JELD at a glance
JELD-WEN Holding, Inc. (JELD, SEC CIK 1674335) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as July 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), JELD-WEN Holding, Inc. (JELD) reported revenue of $3.2 billion (down 14.9% from FY2024) and a net loss of $621.2 million. Diluted EPS was -$7.29.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding JELD-WEN Holding, Inc. (JELD) shares worth $35.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Stoddard Samantha on July 2, 2026 of 1,208 shares at $1.47 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.2B
- −14.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $35.9M · +0 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Revenue $817.8M, down 0.7% YoY from $823.7M; Core Revenues down 2%
- Gross margin 16.8% vs 17.4% YoY; operating margin (0.6)% vs (1.7)%
- Best segment Europe revenue $289.3M, up 7.9%; worst North America revenue $528.5M, down 4.9%
- North America Adjusted EBITDA margin 7.7% vs 6.3%; Europe 4.6% vs 6.4%
- Core headwinds: volume/mix down 3%; price realization up 1%; lower invested cash balances and ABL borrowings increased interest expense
Risk Factors
- No risk-factor text provided; excerpt begins with Item 5 and contains no disclosed changes from the 2025 10-K
- No newly added risk trigger identified in the provided excerpt
- No regulatory, legal, operational, competitive, market, liquidity, debt, currency, or concentration risks described
AI summary of the JELD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Projection disclosures tied to potential transaction discussions, indicating material deal-related information was shared under confidentiality agreements
- Forecasts unaudited and unreviewed, with no assurance from JELD-WEN’s independent accountants
Item 7.01: Regulation FD Disclosure
- Transaction press release attached as Exhibit 99.1, providing the primary details for investor review
- Confidentiality agreements with unaffiliated debt holders supported negotiations regarding a potential transaction
Item EX-99.1: Item EX-99.1
- Debt restructuring targets 2027 Notes and 2028 Term Loans, extending maturities to 2031
- $135 million incremental debt financing, providing liquidity to support operations and the business plan
Item 7.01: Regulation FD Disclosure
- Management earnings presentation scheduled for August 4, 2026
- Investor-relations slides highlight the financial results discussed in the filing
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 27, 2026
- Press release issued August 3, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue fell 0.7% to $817.8M as volume/mix declined 3%, despite 1% price realization and 1% foreign-exchange benefit
- Adjusted EBITDA rose $3.3M to $42.3M, with margin improving 50 basis points to 5.2%, marking the first year-over-year increase in ten quarters
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 28, 2026, released May 4, 2026
- Detailed financial performance and management commentary contained in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Management earnings presentation scheduled for May 5, 2026
- Presentation covers financial results discussed in the filing
AI summaries of JELD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JELD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stoddard Samantha | Sell | Jul 2, 2026 | 1,208 | $1.47 |
| Livingston Wendy A. | Sell | Jun 26, 2026 | 2,435 | $1.44 |
| Michel Christian | A | Jun 8, 2026 | 140,319 | - |
| Meier Matthew | A | May 11, 2026 | 74,522 | - |
| Hayes James S | A | May 11, 2026 | 127,388 | - |
| Halligan Catherine Ann | A | May 11, 2026 | 38,216 | - |
| Franzen Antonella B | A | May 11, 2026 | 38,216 | - |
| Stoddard Samantha | A | May 11, 2026 | 150,955 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.8B | $3.2B |
| Gross Profit | - | $689.0M | $514.2M |
| Operating Income | - | -$126.4M | -$416.0M |
| Net Income | - | -$189.0M | -$621.2M |
| Gross Margin | - | 18.2% | 16.0% |
| Op. Margin | - | -3.3% | -13.0% |
| Net Margin | - | -5.0% | -19.3% |
| Balance Sheet | |||
| Total Assets | $3.0B | $2.6B | $2.1B |
| Equity | $850.6M | $620.1M | $92.2M |
| ROE | - | -30.5% | -673.6% |
| Per Share | |||
| EPS | - | $-2.22 | $-7.29 |
| Cash Flow | |||
| Operating CF | - | $106.2M | -$4.9M |
| CapEx | - | $161.9M | $119.8M |
Source: XBRL data in JELD-WEN Holding, Inc. (JELD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JELD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $35.9M |
| Q1 2026 | 25 | $32.2M |
| Q4 2025 | 23 | $70.9M |
| Q3 2025 | 25 | $146.8M |
| Q2 2025 | 27 | $108.4M |
| Q1 2025 | 21 | $112.4M |
| Q4 2024 | 17 | $148.3M |
| Q3 2024 | 16 | $145.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 179 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JELD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| SC 13G | Aug 5, 2026 | - | - | |
| 10-Q | Aug 4, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| SC 13G | May 14, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 28, 2026 | Analysis |
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JELD SEC filings: frequently asked questions
Which institutions hold JELD stock?
As of June 30, 2026, the largest JELD-WEN Holding, Inc. (JELD) holders among the 13F filers tracked by SignalX were D.E. Shaw & Co ($6.3 million), AQR Capital Management ($5.8 million), Vanguard Capital Management LLC ($5.3 million), BlackRock ($3.7 million), JPMorgan Chase & Co ($3.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JELD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), JELD-WEN Holding, Inc. (JELD) reported revenue of $3.2 billion (down 14.9% from FY2024) and a net loss of $621.2 million. Diluted EPS was -$7.29. The figures come from the XBRL data in the 10-K.
What did JELD report in its latest 8-K?
JELD-WEN Holding, Inc. (JELD) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Projection disclosures tied to potential transaction discussions, indicating material deal-related information was shared under confidentiality agreements.
What are the latest JELD SEC filings?
JELD-WEN Holding, Inc. (JELD) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on July 28, 2026.
What is JELD's SEC CIK number?
JELD-WEN Holding, Inc. (JELD)'s SEC Central Index Key (CIK) is 1674335. EDGAR lists every JELD filing under that number.
Ask anything about JELD
The research agent reads JELD's filings, financials, insider trades and 13F holders, then answers with sources.