Latest news with #JELD
Yahoo
23-06-2025
- Business
- Yahoo
A Look Back at Home Construction Materials Stocks' Q1 Earnings: JELD-WEN (NYSE:JELD) Vs The Rest Of The Pack
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. Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies. The 12 home construction materials stocks we track reported a satisfactory Q1. As a group, revenues were in line with analysts' consensus estimates. While some home construction materials stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.2% since the latest earnings results. Founded in the 1960s as a general wood-making company, JELD-WEN (NYSE:JELD) manufactures doors, windows, and other related building products. JELD-WEN reported revenues of $776 million, down 19.1% year on year. This print exceeded analysts' expectations by 0.8%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts' organic revenue estimates and a solid beat of analysts' adjusted operating income estimates. "While market conditions remained very challenging during the first quarter, they developed mostly as expected," said Chief Executive Officer William J. Christensen. JELD-WEN delivered the slowest revenue growth of the whole group. The stock is down 35.6% since reporting and currently trades at $3.61. Is now the time to buy JELD-WEN? Access our full analysis of the earnings results here, it's free. Aiming to build safer and stronger buildings, Simpson (NYSE:SSD) designs and manufactures structural connectors, anchors, and other construction products. Simpson reported revenues of $538.9 million, up 1.6% year on year, outperforming analysts' expectations by 2%. The business had an exceptional quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. However, the results were likely priced into the stock as it's traded sideways since reporting. Shares currently sit at $153.77. Is now the time to buy Simpson? Access our full analysis of the earnings results here, it's free. Headquartered just outside of Detroit, MI, Masco (NYSE:MAS) designs and manufactures home-building products such as glass shower doors, decorative lighting, bathtubs, and faucets. Masco reported revenues of $1.80 billion, down 6.5% year on year, falling short of analysts' expectations by 2%. It was a disappointing quarter as it posted a significant miss of analysts' adjusted operating income estimates. The stock is flat since the results and currently trades at $61.19. Read our full analysis of Masco's results here. Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation. American Woodmark reported revenues of $400.4 million, down 11.7% year on year. This number missed analysts' expectations by 6.6%. Overall, it was a softer quarter as it also logged full-year EBITDA guidance missing analysts' expectations. American Woodmark had the weakest performance against analyst estimates among its peers. The stock is down 10.1% since reporting and currently trades at $50.84. Read our full, actionable report on American Woodmark here, it's free. Credited with the discovery of fiberglass, Owens Corning (NYSE:OC) supplies building and construction materials to the United States and international markets. Owens Corning reported revenues of $2.53 billion, up 25.4% year on year. This result topped analysts' expectations by 0.7%. Aside from that, it was a slower quarter as it logged a significant miss of analysts' organic revenue estimates. The stock is down 6.4% since reporting and currently trades at $133.43. Read our full, actionable report on Owens Corning here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Yahoo
09-04-2025
- Business
- Yahoo
1 Industrials Stock with Exciting Potential and 2 to Question
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn as the industry has shed 22% over the past six months. This drop was worse than the S&P 500's 14.5% fall. Despite the lackluster result, a few diamonds in the rough can produce earnings growth no matter what, and we started StockStory to help you find them. On that note, here is one industrials stock boasting a durable advantage and two we're passing on. Market Cap: $807.2 million Formerly known as Systemax, Global Industrial (NYSE:GIC) distributes industrial and commercial products to businesses and institutions. Why Do We Think GIC Will Underperform? 6.2% annual revenue growth over the last two years was slower than its industrials peers Incremental sales over the last two years were much less profitable as its earnings per share fell by 12.3% annually while its revenue grew Shrinking returns on capital suggest that increasing competition is eating into the company's profitability At $21.32 per share, Global Industrial trades at 12.8x forward price-to-earnings. Read our free research report to see why you should think twice about including GIC in your portfolio, it's free. Market Cap: $436.2 million Founded in the 1960s as a general wood-making company, JELD-WEN (NYSE:JELD) manufactures doors, windows, and other related building products. Why Do We Pass on JELD? Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 8.2 percentage points Diminishing returns on capital from an already low starting point show that neither management's prior nor current bets are going as planned JELD-WEN's stock price of $5 implies a valuation ratio of 6.8x forward price-to-earnings. Check out our free in-depth research report to learn more about why JELD doesn't pass our bar. Market Cap: $2.95 billion The first-ever Colombian company to trade on the NASDAQ, Tecnoglass (NYSE:TGLS) is a manufacturer of architectural glass, windows, and aluminum products. Why Are We Backing TGLS? Market share has increased this cycle as its 15.6% annual revenue growth over the last five years was exceptional Excellent operating margin of 27% highlights the efficiency of its business model, and its profits increased over the last five years as it scaled Earnings growth has massively outpaced its peers over the last five years as its EPS has compounded at 39.8% annually Tecnoglass is trading at $61.01 per share, or 14.7x forward price-to-earnings. Is now the time to initiate a position? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
30-03-2025
- Business
- Yahoo
Why JELD-WEN Holding (JELD) Is Plunging in 2025?
We recently published a list of . In this article, we are going to take a look at where JELD-WEN Holding, Inc. (NYSE:JELD) stands against other construction stocks that are plunging in 2025. 2025 is shaping up to be a pivotal moment for the construction industry. Not long ago, the sector was booming. Infrastructure construction stocks soared as government contracts poured in and a broader economic expansion fueled optimism. There were massive infrastructure and energy projects with endless growth potential, and companies tied to these projects thrived. However, the pendulum has swung hard in the opposite direction. Today, the industry faces a stark slowdown, and those once-high-flying construction stocks are plunging. The U.S. GDP is expected to contract in Q1 2025, and residential and commercial projects are stalling as financing costs rise and demand weakens. Looking ahead, the outlook is murky at best. Some experts predict a modest rebound in late 2025 if interest rates ease and loan activity picks up. But considering tariffs are only getting higher, this could drive up inflation again and cause interest rates to stay up. These stocks have borne the brunt of the downturn. It's worth looking into if you want a front-row seat to the industry's ups and downs. For this article, I screened the worst-performing construction stocks year-to-date. I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A closeup of a residential wooden door, showcasing its elegant craftsmanship. Number of Hedge Fund Holders In Q4 2024: 18 JELD-WEN Holding, Inc. (NYSE:JELD) makes interior and exterior building products like doors and windows. The stock is down significantly so far in 2025 as JELD-WEN (NYSE:JELD) reported a fourth-quarter net loss of $68.4 million (compared to a $22.6 million loss the prior year) and a revenue decline of 12.3% year-over-year to $895.7 million. The company also posted a 2025 revenue guidance of $3.2-3.4 billion. This implies a core revenue decline of 4% to 9%, which was below consensus estimates of $3.431 billion. The stock sold off sharply after the results were posted. JELD-WEN (NYSE:JELD) faces significant headwinds from the U.S. housing market slowdown and reduced remodeling demand. The company operates with a high debt-to-equity ratio of 189.3%. For the full year 2024, JELD-WEN (NYSE:JELD) reported a net loss of $187.6 million and a revenue decline of 12.3% to $3.775 billion. Adjusted EBITDA fell by 27.6% year-over-year to $275.2 million. The consensus price target of $9.06 implies 44.65% upside. JELD stock is down 23.44% year-to-date. Overall, JELD ranks 14th on our list of construction stocks that are plunging in 2025. While we acknowledge the potential of JELD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than JELD but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
