James Hardie Industries plc

NYSE•JHX

CEO: Mr. Aaron M. Erter

Sector: Basic Materials

Industry: Construction Materials

Listing Date: 2001-10-22

James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, and the Philippines. It operates in three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. The company offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement products for a range of applications, including external cladding, internal walls, ceilings, floors, soffits, fences, and facades. It also provides fiber gypsum and cement-bonded boards for use in the timber frame construction, dry lining, DIY, and structural fire protection applications. The company's products are used in residential repair and remodel, and commercial and residential new construction markets. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.

Contact Information

One Park Place, 1st Floor, Block A Upper Hatch Street, Dublin, 2, Ireland

353-1-411-6924

ir.jameshardie.com.au

Market Cap

$11.95B

P/E (TTM)

100.2

31.1

Dividend Yield

52W High

$32.69

52W Low

$16.46

52W Range

25%

Rank13Top 2.2%

6.8

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Strong • 6.8 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q3 2026 Data

Revenue

$1.24B+0.00%

4-Quarter Trend

EPS

$0.12+0.00%

4-Quarter Trend

FCF

$93.49M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

FY25 Net Sales US$3.9B Net sales reached US$3.9 B, down 1% due to lower volumes, partially offset by higher average net sales prices across regions.

Adjusted EBIT US$863 Million Adjusted EBIT was US$863 M, reflecting margin compression from higher input costs and restructuring charges incurred during the year.

AZEK Merger Agreement Signed Entered definitive merger agreement in March 2025 to acquire AZEK, expected to close in the second half of calendar year 2025.

Capital Expenditures US$422 Million Total capital expenditures were US$422.2 M in FY25, supporting capacity expansion projects across North America and Europe.

Risk Factors

Construction Market Dependence Business heavily relies on residential construction activity; slowdowns due to economic factors risk decreased sales and operating income materially.

Intense Industry Price Competition Substantial competition based on price, quality, and brand may cause pricing pressures, adversely affecting financial position and liquidity.

Asbestos Liability Uncertainty Potential escalation in proven asbestos claims or adverse changes in actuarial assumptions could require increasing the US$983.6 M liability.

Capital Project Cost Overruns Unforeseen delays or cost overruns in planned capital expenditures may hinder timely addition of necessary manufacturing capacity.

Outlook

FY26 Market Conditions Outlook Expect US residential end markets to decline in FY26, with Repair and Remodel activity decreasing more than New Construction.

Aligning LTI Post-AZEK Merger Intent to align the fiscal year 2026 Long-Term Incentive Plan with strategic direction and objectives following the expected closing of the AZEK merger.

FY26 Capital Expenditure Budget Estimated total capital expenditures for fiscal year 2026 are projected to be approximately US$325 million, focusing on growth alignment.

Europe Market Outperformance Anticipate overall addressable market in Europe to be flat in FY26, expecting to outperform end markets across all three segments.

Peer Comparison

Revenue (TTM)

$16.18B

-0.1%

$14.29B

+3.3%

SUZ

$9.00B

+6.1%

Gross Margin (Latest Quarter)

RGLD

64.5%

-12.3pp

AGI

60.1%

+12.9pp

CDE

53.7%

+7.9pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
PAAS	$22.30B	26.4	16.9%	9.6%
SQM	$22.23B	36.8	10.9%	33.2%
AGI	$20.75B	23.9	22.5%	3.7%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

8.5%

Steady Growth

4Q Net Income CAGR

16.4%

Profitability Improved

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 18, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data