JELD-WEN Holding, Inc. (JELD) Stock Price & Analysis
JELD-WEN Holding, Inc. (JELD) closed at USD 1.42 on Thursday, October 22, 2026, up 10.94% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 1.28; the Oct 22, 2026 session ranged USD 1.26–1.47 on volume of 1,414,346 shares. Market capitalization is $123.20M, with a 52-week range of USD 0.93–4.92 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:38 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JELD.md
Key facts (JELD)
- Last four reported quarters (through Jun 27, 2026): revenue $3.15B, net income -$518M (-16.4% margin), free cash flow -$151M (SEC filings).
- 1 of 80 tracked superinvestors hold JELD (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $38K; 3 not under a Rule 10b5-1 plan ($38K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 3.00 on a 1–5 scale) (3 analysts), mean target USD 1.93 (range 1.8–2).
- Total return with dividends: 1Y -70.2% vs S&P 500 +14.9%; 5Y -94.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 0.05, revenue estimate $806M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JELD)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.18B | $4.54B | $4.30B | $3.78B | $3.21B | $3.15B |
| Gross profit | $823M | $786M | $833M | $689M | $514M | — |
| Operating income | $216M | $59.3M | $142M | -$126M | -$416M | -$277M |
| Net income | $169M | $45.7M | $62.4M | -$189M | -$621M | -$518M |
| EPS (diluted) | $1.72 | $0.53 | $0.73 | -$2.22 | -$7.29 | — |
| Free cash flow | $92.1M | -$52.9M | $247M | -$55.7M | -$125M | -$151M |
| Gross margin | 19.7% | 17.3% | 19.3% | 18.2% | 16.0% | — |
| Operating margin | 5.2% | 1.3% | 3.3% | -3.3% | -13.0% | -8.8% |
| Net margin | 4.0% | 1.0% | 1.5% | -5.0% | -19.3% | -16.4% |
| Revenue growth | -1.3% | +8.7% | -5.3% | -12.3% | -14.9% | — |
| Cash + short-term investments | $396M | $164M | $288M | $150M | $136M | — |
| Total debt | $1.72B | $1.76B | $0K | $0K | $1.18B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (JELD)
P/S 0.0x · EV/Sales 0.4x · FCF yield -122.37% · Earnings yield -420.38% · Net debt $1.19B · EV $1.32B
P/E at fiscal year-ends: Dec 2023 26.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (JELD)
1 of 80 tracked investors hold JELD. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Bill Miller | Miller Value Partners | 2.53% | $10.7M | Added +7.8% |
Insider sales (SEC Form 4, open-market, last ~7 months) (JELD)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | Stoddard Samantha | EVP & CFO | 1,208 | $2K | 0.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-26 | Livingston Wendy A. | EVP & CHRO | 2,435 | $4K | 1.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-11 | Taten Bruce M. | Director | 19,483 | $32K | 18.1% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (JELD)
Consensus Hold (mean 3.00 on a 1–5 scale), 3 analysts; mean target USD 1.93 (low 1.8, high 2).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-05 | UBS | Target raised | Neutral | $1.6 → $1.8 |
| 2026-08-05 | Barclays | Target raised | Equal-Weight | $1.5 → $2 |
| 2026-07-14 | Barclays | Target lowered | Equal-Weight | $2.5 → $1.5 |
| 2026-07-10 | Goldman Sachs | Target lowered | Neutral | $1.75 → $1.5 |
Total return (dividends reinvested) (JELD)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -70.2% | -94.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -70.3% | -44.4% |
| Volatility (annualized) | 107.0% | 73.7% |
| Max drawdown | -80.3% (Oct 2025→Apr 2026) | -96.2% (Oct 2021→Apr 2026) |
JELD revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $528.5M | 64.6% | -4.9% |
| Europe | $289.3M | 35.4% | +7.9% |
| Total revenue | $817.8M | 100% | — |
JELD revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $1.95B | 60.8% | -21.1% |
| Europe | $1.05B | 32.8% | -1.0% |
| Canada | $188.8M | 5.9% | -13.2% |
| South America | $12.5M | 0.4% | -25.5% |
| Africa | $2.1M | 0.1% | +7.6% |
| Total revenue | $3.21B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
JELD suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Home Depot (HD) | “Our home center customers include, among others, The Home Depot and Lowe's Companies in North America, and B&Q, Howdens, and Bauhaus in Europe.” |
| Customer | Lowe's (LOW) | “Our home center customers include, among others, The Home Depot and Lowe's Companies in North America, and B&Q, Howdens, and Bauhaus in Europe.” |
| Customer | Salesforce (CRM) | “For example, we are continuing to invest in and utilize Salesforce in North America and Europe to enhance our customer relationships and support.” |
| Competitor | Corning (GLW) | “For North American interior doors, our major competitors include Masonite (a division of Owens Corning), Steves & Sons, Inc. and several smaller independent door manufacturers.” |
Quoted from the company's 10-K filed Feb 23, 2026.
JELD customer concentration
In the period ended Dec 31, 2025, 2 direct customers each accounted for at least 10% (17%, 13%) of revenue, per the company's 10-K filed Feb 23, 2026. The company does not name them.
JELD company outlook (results filed Aug 3, 2026)
- “We are raising the mid-point of our full-year Adjusted EBITDA guidance and remain focused on executing consistently to further strengthen performance and generate cash in the second half." Second Quarter 2026 Results Net revenues decreased ($5.9) million, or (0.7%), to $817.8 million in the three months ended June 27, 2026, from $823.7 million in the three months ended June 28, 2025.”
Quoted word-for-word from the SEC 8-K results press release.
JELD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.05 | $0.01 | +445.4% | $806.4M | 4 |
| Next quarter (ends Dec 2026) | $-0.15 | $-0.13 | +18.6% | $800.0M | 4 |
| Current fiscal year (ends Dec 2026) | $-0.72 | $-0.69 | +4.0% | $3.15B | 4 |
| Next fiscal year (ends Dec 2027) | $-0.26 | $-0.27 | -3.2% | $3.22B | 4 |
JELD options: expected move
Options price a move of about ±24.0% (±$0.35) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±24.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 304.4% | ±24.0% |
| Dec 18, 2026 | 56 | 147.8% | ±38.7% |
| Jan 15, 2027 | 84 | 182.9% | ±83.9% |
| Apr 16, 2027 | 175 | 102.5% | ±36.0% |
30-day implied volatility 129% vs 115.7% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:38 UTC)
| Price | USD 1.42 |
|---|---|
| Change | ▲ 10.94% (up) |
| Previous Close | USD 1.28 |
| Open | USD 1.24 |
| Day Range | USD 1.26 – 1.47 |
| 52-Week Range | USD 0.93 – 4.92 |
| Volume | 1,414,346 shares |
| Market Cap | $123.20M |
| Exchange | NYQ |
Technical Analysis (JELD)
Nexqual's technical model rates JELD "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:38 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 38.98 (neutral) |
| vs SMA50 | Below (USD 1.89) |
| MACD | -0.16 (negative) |
Analyst Ratings (JELD)
Wall Street analysts rate JELD "Hold" based on 3 analysts, with a mean price target of USD 1.93 (range USD 1.8–2), per Nexqual as of October 23, 2026 at 10:38 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 1.93 |
| High Target | USD 2 |
| Low Target | USD 1.8 |
| Buy / Hold / Sell | 0 / 3 / 0 |
Earnings (JELD)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.05 |
| Revenue Estimate | $806.35M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.11 vs est -0.14 ▲ beat |
| 2026-03-31 | USD -0.5 vs est -0.29 ▼ miss |
| 2025-12-31 | USD -0.42 vs est -0.29 ▼ miss |
| 2025-09-30 | USD -0.2 vs est 0.14 ▼ miss |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financials & Fundamentals (JELD)
| Total Revenue | $3.15B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -0.70% |
| Gross Margin | +15.22% |
| Operating Margin | +0.52% |
| Profit Margin | -16.43% |
| ROE | -228.66% |
| Current Ratio | 1.73 |
| Total Cash | $57.22M |
| Total Debt | $1.43B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$150.77M (-4.8% of revenue) |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financial Health Score (JELD)
Nexqual rates JELD-WEN Holding, Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 10:38 UTC.
| Growth | Critical — Revenue -15% YoY (annual), sharp decline |
|---|---|
| Profitability | Weak — Gross margin 15%, operating 1% (last 12 months) |
| Balance Sheet | Mixed — $57M cash and investments vs $1.25B debt (Jun 2026, SEC) |
| Cash Flow | Weak — FCF negative: -$151M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -229%, ROA -2.3% |
Ownership (JELD)
| Insider Ownership | +3.37% |
|---|---|
| Institutional Ownership | +92.14% |
| Shares Outstanding | 86.76M |
| Float | 80.35M |
| Short % of Float | +11.37% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Leadership (JELD)
JELD-WEN Holding, Inc. is led by William J. Christensen, CEO & Director, per Nexqual as of October 23, 2026 at 10:38 UTC.
| CEO & Director | William J. Christensen |
|---|---|
| Executive VP & CFO | Samantha L. Stoddard |
| Executive Vice President of North America | Rachael B. Elliott |
| Executive VP & President of Europe | Christian A. Michel |
Major Backers & Investors (JELD)
Notable institutional backers of JELD-WEN Holding, Inc. include Turtle Creek Asset Management Inc., Miller Value Partners, LLC, Shaw D.E. & Co., Inc., according to Nexqual as of October 23, 2026 at 10:38 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Turtle Creek Asset Management Inc. | 19.16% |
| Miller Value Partners, LLC | 8.23% |
| Shaw D.E. & Co., Inc. | 4.85% |
| AQR Capital Management, LLC | 4.42% |
| Mason Capital Management, LLC | 3.58% |
| Charles Schwab Investment Management, Inc. | 3.5% |
| Charles Schwab | 3.48% |
| JPMorgan | 2.61% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 4.08% |
| BlackRock | 2.82% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
From JELD-WEN Holding, Inc.'s Latest SEC 10-K Filing (filed 2026-02-23)
Key Strengths & Strategy (as disclosed to the SEC)
- Wood components for our window operations are sourced primarily from our own manufacturing plants, which allow us to improve margins and take advantage of our proprietary technologies such as our AuraLast wood treatment process.
- For many product lines, our manufacturing processes are vertically integrated, enhancing our range of capabilities, our ability to innovate, and our quality control, as well as providing us with supply chain, transportation, and working capital savings.
- In North America, our wood windows and patio doors include our proprietary AuraLast treatment, which is a unique water-based wood protection process that provides protection against wood rot and decay.
- We are the only manufacturer that offers a full line of interior and exterior door and window products, allowing us to offer a more complete solution to our customer base.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be subject to significant compliance costs, as well as liabilities under environmental, health, and safety laws and regulations.
- Legal, regulatory or stakeholder preferences regarding climate change and sustainability matters could have an adverse impact on the Company's business and results of operations.
- Concerns over the long-term effects of climate change have led to, and may continue to lead to, governmental efforts around the world to mitigate those effects.
- Changes to legislative and regulatory policies that currently promote home ownership may have a material adverse effect on our business, financial condition, and results of operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| LMB | Limbach Holdings, Inc. | USD 47.55 | ▼ 1.63% |
| JBI | Janus International Group, Inc. | USD 4.52 | ▲ 5.85% |
| SWIM | Latham Group, Inc. | USD 6.54 | ▲ 3.65% |
| NPKI | NPK International Inc. | USD 10.76 | ▼ 2.98% |
| APOG | Apogee Enterprises, Inc. | USD 44.29 | ▲ 1.4% |
| NX | Quanex Building Products Corpor | USD 20.65 | ▲ 3.56% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:38 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt