JELD JELD-WEN Holding, Inc.
Price Chart
Executive Summary
JELD-WEN reported Q1 2026 revenue of $722.1M, down 6.9% YoY, with core revenue declining 10% due to continued volume weakness. Net loss improved to ($76.8M) from ($190.1M) due to the absence of a prior-year goodwill impairment, but adjusted EBITDA fell 72% to $6.1M. The company raised its full-year revenue guidance slightly but maintained EBITDA guidance, signaling ongoing margin pressure and demand headwinds.
Key Financial Metrics
Actionable Insight
Revenue continues to shrink and margins are deteriorating despite cost actions. The slight revenue guidance raise is unlikely to offset the structural volume decline and 11.3x leverage. Watch for further impairment charges or liquidity stress; the equity cushion is thin.
Key Facts
- Q1 2026 net revenues $722.1M, down 6.9% YoY (core revenue down 10% on volume/mix).
- Net loss per share ($0.90) vs ($2.24) in prior year; adjusted EBITDA $6.1M, down 71.9%.
- Updated FY2026 revenue guidance raised to $3.05B-$3.2B (from $2.95B-$3.1B), but Adjusted EBITDA guidance unchanged at $100M-$150M.
- Operating cash flow negative ($91.2M); free cash flow negative ($117.3M); net debt leverage 11.3x.
- North America segment revenue fell 14.7% with adjusted EBITDA down 76.7%.
- Total debt $1.209B vs equity of just $12.2M at quarter end.
Financial Impact
Revenue decline of $53.9M YoY, adjusted EBITDA decline of $15.7M, net loss widening in absolute terms but improvement from prior year due to impairment charges.
Risk Factors
- Further volume declines in North America housing and renovation markets
- High leverage (11.3x net debt/EBITDA) limits financial flexibility
- Negative free cash flow and declining cash reserves ($50.4M)
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001674335-26-000065 |
| Document: jeld-20260504.htm | 0001674335-26-000065 |
| Document: 0001674335-26-000065-index-headers.html | 0001674335-26-000065 |
| Document: 0001674335-26-000065-index.html | 0001674335-26-000065 |
| Document: 0001674335-26-000065.txt | 0001674335-26-000065 |
| 8-K Data (Synthetic) | 0001674335-26-000065 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
1d ago
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Institutional Cluster
| $1.69 awaiting T+5 | awaiting T+5 | — | $1.77 (+5.04%) |
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May 11, 2026
4w ago
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144
| $1.61 $1.50 | ▼ −6.83% | ▼ −6.75% | $1.77 (+9.94%) |
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May 4, 2026
5w ago
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8-K
| $1.64 $1.61 | ▲ +1.83% | ▲ +3.81% | $1.77 (−7.93%) |
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Apr 24, 2026
7w ago
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8-K
| $1.53 $1.39 | ▼ −9.15% | ▼ −9.55% | $1.77 (+15.69%) |
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Mar 12, 2026
13w ago
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DEFA14A
| $1.49 $1.24 | ▼ −16.78% | ▼ −14.66% | $1.77 (+18.79%) |
US Market Status
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