US · Basic Materials · Building Materials
EPS came in at 0.42 against a street estimate of 0.35 — a beat of 20.0%.
Analysts rate James Hardie Industries PLC ADR a strong buy (10 buy, 0 hold, 0 sell out of 10) with an average price target of $34.50.
CONFIDENT JHX beat Q1 FY27 expectations with 12% pro forma growth, led by 20% fiber cement organic growth. Raised full-year guidance on strong execution, new distribution partnerships, and synergy progress. Macro remains uncertain but company outperforming market. Q1 FY27 Geographic diversification showed strength; ANZ and Europe outperformed in challenging macro. North America drove growth via fiber cement initiatives and distribution expansion. Analysts pressed on magnitude of destocking (~$40–50M), distribution load-in noise (Q2 primarily decking), and ramp timeline for new partners (fast, given prior experience). Management emphasized strategic initiatives over synergies driving Q1 beat and showed confidence in synergy capture. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| TOBAM S.A.S. | 0.00% |
| Byrne Asset Management LLC | 0.00% |
| Huntington National Bank | 0.00% |
| Scopus Asset Management, LLC | 0.00% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • For the quarter ended September 30, 2026, net sales were $1,428.2 million, compared with $1,154.7 million in the prior-year quarte | 2026-11-05 |
| Results announced · Q3 FY2027 HEADLINE NUMBERS • Q2 FY27 continuing-operations net sales were $1.4282 billion, up 24% year over year and at the high end of guidance. • Adjusted E | 2026-11-05 |
| Board / officer change · Q3 FY2027 HEADLINE NUMBERS • James Hardie Industries appointed Jennifer Kong-Picarello as an independent, Class III director, effective October 1, 2026. • No | 2026-10-01 |
| Charter / bylaws change · Q2 FY2027 JAMES HARDIE INDUSTRIES PLC - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held August 20, 2026 • Non-executive director fee pool | 2026-08-21 |
| Material agreement · Q2 FY2027 JAMES HARDIE INDUSTRIES PLC - FORM 8-K SUMMARY HEADLINE NUMBERS • Company selling European fibre gypsum and cement-bonded products business to Holci | 2026-08-20 |
| Quarterly report · Q1 FY2027 JAMES HARDIE INDUSTRIES PLC - Q1 FY2026 SUMMARY --- HEADLINE NUMBERS • Net Sales: $1,474.6 million for Q1 FY2026 vs $899.9 million for Q1 FY2025 (+ | 2026-08-06 |
| Results announced · Q2 FY2027 JAMES HARDIE Q1 FY27 EARNINGS SUMMARY HEADLINE NUMBERS • Net Sales: $1,475 million, up 64% YoY (pro forma organic growth +12%, exceeding guidance) • | 2026-08-06 |
| Results announced · Q2 FY2027 JAMES HARDIE Q1 FY2027 PRELIMINARY RESULTS SUMMARY HEADLINE NUMBERS • Consolidated Net Sales: $1.449 to $1.475 billion (vs. prior guidance of $1.315 | 2026-07-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Updated fiscal year 2027 guidance alongside quarterly earnings release James Hardie Industries announced that it released its fiscal second-quarter results for the period ended September 30, 2026, along with updated guidance for fiscal 2027. The 8-K itself does | 2026-11-05 |
| Sells European fibre gypsum and cement-bonded products business for €840M James Hardie Industries announced the sale of its European fibre gypsum and cement-bonded products business to Holcim Ltd. for €840 million (approximately $920 million USD). The company will | 2026-08-20 |
| Updated fiscal year 2027 guidance released with Q4 earnings results James Hardie Industries plc released its earnings for the fiscal quarter ended June 30, 2026, and provided updated guidance for fiscal year 2027 on August 6, 2026. However, the actual 8-K fi | 2026-08-06 |
| Fiscal year 2027 guidance provided with quarterly and annual results James Hardie Industries plc filed an 8-K on May 19, 2026, announcing earnings results for the fiscal quarter and year ended March 31, 2026, along with fiscal year 2027 guidance. However, thi | 2026-05-19 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.