NYSE$JELD
JELD-WEN Holding Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Reported accelerated revenue growth with fourth quarter 2021 results and established 2022 outlook with strong growth and margin expansion.
JELD-WEN Holding, Inc. announced fourth quarter net revenue of $1,286.9 million, net income of $42.1 million, and adjusted EBITDA of $120.1 million. The company's net revenue increased 11.8% driven by improvement in pricing and volume/mix.
- Net revenue increased 11.8% for the fourth quarter driven by improvement in pricing and volume/mix
- Core revenue grew 10% in 2021, with growth in each segment
- Adjusted EBITDA increased 4.2% for the full year to $465.1 million
- Repurchased 11.6 million shares in 2021 or approximately 11.5% of total shares outstanding at year-end 2020
Headline financials
Revenue & EPS history
JELD-WEN · Revenue · Quarterly
$1.29B
Revenue by segment
JELD-WEN · $1.13B total across 2 segments · Q4 2021
- North America$773M+15.1%68.2%
- Europe$360M+7.7%31.8%
Forward guidance
Full year 2022 net revenue growth expected to be within a range of 7% to 10%. Adjusted EBITDA expected to be within a range of $520 million to $565 million.
Tailwinds
- Revenue growth from the acceleration in housing demand in our primary markets
- Improved product mix
- Increased pricing
- A positive impact from foreign exchange
- Margin expansion from volume, pricing, and productivity
Headwinds
- Higher expenses related to material and freight inflation
- Higher SG&A expenses
- Impact of potential acquisitions or divestitures
- 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 Q4 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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