations Samantha L. Stoddard - Executive VP & CFO William J.
JELD-WEN (JELD) Reports Q2 Loss, Tops Revenue Estimates
JELD-WEN (JELD) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to earnings of $0.34 per share a year ago.
JELD-WEN Holding: Transformation Unlocked, Initiate At Strong Buy
We initiate coverage on JELD-WEN Holding Incorporated with a Strong Buy rating, which is anchored on conviction in the company's transformation-driven margin expansion plus operational improvement potential. Our price target of fifteen United States dollars per share is predicated on a 0.7x EV/Sales multiple applied to our above-consensus FY26E revenue estimate, which implies substantial upside. We estimate JELD-WEN's revenues at $3.31bn/ $3.5bn in FY25E/FY26E, respectively, both above consensus given transformational benefits and volume recovery.
JELD-WEN Holding, Inc. (JELD) Q1 2025 Earnings Call Transcript
JELD-WEN Holding, Inc. (NYSE:JELD ) Q1 2025 Results Conference Call May 6, 2025 8:00 AM ET Company Participants James Armstrong - VP, Investor Relations William Christensen - Chief Executive Officer Samantha Stoddard - Chief Financial Officer Conference Call Participants John Lovallo - UBS Philip Ng - Jefferies Susan Maklari - Goldman Sachs Anika Dholakia - Barclays Trevor Allinson - Wolfe Research Jeffrey Stevenson - Loop Capital Steven Ramsey - Thompson Research Mike Dahl - RBC Capital Markets Operator Thank you for standing by. My name is Kayla, and I will be your conference operator today.
JELD-WEN (JELD) Reports Q1 Loss, Tops Revenue Estimates
JELD-WEN (JELD) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to earnings of $0.21 per share a year ago.
JELD-WEN Holding, Inc. (JELD) Q4 2024 Earnings Call Transcript
JELD-WEN Holding, Inc. (NYSE:JELD ) Q4 2024 Earnings Call February 18, 2025 8:00 AM ET Company Participants James Armstrong - VP, IR William Christensen - CEO Samantha L. Stoddard - EVP and CFO Conference Call Participants Philip Ng - Jefferies Spencer Kaufman - UBS Susan Maklari - Goldman Sachs Anika Dholakia - Barclays Michael Dahl - RBC Capital Markets Keith Hughes - Truist Securities Operator Hello and welcome to the JELD-WEN Holding, Inc. Fourth Quarter 2024 Earnings Conference Call.
JELD-WEN (JELD) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Besides Wall Street's top -and-bottom-line estimates for JELD-WEN (JELD), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
