Expecting a Slower Recovery From Housing Weakness for James Hardie
The article discusses James Hardie's business strategy, which focuses on marketing to homeowners, market share growth, and category expansion. It notes that North America contributes significantly to the company's operating income, with a substantial portion coming from repair and renovation, identified as a less cyclical market. The author, Esther Holloway, also mentions a recent analyst note regarding the company's earnings.
James Hardie Attractive Despite Headwinds, Says Bull -- Market Talk
J.P. Morgan Cazenove maintains its "overweight" rating on James Hardie Industries, citing the company's strong brand, scale, and cost advantages despite housing market headwinds. The analyst noted that while earnings estimates might face downgrades due to slowing demand, James Hardie's long-term outperformance is expected. The stock's current valuation of 12.3 times calendar 2024 EV/EBITDA is seen as attractive compared to its five-year average of 14.8 times.
James Hardie Industries plc. Stock 12‑Month Price Target Cut to $27.23, Implies 46% Upside
Analysts have cut the 12-month price target for James Hardie Industries plc. (JHX) stock to $26.81, down from $27.56, while maintaining a "Buy" consensus rating. This revised target implies a potential 44% upside from its May 19 closing price. The target range provided by 19 analysts spans from $21 to $32.91 per share.
James Hardie Industries plc. Stock 12‑Month Price Target Cut to $26.81, Implies 44% Upside
Analysts have cut the average 12-month price target for James Hardie Industries plc. (JHX) stock from $27.56 to $26.81, with a range of $21 to $32.91 per share. Despite the cut, the new target implies a significant 44% potential upside based on the closing price of May 19. The consensus rating among 21 analysts remains a "Buy."
James Hardie (JHX) jumps as FY27 outlook highlights EBITDA and free-cash-flow step-up
James Hardie Industries plc (JHX) saw its stock jump 7.0% after releasing its Q4 FY26 earnings and an optimistic FY27 outlook. The company reported adjusted EBITDA above expectations and a significant increase in its FY27 free cash flow target. Investors are likely reacting to the progress on synergies from the AZEK acquisition and management's confidence in earnings growth regardless of a housing market recovery.
James Hardie Industries plc. Stock 12‑Month Price Target Cut to $26.99, Implies 45% Upside
The average 12-month price target for James Hardie Industries plc. (JHX) stock has been lowered slightly to $26.99 from $27.56, according to 19 analysts, with forecasts ranging from $22 to $32.91 per share. This new target suggests a 45% potential upside from the May 19 closing price. The consensus rating for JHX remains a "Buy" from 21 covering analysts, consisting of 14 Buys and 7 Holds.
James Hardie Q4 2026: Synergies Are Running Hot — Can They Outpace a $100M Inflation Headwind?
James Hardie Industries (JHX) reported strong Q4 FY2026 results with revenue up 45% year-over-year, largely driven by the AZEK acquisition, which also led to margin compression. The company faces a significant $80M to $100M inflation headwind in FY2027 but has exited FY2026 with an $80M synergy run rate from the acquisition, with expectations to reach $125M in commercial revenue synergies by the end of FY2027. The TIKR model projects a $33 price target, implying a 74% upside, based on earnings growth and successful margin expansion despite new cost pressures.
James Hardie Industries plc (NYSE:JHX) Q4 2026 Earnings Call Transcript
James Hardie Industries (NYSE: JHX) released its Q4 2026 earnings call transcript, highlighting solid financial performance despite a challenging construction market. The company reported net sales of $1.4 billion and adjusted EBITDA of $381 million for Q4, exceeding expectations. Management emphasized their strategy centered on material conversion, channel expansion, innovation, and brand preference, aiming to return fiber cement to organic volume growth in fiscal 2027 and significantly improve free cash flow.
James Hardie Industries Q4 2026 Earnings Call: Complete Transcript
James Hardie Industries reported strong Q4 fiscal 2026 results with $1.4 billion in net sales and $381 million adjusted EBITDA, outperforming expectations despite a challenging construction market. The company is strategically integrating Azek and leveraging its operating system to drive productivity, cost savings, and commercial synergies, aiming for $125 million in run-rate savings by fiscal 2027. Guidance for fiscal 2027 projects net sales between $5.25 billion and $5.41 billion, adjusted EBITDA of $1.45 billion to $1.5 billion, and free cash flow exceeding $500 million, reflecting confidence in market outperformance and growth initiatives.
James Hardie forecasts FY 2027 free cash flow to exceed $500M as it targets $5.25B-$5.41B net sales
James Hardie has provided a positive outlook for fiscal year 2027, projecting free cash flow to exceed $500 million and net sales to reach between $5.25 billion and $5.41 billion. This forecast suggests the company anticipates strong financial performance in the coming years.
James Hardie Industries Q4 Earnings Call Highlights
James Hardie Industries reported strong fiscal Q4 earnings, surpassing revenue and profitability estimates, largely driven by the acquisition of AZEK and effective cost controls. While management anticipates a challenging construction market in fiscal 2027, the company forecasts pro forma sales growth and significant free cash flow. A key focus will be returning the fiber cement business to organic volume growth, leveraging integration synergies and addressing under-penetrated markets.
Transcript : James Hardie Industries plc, Q4 2026 Earnings Call, May 19, 2026
This article provides the transcript for James Hardie Industries plc's fiscal fourth quarter 2026 earnings conference call, which took place on May 19, 2026. The call starts with an operator welcome and introduction. The content of the transcript itself is reserved for subscribers.
James Hardie: Fiscal Q4 Earnings Snapshot
James Hardie Industries PLC (JHX) reported strong fiscal fourth-quarter results, with adjusted earnings of 30 cents per share and revenue of $1.4 billion, both surpassing Wall Street expectations. For the full year, the company posted a profit of $104 million on revenue of $4.84 billion. James Hardie anticipates revenue between $1.32 billion and $1.35 billion for the current quarter ending in June.
James Hardie Likely To Report Higher Q4 Revenue; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
James Hardie Industries (NYSE: JHX) is expected to announce its Q4 earnings on Tuesday, May 19, with analysts projecting earnings of 29 cents per share and quarterly revenue of $1.40 billion, a significant increase from last year's $971.5 million. Several analysts recently revised their forecasts for the company, with ratings ranging from Equal-Weight to Buy and price targets updated from $22 to $34. The company's shares closed up 2.9% on Monday.
James Hardie strengthens board with new independent director - TipRanks.com
James Hardie Industries has appointed Rob Sindel as an independent non-executive director, effective June 1, 2026, bringing extensive experience in the building products sector, M&A, and cultural integration. This appointment follows the retirement of Persio Lisboa, whose responsibilities related to compensation oversight will be transferred to existing board member Gary Hendrickson. The company currently has a "Buy" rating from analysts with an A$41.25 price target.
James Hardie Industries Names Rob Sindel to Board
James Hardie Industries plc has appointed Rob Sindel to its Board of Directors, effective May 15, 2026. This appointment expands the Board to ten members. Sindel brings extensive experience from the building materials sector, having previously served as CEO of CSR Limited and in various leadership roles with other major companies.
James Hardie Industries: Sindel to Join Board June 1 >JHX
James Hardie Industries announced that Dr. David Sindel will be joining its Board of Directors as an Independent Non-Executive Director. His appointment is effective June 1, subject to shareholder approval at the upcoming 2026 Annual General Meeting.
MFS (JHX) discloses 34.3M-share, 5.9% holding in James Hardie
Massachusetts Financial Services Company (MFS) has disclosed a 5.9% beneficial ownership stake in James Hardie Industries plc (JHX), according to a recent Schedule 13G SEC filing. MFS reports holding 34,335,971 shares of Common Stock as of March 31, 2026, with sole voting power over 32,395,506 shares and sole dispositive power over all 34,335,971 shares. This filing indicates a passive investment where MFS owns a significant portion of James Hardie but not for control or influence over the company.
James Hardie Announces Appointment of New Non-Executive Director and Retirement of Non-Executive Director
James Hardie Industries plc has announced the appointment of Rob Sindel as an independent non-executive director, effective June 1, 2026. Mr. Sindel brings extensive experience from the Global Building Products and Construction materials sector, having served as Managing Director and CEO of CSR Limited. Concurrently, Persio Lisboa has retired from the Board, with Nigel Stein expressing gratitude for his eight years of service and leadership on the People and Remuneration Committee.
James Hardie's Share Price Could Jump Around on 4Q Result -- Market Talk
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James Hardie Industries plc stock (AU000000JHX1): Recent price drop highlights volatility
James Hardie Industries plc (NYSE: JHX) shares fell 1.13% to $20.19 on May 12, 2026, highlighting market volatility despite its strong position in fiber cement products. The company, a leader in building materials with a significant presence in North American housing, relies on demand for its sidings and panels. While recent price drops reflect short-term pressures, JHX's global operations and analyst interest suggest continued market relevance, though its ties to housing cycles necessitate investor monitoring.
Morgan Stanley Maintains JAMES HARDIE INDUSTRIES PLC CDI(CHESS DEPOSITARY INTERESTS)(JHIUF.US) With Buy Rating, Raises Target Price to $31.69
Morgan Stanley analyst Joseph Michael has reiterated a buy rating on JAMES HARDIE INDUSTRIES PLC CDI (JHIUF.US) and increased the target price from $31.57 to $31.69. This adjustment reflects the analyst's continued positive outlook on the company. Joseph Michael has a 51.0% success rate and a 7.8% average return based on TipRanks data from the past year.
James Hardie Industries plc stock (AU000000JHX1): Analysts see upside potential amid building materi
Analysts are optimistic about James Hardie Industries plc (JHX), with a consensus "Moderate Buy" rating and a double-digit upside projected for the next 12 months. The company, a leading manufacturer of fiber cement building products, is benefiting from strong demand in residential construction and repair markets, particularly in North America. Its premium valuation highlights the importance of continued strong execution in pricing, volume, and margin management amidst economic uncertainties.
FMR LLC holds 5.9% of James Hardie (NYSE: JHX) per Schedule 13G
FMR LLC has reported a 5.9% beneficial ownership stake in James Hardie Industries plc (NYSE: JHX) as of March 31, 2026, according to a Schedule 13G filing. This amounts to 34,029,542.96 shares, with FMR LLC exercising sole voting power over 31,526,852.03 shares and sole dispositive power over all beneficially owned shares. Abigail P. Johnson is also listed in connection with these holdings through a power of attorney.
How James Hardie Industries Plc American Depositary Shares (ireland) (JHX) Affects Rotational Strategy Timing
This article analyzes James Hardie Industries Plc American Depositary Shares (JHX) using AI models to provide trading strategies. It highlights near-term weak sentiment, a mid-channel oscillation pattern, and an exceptional risk-reward setup targeting an 18.6% gain. The piece outlines institutional trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
James Hardie Industries Says Wellington Management Disposes Of Shares During Trading
James Hardie Industries reported that Wellington Management Group LLP disposed of 2.11 million shares during trading. This transaction resulted in Wellington Management's voting power in the company decreasing from 5.12% to 4.58%.
James Hardie Issues 249,945 Unquoted Restricted Stock Units Under Incentive Plan
James Hardie Industries (ASX:JHX) has issued 249,945 unquoted restricted stock units under its employee incentive scheme, recorded under ASX code JHXAK with an issue date of April 23, 2026. This move aims to align employee interests with long-term shareholder value and aid in staff retention, particularly for skilled industrial and manufacturing talent. The units remain unquoted and subject to transfer restrictions, which allows the company to control dilution timing and link performance to future corporate outcomes.
James Hardie Sets Date for Q4 FY26 Earnings Release and Webcast
James Hardie (AU:JHX) will release its Q
FMR LLC Lifts Stake in James Hardie Above 6% Threshold
FMR LLC has increased its stake in James Hardie Industries (AU:JHX) to approximately 6.03% of voting rights, triggering a substantial holding notice under Australian Securities Exchange rules. This increase, resulting from a stock merger related to an M&A transaction, indicates strengthened institutional support and could impact the company's governance and shareholder base stability. An analyst currently rates JHX stock as a Buy with a price target of A$34.90.
James Hardie will post fiscal Q4 results after the U.S. close May 19
James Hardie Industries plc (JHX) announced it will release its fiscal fourth-quarter 2026 financial results after the U.S. market closes on May 19th. A conference call hosted by CEO Aaron Erter and CFO Ryan Lada will follow, webcast live on the company's investor relations page. The call will be held at 6 PM EDT on May 19th in the US and 8 AM AEST on May 20th in Australia.
Vanguard discloses 5% stake in James Hardie (NYSE: JHX) in 13G
Vanguard Capital Management has reported a 5% beneficial stake in James Hardie Industries plc (NYSE: JHX), totaling 29,009,091 shares, as disclosed in a Schedule 13G SEC filing. This filing indicates a passive investment as of March 31, 2026, with Vanguard holding sole dispositive power over all shares and sole voting power over 12,827,922 shares. The disclosure emphasizes transparency regarding significant institutional ownership without implying an active acquisition.
James Hardie Industries PLC. (NYSE:JHX) Given Consensus Recommendation of "Moderate Buy" by Brokerages
James Hardie Industries PLC. (NYSE:JHX) has received a consensus "Moderate Buy" rating from fourteen brokerages, with an average one-year price target of $26.13. The company recently reported a 30.1% year-over-year revenue increase and beat EPS estimates, though its P/E ratio stands at 82.63. Institutional investors have significantly increased their stakes in JHX, with hedge funds and institutions holding nearly 8% of the stock.
Why James Hardie Industries Stock Zoomed 8% Higher Today
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James Hardie Industries (NYSE:JHX) Stock Price Crosses Above 200 Day Moving Average - Here's What Happened
James Hardie Industries (NYSE:JHX) stock price recently crossed above its 200-day moving average, trading as high as $22.14. Wall Street analysts have a "Moderate Buy" rating with an average price target of $26.13, following mixed revisions from firms like Barclays, Truist, and JPMorgan. The company reported a quarterly earnings beat with $0.24 EPS against an estimated $0.23 and a 30.1% year-over-year revenue increase while institutional investors also recently adjusted their holdings.
James Hardie Issues 16,159 Unquoted Ordinary Shares Under Existing Arrangements
James Hardie Industries has issued 16,159 unquoted ordinary shares on April 20, 2026, under existing arrangements, marked by the ASX security code JHXAM. This unquoted share issue is considered a routine equity management action, likely tied to internal incentives or prior commitments, with limited immediate investor impact due to its small size and unquoted status. An analyst has a Buy rating on JHX stock with a A$34.90 price target.
James Hardie Industries stock (IE0009259005): Why Google Discover changes matter more now
Google's 2026 Discover Core Update significantly impacts how investors receive information on James Hardie Industries (IE0009259005), delivering mobile-first, personalized insights on fiber cement trends, housing demand, and building products directly to their feeds. This shift prioritizes high-quality, E-E-A-T compliant content, providing investors with faster access to critical data and analysis without traditional searching, thereby sharpening their investment edge. The update is particularly beneficial for tracking James Hardie's performance, strategic developments, and alignment with sustainability trends due to its global leadership in fiber cement building products.
James Hardie Industries plc stock (AU000000JHX1): Is North American fiber cement dominance strong en
James Hardie Industries plc (AU000000JHX1) leads the North American fiber cement siding market, positioning it as a key investment for exposure to residential construction trends. The company's core business model focuses on durable fiber cement products with strong brand recognition and strategic production in North America. Despite market sensitivity to housing cycles and raw material costs, analysts view James Hardie favorably due to its market leadership, capacity growth, and pricing leverage.
RBC Capital Sticks to Its Hold Rating for James Hardie Industries PLC (JHX)
RBC Capital maintained a Hold rating on James Hardie Industries PLC (JHX) with a price target of $33.00, according to analyst Matt McKellar. This follows similar Hold ratings from Barclays and a Buy rating from William Blair. James Hardie reported quarterly revenue of $1.24 billion and a net profit of $68.7 million for the quarter ending December 31.
James Hardie (JHX) jumps 8.4% as investors refocus on guidance, AZEK integration, and the next earnings catalyst
James Hardie (JHX) saw an 8.4% stock jump, attributed to investors re-evaluating the company's raised FY26 outlook and the anticipated benefits from its AZEK acquisition. The integration of AZEK is expected to drive long-term earnings growth through cost efficiencies and cross-selling. Approaching earnings release on May 18, 2026, and recent analyst activities also contributed to heightened market attention and buying interest.
James Hardie (JHX) jumps 8.4% as investors refocus on guidance, AZEK integration, and the next earnings catalyst
James Hardie (JHX) stock increased by 8.4%, likely driven by investor refocus on its raised FY26 outlook and the expected earnings power from the AZEK acquisition. The company's recent Q2 FY26 report detailed improved guidance, with integration and synergy capture from AZEK being key drivers. Market attention is building ahead of the next earnings release scheduled for May 18, 2026.
Short Interest in James Hardie Industries PLC. (NYSE:JHX) Expands By 34.9%
Short interest in James Hardie Industries PLC. (NYSE:JHX) increased by 34.9% in March, reaching 19,326,133 shares, which represents about 4.5% of the company's shares. Analysts currently rate JHX as a "Moderate Buy" with an average price target of $26.13, following recent upgrades from Truist and JPMorgan, and a downgrade from Barclays. Large institutional investors like Wellington Management Group LLP have significantly increased their stakes in the company.
James Hardie Slide: Pause or Early Warning?
James Hardie shares have recently experienced a slowdown after a period of strong gains, which analysts attribute to concerns within the housing market and a general shift in investor sentiment. Despite this recent dip, the company's established market leadership and ongoing expansion into new product areas like outdoor living products are expected to bolster its long-term prospects. This article asks whether the current slide is a temporary pause or a precursor to further challenges for the building materials giant.
James Hardie Issues 30,670 Unquoted Ordinary Shares Under Existing Arrangements
James Hardie Industries (ASX:JHX) has issued 30,670 unquoted ordinary shares under existing arrangements, with an issue date of April 13, 2026. These shares are not intended to be quoted on the ASX, suggesting they are for targeted capital or incentive management rather than public trading. This move indicates standard capital management practices, with minimal immediate impact on public share liquidity, and underscores the company's approach to long-term incentive alignment for stakeholders.
Jefferies Initiates JAMES HARDIE INDUSTRIES PLC CDI(CHESS DEPOSITARY INTERESTS)(JHIUF.US) With Buy Rating, Announces Target Price $30.14
Jefferies analyst Philip Ng has initiated coverage on JAMES HARDIE INDUSTRIES PLC CDI (JHIUF.US) with a "buy" rating and set a target price of $30.14. Ng has a 59.0% success rate and an average return of 11.3% over the past year, according to TipRanks data. The report emphasizes that this information is for informational purposes only and not investment advice.
50,000 Shares in James Hardie Industries PLC. $JHX Purchased by Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management LLC has purchased 50,000 shares of James Hardie Industries PLC (NYSE:JHX) during the fourth quarter, valued at approximately $1.038 million. This move comes as the company reported strong Q4 earnings, beating estimates with $0.24 EPS and a 30.1% year-over-year revenue increase to $1.24 billion. Despite a high P/E ratio, analysts maintain a "Moderate Buy" rating with a consensus price target of $26.13.
Massachusetts Financial Services Co. MA Lowers Holdings in James Hardie Industries PLC. $JHX
Massachusetts Financial Services Co. MA reduced its stake in James Hardie Industries PLC during the fourth quarter by 7.1%, selling 967,270 shares. Despite this, the firm still holds 12,633,600 shares valued at approximately $262.1 million, representing about 2.94% of the company. James Hardie Industries reported strong Q4 earnings, surpassing analyst estimates with an EPS of $0.24 and revenue of $1.24 billion.
James Hardie Industries (NYSE:JHX) Shares Up 10.5% - Time to Buy?
James Hardie Industries (NYSE:JHX) saw its shares jump 10.5% on Wednesday, trading at around $20.70 with approximately 3.42 million shares traded. This surge followed the construction company beating its Q1 earnings estimates, reporting $0.24 EPS versus $0.23 expected and revenue of $1.24 billion, a 30.1% year-over-year increase. Analyst ratings are mixed but lean positive, with a consensus of "Moderate Buy" and an average target price of $26.13, despite some target price adjustments from individual firms.
James Hardie Industries Price Target Cut to $22.00/Share From $26.00 by Barclays
Barclays has lowered its price target for James Hardie Industries (NYSE:JHX) to $22.00 per share, down from the previous $26.00. Despite the reduced price target, the firm maintained its "Overweight" rating on the stock. This adjustment represents a notable change in Barclays' outlook for the company's stock valuation.
Tudor Investment Corp ET AL Raises Stake in James Hardie Industries PLC. $JHX
Tudor Investment Corp ET AL significantly increased its stake in James Hardie Industries PLC (NYSE:JHX) by 2,088.7% in the third quarter, acquiring an additional 334,734 shares. Other major institutional investors like Goldman Sachs, Jane Street, and Royal Bank of Canada also boosted their positions in the construction company. Analysts have a "Moderate Buy" rating on JHX with an average target price of $26.63, following recent upgrades and price target increases from firms including JPMorgan, Truist, and Barclays.
James Hardie Reports Lapse of 225,024 Restricted Stock Units
James Hardie Industries (AU:JHX) announced the lapse of 225,024 restricted stock units (ASX security code JHXAK) because conditions for these rights were not met by March 31, 2026. This means the company's potential future share issuance for incentive arrangements is slightly reduced, but it does not change the existing capital structure. Analysts currently have a Buy rating on JHX with a price target of A$42.60.
