Jeld-wen (JELD) Q1 2026 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
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Should l Buy JELD?
Source: NASDAQ.COM
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Analyst Views on JELD
Wall Street analysts forecast JELD stock price to rise
5 Analyst Rating
0 Buy
5 Hold
0 Sell
Hold
Current: 1.690
Low
2.50
Averages
3.09
High
3.75
Current: 1.690
Low
2.50
Averages
3.09
High
3.75
About JELD
JELD-WEN Holding, Inc. is a global designer, manufacturer and distributor of high-performance interior and exterior doors, windows, and related building products serving the new construction and repair and remodeling sectors. Its segments include North America and Europe. North America segment competes in the new construction and repair and remodel (R&R) market for residential doors and windows in the United States and Canada. North America segment supplies windows and doors for residential and commercial markets. These products reach builders, repair and replacement contractors, architects, and homebuilders through direct and indirect channels, including dealer and distribution networks. The Europe segment competes primarily in the market for residential and non-residential doors in Germany, the United Kingdom, France, Austria, Switzerland, and Scandinavia. Its family of brands includes JELD-WEN worldwide, LaCantina and VPI in North America, Swedoor, DANA, and Kellpex in Europe.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Jeld-wen (JELD) Q1 2026 Earnings Transcript
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JELD-WEN Q1 2026 Earnings Call Insights
- Revenue Decline: JELD-WEN reported Q1 net revenue of $722 million, a 7% year-over-year decrease primarily driven by soft demand and lower volumes, although a $30 million tailwind from foreign exchange was noted, indicating ongoing market challenges.
- Profitability Pressure: Adjusted EBITDA was only $6 million, with net debt leverage increasing to 11.3x, highlighting significant pressure on profitability and liquidity, prompting management to evaluate asset sales and other measures to improve financial health.
- Outlook Adjustment: The management raised the 2026 net revenue guidance to a range of $3.05 billion to $3.2 billion, reflecting improved service execution, yet acknowledged increased cost pressures that are expected to impact profits and cash flow, maintaining adjusted EBITDA unchanged at $100 million to $150 million.
- Market Sentiment: Analysts expressed a slightly negative to neutral outlook on the company's future profitability, focusing on inflation, price/volume trade-offs, and the effectiveness of liquidity actions, with management's tone being cautiously optimistic about execution control and early progress while facing multiple challenges.
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JELD-WEN PROJECTS FY REVENUE BETWEEN USD 3.05 BILLION AND USD 3.2 BILLION
- Revenue Outlook: The revenue outlook has been adjusted from $3.05 billion to $3.2 billion.
- Financial Forecast: This change indicates a positive trend in expected financial performance.
See More
JELD-WEN Updates 2026 Financial Guidance Amid Revenue Decline
- Earnings Performance: JELD-WEN reported a Q1 non-GAAP EPS of -$0.50, missing estimates by $0.21, indicating pressure on profitability, while revenue of $722.1 million, down 6.9% year-over-year, exceeded expectations by $2.09 million.
- 2026 Revenue Guidance: The company raised its 2026 revenue guidance to a range of $3.05 to $3.2 billion from the previous $2.95 to $3.1 billion, reflecting an expected core revenue decline of approximately 3% to 6% year-over-year, offset by a foreign exchange benefit of about $50 million.
- Adjusted EBITDA Outlook: JELD-WEN continues to expect its adjusted EBITDA to be between $100 million and $150 million for 2026, unchanged from prior guidance, as significant cost reductions help mitigate ongoing volume pressures.
- Cash Flow Expectations: The company anticipates generating approximately $40 million in operating cash flow for 2026, indicating a robust liquidity management strategy despite the overall soft market demand.
See More
JELD-WEN Reports Q1 2026 Results Amid Revenue Decline
- Revenue Decline: JELD-WEN's Q1 2026 net revenues fell to $722.1 million, a 6.9% decrease year-over-year, primarily driven by a 10% drop in core revenues, indicating a challenging demand environment that could hinder future sales growth.
- Improved Net Loss: The company reported a net loss of $76.8 million for Q1 2026, significantly better than the $190.1 million loss in the same quarter last year, suggesting that efforts in cost management and liquidity strengthening are beginning to yield positive results.
- Adjusted EBITDA Decline: Adjusted EBITDA stood at $6.1 million, down 71.9% year-over-year, reflecting pressures from unfavorable price/cost dynamics and volume declines, although improvements in productivity and lower SG&A expenses provided some offset.
- Cash Flow Challenges: Net cash used in operating activities was $91.2 million for Q1 2026, compared to $83.5 million in the prior year, primarily due to changes in accounts receivable and inventory management, highlighting ongoing challenges in cash flow management.
See More
JELD-WEN Reports Q1 Revenue Decline Amid Challenging Market Conditions
- Revenue Decline: In Q1 2026, JELD-WEN reported net revenues of $722.1 million, a 6.9% decrease year-over-year, primarily driven by a 10% drop in Core Revenues and a 1% decline from the court-ordered divestiture of Towanda, indicating challenges in a weak demand environment.
- Improved Net Loss: The company recorded a net loss of $76.8 million, or $0.90 per share, compared to a net loss of $190.1 million and $2.24 per share in the same quarter last year, reflecting efforts in cost control and operational efficiency improvements.
- Adjusted EBITDA Decline: Adjusted EBITDA fell to $6.1 million, down $15.7 million year-over-year, with an EBITDA margin of 0.9%, primarily due to unfavorable price/cost dynamics and volume/mix declines, highlighting ongoing pressure on profitability.
- Updated 2026 Guidance: JELD-WEN raised its 2026 revenue guidance to a range of $3.05 to $3.2 billion, reflecting an estimated foreign exchange benefit of approximately $50 million, despite expectations of a 3% to 6% decline in Core Revenues year-over-year, indicating cautious optimism about future market conditions.
See More
Jeld-wen (JELD) Q1 2026 Earnings Transcript
See More
JELD-WEN Q1 2026 Earnings Call Insights
- Revenue Decline: JELD-WEN reported Q1 net revenue of $722 million, a 7% year-over-year decrease primarily driven by soft demand and lower volumes, although a $30 million tailwind from foreign exchange was noted, indicating ongoing market challenges.
- Profitability Pressure: Adjusted EBITDA was only $6 million, with net debt leverage increasing to 11.3x, highlighting significant pressure on profitability and liquidity, prompting management to evaluate asset sales and other measures to improve financial health.
- Outlook Adjustment: The management raised the 2026 net revenue guidance to a range of $3.05 billion to $3.2 billion, reflecting improved service execution, yet acknowledged increased cost pressures that are expected to impact profits and cash flow, maintaining adjusted EBITDA unchanged at $100 million to $150 million.
- Market Sentiment: Analysts expressed a slightly negative to neutral outlook on the company's future profitability, focusing on inflation, price/volume trade-offs, and the effectiveness of liquidity actions, with management's tone being cautiously optimistic about execution control and early progress while facing multiple challenges.
See More
JELD-WEN PROJECTS FY REVENUE BETWEEN USD 3.05 BILLION AND USD 3.2 BILLION
- Revenue Outlook: The revenue outlook has been adjusted from $3.05 billion to $3.2 billion.
- Financial Forecast: This change indicates a positive trend in expected financial performance.
See More
JELD-WEN Updates 2026 Financial Guidance Amid Revenue Decline
- Earnings Performance: JELD-WEN reported a Q1 non-GAAP EPS of -$0.50, missing estimates by $0.21, indicating pressure on profitability, while revenue of $722.1 million, down 6.9% year-over-year, exceeded expectations by $2.09 million.
- 2026 Revenue Guidance: The company raised its 2026 revenue guidance to a range of $3.05 to $3.2 billion from the previous $2.95 to $3.1 billion, reflecting an expected core revenue decline of approximately 3% to 6% year-over-year, offset by a foreign exchange benefit of about $50 million.
- Adjusted EBITDA Outlook: JELD-WEN continues to expect its adjusted EBITDA to be between $100 million and $150 million for 2026, unchanged from prior guidance, as significant cost reductions help mitigate ongoing volume pressures.
- Cash Flow Expectations: The company anticipates generating approximately $40 million in operating cash flow for 2026, indicating a robust liquidity management strategy despite the overall soft market demand.
See More
JELD-WEN Reports Q1 2026 Results Amid Revenue Decline
- Revenue Decline: JELD-WEN's Q1 2026 net revenues fell to $722.1 million, a 6.9% decrease year-over-year, primarily driven by a 10% drop in core revenues, indicating a challenging demand environment that could hinder future sales growth.
- Improved Net Loss: The company reported a net loss of $76.8 million for Q1 2026, significantly better than the $190.1 million loss in the same quarter last year, suggesting that efforts in cost management and liquidity strengthening are beginning to yield positive results.
- Adjusted EBITDA Decline: Adjusted EBITDA stood at $6.1 million, down 71.9% year-over-year, reflecting pressures from unfavorable price/cost dynamics and volume declines, although improvements in productivity and lower SG&A expenses provided some offset.
- Cash Flow Challenges: Net cash used in operating activities was $91.2 million for Q1 2026, compared to $83.5 million in the prior year, primarily due to changes in accounts receivable and inventory management, highlighting ongoing challenges in cash flow management.
See More
JELD-WEN Reports Q1 Revenue Decline Amid Challenging Market Conditions
- Revenue Decline: In Q1 2026, JELD-WEN reported net revenues of $722.1 million, a 6.9% decrease year-over-year, primarily driven by a 10% drop in Core Revenues and a 1% decline from the court-ordered divestiture of Towanda, indicating challenges in a weak demand environment.
- Improved Net Loss: The company recorded a net loss of $76.8 million, or $0.90 per share, compared to a net loss of $190.1 million and $2.24 per share in the same quarter last year, reflecting efforts in cost control and operational efficiency improvements.
- Adjusted EBITDA Decline: Adjusted EBITDA fell to $6.1 million, down $15.7 million year-over-year, with an EBITDA margin of 0.9%, primarily due to unfavorable price/cost dynamics and volume/mix declines, highlighting ongoing pressure on profitability.
- Updated 2026 Guidance: JELD-WEN raised its 2026 revenue guidance to a range of $3.05 to $3.2 billion, reflecting an estimated foreign exchange benefit of approximately $50 million, despite expectations of a 3% to 6% decline in Core Revenues year-over-year, indicating cautious optimism about future market conditions.
See More
