JELD-WEN Holding, Inc. (JELD) AI Stock Analysis

NYSE: JELDAI research summary: business, growth, valuation, analysts, bull and bear case.

JELD AI stock analysis summary

AI Research

JELD-WEN Holding, Inc. (JELD) designs and manufactures doors and windows for residential and commercial customers. The company faces operational headwinds, with annual revenue declining from $4.54B in FY2022 to $3.21B in FY2025 and trailing twelve month net margins at -16.4%. Its balance sheet is pressured by $1.40B in total debt and negative shareholders' equity of -$23.9M.

Market cap
$119.7M
Revenue (TTM)
$3.15B
P/E
—
fwd 6.9x
1Y return
-70.1%
S&P 500 16.8%
Avg. target
$1.93
40.1% vs last close

Bull case

  • The consensus mean price target of $1.93 implies 40.1% upside from the recent closing price of $1.38.
  • Forward P/E of 6.9x represents a steep discount to the US-listed Industrials peer median of 17.2x.
  • Analysts project next fiscal year revenue to grow 2.3% to $3.22B with EPS improving 63.9% to -$0.26.

Bear case

  • The company holds negative shareholders' equity of -$23.9M and total debt of $1.40B against only $58.8M in cash.
  • Free cash flow worsened to -$124.7M in FY2025, down from -$55.7M in FY2024.
  • The stock fell 70.1% over the past 12 months and maintains a high beta of 2.24.

What JELD-WEN does

JELD-WEN Holding, Inc. specializes in the design, manufacturing, and distribution of doors and windows across North America, Europe, and Australasia. Established in 1960 and headquartered in Charlotte, North Carolina, the company provides interior and exterior doors, patio doors, folding or sliding wall systems, and windows crafted from wood, vinyl, aluminum, and wood composite materials. It also sells ancillary products, including shower enclosures, wardrobes, moldings, hardware, locks, and molded door skins, while offering installation services. JELD-WEN markets products under brands such as JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway to wholesale distributors, retailers, contractors, and consumers.

Growth and profitability

Over the past five fiscal years, JELD-WEN's 5-year revenue CAGR was -5.4%, dropping from $4.18B in FY2021 to $3.21B in FY2025. Gross margin contracted from 19.7% in FY2021 to 16.0% in FY2025, while operating margin shifted from 5.2% to -1.3%. Net losses reached -$621.2M in FY2025 compared to net income of $168.8M in FY2021. For the trailing twelve months, revenue was $3.15B with an operating margin of 0.5% and an eps of -$6.05. In the latest quarter ended June 30, 2026, quarterly revenue fell 0.7% year-over-year, and quarterly earnings decreased 15.2%.

JELD income statement →

Balance sheet and cash flow

As of June 30, 2026, JELD-WEN held $58.8M in cash and short-term investments against $1.40B in total debt, leaving net debt at $1.34B. Total assets stood at $2.07B, while shareholders' equity was -$23.9M, indicating negative equity. The company's current ratio was 1.73. In FY2025, operating cash flow turned negative at -$4.9M and capital expenditures were $119.8M, producing free cash flow of -$124.7M. Over the last five years, the company's share count reduced by 6.9%.

JELD balance sheet →

Valuation and performance

At a share price of $1.38, JELD-WEN has a market cap of $119.7M and an enterprise value of $1.53B. The stock trades at a forward P/E of 6.9x, which is lower than the 17.2x median of its US-listed Industrials peers. Its EV/EBITDA is 12.3x compared to the peer median of 13.9x, and its EV/revenue stands at 0.5x. Over the past year, JELD declined 70.1%, underperforming the S&P 500 (SPY), which rose 16.8%. Over five years, the stock dropped 94.7% versus an 83.0% gain for the benchmark.

JELD key metrics →

What analysts expect

Consensus ratings show 3 Hold recommendations, with 0 Buy and 0 Sell ratings. The mean price target of $1.93 represents a 40.1% premium over the last close of $1.38. For the current fiscal year ending December 31, 2026, analysts expect an EPS of -$0.72 on revenue of $3.15B. For the following fiscal year, 4 analysts estimate an EPS of -$0.26 and revenue of $3.22B, reflecting 2.3% revenue growth. JELD-WEN delivered 0 EPS beats over the last 4 quarters. The next earnings date is November 2, 2026.

JELD forecast and price target →

Key risks and what to watch

  • Net debt of $1.34B combined with negative equity of -$23.9M creates substantial balance sheet exposure.
  • The company posted 0 EPS beats across the last 4 quarters, highlighting persistent operational execution risks.
  • Short interest sits at 11.4% of float, indicating elevated market skepticism.
  • Annual net losses reached -$621.2M in FY2025, reflecting pressure on bottom-line profitability.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this JELD AI stock analysis

This page is an AI-written research summary of JELD-WEN Holding, Inc. (JELD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: JELD income statement, JELD balance sheet, JELD key metrics, JELD analyst forecast, JELD chart. See the JELD stock overview for the latest quote and news.

JELD AI stock analysis FAQ

Does JELD-WEN pay a dividend?

No, JELD-WEN does not currently pay a dividend to shareholders.

What is JELD-WEN's current debt level?

As of June 30, 2026, JELD-WEN carried $1.40B in total debt and $58.8M in cash and short-term investments, resulting in net debt of $1.34B.

When is JELD-WEN's next earnings report?

JELD-WEN is scheduled to report earnings on November 2, 2026.

What are analysts forecasting for JELD-WEN's current fiscal year?

For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.72 and total revenue of $3.15B.

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