James Hardie Industries plc (JHX) Analyst/Investor Day Transcript
Does James Hardie (JHX) have what it takes to be a top stock pick for momentum investors? Let's find out.
James Hardie Industries NYSE: JHX reported first-quarter results above its original guidance, supported by stronger-than-expected organic growth in fiber cement products, commercial execution and continued integration progress following its AZEK acquisition.
James Hardie Industries plc (JHX) Q1 2027 Earnings Call Transcript
While the top- and bottom-line numbers for James Hardie (JHX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Quanex Building Products (NX) or James Hardie (JHX). But which of these two stocks presents investors with the better value opportunity right now?
The struggling housing industry will not recover this year.
James Hardie Industries NYSE: JHX reported higher fiscal fourth-quarter revenue and adjusted EBITDA as the building products company benefited from the addition of AZEK, cost controls and early progress on integration initiatives, while management cautioned that construction markets remain challenging heading into fiscal 2027.
While the top- and bottom-line numbers for James Hardie (JHX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
James Hardie is rated a 'buy' at current levels, trading well below its historical EV/EBITDA average after a 47% selloff. JHX's dominant North American fiber cement siding position, resilient R&R exposure, and successful cost synergy execution underpin a durable secular growth thesis. The AZEK acquisition was expensive but strategically expands JHX into outdoor living; cost synergies are ahead of schedule, supporting future free cash flow growth.
James Hardie (JHX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
James Hardie Industries plc is upgraded to Buy as Q3 2026 results signal operational turnaround and resilience amid soft housing markets. James Hardie's revenue rose 33.3% y/y to $1.2B, driven mainly by the AZEK acquisition, while organic growth remains modest. Despite a 740bps GAAP margin decline, adjusted EBITDA margin only slipped 70bps, and cost synergies are ahead of schedule.