JAMES HARDIE INDUSTRIES/$JHX

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About JAMES HARDIE INDUSTRIES

James Hardie is a manufacturer of fiber cement-based building products, selling primarily to the residential construction industry. North America is the primary geography, generating about 80% of group earnings. Here, it is the largest manufacturer of fiber cement, which is mainly used for exterior siding on houses. Following the Azek acquisition in 2025, it also produces wooden composite decking materials, siding trims, and accessories for outdoor areas, including stair and deck railing. Businesses in Australia, New Zealand, and Europe make up the rest of its earnings.
Ticker
$JHX
Sector
Materials
Primary listing
NYSE
Employees
7,500
Headquarters
Dublin, Ireland

JHX Metrics

BasicAdvanced
$15B
108.70
$0.25
1.03
-

Bulls say / Bears say

James Hardie delivered first-quarter FY27 net sales of $1.475 billion (up 64% YoY) and adjusted EBITDA of $422 million, both exceeding original guidance and prompting an upgrade to its outlook. (SEC)
The integration of the Azek acquisition is driving tangible benefits, with cost synergies ahead of schedule and revenue synergies on track, contributing to a 230 basis-point expansion in adjusted EBITDA margin in Q1 FY27. (SEC)
Management raised its FY27 targets—forecasting pro forma sales growth of 5.9%–9.0%, adjusted EBITDA growth of 7.4%–13.7%, and free cash flow in excess of $500 million—reflecting confidence in strong cash generation and deleveraging progress. (SEC)
Organic net sales declined 1% year-over-year in Q4 FY26, underscoring underlying North American demand weakness despite overall revenue growth driven by the Azek acquisition. (SEC)
GAAP net income for Q4 FY26 was only $29 million, reflecting thin profitability and pressure from acquisition-related and integration expenses. (SEC)
Deck, Rail & Accessories net sales decreased 5% on a pro forma basis in Q1 FY27, highlighting ongoing channel inventory normalization and end-market softness in the outdoor living segment. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 30 Aug 2026.
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