What Happened?

A number of stocks fell in the morning session after oil prices surged amid escalating conflict in the Middle East. Brent crude prices soared past $110 a barrel for the first time since 2022 as the conflict threatens oil production and key shipping routes, such as the Strait of Hormuz. 

The disruption reportedly halted over 20 million barrels of oil per day. For the industrial sector, which includes manufacturing, transportation, and construction companies, higher oil prices translate directly into increased operational costs. Elevated fuel and energy expenses can shrink profit margins and signal a potential slowdown in economic activity, weighing heavily on investor sentiment for cyclical stocks.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Agricultural Machinery company Titan International (NYSE: TWI) fell 6.2%. Is now the time to buy Titan International? Access our full analysis report here, it’s free.
• Home Construction Materials company American Woodmark (NASDAQ: AMWD) fell 6.3%. Is now the time to buy American Woodmark? Access our full analysis report here, it’s free.
• Ground Transportation company RXO (NYSE: RXO) fell 6.1%. Is now the time to buy RXO? Access our full analysis report here, it’s free.
• Home Construction Materials company JELD-WEN (NYSE: JELD) fell 9%. Is now the time to buy JELD-WEN? Access our full analysis report here, it’s free.
• Home Builders company LGI Homes (NASDAQ: LGIH) fell 6.4%. Is now the time to buy LGI Homes? Access our full analysis report here, it’s free.

Zooming In On JELD-WEN (JELD)

JELD-WEN’s shares are extremely volatile and have had 55 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 4 days ago when the stock dropped 7.7% on the news that geopolitical tensions in the Middle East escalated, sent oil prices soaring and reignited inflation concerns. 

The Dow Jones Industrial Average fell over 1,000 points as the conflict involving the U.S. and Iran disrupted global energy markets, particularly through crucial shipping routes like the Strait of Hormuz. A barrel of Brent crude, the international benchmark, rose toward $85, stoking fears of a new wave of inflation. This spike in energy costs puts the Federal Reserve in a difficult position, as it may complicate future monetary policy decisions and delay potential interest rate cuts. The broad-based sell-off hit multiple sectors, with airline and retail stocks falling sharply on concerns of higher fuel costs and reduced consumer spending power.

JELD-WEN is down 32.1% since the beginning of the year, and at $1.69 per share, it is trading 75.1% below its 52-week high of $6.76 from September 2025. Investors who bought $1,000 worth of JELD-WEN’s shares 5 years ago would now be looking at an investment worth $60.57.

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