James Hardie Industries (JHX) Company Report

A class action lawsuit has been filed against James Hardie Industries plc (JHX), with a Lead Plaintiff Deadline of December 23, 2025.
The lawsuit alleges that James Hardie executives made materially false and misleading statements about the health of its North America Fiber Cement segment, specifically concealing aggressive inventory destocking by distributors.
The company's stock subsequently crashed over 34% on August 20, 2025, following the disclosure of a 12% decline in North America sales, which the lawsuit claims was due to the customer weakness allegedly concealed.
The class period for investors who purchased JHX stock and suffered substantial losses is May 20, 2025, through August 18, 2025.

4 days ago

Press Release

James Hardie Industries Faces Securities Class Action Lawsuit

JHX

Legal Proceedings

Demand Weakening

Investors in James Hardie Industries plc (JHX) are reminded that the Lead Plaintiff Deadline in a securities class action lawsuit is December 23, 2025.
The lawsuit alleges that James Hardie and its executives made materially false and misleading statements about the health of its crucial North America Fiber Cement segment, specifically concealing aggressive distributor inventory destocking.
The company's stock crashed over 34% on August 20, 2025, after it allegedly disclosed a 12% decline in North America sales due to customer destocking.
The Class Period for the lawsuit is May 20, 2025 – August 18, 2025, covering investors who purchased JHX stock during this time and suffered substantial losses.

6 days ago

Press Release

James Hardie Industries Faces Securities Class Action Lawsuit

JHX

Legal Proceedings

Demand Weakening

The Lead Plaintiff Deadline for the securities class action lawsuit against James Hardie Industries (JHX) is December 23, 2025.
The lawsuit alleges that James Hardie executives made materially false and misleading statements about the health of its North America Fiber Cement segment, specifically concealing distributor inventory destocking.
JHX stock crashed over 34% on August 20, 2025, after the company disclosed a 12% decline in North America sales due to customer destocking.
Investors who purchased James Hardie stock between May 20, 2025, and August 18, 2025, and suffered substantial losses are encouraged to contact Hagens Berman.

Dec 11, 2025, 8:27 PM

Press Release

James Hardie Industries Faces Securities Class Action Lawsuit Over Alleged Inventory Deception

JHX

Legal Proceedings

Demand Weakening

CFO Change

A securities class action lawsuit has been filed against James Hardie Industries plc (JHX), alleging the company misled investors about unsustainable growth in its North America Fiber Cement segment, fueled by undisclosed sales practices and false claims of "normal" customer inventory levels.
The lawsuit covers investors who purchased JHX securities between May 20, 2025, and August 18, 2025, with a lead plaintiff deadline of December 23, 2025.
The company's stock plummeted 34% (approximately $9.79 per share) on August 19, 2025, following the disclosure of a 12% decline in North America Fiber Cement sales, which the lawsuit attributes to alleged inventory destocking.
Hagens Berman is also investigating a sudden CFO replacement announced on November 17, 2025, as a potential related indicator of the alleged issues.

Dec 9, 2025, 5:48 PM

Press Release

James Hardie Industries Faces Securities Class Action Lawsuit

JHX

Legal Proceedings

Demand Weakening

CFO Change

Hagens Berman has filed a securities class action lawsuit against James Hardie Industries plc (NYSE: JHX), alleging the company misled investors regarding the sustainability of its North America Fiber Cement segment's growth.
The lawsuit claims JHX falsely represented customer inventory levels as "normal" while allegedly concealing aggressive inventory destocking and sales inflated by "inventory loading".
Following the alleged revelation, JHX's stock plummeted 34% (approximately $9.79 per share) on August 19, 2025, after disclosing a 12% decline in North America Fiber Cement sales.
The class period for investors is from May 20, 2025, to August 18, 2025, with the lead plaintiff deadline set for December 23, 2025.
Hagens Berman is also investigating the sudden CFO replacement announced on November 17, 2025, as a potential related indicator.

Dec 5, 2025, 1:08 PM

Press Release

Hagens Berman Announces Securities Class Action Lawsuit Against James Hardie Industries

JHX

Legal Proceedings

Demand Weakening

CFO Change

Hagens Berman has initiated a securities class action lawsuit against James Hardie Industries plc (JHX), alleging the company misled investors by touting strong growth in its North America Fiber Cement segment while concealing that it was unsustainable and driven by undisclosed sales practices and aggressive inventory destocking.
The lawsuit claims JHX falsely stated channel inventories were "normal" when customers were allegedly destocking, leading to sales being inflated by "inventory loading".
Following the alleged revelation, JHX's stock plummeted 34% (approximately $9.79 per share) on August 19, 2025, after the company disclosed a 12% decline in North America Fiber Cement sales.
The class period for investors is from May 20, 2025, to August 18, 2025, with the lead plaintiff deadline on December 23, 2025. Hagens Berman is also investigating the sudden CFO replacement announced on November 17, 2025, as a potential related indicator.

Dec 3, 2025, 8:05 PM

Press Release

James Hardie Announces New Board Chair and CFO, Forms Integration Committee, and Issues Securities

JHX

Board Change

CFO Change

M&A

Nigel Stein was appointed as Chair of James Hardie's Board of Directors, effective November 17, 2025.
Ryan Lada was appointed as Chief Financial Officer, effective immediately, replacing Rachel Wilson, who will advise until March 31, 2026.
The company formed an ad-hoc Integration and Performance Committee of the Board to oversee the integration of the AZEK business and synergy delivery.
James Hardie issued additional ordinary shares and CHESS Depositary Interests between November 10, 2025, and November 20, 2025, related to the merger with The AZEK Company Inc. and employee incentive schemes.

Nov 25, 2025, 11:38 PM

6-K

James Hardie Industries Reports Q2 2026 Results, Raises Full-Year Guidance, and Announces Leadership Changes

JHX

Earnings

Guidance Update

Management Change

James Hardie Industries reported Q2 2026 total net sales of $1.3 billion, a 34% increase including acquired AZEK sales, while organic sales declined 1%. Adjusted EBITDA was $330 million with a 25.5% margin, and adjusted diluted EPS was $0.26.
The company raised its full-year FY2026 guidance, now expecting total adjusted EBITDA of $1.20 billion-$1.25 billion. Siding and trim net sales guidance is $2.925 billion-$2.995 billion, and adjusted EBITDA guidance is $920 million-$955 million.
Key management changes include the appointment of Nigel Steen as Chair of the James Hardie Board of Directors and Ryan Lotta as the new Chief Financial Officer.
Integration with AZEK is on track, with the company having surpassed its first-year cost synergy goal and pushing towards a $125 million total cost synergy target. They also anticipate over $500 million in revenue synergies from the AZEK combination over the next five years.
Market conditions have stabilized, leading to a modest raise in full-year guidance, though the broader market is still expected to be challenging in the near term. The company is focused on material conversion and initiatives like on-the-wall cost reductions to drive future growth.

Nov 18, 2025, 1:00 PM

Transcript

James Hardie Industries Announces Q2 2026 Results, Leadership Changes, and Raised FY 2026 Guidance

JHX

Earnings

CFO Change

Guidance Update

James Hardie Industries announced significant leadership changes, including the appointment of Nigel Steen as the new Chair of the Board of Directors and Ryan Lada as the new Chief Financial Officer.
For Q2 2026, the company reported total net sales of $1.3 billion, a 34% increase year-over-year, with organic sales declining 1%. Adjusted EBITDA was $330 million, and adjusted diluted earnings per share was $0.26.
The company modestly raised its full-year FY 2026 guidance, now expecting total adjusted EBITDA between $1.20 billion and $1.25 billion. Siding and Trim net sales guidance was raised to $2.925 billion-$2.995 billion, and adjusted EBITDA guidance to $920 million-$955 million.
Market conditions have stabilized, leading to the raised guidance, though the company still anticipates mid-single digit organic sales declines in Siding and Trim for the second half of FY 2026. The company is also accelerating cost synergies from the AZEK acquisition, with 85% of the G&A synergy target already achieved.

Nov 18, 2025, 1:00 PM

Transcript

James Hardie Raises FY2026 Guidance and Announces Leadership Changes

JHX

Guidance Update

CFO Change

Board Change

M&A

James Hardie modestly raised its full-year FY2026 adjusted EBITDA guidance to $1.20-$1.25 billion and updated net sales guidance for its Siding and Trim and Deck Rail and Accessories segments.
For Q2 2026, the company reported total net sales growth of 34% to $1.3 billion, which included $345 million from the acquired AZEK sales, while organic sales declined 1%. Adjusted EBITDA for the quarter was $330 million, and adjusted diluted earnings per share was $0.26.
Key leadership changes include the appointment of Nigel Steen as Chair of the Board of Directors and Ryan Lotta as the new Chief Financial Officer, succeeding Rachel Wilson.
The integration with AZEK is progressing as planned, with the company having surpassed its first-year cost synergy goal and working towards a $125 million total cost synergy target, alongside expectations of over $500 million in revenue synergies over the next five years.