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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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We initiate coverage on JELD-WEN Holding Incorporated with a Strong Buy rating, which is anchored on conviction in the company's transformation-driven margin expansion plus operational improvement potential. Our price target of fifteen United States dollars per share is predicated on a 0.7x EV/Sales multiple applied to our above-consensus FY26E revenue estimate, which implies substantial upside. We estimate JELD-WEN's revenues at $3.31bn/ $3.5bn in FY25E/FY26E, respectively, both above consensus given transformational benefits and volume recovery.
