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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Jeld-Wen
Jeld-Wen (JELD) investor relations material
Jeld-Wen Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Fourth quarter and full year 2025 results landed at the high end of expectations, with Q4 net revenue of $802 million and full-year revenue of $3.211 billion, despite ongoing volume and margin pressures from a soft macro environment.
Structural cost actions, including a 14% workforce reduction, and operational improvements supported performance amid market headwinds.
Service levels and operational stability improved, particularly in the second half, aided by a new manufacturing operating system.
Strategic review of the European business and selective asset sales are ongoing to enhance liquidity and financial flexibility.
Significant non-cash charges in 2025 included $334.6 million in goodwill impairment and $129.2 million in valuation expense.
Financial highlights
Q4 2025 net revenue was $802 million, down 10% year-over-year; core revenue declined 8% due to lower volume/mix.
Adjusted EBITDA for Q4 was $14.8 million (1.8% margin), down from $40.1 million (4.5% margin) last year.
Full year 2025 net revenue was $3.211 billion, down from $3.776 billion in 2024; core revenue dropped 12%.
Full year Adjusted EBITDA was $120.1 million (3.7% margin), down from $275.2 million (7.3% margin) in 2024.
Adjusted net loss from continuing operations for 2025 was $(70.3) million, compared to adjusted net income of $67.0 million in 2024.
Outlook and guidance
2026 net revenue guidance is $2.95 billion to $3.1 billion, with core revenue expected to decline 5% to 10% and a $50 million FX benefit.
Adjusted EBITDA guidance for 2026 is $100 million to $150 million, with volume uncertainty as the main risk.
Operating cash flow for 2026 is projected at approximately $40 million, capex at $100 million, and free cash flow use of $60 million.
Guidance assumes no portfolio changes and continued operation of the European business.
Guidance excludes potential acquisitions/divestitures and is subject to risks from global economic uncertainty, geopolitical conflicts, and raw material price volatility.
Quantify 2026 EBITDA impact from cost cuts
Is Europe's price realization sustainable in 2026?
Key drivers for 2026 operating cash flow target
European business review liquidity impact
A3 operating system impact on service levels
Expected share loss from pricing discipline
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Next Jeld-Wen earnings date
Q1 20265 May, 2026
Jeld-Wen
Next Jeld-Wen earnings date
Q1 20265 May, 2026
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Frequently asked questions
JELD-WEN Holding, Inc. engages in the manufacture and distribution of windows and doors for residential, commercial and industrial applications worldwide. The company also provides related product lines comprising wood window accessories, moulding and framing products, window film, hardware and tools. The company was founded in 1960 and is headquartered in Charlotte, North Carolina.
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