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Trevor Allenson

Research Analyst at Wolfe Research

Trevor Allinson is Director and Senior Research Analyst at Wolfe Research, specializing in the Homebuilders and Building Products sectors. He covers leading publicly traded companies in these sectors and has recently assumed Wolfe’s Homebuilders & Building Products franchise, where his proprietary deep research and macro-focused insights are designed for institutional investors; recent ratings include names such as James Hardie Industries and QXO. Allinson joined Wolfe Research in 2021 from Wells Fargo's Homebuilders & Building Products team and was promoted to his current senior role in 2025, following earlier experience at Robert W. Baird. He is a CFA Charterholder, holds a BS in Finance from Truman State University, an MS in Finance from Washington University in St. Louis, and is FINRA-registered with Series 7 and 63 licenses; performance metrics show moderate initial track record with ongoing coverage expansion.

Trevor Allenson's questions to James Hardie Industries (JHX) leadership

Question · Q2 2026

Trevor Allenson asked about the trends in the siding and trim segment, particularly with builder customers in the South, and how current market conditions and geographical differences compare to previous expectations.

Answer

CEO Aaron Erter explained that the magnitude of market deterioration was less severe than previously embedded in guidance, with declines in single-family new construction in the South being less than 20+%. He detailed regional trends, noting continued softening in new construction across key regions but not as significantly as anticipated. Trevor Allenson also inquired about the competitive environment in decking and railing, specifically regarding increased SG&A spend, marketing, and rebates. CEO Aaron Erter and Jon Skelly, President of AZEK Residential, responded that their consistent strategy, focused on downstream marketing, wood conversion, new product development, channel expansion, and customer engagement, has been successful and does not require material changes to marketing spend or rebates.

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