Kai Erman's questions to James Hardie Industries PLC (JHX) leadership • Q1 2025
Question
Kai Erman from Jefferies asked about the underlying market assumptions for the third and fourth quarters that support the full-year volume guidance.
Answer
CFO Rachel Wilson explained the breadth of the guidance range. She stated that the low end of the volume guidance could be achieved if the current weak market pace continues. Conversely, reaching the high end would require a stronger macro environment, leading to volumes of around 800 million-plus standard feet per quarter, a level the company has achieved in the past.