JHX · James Hardie Industries plc

Track JHX — free

$27.80 +0.24 (+0.87%) At close · Nov 13

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$16.17B

581.65M

Volume · Nov 13 8.49M Avg daily vol (3M) 11.33M

Up next

Next earnings call

Feb 9, 2027 Est · unconfirmed · in 12 wks

Q2 2027 earnings call transcript

call held Nov 5, 2026

Play latest call

Latest documents

what the company just published, in one sentence each

2026

Nov 5

Earnings call

Q2 2027 earnings call AI summary on its way

Nov 5

Quarterly report 10-Q FY2027 Q2, ended Sep 30

Net sales rise 24% as continuing operations turn profitable

James Hardie Industries plc reported net sales of $1,428.2 million, up 24%, and net income from continuing operations of $149.8 million versus a net loss of $64.3 million for the three months ended September 30, 2026.

Revenue $1.43B ▲ 23.7% Net income $151M Diluted EPS $0.26

Read from the MD&A section

4 source passages

James Hardie Industries plc is a leading provider of exterior home and outdoor living solutions, serving the new home construction, repair and remodel and outdoor living markets. #### Q2 FY27 vs Q2 FY26 | | Three Months Ended September 30, | | | | | --- | --- | --- | --- | --- | | (Millions of U.S. dollars) | | 2026 | | 2025 | | Change | | Net sales | | 1,428.2 | | 1,154.7 | 24% | Net income (loss) from continuing operations | | 149.8 | | (64.3) | 333% *All values are in US Dollars.* Open the document at this passage

Nov 5

Current report 8-K

Strong growth lifts margins and raises cash target

James Hardie Industries plc reported second-quarter continuing-operations net sales of $1.428 Billion, up 24%, and an Adjusted EBITDA Margin of 31.8%. It reaffirmed fiscal 2027 net sales and Adjusted EBITDA guidance and raised the Free Cash Flow target to More than $650 Million.

Financial results

4 source passages

James Hardie Industries plc (NYSE / ASX : JHX) ("James Hardie" or the "Company"), a leading provider of exterior home and outdoor living solutions, today announced results for its second quarter ended September 30, 2026. Net Sales of $1.428 Billion, up 24% Year Over Year, at the High End of Guidance Net Income margin of 10.5%; Adjusted EBITDA Margin of 31.8%, Above the High End of Guidance and up 450 Basis Points We are reaffirming our consolidated full-year fiscal 2027 net sales and Adjusted EBITDA guidance and increasing our free cash flow target to more than $650 million. Open the document at this passage

Oct 1

Current report 8-K

Director or officer change, or executive pay, Regulation FD disclosure

James Hardie Industries plc appointed Jennifer Kong-Picarello as an independent, Class III director effective October 1, 2026, and expects her to join its Audit Committee in November 2026.

Sep 15

Investor event

James Hardie 2026 Investor Day AI summary on its way

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

View all 125 metrics

Revenue (TTM)

$5.66B

Trailing 12 months

Net income (TTM)

$352.50M

Trailing 12 months

Revenue growth YoY

+23.7%

Year over year

Operating margin

13.6%

Trailing 12 months

P / E (TTM)

45.9

Trailing earnings · reciprocal yield 2.2%

FCF yield

4.2%

TTM · current market cap

Return on invested capital

4.8%

Trailing 12 months

Net cash

−$3.69B

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

+1.5%

Year over year · more shares

Price change (1Y)

+66.0%

Trailing year

Short interest

3.9%

Latest settlement · 3.1 days to cover

View all 125 metrics

Quarterly results

Revenue Net income Net loss

· $899.90M $62.60M '26 Q1 · $1.15B −$55.80M '26 Q2 ▲63.9% $1.47B $104.30M '27 Q1 LATEST ▲23.7% $1.43B $151.00M '27 Q2

AI Brief

Q1 FY27 earnings call · Aug 6, 2026

Q1 FY27

TL;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.

Bullish

+ 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

Bearish

− 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

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 Very High

Market backdrop VIX 19.3 · elevated Equity put/call 0.63

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +13%

above

Price vs 50-day avg +4%

above

RSI (14) 52

neutral

MACD trend Positive

52-week position 77%

mid-range

Volume (OBV) Bearish div.

distributing

Momentum

relative strength

Very Strong

1-month return +8%

trailing

6-month return +29%

trailing

YTD return +34%

this year

Relative strength +29%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $27 › 200d $25 — 50d above 200d

Institutional flow Accumulating

305 of 345 funds reported for Sep 30 · net +51.7M sh shares · +68 new

Insider flow Distributing

Net -$29.0M over 90 days · 100% sells

Short interest Falling

3.93% of shares out · ▼ -11.3% MoM · 3.1 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

345 holders — near 1-yr high, broad support

Squeeze score 51

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

remaining

Balance sheet $4.3B

net debt

Quant / Vol

risk profile

Very High

Volatility 45%

annualized · 1-yr

Max drawdown −32%

past year

ATR 4.1%

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

Beat or met 1 of last 2

Latest guidance · from the Earnings Call filed Aug 6, 2026

second quarter

Net sales $1.49B – $1.58B

prior qtr $1.43B midpoint +7.1% QoQ

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

full year fiscal 2027

Sales Raised $5.56B – $5.72B

May 19, 2026 $5.25B – $5.41B Aug 6, 2026 $5.56B – $5.72B

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

Adjusted EBIT Non-GAAP $1.54B – $1.63B

Previous outlook earlier release · from the 8-K filed May 19, 2026

Still-open targets the latest release did not restate under the same label.

Net Sales for Siding & Trim · Q1 FY27 $758M – $781M

Net Sales for Deck, Rail & Accessories · Q1 FY27 $291M – $300M

Total Net Sales · Q1 FY27 $1.32B – $1.35B

Adjusted EBITDA for Siding & Trim · Q1 FY27 $256M – $272M

Total Adjusted EBITDA · Q1 FY27 $354M – $375M

Adjusted EBITDA for Deck, Rail & Accessories · Q1 FY27 $78M – $82M

Free Cash Flow · Full Year FY27 at least $500M

Guided vs delivered · last 2 settled

Net sales second quarter

guided $1.49B – $1.58B

guided $1.49B – $1.58B $1.43B Miss −6.7%

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

+13% Bullish

Price vs 50-day avg

+4% Bullish

RSI (14)

52 Neutral

MACD trend

Positive Bullish

52-week position

77% Neutral

Volume (OBV)

Bearish div. Bearish

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $27 › 200d $25 — 50d above 200d

Institutional flow Accumulating

305 of 345 funds reported for Sep 30 · net +51.7M sh shares · +68 new

Insider flow Distributing

Net -$29.0M over 90 days · 100% sells

Short interest Falling

3.93% of shares out · ▼ -11.3% MoM · 3.1 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

345 holders — near 1-yr high, broad support

Price context

position in its 52-week range

Range low $17 Now $28 · 77% Range high $31

vs 200-day avg +13% vs 50-day avg +4%

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	Q1 FY27	—
Adjusted EBITDA non-GAAP	$422.1M	Q1 FY27	—
Adjusted EBITDA Margin non-GAAP	28.6%	Q1 FY27	—
Adjusted Effective Tax Rate non-GAAP	21.7%	Three Months Ended June 30, 2026	—
Adjusted General Corporate and Unallocated R&D EBITDA non-GAAP	-$32.3M	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 Interest, Net non-GAAP	$64.8M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Interest, net 61.5M +0M Pre-close financing and interest costs +3.3M AICF interest income = Adjusted Interest, Net 64.8M
Adjusted Net Income non-GAAP	$209.3M	Q1 FY27	—
Adjusted Other Income, Net non-GAAP	-$1.1M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Other (income) expense, net -1.1M +0M Non-cash loss on interest rate swap = Adjusted Other Income, Net -1.1M
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
Deck, Rail & Accessories Adjusted EBITDA non-GAAP	$82.8M	Q1 FY27	—
Deck, Rail & Accessories Adjusted EBITDA Margin non-GAAP	27.1%	Q1 FY27	—
EBITDA non-GAAP	$30.4M	Q1 FY27	—
EBITDA Margin non-GAAP	19.4%	Q1 FY27	—
Europe Segment EBITDA non-GAAP	$30.4M	Three Months Ended June 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Europe Segment operating income 20.2M +10.2M Depreciation and amortization = Europe Segment EBITDA 30.4M
Europe Segment EBITDA Margin non-GAAP	19.4%	Three Months Ended June 30, 2026	—
Free Cash Flow non-GAAP	$254.2M	Q1 FY27	—
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
Siding & Trim Adjusted EBITDA non-GAAP	$287.7M	Q1 FY27	—
Siding & Trim Adjusted EBITDA Margin non-GAAP	33.5%	Q1 FY27	—

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	$16.17B	+34.0%	+24.7%	—	3.9%
CRH Crh Public Ltd Co	$61.97B	-25.4%	+5.3%	17.5	2.1%
MLM Martin Marietta Materials Inc	$36.53B	-17.5%	+8.6%	13.6	4.7%
VMC Vulcan Materials CO	$35.76B	-2.3%	+6.4%	33.0	2.9%
AMRZ Amrize Ltd	$21.77B	-24.4%	+0.9%	18.0	2.8%

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

382

% held: 58.7%
Reported: 305 of 345
Top holder: WELLINGTON MANAGEMENT GRO…

Held Float

View

Held by Funds

Fund positions

View

Short & Settlement

Short Interest Falling

Shares short

22.9M

Days to cover: 3.1d
Change: -2.9M sh

View

Short Volume

Short vol %

75%

As of: Nov 13, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $50
As of: Oct 9, 2026

View

Off-Exchange

Off-exchange %

38.3%

Week of: Oct 5, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$29.0M

Buyers / Sellers: 0 / 2

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

Remaining: $250.0M

Spent Remaining

View

Filings

SEC Filings

Latest

10-Q

Filed: Nov 5, 2026
This year: 32

View

Proposed Sales

Value

$2.0M

Shares: 65.0K
Filed: Aug 25, 2026

View

Earnings & Events

Webcasts Upcoming

Next webcast

Nov 16, 2026

Last webcast: Nov 5, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
JHX	-0.2%	+7.7%	+29.4%	+2.1%	+34.0%
SPY	+2.6%	-1.2%	+0.5%	-0.2%	+10.6%
vs SPY	-2.8%	+8.8%	+28.9%	+2.2%	+23.4%

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

Full dividend history

Buyback program · as of Sep 30, 2026

Authorized

$250.00M

Spent (derived)

Remaining

$250.00M

Spent 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) 254 filings 245 filers Visit website Investor relations

JHX · James Hardie Industries plc

Price & Indicators

Up next

Latest documents

Metrics snapshot

Quarterly results

AI Brief

Equibles Research

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns