US · Basic Materials · Building Materials
EPS came in at 0.36 against a street estimate of 0.32 — a beat of 12.5%.
Analysts rate James Hardie Industries PLC ADR a strong buy (2 buy, 0 hold, 0 sell out of 2) with an average price target of $35.43.
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 |
|---|---|
| Scopus Asset Management, LLC | 0.09% |
| TOBAM S.A.S. | 0.01% |
| Byrne Asset Management LLC | 0.00% |
| Huntington National Bank | 0.00% |
| Quadrature Capital Limited | 0.00% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 FY2027 JAMES HARDIE INDUSTRIES PLC – PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Net Sales: $4.8 billion • Net Income: $104 million • Adjusted EBITDA: $1.3 | 2026-07-01 |
| Annual report FY2026 JAMES HARDIE INDUSTRIES PLC – FORM 10-K SUMMARY Fiscal Year Ended March 31, 2026 --- HEADLINE NUMBERS • Market capitalization: $11.1 billion (as of | 2026-05-19 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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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Google PlayApp StoreData updated 2026-09-18.