James Hardie Industries plc (JHX) Q1 2026 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX ) Q1 2026 Earnings Conference Call August 19, 2025 6:00 PM ET Company Participants Aaron M. Erter - CEO & Executive Director Joe Ahlersmeyer - Vice President of Investor Relations Rachel Wilson - Chief Financial Officer Conference Call Participants Keith Brian Hughes - Truist Securities, Inc., Research Division Keith Chau - MST Financial Services Pty Limited, Research Division Lee Power - JPMorgan Chase & Co, Research Division Peter Steyn - Macquarie Research Philip H.
NX vs. JHX: Which Stock Is the Better Value Option?
Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Quanex Building Products (NX) and James Hardie (JHX). But which of these two stocks offers value investors a better bang for their buck right now?
James Hardie (JHX) Soars 7.1%: Is Further Upside Left in the Stock?
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: Mixed Results, Long-Term Strategy Intact (Rating Upgrade)
The AZEK acquisition is a strategic move, creating a leading exterior/outdoor living platform and unlocking significant revenue and cost synergies for future growth. Deepening partnerships with major U.S. homebuilders and strong ColorPlus® offering ALLIANCE™ program are driving share gains and material conversion in key markets. While R&R market softness remains a risk, JHX's superior growth outlook, margin performance, and ambitious fiber cement penetration targets justify a premium valuation.
CODYY or JHX: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) or James Hardie (JHX). But which of these two stocks offers value investors a better bang for their buck right now?
James Hardie shares tumble as net profit falls 17%, outlook dims on tariff risks
James Hardie Industries plc shares dropped on Wednesday after the building materials manufacturer posted a 17% decline in annual net profit, with cautious guidance adding to investor unease over its proposed $14 billion takeover of US-based AZEK Company. The company reported net profit attributable to shareholders of US$424 million for the 2025 financial year, down from US$510.2 million the prior year, while revenue slipped 1% to US$3.88 billion.
James Hardie Industries plc (JHX) Q4 2025 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX ) Q4 2025 Earnings Conference Call May 20, 2025 6:00 PM ET Company Participants Joe Ahlersmeyer - VP of IR Aaron Erter - CEO Rachel Wilson - CFO Conference Call Participants Harry Saunders - E&P Matthew McKellar - RBC Capital Markets Shaurya Visen - Bank of America Securities Keith Chau - MST Financial Keith Hughes - Truist Securities Will Wilson - UBS Securities Brook Campbell-Crawford - Barrenjoey Pty Ltd Andrew Scott - Morgan Stanley Operator Welcome to the James Hardie Fiscal Fourth Quarter 2025 Earnings Conference Call. After prepared remarks by management, there will be an opportunity to ask questions.
3 Reasons Why Growth Investors Shouldn't Overlook James Hardie (JHX)
James Hardie (JHX) could produce exceptional returns because of its solid growth attributes.
CODYY or JHX: Which Is the Better Value Stock Right Now?
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) and James Hardie (JHX). But which of these two stocks is more attractive to value investors?
CODYY vs. JHX: Which Stock Is the Better Value Option?
Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) or James Hardie (JHX). But which of these two stocks presents investors with the better value opportunity right now?
CODYY or JHX: Which Is the Better Value Stock Right Now?
Investors with an interest in Building Products - Miscellaneous stocks have likely encountered both Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) and James Hardie (JHX). But which of these two companies is the best option for those looking for undervalued stocks?
James Hardie Industries: Hard To Be Optimistic
James Hardie Industries plc, headquartered in Dublin, operates in North America, Asia Pacific, and Europe, focusing on fiber cement and building products for residential construction. Despite a market capitalization of nearly $15 billion, the stock gets very limited coverage from Wall Street. The company is also buying back stock. The company is operating within a housing sector that has considerable uncertainty. An analysis around James Hardie Industries follows in the paragraphs below.
