Here is how James Hardie (JHX) and MasTec (MTZ) have performed compared to their sector so far this year.
James Hardie Industries plc (JHX) Q3 2026 Earnings Call Transcript
Although the revenue and EPS for James Hardie (JHX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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.
The heavy selling pressure might have exhausted for James Hardie (JHX) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
James Hardie (JHX) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
James Hardie is rated a BUY, as the market underestimates its structural shift toward repair & remodel and overstates cyclicality risks. JHX dominates the fiber cement siding market, benefits from material substitution trends, and is resilient due to pricing power and margin discipline. The AZEK acquisition doubles JHX's addressable market, offering cross-selling synergies and cost savings, positioning JHX as a premium exterior brand.
The mean of analysts' price targets for James Hardie (JHX) points to a 27.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
James Hardie Industries plc ( JHX ) Shareholder/Analyst Call October 29, 2025 4:00 PM EDT Company Participants Anne Lloyd Presentation Operator Good day, and welcome to the 2025 Annual General Meeting of James Hardie Industries plc. Please note that today's meeting is being recorded.
James Hardie Industries (NYSE:JHX) shares tumbled more than 35% on Wednesday, marking their steepest one-day drop since 1973, after the building materials company posted weaker-than-expected quarterly results and sharply cut its outlook for the year. The maker of fiber cement siding and other home construction products reported fiscal first quarter net income of $62.6 million, or $0.15 per share, down from $155.3 million, or $0.36 per share, a year earlier.