James Hardie Industries plc (JHX) Q3 2025 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX ) Q3 2025 Earnings Conference Call February 18, 2025 5:00 PM ET Company Participants Joe Ahlersmeyer - VP of IR Aaron Erter - CEO Rachel Wilson - CFO Conference Call Participants Andrew Scott - Morgan Stanley Lee Power - UBS Keith Chau - MST Marquee Keith Hughes - Truist Harry Saunders - E&P Matthew McKellar - RBC Capital Markets Al Harvey - JPMorgan Peter Steyn - Macquarie Operator Welcome to the James Hardie Fiscal Third Quarter 2025 Earnings Conference Call. After prepared remarks by management, there will be an opportunity to ask questions.
OC or JHX: Which Is the Better Value Stock Right Now?
Investors with an interest in Building Products - Miscellaneous stocks have likely encountered both Owens Corning (OC) and James Hardie (JHX). But which of these two stocks is more attractive to value investors?
James Hardie Industries: Pricing Lever For Sales Growth Limited By Tough Competition
James Hardie faces increasing competition and declining volumes, leading to doubts about its premium valuation and market position. The company's Q2 2025 results showed a 4% revenue decline and an 8% drop in adjusted EBITDA, with margins falling to 38.8%. Despite price hikes to protect margins, the strategy may be reaching its limits, especially with rising competition from peers like Louisiana-Pacific.
James Hardie Industries plc (JHX) Q2 2025 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX ) Q2 2025 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Joe Ahlersmeyer - Vice President, Investor Relations Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Keith Chau - MST Peter Steyn - Macquarie Daniel Kang - CLSA Brook Campbell-Crawford - Barrenjoey Harry Saunders - E&P Andrew Scott - Morgan Stanley Niraj Shah - Goldman Sachs Shaurya Visen - Bank of America Lee Power - UBS Liam Schofield - Morgans Financial Harry Saunders - E&P Sam Seow - Citi Operator Thank you for standing by, and welcome to the James Hardie Q2 FY '25 Results Call. All participants are in a listen-only mode.
James Hardie's Q2 Earnings & Sales Decline Y/Y, Stock Down
JHX's fiscal second-quarter results reflect volume and margin pressures across key markets. Yet, price increases, operational efficiencies, and focused investments are tailwinds.
James Hardie Industries: Cementing A Strong Outlook Despite Flat Volumes In Q1
James Hardie's shares have dropped 16% since my initial write-up in February, despite fundamentals starting to improve. The recent Q1'25 results showed revenue growth (albeit no volume growth), improved profitability, and share repurchases, indicating a potential bottom in business results. I think the outlook suggests marginally better performance in Q2'25, with long-term growth potential in the fiber cement industry.
James Hardie Industries plc (JHX) Q1 2025 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX ) Q1 2025 Results Conference Call August 12, 2024 6:30 PM ET Company Participants Joe Ahlersmeyer - Vice President of Investor Relations Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Matthew McKellar - RBC Capital Markets Lee Power - UBS Keith Chau - MST Marquee Andrew Scott - Morgan Stanley Harry Saunders - E&P Brook Campbell-Crawford - Barrenjoey Peter Steyn - Macquarie Daniel Kang - CLSA Sam Seow - Citi Niraj Shah - Goldman Sachs Shaurya Visen - Bank of America Kai Erman - Jefferies Al Harvey - JPMorgan Operator Welcome to the James Hardie Fiscal First Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Joe Ahlersmeyer, Vice President of Investor Relations.
Top 3 Materials Stocks That May Implode This Month
As of July 19, 2024, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Why Shares in James Hardie Declined This Week
James Hardie's outlook contrasts rival siding company Louisana-Pacific's outlook. Both companies are attractive stocks to play a housing market recovery, but that will require a lower interest rate environment.
James Hardie Industries plc (JHX) Q4 2024 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX ) Q4 2024 Results Conference Call May 20, 2024 7:00 PM ET Company Participants Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Keith Chau - MST Lee Power - UBS Harry Saunders - E&P Andrew Scott - Morgan Stanley Brook Campbell-Crawford - Barrenjoey Daniel Kang - CLSA Shaurya Visen - Bank of America Simon Thackray - Jefferies Sam Seow - Citi Operator Thank you for standing by, and welcome to the James Hardie Q4 FY '24 Results Call. [Operator Instructions] There will be a presentation followed by a question-and-answer session.
Why James Hardie Shares Are Dropping Today
James Hardie sales were a little short of expectations in the most recent quarter. The company expects the overall market to underperform in 2023.
