James Hardie Industries (JHX) Company Report

Analyst Coverage

Research analysts who have asked questions during James Hardie Industries earnings calls.

Keith Chau

MST Marquee

6 questions for JHX

Also covers: AMCR

Keith Hughes

Truist Financial Corporation

5 questions for JHX

Also covers: AMRZ, AWI, BLD +21 more

Lee Power

UBS

5 questions for JHX

Andrew Scott

Morgan Stanley

3 questions for JHX

Also covers: CODA, SURG, VBNK

Harry Saunders

E&P Financial Group

3 questions for JHX

Matthew McKellar

RBC Capital Markets

3 questions for JHX

Also covers: CLW, IP, LPX +8 more

Peter Steyn

Macquarie Group

3 questions for JHX

Ryan Merkel

William Blair & Company

3 questions for JHX

Also covers: AAON, AYI, AZEK +15 more

Alistair Harvey

JPMorgan Chase & Co.

2 questions for JHX

Also covers: NEM

Brook Campbell-Crawford

Barrenjoey

2 questions for JHX

Also covers: AMCR

Peterson

Macquarie

2 questions for JHX

Philip Ng

Jefferies

2 questions for JHX

Also covers: AWI, AZEK, BALL +26 more

Shaurya Visen

Bank of America

2 questions for JHX

Tim Weiss

Baird

2 questions for JHX

Adam Baumgarden

Vertical Research Partners

1 question for JHX

Adam Baumgarten

Zelman & Associates

1 question for JHX

Also covers: AMWD, AWI, AZEK +12 more

Daniel Kang

CLSA

1 question for JHX

Also covers: AMCR

Kai Erman

Jefferies

1 question for JHX

Niraj-Samip Shah

Goldman Sachs

1 question for JHX

Phil Ng

Jefferies Financial Group Inc.

1 question for JHX

Samuel Seow

Citigroup

1 question for JHX

Also covers: AMCR

Timothy Wojs

Robert W. Baird & Co.

1 question for JHX

Also covers: AAON, ALLE, AMWD +13 more

Trevor Allenson

Wolfe Research

1 question for JHX

Trevor Allinson

Wolfe Research, LLC

1 question for JHX

Also covers: AMWD, AZEK, BECN +18 more

Will Wilson

UBS

1 question for JHX

Latest news

Recent press releases and 8-K filings for JHX.

James Hardie Industries plc to Optimize Manufacturing Footprint and Reaffirms FY26 Guidance

JHX

Guidance Update

Layoffs

James Hardie Industries plc announced plans to optimize its manufacturing footprint by closing facilities in Fontana, California, and Summerville, South Carolina within the next 60 days.
This optimization is expected to generate annualized cost savings of approximately $25 million beginning in the first quarter of fiscal year 2027.
The company anticipates one-time pre-tax charges of approximately $40 million to $44 million, primarily in the fourth quarter of fiscal year 2026.
James Hardie reaffirmed its guidance for the third quarter and full fiscal year 2026.

5 hours ago

6-K

James Hardie Industries PLC Issues Ordinary Shares Related to Merger and Employee Incentive Plan

JHX

M&A

Executive Compensation

James Hardie Industries PLC issued a total of 276,796 unquoted ordinary shares in December 2025.
On December 16, 2025, 212,314 ordinary shares were issued at $0.6933 USD per share, and on December 15, 2025, 48,957 ordinary shares were issued at $0.6924 USD per share, both related to the merger with The AZEK Company Inc..
An additional 15,525 ordinary shares were issued on December 15, 2025, under the James Hardie 2020 Non-Executive Director Equity Plan.
Several directors, including Persio V. Lisboa, Nigel Stein, Suzanne B. Rowland, Renee Peterson, John C Pfeifer, Howard Heckes, and Jesse Singh, acquired ordinary shares on December 15, 2025, as part of the employee incentive scheme.

Dec 23, 2025, 5:29 PM

6-K

James Hardie Industries Faces Class Action Lawsuit

JHX

Legal Proceedings

Demand Weakening

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.

Dec 15, 2025, 6:00 PM

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.

Dec 13, 2025, 9:15 PM

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.