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.
JELD to Divest Towanda Facility in $115 Million Deal to Woodgrain
JELD-WEN finalizes the $115 million sale of its Towanda facility to Woodgrain, paving the way for strategic focus on growth.
JELD-WEN Holding: Poor Demand Continues To Pressure Profits
I maintain a hold rating for JELD-WEN Holding due to ongoing weakness in the housing market and company-specific headwinds impacting near-term performance. JELD's 3Q24 results were disappointing, with revenue down 13.2% y/y and EBIT margin collapsing, leading to a downward revision in FY24 guidance. Persistent poor demand and macroeconomic conditions, coupled with company-specific issues, suggest no immediate recovery, making the stock likely to remain range bound.
Is the Options Market Predicting a Spike in Jeld-Wen (JELD) Stock?
Investors need to pay close attention to Jeld-Wen (JELD) stock based on the movements in the options market lately.
JELD-WEN Holding, Inc. (JELD) Q3 2024 Earnings Call Transcript
JELD-WEN Holding, Inc. (NYSE:JELD ) Q3 2024 Earnings Conference Call November 5, 2024 8:00 AM ET Company Participants Bill Christensen - Chief Executive Officer Samantha Stoddard - EVP and Chief Financial Officer James Armstrong - Vice President, Investor Relations Conference Call Participants John Lovallo - UBS Phil Ng - Jefferies Steven Ramsey - Thompson Research Susan Maklari - Goldman Sachs Matthew Bouley - Barclays Zack Pacheco - Loop Capital Trevor Allison - Wolfe Research Mike Dahl - RBC Capital Markets Operator Ladies and gentlemen, thank you for standing by, and welcome to the JELD-WEN Third Quarter 2024 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
JELD-WEN (JELD) Q3 Earnings and Revenues Miss Estimates
JELD-WEN (JELD) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.53 per share a year ago.
3 Wood Stocks to Navigate Challenging Industry Landscape
More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like TREX, LPX and JELD despite a challenging macroeconomic backdrop.
Analysis of Fuller & Thaler Asset Management's Recent Stake Reduction in JELD-WEN Holding Inc
On September 30, 2024, Fuller & Thaler Asset Management, Inc. executed a significant transaction involving the shares of JELD-WEN Holding Inc (JELD, Financial). The firm decided to reduce its holdings by 2,892,370 shares, which resulted in a 37.34% decrease in their previous stake.
