)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Jeld-Wen (JELD) investor relations material
Jeld-Wen Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 net revenues declined 13.4% year-over-year to $809.5 million, driven by lower core volumes, the Towanda divestiture, and market softness in North America and Europe.
Net loss for Q3 2025 was $367.6 million, including a $196.9 million goodwill impairment and significant tax special items.
Adjusted EBITDA fell 45.6% to $44.4 million, with margin dropping to 5.5% from 8.7% last year.
Workforce reductions of approximately 11% in North America and Corporate are underway, alongside a strategic review of the European business.
Persistent inflation, operational challenges, and price-cost headwinds continue to impact performance.
Financial highlights
Gross margin for Q3 2025 was $140.9 million (17.4% of revenue), down from $179.9 million (19.2%) year-over-year.
Adjusted EBITDA was $44.4 million, down from $82 million in Q3 2024.
Free cash flow used in the nine months ended September 27, 2025, was $(141.6) million, compared to $(40.0) million in the prior year.
Net debt leverage increased to 7.4x as of September 27, 2025, from 3.8x at December 31, 2024.
Liquidity at quarter-end was approximately $474 million, including $106.7 million in cash and $366.9 million available under the ABL Facility.
Outlook and guidance
2025 revenue guidance lowered to $3.1–$3.2 billion, with core revenue expected to decline 10%–13% year-over-year.
Adjusted EBITDA guidance for 2025 reduced to $105–$120 million.
Operating cash flow for 2025 expected to be an approximate $45 million use of cash, including $10–$20 million in workforce reduction costs.
CapEx forecast for 2025 is $125 million, with expectations for lower CapEx in 2026.
Market expected to continue softening, with high single-digit volume declines in North America and mid single-digit declines in Europe.
What drives the Europe segment strategic review?
Plan to reduce Net Debt Leverage
What specific factors led to lower 2025 guidance?
Primary goal of European business strategic review?
Key drivers for 2025 EBITDA guidance reduction?
Plans to reduce 7.4x net debt leverage?
How will Europe review strengthen the balance sheet?
What actions ensure Q4 free cash flow neutrality?
How will JELD-WEN regain lost market share?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Jeld-Wen earnings date
Q4 202517 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage