JELD-WEN Holding, Inc. (JELD)
NYSEIndustrialsConstructionSnapshot 2026-09-04
NYSEIndustrialsConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · JELD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 31.4% |
| Our one-year growth estimate | diamond | 1.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 29.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 0 industry peers · Company calendar date is not available
JELD — earnings in line
Dated 2026-08-03
Results of Operations and Financial Condition. On August 3, 2026 , JELD-WEN Holding, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 27, 2026. A copy of the press release is being furnished as Exhibit 99.1 attached hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed filed for purposes of Section 18 of the Sec…
Why it matters: Management's guidance shows Core Revenues are down. Confirmation means they can handle tough times.
Watch forManagement says 2026 revenue will be $3.1 to $3.2 billion.
Also watch forManagement cuts 2026 revenue to less than $3.1 billion.
Why it matters: Adjusted EBITDA shows how well the company controls costs and makes money.
Supportive ifQ3 Adjusted EBITDA is more than $120 million.
Worry ifQ3 Adjusted EBITDA is less than $100 million.
Why it matters: North America is a key market. Trends here impact overall performance.
Worry ifNorth America revenues decline more than 5% year over year.
Less concerning ifNorth America revenues stay the same or grow each year.
Why it matters: Going over this target shows good cost control and more profit.
Supportive ifAdjusted EBITDA for 2026 will be more than $150 million.
Worry ifAdjusted EBITDA for 2026 will be less than $120 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$390 on $10,000 · ±3.9% | How much price usually moves either way. |
| Bad day | $988 loss on $10,000 · 9.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,587 loss on $10,000 · 85.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A decline worse than 2% would confirm ongoing challenges in the market.
Worry ifNet revenues decline more than 2% year over year in Q3.
Less concerning ifNet revenues grow or decline less than 0.7% year over year in Q3.
Why it matters: Management has changed revenue guidance many times. This shows they are confident in demand.
Supportive ifRevenue guidance raised above $3.2 billion for 2026.
Worry ifRevenue guidance is now below $3.1 billion for 2026.
Why it matters: Positive cash flow is key for financial health. It shows better cash management.
Supportive ifOperating cash flow reported at $40 million or more.
Worry ifOperating cash flow remains negative for Q3.
Why it matters: A smaller drop in Core Revenues shows demand may be recovering.
Supportive ifCore Revenues decline reported at less than 2% year over year.
Worry ifCore Revenues decline reported worse than 5% year over year.