Building products manufacturer JELD-WEN (NYSE:JELD) will be reporting earnings tomorrow after market hours. Here’s what to expect.

JELD-WEN missed analysts’ revenue expectations by 6.2% last quarter, reporting revenues of $934.7 million, down 13.2% year on year. It was a disappointing quarter for the company, with full-year revenue guidance missing analysts’ expectations.

Is JELD-WEN a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting JELD-WEN’s revenue to decline 17.1% year on year to $846.3 million, a further deceleration from the 13.4% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.06 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. JELD-WEN has missed Wall Street’s revenue estimates six times over the last two years.

Looking at JELD-WEN’s peers in the home construction materials segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Griffon’s revenues decreased 1.7% year on year, missing analysts’ expectations by 0.8%, and Masco reported a revenue decline of 2.9%, falling short of estimates by 0.5%. Griffon traded up 8.8% following the results, while Masco was down 1.1%.

Read our full analysis of Griffon’s results here and Masco’s results here.

Stocks generally had a good 2024. The Fed fought high inflation and won without sending the economy into a recession, otherwise lovingly known as a soft landing. The US Central Band is now cutting rates. That, plus the election of Donald Trump in November 2024, sent markets even higher, and while some of the home construction materials stocks have shown solid performance, the group has generally underpeformed, with share prices down 4.6% on average over the last month. JELD-WEN is down 9.3% during the same time and is heading into earnings with an average analyst price target of $9.13 (compared to the current share price of $8.89).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.