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JELD $1.93 -1.53%
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JELD · JELD-WEN Holding, Inc.

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$1.93 -0.03 (-1.53%) At close · Aug 14
Market Cap
$167.45M
Shares
86.76M
All earnings calls

Earnings call · FY2026 Q2

JELD-WEN Second Quarter 2026 Earnings Conference Call

JELD-WEN Second Quarter 2026 Earnings Conference Call

Concluded Aug 4, 2026 Audio replay Verified speakers
Aug 4, 2026 2:24 5 turns
Period
FY2026 Q2
Runtime
2:24
Sources
4 artifacts

Executive readout · one minute

What matters this quarter

JELD-WEN reported Q2 2026 net revenues of $817.8 million, down 0.7% year-over-year, with Adjusted EBITDA from continuing operations rising to $42.3 million (5.2% margin, +50 bps) even as net loss from continuing operations widened to $31.5 million, and the company raised the mid-point of its full-year Adjusted EBITDA guidance.

Tariffs 6 Cost savings 5 Volume outlook 3 Q3 results preview 2

Management tone

Balanced

Net tone +5 · moderate hedging

Grounding quotes
  • “could be positive or negative impacts based on how the second half materializes”
  • “tempering slightly from when we kicked off the beginning of the year”
  • “we did receive an immaterial amount in 2q it was approximately one million dollars”
  • “think about roughly $30 million rolling into 2027”

Forward guidance

4 guided metrics

Management's latest ranges and targets are included below.

Research coverage

4 live sources

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Revenue $817.84M -0.7% YoY
Diluted EPS -$0.37
Gross margin 16.8% -0.6 pp YoY
Net income -$31.54M

Research materials

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Key takeaways

What improved, and what deserves a closer read.

Constructive signals

  • Adjusted EBITDA from continuing operations increased $3.3 million to $42.3 million, with margin up 50 bps to 5.2%, the first year-over-year Adjusted EBITDA growth in ten quarters
  • Company raised the mid-point of full-year Adjusted EBITDA guidance
  • Approximately $30 million of cost actions expected to roll into 2027
  • Received an immaterial ~$1 million tariff refund in Q2 and expects a net tariff benefit in the mid-single-digit millions in Q3
  • Tariff impacts tempering slightly versus the start of the year

Risks & pressure points

  • Net revenues declined 0.7% to $817.8 million, with Core Revenues down 2% on a 3% volume/mix decline
  • Net loss from continuing operations widened to $31.5 million ($0.37/share) from $22.3 million ($0.26/share) a year ago
  • Adjusted Net Loss from continuing operations increased to $9.1 million from $3.4 million
  • Operating loss margin of (0.6%) in Q2 2026
  • Q2 results included net after-tax charges of $22.4 million ($0.26 per diluted share)
  • Volume/mix headwind of 3% and negative price/cost headwinds persisted in the quarter

Forward guidance

From the 8-K filed Aug 3, 2026.

Metric Guided
Revenue table
Full Year 2026
$3.1B – $3.2B
Adjusted EBITDA table
Full Year 2026
$120M – $150M
Core Revenue Decline table
Full Year 2026
-5% – -2%
Operating cash flow
Full Year 2026
$10M

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

North America Segment$528.52M -4.9% YoY
Europe Segment$289.31M +7.9% YoY
Full-screen source Call document