The EPS miss and CFO departure create dual headwinds. Monitor for the permanent CFO search and Q3 2026 results to see if guidance is maintained or further reduced.
Price Chart
Executive Summary
JELD-WEN reported a Q2 2026 EPS miss of -$0.11 versus $0.05 consensus (-340.4% surprise), while reaffirming lowered full-year guidance of $3.1B-$3.2B revenue and $120M-$150M Adjusted EBITDA. Separately, CFO Samantha Stoddard is resigning effective November 13, 2026, with CAO Jeffrey Embt stepping in as interim CFO.
Key Financial Metrics
Key Facts
- Q2 2026 EPS of -$0.11 missed consensus of $0.05 by 340.4%
- Revenue of $806.4M in line with consensus (no beat/miss magnitude disclosed)
- CFO Samantha Stoddard resigning effective Nov 13, 2026 to pursue external opportunity
- Jeffrey Embt (VP & CAO) appointed interim CFO, continuing as CAO
- Full-year 2026 guidance reaffirmed: revenue $3.1B-$3.2B, Adjusted EBITDA $120M-$150M (previously lowered on Aug 3, 2026)
Financial Impact
EPS miss of -$0.16 vs consensus; full-year revenue guidance $3.1B-$3.2B implies ~$3.15B midpoint; Adjusted EBITDA guidance $120M-$150M implies ~$135M midpoint
Risk Factors
- CFO transition may disrupt financial planning and investor confidence
- Full-year guidance already lowered in August; further cuts possible if housing demand weakens
- Adjusted EBITDA margin compression implied by $135M midpoint on $3.15B revenue (~4.3% margin)
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302912859 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Press Release | $1.28 | awaiting T+1 | — | $1.42 (+10.94%) |
Oct 19, 2026 7d ago | 8-K | $1.25 $1.28 | ▼ −2.40% | ▼ −1.87% | $1.42 (−13.60%) |
Oct 19, 2026 7d ago | Press Release | $1.25 $1.28 | ▼ −2.40% | ▼ −1.87% | $1.42 (−13.60%) |
Oct 19, 2026 7d ago | SC 13G | $1.35 $1.25 | ▼ −7.41% | ▼ −7.74% | $1.42 (+5.19%) |
Sep 29, 2026 27d ago | 8-K | $1.99 $1.84 | ▼ −7.54% | ▼ −7.33% | $1.42 (−28.64%) |
Aug 3, 2026 12w ago | Press Release | $1.81 $1.81 | · 0.00% | ▲ +0.20% | $1.42 (−21.55%) |
Jun 11, 2026 19w ago | Institutional Cluster | $1.79 $1.77 | ▼ −1.12% | ▼ −1.66% | $1.42 (−20.67%) |
May 11, 2026 24w ago | 144 | $1.61 $1.57 | ▼ −2.48% | ▼ −2.35% | $1.42 (−11.80%) |
May 4, 2026 25w ago | 8-K | $1.64 $1.64 | · 0.00% | ▲ +1.38% | $1.42 (+13.41%) |
Apr 24, 2026 26w ago | 8-K | $1.53 $1.53 | · 0.00% | ▲ +0.49% | $1.42 (−7.19%) |
US Market Status
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