Jeld-Wen Q4: Solid Execution Amidst Market Chill

Jeld-Wens Q4 and full year 2025 earnings show a 10% sales drop to $802 million, with adjusted EBITDA at $15 million, down from $40 million last year. Despite market challenges, they exceeded their own guidance due to sales team efforts and improved operations. Full year sales were $3.2 billion, with adjusted EBITDA at $120 million, meeting forecasts. Demand in new construction and repair remodel declined, impacting retail and low-end housing. Cost cutting, working capital reduction, and a $38 million gain from selling and leasing a Florida plant helped. Teams improved on-time delivery and stabilized plants, with Kissimmee facility on-time delivery jumping from 55% to over 95%. For 2026, they guide net sales from $2.95 billion to $3.1 billion, with core revenue down 5-10%, and adjusted EBITDA between $100 million and $150 million, expecting low to mid-single digit drops in North America and flat Europe. Jeld-Wen is focusing on execution wins, liquidity, and Europe opportunities for future growth. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/5eeadc24cf0689a0