NYSE$JELD
JELD-WEN Holding Inc · Q3 2021 earnings
Q3 2021 earnings · · Investor relations
Briefing
Reported strong demand and price realization.
JELD-WEN's Q3 2021 results showed a net revenue increase of 3.0% to $1,146.6 million, net income of $40.5 million, and EPS of $0.41. The company overcame challenges including labor constraints and supply chain issues to meet customer demand.
- Net revenue increased by 3.0% to $1,146.6 million, driven by a 2% increase in core revenue.
- Price realization accelerated to 7%, including 10% in the North America segment.
- Strong order and backlog growth in each segment, and record book-to-bill in North America segment.
- Repurchased approximately 8 million shares in the quarter for $221.1 million.
Headline financials
Revenue & EPS history
JELD-WEN · Revenue · Quarterly
$1.15B
Revenue by segment
JELD-WEN · $999M total across 2 segments · Q3 2021
- North America$677M+2.1%67.7%
- Europe$323M+3.7%32.3%
Forward guidance
JELD-WEN expects to deliver revenue and earnings growth in the fourth quarter, consistent with the updated full year outlook. Pricing actions are expected to more than offset material and freight inflation in both the fourth quarter and full year 2021.
Tailwinds
- Healthy backlog.
- Accelerating order activity.
- Improving throughput.
- Pricing actions will more than offset material and freight inflation in both the fourth quarter and full year 2021.
- Well-positioned to accelerate growth given favorable end market demand and internal investments in innovation and new product offerings.
Headwinds
- Inflation remains a headwind.
- Higher material and freight inflation.
- COVID-19 pandemic impact on the company and our employees, customers, and suppliers.
- Risks associated with operations, labor availability, and supply chain continuity.
- Assumes no new COVID-19 lockdowns or restrictions, which could unfavorably impact our operations, labor availability, and supply chain continuity.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q3 2021
-3.7%
Avg return
Earnings day
-4.5%
Avg return
5 days after
-5.7%
Avg return
30 days after
29%
12 / 41 earnings
Positive
+18.4%
Q4 2025
Best reaction
-30.4%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +15.8% | +22.3% | +44.6% | |
| Q4 2025 | +18.4% | -3.8% | -41.0% | |
| Q3 2025 | -30.4% | -38.3% | -37.9% | |
| Q1 2025 | -25.2% | -24.9% | -31.3% | |
| Q4 2024 | -23.3% | -32.4% | -29.7% | |
| Q3 2024 | -30.3% | -23.0% | -23.7% | |
| Q2 2024 | -4.6% | -7.7% | -11.7% | |
| Q1 2024 | -28.5% | -27.4% | -24.4% | |
| Q4 2023 | -5.4% | -4.4% | +0.3% | |
| Q3 2023 | +14.5% | +13.0% | +33.1% | |
| Q2 2023 | -7.6% | -9.0% | -23.6% | |
| Q1 2023 | +17.6% | +15.8% | +26.7% | |
| Q4 2022 | +0.2% | -0.4% | -7.2% | |
| Q3 2022 | -0.6% | -8.6% | -0.2% | |
| Q2 2022 | -10.7% | -20.5% | -37.3% | |
| Q1 2022 | -10.2% | -11.2% | -8.7% | |
| Q4 2021 | -9.1% | -1.9% | -6.4% | |
| Q3 2021 | -5.7% | -0.5% | -11.5% | |
| Q2 2021 | +1.2% | +6.0% | +5.2% | |
| Q1 2021 | -2.9% | -4.9% | -10.1% | |
| Q4 2020 | -5.5% | -4.4% | -0.5% | |
| Q3 2020 | +9.7% | -0.2% | +6.1% | |
| Q2 2020 | +14.3% | +17.0% | +1.8% | |
| Q1 2020 | -6.6% | +6.3% | +39.1% | |
| Q4 2019 | -12.2% | -13.2% | -66.9% | |
| Q3 2019 | +8.9% | +13.7% | +24.1% | |
| Q2 2019 | -8.6% | -9.5% | -15.1% | |
| Q1 2019 | -4.1% | -1.6% | -8.3% | |
| Q4 2018 | +15.6% | +13.9% | -1.8% | |
| Q3 2018 | -2.1% | +3.7% | +0.7% | |
| Q2 2018 | -13.1% | -9.8% | -9.3% | |
| Q1 2018 | -5.4% | -5.1% | -2.5% | |
| Q4 2015 | -1.8% | +2.5% | -3.5% | |
| Q4 2017 | -10.9% | -11.4% | -15.8% | |
| Q3 2017 | +1.4% | +1.6% | +7.1% | |
| Q2 2017 | -2.7% | -8.8% | +3.3% | |
| Q3 2016 | -0.9% | -6.5% | -1.3% | |
| Q2 2016 | -0.9% | -6.5% | -1.3% | |
| Q1 2016 | -0.9% | -6.5% | -1.3% | |
| Q1 2017 | -0.5% | -1.5% | -3.6% | |
| Q4 2016 | +3.2% | +4.4% | +9.2% | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — |
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