8-K Announcements
3Material company update
May 20, 2026·SEC
Material company update
May 19, 2026·SEC
Material company update
May 15, 2026·SEC
James Hardie Industries plc(JHX)Earnings, Financials & Key Ratios
JHX•NYSE
$25.62
134.8× P/E·Price updated Jul 6, 2026
AboutJames Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company operates through three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement building materials for a range of applications, including external siding, internal walls, floors, ceilings, soffits, trim, fences, and facades. The company also provides fiber gypsum and cement-bonded boards for applications, such as timber frame construction, dry lining, DIY, and structural fire protection. Its products are used in various markets comprising new residential construction and commercial construction markets. James Hardie Industries plc was founded in 1888 and is based in Dublin, Ireland.Show more
- Revenue$4.84B+24.7%
- EBITDA$679M-22.2%
- Net Income$104M-75.5%
- EPS (Diluted)0.19-80.6%
- Gross Margin35.77%-7.9%
- EBITDA Margin14.03%-37.6%
- Operating Margin9.26%-45.3%
- Net Margin2.15%-80.3%
- ROE2.42%-88.5%
JHX Price & Volume
James Hardie Industries plc (JHX) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Faces Margin Compression Risks
Investment Thesis • Updated 2026Q4
VerdictNeutral: While the company demonstrates strong top-line momentum
Growth:Accelerating
Profitability:Strained
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Asbestos liability and leverage
Key Thesis Takeaways
- James Hardie exhibits a compelling top-line trajectory with 44.5% year-over-year revenue growth in 2026Q4, yet this expansion is increasingly challenged by gross margin compression to 37.3% and rising overhead costs.
- The company's aggressive acquisition strategy has significantly altered its capital structure, with total debt ballooning to $4.8B and goodwill now accounting for 35% of total assets.
- Investors should monitor the persistent disconnect between accounting profits and cash generation, as legacy asbestos liabilities and high capital intensity continue to weigh on the firm's long-term financial flexibility.
Verdict Logic
the current 140.16 P/E ratio and the structural risk posed by $4.8B in total debt suggest that the valuation may not fully account for ongoing margin and liability pressures.
JHX Growth Metrics
James Hardie Industries plc (JHX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years10.84%
5 Years10.7%
3 Years8.59%
TTM24.71%
Profit CAGR
10 Years-8.19%
5 Years-16.92%
3 Years-41.22%
TTM-75.47%
EPS CAGR
10 Years-10.08%
5 Years-20.28%
3 Years-45.13%
TTM-77.32%
Return on Capital
10 Years15.49%
5 Years16.2%
3 Years13.36%
Last Year5.28%
JHX Recent Earnings
James Hardie Industries plc (JHX) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (73%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 19, 2026Metric
Actual
Est
EPS
$0.30-0.2%
$0.30
Rev
$1.4B-0.6%
$1.4B
Q1 2026
Feb 10, 2026Metric
Actual
Est
EPS
$0.24+4.3%
$0.23
Rev
$1.2B+2.4%
$1.2B
Q4 2025
Nov 17, 2025Metric
Actual
Est
EPS
$0.26+1.1%
$0.26
Rev
$1.3B+0.7%
$1.3B
Q3 2025
Aug 19, 2025Metric
Actual
Est
EPS
$0.29-13.2%
$0.33
Rev
$900M-5.5%
$952M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 19, 2026 | $0.30vs $0.30-0.2% | $1.4Bvs $1.4B-0.6% |
| Q1 2026 | Feb 10, 2026 | $0.24vs $0.23+4.3% | $1.2Bvs $1.2B+2.4% |
| Q4 2025 | Nov 17, 2025 | $0.26vs $0.26+1.1% | $1.3Bvs $1.3B+0.7% |
| Q3 2025 | Aug 19, 2025 | $0.29vs $0.33-13.2% | $900Mvs $952M-5.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for James Hardie Industries plc (JHX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $25.62 | $14.87B | 134.84 | 24.71% | 2.15% | 2.42% | — | |
| $81.04 | $16.35B | 20.99 | -3.4% | 10.9% | 799.05% | — | |
| $48.30 | $5.02B | 27.13 | 1.98% | 16.25% | 18.85% | — | |
| $225.74 | $6.08B | 23.25 | 1% | 8.65% | 37.46% | — | |
| $159.60 | $6.81B | 22.54 | 12.11% | 18.59% | 34.81% | — | |
| $217.54 | $6.73B | 16.58 | 2.13% | 18.36% | 28.27% | — |
Compare JHX vs Peers
James Hardie Industries plc (JHX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
JHX SEC Filings & Documents
James Hardie Industries plc (JHX) SEC filings — annual & quarterly reports (10-K, 10-Q)
10-K Annual Reports
1FY 2026
May 19, 2026·SEC
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JHX Frequently Asked Questions
James Hardie Industries plc (JHX) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is James Hardie Industries plc's revenue?
James Hardie Industries plc (JHX) reported $4.84B in revenue for fiscal year 2026. This represents a 819% increase from $526.3M in 2001.
How fast is James Hardie Industries plc growing?
James Hardie Industries plc (JHX) grew revenue by 24.7% over the past year. This is strong growth.
Is JHX profitable?
Yes, James Hardie Industries plc (JHX) is profitable, generating $104.0M in net income for fiscal year 2026 (2.2% net margin).
Dividend & Returns
What is JHX's return on equity?
James Hardie Industries plc (JHX) has a return on equity (ROE) of 2.4%. This is below average, suggesting room for improvement.
What is James Hardie Industries plc's free cash flow?
James Hardie Industries plc (JHX) generated $203.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.