Jeld-Wen Holding Inc. is a leading manufacturer and supplier of doors and windows, providing high-quality building products that cater to residential and commercial construction markets. The company offers a diverse range of products, including interior and exterior doors, windows, and related building materials, emphasizing design, performance, and energy efficiency. With a strong focus on innovation and customer service, Jeld-Wen collaborates closely with architects, builders, and contractors to deliver custom solutions that enhance the aesthetic appeal and functionality of various spaces. Key to their operations is a commitment to sustainability and responsible manufacturing practices, aligning their offerings with modern environmental standards. Read More
Miller Value Partners is making aggressive new bets on the core of the U.S. economy, significantly increasing its stakes in housing, energy, and auto parts, according to its second-quarter 13F filing for 2025.
A number of stocks fell in the morning session after markets continued to decline, as investors grew cautious ahead of a key speech by Federal Reserve Chair Jerome Powell. The move came as U.S. equity markets recorded a fifth consecutive day of losses for major indexes like the S&P 500, with technology stocks experiencing the largest declines. Investors have grown wary that the sharp rally in the tech sector since April may have advanced too far. The market-wide caution is largely driven by the upcoming Jackson Hole symposium, a meeting of central bankers, where traders are anxiously awaiting Fed Chair Powell's speech on Friday for guidance on the future path of interest rates.
Shares of building products manufacturer JELD-WEN (NYSE:JELD) jumped 3.5% in the morning session after a surprise increase in U.S. housing starts for July, which boosted investor sentiment for the housing sector. The Commerce Department reported that new residential construction rose to an annualized rate of 1.428 million in July, significantly higher than the 1.30 million economists had anticipated. This unexpected strength in home-building suggests resilient demand, which is a positive sign for building product manufacturers like JELD-WEN whose business is closely tied to new construction activity. The positive macro news builds on recent company-specific optimism. In the last month, analysts have been raising their earnings estimates for JELD-WEN, and the company reported second-quarter financial results that beat Wall Street's expectations earlier in August.
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the home construction materials stocks, including JELD-WEN (NYSE:JELD) and its peers.
Rapid spending isn’t always a sign of progress.
Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.
A number of stocks fell in the afternoon session after an unexpectedly sharp rise in wholesale inflation fueled concerns about rising costs and their impact on corporate profits. The primary catalyst was the July 2025 Producer Price Index (PPI), a measure of inflation at the wholesale level, which jumped 0.9% against forecasts of a 0.2% rise. This represents the most significant monthly increase in over three years, pointing to mounting cost pressures for manufacturers, with tariffs cited as a key factor. This data complicates the Federal Reserve's upcoming interest rate decisions, as persistent inflation may prevent rate cuts, creating a headwind for cyclical sectors like Industrials.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
A number of stocks jumped in the morning session after an in-line inflation report fueled hopes for interest rate cuts and the U.S. and China agreed to extend their tariff truce. The Consumer Price Index (CPI), a key measure of inflation, came in largely as expected, holding steady at 2.7% year-over-year. This reading boosted investor optimism that the Federal Reserve will have room to lower interest rates at its next meeting, which could reduce borrowing costs for companies and consumers.
Building products manufacturer JELD-WEN (NYSE:JELD) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 16.5% year on year to $823.7 million. The company’s full-year revenue guidance of $3.3 billion at the midpoint came in 3.9% above analysts’ estimates. Its non-GAAP loss of $0.04 per share was 61.9% above analysts’ consensus estimates.
Shares of building products manufacturer JELD-WEN (NYSE:JELD) jumped 25.9% in the afternoon session after the company reported second-quarter financial results that beat Wall Street's expectations for both revenue and earnings. The building products manufacturer posted a smaller-than-expected adjusted loss of $0.04 per share on revenue of $823.7 million. Although revenue dropped 16.5% compared to the same quarter last year, the figure still topped analyst forecasts. Investors also appeared encouraged by the company’s adjusted EBITDA, a measure of profitability, which at $39 million, came in 27.5% higher than estimates. Topping it off, JELD-WEN provided a full-year revenue guidance that exceeded the market's consensus estimates, signaling confidence despite the recent sales slump.
Building products manufacturer JELD-WEN (NYSE:JELD) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 16.5% year on year to $823.7 million. The company’s full-year revenue guidance of $3.3 billion at the midpoint came in 3.8% above analysts’ estimates. Its non-GAAP loss of $0.04 per share was 61.9% above analysts’ consensus estimates.
Shares of building products manufacturer JELD-WEN (NYSE:JELD) jumped 3.2% in the morning session as investors anticipated a heavy week of corporate earnings. Notably, the earnings season got off to a strong start: More than 85% of the S&P 500 stocks that reported earnings exceeded expectations, according to FactSet data. This robust performance fueled positive sentiment, suggesting that corporate profitability remained resilient despite ongoing economic uncertainties. Investors in JELD-WEN were looking ahead to the company's own second-quarter 2025 financial results, scheduled for release after the market closes on August 5, 2025.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems confused about where we could go next.
This uncertainty has led to a flat return for the industry over the past six months while the S&P 500 was up 4.1%.
A number of stocks jumped in the afternoon session after the second quarter (2025) earnings season got off to a strong start. Quarterly earnings reports released during the week exceeded Wall Street's expectations, fueling investor confidence. Around 50 S&P 500 components reported, with 88% of those exceeding analysts' expectations, FactSet data revealed.
Investors were also encouraged by several positive reports that painted a picture of a resilient consumer. One key report revealed that shoppers increased their spending at U.S. retailers more than economists had anticipated. Precisely, retail sales increased 0.6% from May, surpassing the 0.2% estimate. This robust consumer spending is a crucial pillar supporting the economy.
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around.
Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at JELD-WEN (NYSE:JELD) and its peers.
A number of stocks fell in the afternoon session after the major indices pulled back (Nasdaq -1.3%, S&P 500 -1.1%) as Israel carried out significant strikes on Iranian nuclear and military sites. This development has sent crude oil prices surging, as investors fear potential disruptions to global oil supply and a wider regional conflict.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the home construction materials stocks, including Simpson (NYSE:SSD) and its peers.
Stocks trading in the $1-10 range are generally smaller players with less risk than their penny stock counterparts.
But that doesn’t mean the underlying businesses are cheap, and we advise caution as many have questionable fundamentals.
