JHX · James Hardie Industries plc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q1 FY27 earnings call · Aug 6, 2026TL;DR. James Hardie reported Q1 FY27 net sales of $1.475B (+64% reported, +12% pro forma) and adjusted EBITDA of $422M, both above the high end of original guidance, driven by 20% organic fiber cement growth and raised its full-year FY27 outlook. The company also expanded its distribution partnerships with Boise Cascade and six regional partners, redeemed $400M of senior notes, and maintained its $500M+ free cash flow target.
- + Q1 net sales and adjusted EBITDA exceeded the high end of original guidance
- + North American fiber cement organic growth of 20% beat expectations
- + Raised full-year FY27 outlook for sales and adjusted EBITDA
- + Expanded nationwide distribution partnership with Boise Cascade plus six regional distributors
- + Redeemed $400M of unsecured notes ahead of 2028 maturity, deleveraging on track
- − Housing macro backdrop remains uncertain with no assumed improvement
- − $80–100M cost pressure assumed for FY27 from raw materials, freight and energy
- − Commercial synergy wins require buying back existing channel inventory, near-term margin headwind
- − Distribution partnership transitions will incur transition-related costs and create quarter-to-quarter noise
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Building Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JHX
this stock
James Hardie Industries plc
|
$15.15B | +22.0% | +24.7% | — | 2.6% |
|
CRH
Crh Public Ltd Co
|
$55.52B | -33.7% | +5.3% | 14.8 | 1.8% |
|
VMC
Vulcan Materials CO
|
$31.79B | -14.2% | +6.4% | 29.2 | 4.3% |
|
MLM
Martin Marietta Materials Inc
|
$29.09B | -22.9% | +8.6% | 11.9 | 4.8% |
|
AMRZ
Amrize Ltd
|
$20.81B | -30.9% | +0.9% | 17.1 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JHX | -5.7% | -11.4% | +22.0% | -14.8% | +22.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -5.1% | -11.5% | +9.8% | -14.2% | +10.1% |
Capital returns
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.