US$1.43: That's What Analysts Think JELD-WEN Holding, Inc. (NYSE:JELD) Is Worth After Its Latest Results

It's been a mediocre week for JELD-WEN Holding, Inc. (NYSE:JELD) shareholders, with the stock dropping 19% to US$1.02 in the week since its latest quarterly results. It was a pretty bad result overall; while revenues were in line with expectations at US$799m, statutory losses exploded to US$0.20 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Following the latest results, JELD-WEN Holding's three analysts are now forecasting revenues of US$3.21b in 2027. This would be an okay 2.2% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 81% to US$0.36. Before this earnings announcement, the analysts had been modelling revenues of US$3.26b and losses of US$0.31 per share in 2027. While next year's revenue estimates held steady, there was also a noticeable increase in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.

Check out our latest analysis for JELD-WEN Holding

The consensus price target fell 26% to US$1.43per share, with the analysts clearly concerned by ballooning losses. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic JELD-WEN Holding analyst has a price target of US$1.80 per share, while the most pessimistic values it at US$1.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the JELD-WEN Holding's past performance and to peers in the same industry. From these estimates it looks as though the analysts expect the years of declining revenue to come to an end, given the flat forecast out to 2027. That would be a definite improvement, given that the past five years have seen revenue shrink 8.8% annually. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 6.5% annually. Although JELD-WEN Holding's revenues are expected to improve, it seems that it is still expected to grow slower than the wider industry.

The Bottom Line

The most important thing to note is the forecast of increased losses next year, suggesting all may not be well at JELD-WEN Holding. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for JELD-WEN Holding going out to 2028, and you can see them free on our platform here.

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 5 warning signs with JELD-WEN Holding (at least 2 which make us uncomfortable) , and understanding them should be part of your investment process.

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