Will Wilson's questions to James Hardie Industries PLC (JHX) leadership • Q4 2025
Question
Will Wilson of UBS asked about the progression of business trends within the current quarter in the U.S., specifically whether there was a significant slowdown from March to April followed by a recent pickup.
Answer
CFO Rachel Wilson responded that month-to-date performance is in line with the company's expectations and plan. However, she noted that the company is being cautious and conservative with its guidance due to the prevailing uncertainty in the market.