James Hardie Industries

JHX

Market cap $15B

The struggling housing industry will not recover this year.

James Hardie Industries plc reported mixed Q4 and full-year results, with revenue up 45% y/y but missing estimates and margins under pressure. U.S. Siding & Trim volumes declined organically, and overall group performance saw margin contraction, particularly due to AZEK acquisition expenses. JHX's balance sheet is more leveraged post-AZEK, but liquidity remains manageable with $269.2M cash and interest coverage above 5x on adjusted EBITDA.

James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript

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.

CHICAGO--(BUSINESS WIRE)--James Hardie Reports Fourth Quarter FY26 and Full-Year FY26 Results; Provides FY27 Outlook.

James Hardie Industries plc (NYSE:JHX) will release earnings for its fourth quarter after the closing bell on Tuesday, May 19.

SYDNEY--(BUSINESS WIRE)--James Hardie Announces Appointment of New Non-Executive Director and Retirement of Non-Executive Director.

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.

CHICAGO--(BUSINESS WIRE)--Timing of Fourth Quarter FY26 Earnings Release and Conference Call.