Tearsheet

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Megatrend and thematic drivers
Megatrends include Sustainable & Green Buildings, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, and Green Building Materials.
Weak multi-year price returns
2Y Excs Rtn is -134%, 3Y Excs Rtn is -145%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -49 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5%
1   Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 301%
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -15%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.1%, Rev Chg QQuarterly Revenue Change % is -13%
3   Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.1%
4   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -159%
0 Megatrend and thematic drivers
Megatrends include Sustainable & Green Buildings, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, and Green Building Materials.
1 Weak multi-year price returns
2Y Excs Rtn is -134%, 3Y Excs Rtn is -145%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -49 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 301%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -15%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.1%, Rev Chg QQuarterly Revenue Change % is -13%
5 Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.1%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -159%

Valuation, Metrics & Events

JELD Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

Here are the key points for why JELD-WEN's stock moved by -58.1% for the approximate time period from August 31, 2025, to December 4, 2025: **1. Significant Net Loss and Goodwill Impairment in Q3 2025.**

JELD-WEN reported a substantial net loss from continuing operations of $367.6 million, or $4.30 per share, for the third quarter ended September 27, 2025, significantly wider than the loss in the prior year. This loss was heavily impacted by a $196.9 million non-cash goodwill impairment charge and $122.3 million in tax special items. **2. Substantial Decline in Revenue and Core Revenues.**

The company's net revenues in Q3 2025 decreased by 13.4% year-over-year to $809.5 million, falling short of analyst estimates. This decline was primarily driven by a 10% decrease in Core Revenues, which itself was largely a result of an 11% decline in volume/mix. **3. Downward Revision of Full-Year 2025 Guidance.**

JELD-WEN significantly lowered its full-year 2025 revenue guidance to between $3.1 billion and $3.2 billion and its Adjusted EBITDA guidance to a range of $105 million to $120 million. This revision reflected persistent market headwinds and a deteriorating outlook for demand. **4. Weak Macroeconomic Conditions and Deteriorating Market Demand.**

The company cited persistent macroeconomic headwinds as a primary factor, particularly in North America, leading to weakened market demand for doors and windows. This environment also contributed to market share losses due to aggressive pricing from competitors. **5. Workforce Reductions and Strategic Actions.**

In response to the disappointing financial results and challenging market conditions, JELD-WEN announced plans to reduce its North American and Corporate workforce by approximately 850 positions, representing about 11% of those teams, by the end of 2025. Additionally, the company initiated a strategic review of its European segment.

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Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
JELD Return8%4%-63%96%-57%-69%-89%
Peers Return41%55%-11%62%9%13%285%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
JELD Win Rate75%58%25%67%25%50% 
Peers Win Rate65%63%43%63%55%54% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
JELD Max Drawdown-69%-8%-68%0%-57%-78% 
Peers Max Drawdown-37%-3%-37%-8%-12%-14% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: WMS, WTS, UFPI, GFF, TT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)

How Low Can It Go

Unique KeyEventJELDS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-72.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven266.9%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-72.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven264.3%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven204 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-67.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven210.4%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days

Compare to WMS, WTS, UFPI, GFF, TT


In The Past

JELD-WEN's stock fell -72.7% during the 2022 Inflation Shock from a high on 4/29/2021. A -72.7% loss requires a 266.9% gain to breakeven.

Preserve Wealth

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Asset Allocation

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About JELD-WEN (JELD)

Better Bets than JELD-WEN (JELD)

Trade Ideas

Select past ideas related to JELD. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for JELD-WEN

Peers to compare with:

Financials

JELDWMSWTSUFPIGFFTTMedian
NameJELD-WEN Advanced.Watts Wa.UFP Indu.Griffon Trane Te. 
Mkt Price2.68151.93274.9792.7274.57409.07122.33
Mkt Cap0.211.89.25.23.491.17.2
Rev LTM3,3052,9872,3546,4532,51721,0513,146
Op Inc LTM-496674473964433,956445
FCF LTM-1695293442722942,533319
FCF 3Y Avg314943185413382,431416
CFO LTM-107413875443552,936465
CFO 3Y Avg1726933527673982,777546

Growth & Margins

JELDWMSWTSUFPIGFFTTMedian
NameJELD-WEN Advanced.Watts Wa.UFP Indu.Griffon Trane Te. 
Rev Chg LTM-15.3%2.5%4.2%-3.9%-3.4%8.6%-0.4%
Rev Chg 3Y Avg-7.1%-2.0%6.5%-12.5%-2.4%10.8%-2.2%
Rev Chg Q-13.4%8.7%12.5%-5.4%-5.3%5.5%0.1%
QoQ Delta Rev Chg LTM-3.7%2.3%3.0%-1.4%-1.3%1.5%0.1%
Op Mgn LTM-1.5%22.3%19.0%6.1%17.6%18.8%18.2%
Op Mgn 3Y Avg1.4%23.6%17.8%7.8%14.3%17.4%15.9%
QoQ Delta Op Mgn LTM-1.0%0.1%0.1%-0.3%1.2%0.4%0.1%
CFO/Rev LTM-0.3%24.8%16.4%8.4%14.1%13.9%14.0%
CFO/Rev 3Y Avg4.0%23.8%16.0%10.9%15.2%14.4%14.8%
FCF/Rev LTM-5.1%17.7%14.6%4.2%11.7%12.0%11.9%
FCF/Rev 3Y Avg0.3%17.0%14.4%7.6%12.8%12.6%12.7%

Valuation

JELDWMSWTSUFPIGFFTTMedian
NameJELD-WEN Advanced.Watts Wa.UFP Indu.Griffon Trane Te. 
Mkt Cap0.211.89.25.23.491.17.2
P/S0.13.64.00.81.34.52.5
P/EBIT-1.015.521.612.115.324.015.4
P/E-0.623.528.816.346.932.026.2
P/CFO-44.114.624.29.79.232.012.1
Total Yield-154.5%4.7%4.2%7.7%3.3%4.0%4.1%
Dividend Yield0.0%0.5%0.7%1.6%1.2%0.9%0.8%
FCF Yield 3Y Avg-5.7%4.8%4.5%8.5%12.8%3.4%4.6%
D/E3.30.10.00.10.50.00.1
Net D/E3.00.1-0.0-0.10.50.00.0

Returns

JELDWMSWTSUFPIGFFTTMedian
NameJELD-WEN Advanced.Watts Wa.UFP Indu.Griffon Trane Te. 
1M Rtn-36.2%10.4%1.4%0.3%-0.4%-8.3%-0.0%
3M Rtn-56.0%7.1%-0.1%-5.4%-2.9%0.4%-1.5%
6M Rtn-30.0%34.6%15.3%-3.8%8.0%-5.0%2.1%
12M Rtn-75.4%12.9%29.6%-30.0%-9.0%0.1%-4.5%
3Y Rtn-74.4%61.7%76.1%15.6%127.9%136.2%68.9%
1M Excs Rtn-36.2%10.4%1.4%0.3%-0.4%-8.3%-0.0%
3M Excs Rtn-63.9%0.2%-6.9%-14.7%-11.5%-6.1%-9.2%
6M Excs Rtn-44.7%19.9%0.5%-18.5%-6.8%-19.7%-12.6%
12M Excs Rtn-88.9%-0.5%14.9%-44.2%-24.2%-14.4%-19.3%
3Y Excs Rtn-145.2%-7.3%12.7%-52.6%61.8%70.5%2.7%

Financials

Price Behavior

Short Interest

Short Interest: As Of Date11142025
Short Interest: Shares Quantity1,997,172
Short Interest: % Change Since 10312025-17.3%
Average Daily Volume2,865,163
Days-to-Cover Short Interest1
Basic Shares Quantity85,392,703
Short % of Basic Shares2.3%

SEC Filings

Expand for More

Report DateFiling DateFiling
93020251106202510-Q 9/27/2025
6302025806202510-Q 6/28/2025
3312025508202510-Q 3/29/2025
12312024220202510-K 12/31/2024
93020241106202410-Q 9/28/2024
6302024806202410-Q 6/29/2024
3312024507202410-Q 3/30/2024
12312023220202410-K 12/31/2023
93020231107202310-Q 9/30/2023
6302023808202310-Q 7/1/2023
3312023509202310-Q 4/1/2023
12312022221202310-K 12/31/2022
93020221101202210-Q 9/24/2022
6302022801202210-Q 6/25/2022
3312022502202210-Q 3/26/2022
12312021222202210-K 12/31/2021