JELD-WEN Holding, Inc. (JELD) Earnings
JELD-WEN Holding, Inc. is expected to report next earnings on August 3, 2026 (in NaN days), with a consensus EPS estimate of $-0.14. JELD has beaten EPS estimates in 7 of its last 12 reported quarters (average surprise -77.1% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $-0.30 | $-0.50 | -69.4% | $722M | +0.1% |
| Feb 17, 2026 | $-0.29 | $-0.42 | -44.3% | $802M | +7.6% |
| Feb 17, 2025 | $0.07 | $-0.10 | -242.9% | $896M | +7.5% |
| Feb 19, 2024 | $0.25 | $0.37 | +48.0% | $1.0B | -1.5% |
| Feb 21, 2023 | $0.25 | $0.47 | +88.0% | $1.3B | +8.8% |
| Oct 31, 2022 | $0.43 | $0.71 | +65.1% | $1.3B | +5.1% |
| May 2, 2022 | $0.33 | $0.16 | -51.5% | $1.2B | -2.5% |
| Feb 22, 2022 | $0.54 | $0.48 | -11.1% | $1.3B | +6.0% |
| Apr 30, 2021 | $0.20 | $0.27 | +35.0% | $1.1B | +2.6% |
| Feb 16, 2021 | $0.38 | $0.45 | +18.4% | $1.2B | +22.6% |
| Nov 3, 2020 | $0.43 | $0.52 | +20.9% | $1.1B | +18.2% |
| May 5, 2020 | $0.12 | $0.13 | +8.3% | $979M | +30.0% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Thanked teams across Jeldwin despite market pressure. Macro environment soft in Q1, expected improvement. Implemented pricing increases, expected to flow through in Q2+. Delivered quarter within expectations, managed volume environment. Adjusted EBITDA $6 million, cash in line. Focus on customer service, seeing service improvements like on-time, in-full rates. Strategic review of European business ongoing.
Guidance
Increased net revenue outlook to $3.05 billion to $3.2 billion, up from prior range. Adjusted EBITDA range unchanged at $100 million to $150 million. Core revenue decline 3% to 6% year-over-year compared to 5% to 10% previously. Operating cash flow expected to be approximately $40 million and free cash flow use approximately $60 million.
Segment performance
North America: First quarter revenue was $453 million compared to $531 million in the prior year. The year-over-year decline was driven primarily by lower volumes and the court-ordered Tawanda divestiture. Adjusted EBITDA for North America was $4 million compared to $16 million last year. An adjusted EBITDA margin declined to 0.8% from 2.9%. Europe: Revenue was $269 million, up from $245 million in the prior year, an increase of 10% year-over-year. Adjusted EBITDA for Europe was $7 million compared to $11 million last year, and adjusted EBITDA margin was 2.6 percent versus 4.3 percent in the prior year.
Risks & headwinds
Macro environment uncertainties. Higher cost pressure, especially freight. Pricing competitive in certain areas. Ongoing strategic review of European business has uncertainties.