JHX · James Hardie Industries plc

Track JHX — free

$30.15 -0.19 (-0.63%) At close · Aug 26

Market Cap

$17.61B

580.52M

Up next

Next earnings call

Nov 15, 2026 Est · unconfirmed · in 11 wks

FQ2-27 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Aug 6, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Research

our published analysis of this company

Buybacks Roundup August 24, 2026

Three First-Time Repurchasers Put $634M on the Table, Led by HNI's $284M Program

The week's three authorizations are all first-time programs, with HNI Corp's $284.3M authorization the largest, and two of the three (HNI and United States Antimony) sit on cash that covers less than half the new ceiling.

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol High

Market backdrop VIX 15.2 · calm Equity put/call 0.64

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +32%

above

Price vs 50-day avg +11%

above

RSI (14) 60

neutral

MACD trend Negative

52-week position 94%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Strong

1-month return +15%

trailing

6-month return +36%

trailing

YTD return +45%

this year

Relative strength +24%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $27 › 200d $23 — 50d above 200d

Institutional flow Accumulating

+14% holders QoQ · +90 funds added

Insider flow Distributing

Net -$26.3M over 90 days · 50% sells

Short interest Falling

2.05% of float · ▼ -4.0% MoM · 1.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

339 holders — near 1-yr high, broad support

Squeeze score 48

elevated · 0–100

Fundamentals

Strong

Revenue growth +25%

Y/Y

Gross margin 36%

contracting

EPS growth −81%

Y/Y

Free cash flow $205.9M

Buyback $250.0M

authorized

Balance sheet $4.3B

net debt

Quant / Vol

risk profile

High

Volatility 45%

annualized · 1-yr

Max drawdown −32%

past year

ATR 3.0%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the 8-K filed Aug 6, 2026

full year FY27

Pro Forma Sales Growth Initiated 5.9% – 9%

Pro Forma Adjusted EBITDA Growth Non-GAAP Raised 7.4% – 13.7%

May 19, 2026 4% – 8% Aug 6, 2026 7.4% – 13.7%

Full Year

Total Net Sales $5.56B – $5.72B

prior FY $4.84B midpoint +16.7% Y/Y

Adjusted EBITDA for Deck, Rail & Accessories Non-GAAP $339M – $357M

Adjusted EBITDA for Siding & Trim Non-GAAP $1.05B – $1.11B

Total Adjusted EBITDA Non-GAAP $1.54B – $1.63B

Free Cash Flow Non-GAAP at least $500M

Second Quarter

Total Net Sales $1.49B – $1.58B

prior qtr $1.47B midpoint +3.8% QoQ

Adjusted EBITDA for Siding & Trim Non-GAAP $259M – $289M

Adjusted EBITDA for Deck, Rail & Accessories Non-GAAP $116M – $128M

Total Adjusted EBITDA Non-GAAP $420M – $455M

Prior guidance period ended · from the Earnings Call filed Mar 31, 2024

Adjusted tax rate · FY '25 23.5% – 24.5%

North America EBIT margin · Q1 fiscal year 2025 30% – 32%

Global adjusted net income · Q1 fiscal year 2025 $155M – $175M

Global adjusted net income · fiscal year 2025 $630M – $700M

North America EBIT margin · fiscal year 2025 29% – 31%

Capital expenditures · FY '25 $500M – $550M

PDG · FY '25 at least 4%

Margin guidance · full year 29% – 31%

Tax rate · FY '25 23.5% – 24.5%

Guided vs delivered · last 1 settled

Total Net Sales Q1 FY27

guided $1.32B – $1.35B

guided $1.32B – $1.35B $1.47B Beat +10.5%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 3 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+32% Bullish

Price vs 50-day avg

+11% Bullish

RSI (14)

60 Neutral

MACD trend

Negative Bearish

52-week position

94% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $27 › 200d $23 — 50d above 200d

Institutional flow Accumulating

+14% holders QoQ · +90 funds added

Insider flow Distributing

Net -$26.3M over 90 days · 50% sells

Short interest Falling

2.05% of float · ▼ -4.0% MoM · 1.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

339 holders — near 1-yr high, broad support

Price context

position in its 52-week range

Range low $17 Now $30 · 94% Range high $31

vs 200-day avg +32% vs 50-day avg +11%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted Diluted Earnings Per Share non-GAAP	$0.36	Three Months Ended June 30, 2026 filing	+0.0%

Adjusted EBITDA non-GAAP	$422.1M	Q1 FY27	+0.0%

Adjusted EBITDA (DR&A) non-GAAP	$82.8M	Q1 FY27	—
Adjusted EBITDA (Siding & Trim) non-GAAP	$287.7M	Q1 FY27	—
Adjusted EBITDA Margin non-GAAP	28.6%	Q1 FY27	+0.0%

Adjusted EBITDA Margin (DR&A) non-GAAP	27.1%	Q1 FY27	—
Adjusted EBITDA Margin (Siding & Trim) non-GAAP	33.5%	Q1 FY27	—
Adjusted Effective Tax Rate non-GAAP	21.7%	Three Months Ended June 30, 2026	—
Adjusted Income Before Income Taxes non-GAAP	$267.2M	Three Months Ended June 30, 2026	—
Adjusted Income Tax Expense non-GAAP	$57.9M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Income tax expense $53M +$4.9M Tax impact of adjustments = Adjusted Income Tax Expense $57.9M
Adjusted Net Income non-GAAP	$209.3M	Three Months Ended June 30, 2026 filing	+0.0%

Australia & New Zealand Segment EBITDA non-GAAP	$53.5M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Australia & New Zealand Segment operating income $46.8M +$6.7M Depreciation and amortization = Australia & New Zealand Segment EBITDA $53.5M
Europe Segment EBITDA Margin non-GAAP	19.4%	Three Months Ended June 30, 2026	—
Free Cash Flow non-GAAP	$254.2M	Three Months Ended June 30, 2026 filing	+0.0%

GAAP → non-GAAP reconciliation GAAP Net cash provided by operating activities 344M -89.8M Purchases of property, plant and equipment = Free Cash Flow 254.2M
Organic Net Sales Change (Siding & Trim)	20%	Q1 FY27	—
Adjusted General Corporate and Unallocated R&D EBITDA non-GAAP	-$170.3M	FY26	—

Adjusted interest, net non-GAAP	$206.3M	FY26	—

Australia & New Zealand Adjusted EBITDA non-GAAP	$177.7M	FY26	—
Australia & New Zealand Adjusted EBITDA Margin non-GAAP	34.1%	FY26	—
AZEK Adjusted EBITDA for Q1 FY26 non-GAAP	$126.8M	Q1 FY26	—
Capital Expenditures	$383.9M	the twelve months ended March 31, 2026	—
Deck, Rail & Accessories Adjusted EBITDA non-GAAP	$224.8M	FY26	—

GAAP → non-GAAP reconciliation GAAP Deck, Rail & Accessories operating income (loss) -17.7M +3.4M Restructuring expenses +36.7M Inventory fair value adjustment +136M Amortization of intangible assets resulting from AZEK acquisition +66.4M Depreciation and amortization = Deck, Rail & Accessories Segment Adjusted EBITDA 224.8M
Deck, Rail & Accessories Adjusted EBITDA Margin non-GAAP	28.3%	FY26	—
EBITDA	$82.2M	the twelve months ended March 31, 2026	—
EBITDA Margin	14.9%	the fourth quarter	—
Europe EBITDA	$82.2M	FY26	—
Europe EBITDA Margin	14.8%	FY26	—
Europe Segment EBITDA non-GAAP	$82.2M	FY26	—

GAAP → non-GAAP reconciliation GAAP Europe Segment operating income 52.2M +30M Depreciation and amortization = Europe Segment EBITDA 82.2M
Operating Cash Flow	$589.8M	the twelve months ended March 31, 2026	—
Siding & Trim Adjusted EBITDA non-GAAP	$951.4M	FY26	—

GAAP → non-GAAP reconciliation GAAP Siding & Trim Segment operating income 661.9M +11.8M Acquisition related expenses +11.2M Inventory fair value adjustment +42.7M Amortization of intangible assets resulting from AZEK acquisition +35.6M Restructuring expenses +188.2M Depreciation and amortization = Siding & Trim Segment Adjusted EBITDA 951.4M
Siding & Trim Adjusted EBITDA Margin non-GAAP	32.1%	FY26	—
Total Pro Forma Adjusted EBITDA non-GAAP	$1.39B	FY26	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Building Materials — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
JHX James Hardie Industries plc this stock	$17.61B	+45.3%	+24.7%	—	2.0%
CRH Crh Public Ltd Co	$64.00B	-22.2%	+5.3%	17.0	1.9%
VMC Vulcan Materials CO	$35.80B	-4.0%	+6.4%	32.9	4.9%
MLM Martin Marietta Materials Inc	$32.18B	-14.5%	+8.6%	13.2	3.8%
AMRZ Amrize Ltd	$24.15B	-17.3%	+0.9%	19.8	1.4%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

339

% held: 50.2%
Net QoQ: +19.9M sh
Top holder: WELLINGTON MANAGEMENT GRO…

Held Float

View

Held by Funds

Fund positions

View

Short & Settlement

Short Interest Falling

Shares short

11.9M

Days to cover: 1.6d
Change: -490.0K sh

View

Short Volume

Short vol %

45%

As of: Aug 26, 2026

Short Total

View

Fails to Deliver

FTD shares

239.4K

Value: $6.3M
As of: Jul 30, 2026

View

Off-Exchange

Off-exchange %

54.5%

Week of: Jul 20, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$26.3M

Buyers / Sellers: 1 / 1

Buyers Sellers

View

Congressional Trades Sell

Member

Daniel Goldman

Amount: $15.0K–$50.0K
Traded: Jul 10, 2023

View

Financials

Revenue (FY)

$4.8B

Net income (FY): $104.0M
EPS diluted: $0.19

View

Buybacks

Authorized

$250.0M

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 21, 2026
This year: 23

View

Proposed Sales

Value

$2.0M

Shares: 65.0K
Filed: Aug 25, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 6, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
JHX	-0.2%	+15.1%	+36.4%	+14.7%	+45.3%
SPY	-0.4%	+5.0%	+12.4%	+2.6%	+12.3%
vs SPY	+0.2%	+10.1%	+23.9%	+12.1%	+33.0%

Capital returns

Latest dividend

$0.30 / share · ex May 26, 2022

Cut 25%

Paid (TTM)

$0.00 / share · 0 payouts

Dividend yield (TTM, derived)

— · no payout in the trailing year

Buyback program · as of Aug 20, 2026

Authorized

$250.00M

Spent (derived)

—

Remaining

—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1159152 CUSIP G4253H101 13F (30d) 285 filings 283 filers Visit website Investor relations

JHX · James Hardie Industries plc

Price & Indicators

Up next

AI Brief

Equibles Research

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns