JELD · CIK 1674335
What JELD-WEN Holding, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for JELD. More may follow as additional filings are processed.
In its own words
What could break it.
Customer concentration
- Top-10 customers ~48% of revenue, concentrated in retail home centers / wholesale distributorshigh
The top ten customers accounted for ~48% of net revenues in 2025 (up from 43% in 2023), concentrated in retail home centers and wholesale distributors; loss of key accounts would materially hurt results.
“Our business depends on our relationships with our key customers, which consist mainly of wholesale distributors and retail home centers. Our top ten customers together accounted for approximately 48%, 46%, and 43% of our net revenues in the years ended December 31, 2025, 2024, and 2023, respectively.”
SEC filing →As of 2026
Regulatory & policy
- U.S. tariffs on China imports, steel and aluminummedium
U.S. tariffs on Chinese imports and on steel and aluminum raise the cost of both imported and domestically sourced materials used in JELD-WEN's doors and windows.
“the U.S. has imposed tariffs on various imported products, particularly from China, as well as on certain steel and aluminum products from other countries. The imposition of tariffs may impact the prices of materials purchased outside of the U.S. and include goods in transit as well as increase the price of domestically sourced materials, including, in particular, steel and aluminum.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“The Home Depot, a customer of our North America segment, represented approximately 17%, 16%, and 15% of our consolidated net revenues during the years ended December 31, 2025, 2024, and 2023, respectively.”
Cited →
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