JAMES HARDIE INDUSTRIES/$JHX

14:30
16:10
17:45
19:25
21:00
1D1W1MYTD1Y5YMAX

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 earnings.

Ticker

$JHX
Sector

Primary listing

NYSE

Employees

6,000

Headquarters

Dublin, Ireland

JHX Metrics

BasicAdvanced
$11B
26.04
$0.77
0.81
-

Bulls say / Bears say

The AZEK acquisition is projected to deliver at least $350 million of annual run-rate synergies—including $125 million in cost savings and $500 million in commercial benefits—and to be accretive to earnings per share in the first full year post-close (Financial Times)
The combined company will have an expanded North American addressable market of approximately $23 billion, enhancing cross-selling opportunities across fiber cement siding and outdoor living products (Wall Street Journal)
James Hardie’s deal with AZEK is expected to boost its annual net sales and earnings growth rates by leveraging complementary product portfolios in exterior home and outdoor living solutions (Wall Street Journal)
Softer North American demand led to a 12% decline in fiber cement sales to $641.8 million in Q1 FY26 and prompted James Hardie to lower its fiscal 2026 adjusted EBITDA guidance to $1.05 billion–$1.15 billion, below the consensus of $1.23 billion, highlighting persistent end-market headwinds (Reuters)
James Hardie raised $1.7 billion in senior notes and secured $3.5 billion of new credit facilities to fund its Azek acquisition, substantially increasing its debt load just as the U.S. housing market faces affordability challenges and elevated interest rates (Reuters)
Shareholder backlash over the $8.8 billion Azek takeover resulted in rare boardroom upheaval—three directors were ousted at the annual meeting—and James Hardie’s U.S. and Australian shares have fallen over 30% YTD, underscoring governance risks and investor skepticism about the acquisition strategy (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

Buy $JHX

Sign up or log in to buy
Capital at risk
Market openADR

Upcoming events

No upcoming events
FAQs