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James Hardie Industries plc

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
$11.44B
P/E (TTM)
25.7
27.2
Dividend Yield
--
52W High
$36.98
52W Low
$16.46
52W Range
16%
Rank15Top 2.0%
7.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q2 2026 Data

Revenue

$1.29B+34.49%
4-Quarter Trend

EPS

-$0.10-150.84%
4-Quarter Trend

FCF

-$47.51M-156.69%
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)

CEMEX, S.A.B. de C.V.CX
$15.84B
-6.5%
Reliance, Inc.RS
$13.92B
-0.9%
RPM International Inc.RPM
$7.52B
+3.1%

Gross Margin (Latest Quarter)

Royal Gold, Inc.RGLD
73.5%
-12.3pp
Coeur Mining, Inc.CDE
55.1%
+7.9pp
RPM International Inc.RPM
42.3%
-0.2pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SQM$17.33B36.29.2%40.2%
PAAS$16.20B30.610.9%11.2%
CX$15.93B10.611.9%10.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
10.7%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years

  • Form 20-F - FY 2025

    Period End: Mar 31, 2025|Filed: May 20, 2025|
    Revenue: $3.88B-1.5%
    |
    EPS: $0.98-15.5%
    Beat

  • Form 20-F - FY 2024

    Period End: Mar 31, 2024|Filed: May 20, 2024|
    Revenue: $3.94B+4.2%
    |
    EPS: $1.16+0.9%
    Beat

  • Form 20-F - FY 2023

    Period End: Mar 31, 2023|Filed: May 16, 2023|
    Revenue: $3.78B+4.5%
    |
    EPS: $1.15+11.7%
    Miss

  • Form 20-F - FY 2022

    Period End: Mar 31, 2022|Filed: May 17, 2022|
    Revenue: $3.61B+24.3%
    |
    EPS: $1.03+71.7%
    Miss

  • Form 20-F - FY 2021

    Period End: Mar 31, 2021|Filed: May 18, 2021|
    Revenue: $2.91B+11.6%
    |
    EPS: $0.60+9.1%
    Miss