JELD-WEN Holding, Inc. (JELD)
NYSEIndustrialsConstructionSnapshot 2026-11-04
$1.07-10.83%
Close 2026-11-04 · 1-day change
NYSEIndustrialsConstructionSnapshot 2026-11-04
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 | -38.9% |
| Our one-year growth estimate | diamond | 2.2% |
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
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
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 41.0 percentage points less 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 2026-11-04 · Compared with 0 industry peers · Company calendar date is not available
JELD — earnings miss
Dated 2026-11-03
Results of Operations and Financial Condition. On November 3, 2026 , JELD-WEN Holding, Inc. (the “Company”) issued a press release announcing its financial results for the third quarter ended September 26, 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 t…
Why it matters: JELD-WEN reaffirmed revenue guidance of $3.1 billion to $3.2 billion and adjusted EBITDA of $120 million to $150 million. The next results will show whether the year is tracking toward those ranges.
Watch forOn Nov. 3, the company keeps both 2026 guidance ranges and reports results that support delivery within them.
Also watch forOn Nov. 3, the company cuts revenue below $3.1 billion or adjusted EBITDA below $120 million.
Why it matters: Cost cuts and cash control are key company goals. Q2 adjusted EBITDA rose, while six-month capital spending fell; more progress would support that plan.
Supportive ifIn the next reported quarter, adjusted EBITDA is above $42.3 million. Capital spending is below the prior-year quarter.
Worry ifIn the next reported quarter, adjusted EBITDA is below $39.0 million. Or capital spending is above the prior-year quarter.
Why it matters: The deal aims to move the 2027 notes to 2031 and raise new cash. Failure to close could leave near-term debt pressure in place.
Watch forBy Nov. 27, JELD-WEN reports that the exchange closed and the 2027 notes were exchanged for notes due 2031.
Also watch forJELD-WEN reports that the offer was terminated, failed to close, or was extended past Nov. 27 without completion.
Why it matters: The CFO leaves Nov. 13, and the chief accounting officer becomes interim CFO. A named permanent CFO would clarify who leads finance during the debt deal.
Supportive ifJELD-WEN names a permanent CFO and confirms the appointment after the Nov. 13 handoff.
Worry ifBy the next quarterly results, no permanent CFO has been named, and the interim CFO remains in the role.
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 | ±$359 on $10,000 · ±3.6% | How much price usually moves either way. |
| Bad day | $1,057 loss on $10,000 · 10.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,997 loss on $10,000 · 70.0% | 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: The deal seeks up to $410.2 million in new notes. Backstop holders cover gaps, but weak participation or missed payments could change the final funding.
Watch forBy Nov. 10, JELD-WEN reports that participants funded the new-money offer and the planned note issuance proceeds.
Also watch forThe company reports a funding gap, missed payments, or less new money issued for the term-loan auction.