James Hardie Industries plc (JHX) is initiated at BUY with a $30.17 target, reflecting a 46.3% upside by December 2025. Street overstates JHX's cyclicality; post-AZEK, ~70% of revenue is R&R/outdoor-living, providing structural resilience and smoother earnings. The AZEK acquisition synergies are underappreciated; cross-selling and dealer network leverage make management's revenue targets appear conservative.
The average of price targets set by Wall Street analysts indicates a potential upside of 34.2% in James Hardie (JHX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
James Hardie Industries plc ( JHX ) Q2 2026 Earnings Call November 18, 2025 8:00 AM EST Company Participants Joe Ahlersmeyer - Vice President of Investor Relations Aaron Erter - CEO & Executive Director Jonathan Skelly - President – AZEK Residential Conference Call Participants Trevor Allinson - Wolfe Research, LLC Keith Hughes - Truist Securities, Inc., Research Division Lee Power - JPMorgan Chase & Co, Research Division Ryan Merkel - William Blair & Company L.L.C., Research Division Timothy Wojs - Robert W.
| Construction Materials Industry | Materials Sector | Aaron M. Erter CEO | NYSE Exchange | 47030M106 CUSIP |
| IE Country | 5,679 Employees | 29 Jul 2022 Last Dividend | 22 Sep 2015 Last Split | 3 Jan 2000 IPO Date |
James Hardie Industries plc is a global leader in the manufacture and distribution of fiber cement, fiber gypsum, and cement-bonded building products, catering to the needs of the construction industry. With a significant presence in the United States, Australia, Europe, New Zealand, and the Philippines, the company serves a diverse market, including residential repair and remodel, commercial construction, and new residential building projects. Founded in 1888 and headquartered in Dublin, Ireland, James Hardie Industries operates through its strategic business segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. The company's legacy of innovation and quality has established it as a trusted partner in providing durable and aesthetic building solutions worldwide.
James Hardie Industries offers a comprehensive portfolio of products that cater to both interior and exterior construction needs: