Bear of the Day: James Hardie (JHX)
The struggling housing industry will not recover this year.
JHX - James Hardie Industries plc
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$27.33
DETAILS
HIGH:
$31.00
LOW:
$21.00
MEDIAN:
$30.00
CONSENSUS:
$27.33
UPSIDE:
10.25%
Stock News
James Hardie Q4: Hold On To Your Position, But I Wouldn't Add More For Now
James Hardie Industries plc reported mixed Q4 and full-year results, with revenue up 45% y/y but missing estimates and margins under pressure. U.S. Siding & Trim volumes declined organically, and overall group performance saw margin contraction, particularly due to AZEK acquisition expenses. JHX's balance sheet is more leveraged post-AZEK, but liquidity remains manageable with $269.2M cash and interest coverage above 5x on adjusted EBITDA.
James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript
James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript
James Hardie Industries Q4 Earnings Call Highlights
James Hardie Industries NYSE: JHX reported higher fiscal fourth-quarter revenue and adjusted EBITDA as the building products company benefited from the addition of AZEK, cost controls and early progress on integration initiatives, while management cautioned that construction markets remain challenging heading into fiscal 2027.
James Hardie (JHX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for James Hardie (JHX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
James Hardie Reports Fourth Quarter FY26 and Full-Year FY26 Results; Provides FY27 Outlook
CHICAGO--(BUSINESS WIRE)--James Hardie Reports Fourth Quarter FY26 and Full-Year FY26 Results; Provides FY27 Outlook.
James Hardie Likely To Report Higher Q4 Revenue; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
James Hardie Industries (JHX) will release Q4 earnings on May 19 with an expected EPS of 29 cents and revenue of $1.40 billion. Stock closed at $19.27.
James Hardie Likely To Report Higher Q4 Revenue; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
James Hardie Industries plc (NYSE:JHX) will release earnings for its fourth quarter after the closing bell on Tuesday, May 19.
James Hardie Announces Appointment of New Non-Executive Director and Retirement of Non-Executive Director
SYDNEY--(BUSINESS WIRE)--James Hardie Announces Appointment of New Non-Executive Director and Retirement of Non-Executive Director.
James Hardie: Post-Acquisition Pessimism Creates A Compelling Entry Point
James Hardie is rated a 'buy' at current levels, trading well below its historical EV/EBITDA average after a 47% selloff. JHX's dominant North American fiber cement siding position, resilient R&R exposure, and successful cost synergy execution underpin a durable secular growth thesis. The AZEK acquisition was expensive but strategically expands JHX into outdoor living; cost synergies are ahead of schedule, supporting future free cash flow growth.
James Hardie Announces Timing of Fourth Quarter FY26 Earnings Release and Conference Call
CHICAGO--(BUSINESS WIRE)--Timing of Fourth Quarter FY26 Earnings Release and Conference Call.
James Hardie (JHX) Surges 8.3%: Is This an Indication of Further Gains?
James Hardie (JHX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Massachusetts Financial Services Co. MA Lowers Holdings in James Hardie Industries PLC. $JHX
Massachusetts Financial Services Co. MA cut its position in James Hardie Industries PLC. (NYSE: JHX) by 7.1% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,633,600 shares of the construction company's stock after selling 967,270 shares during the quarter.
James Hardie Partners with Habitat for Humanity® in San Gabriel Valley for Rebuild Efforts After California Wildfires
CHICAGO--(BUSINESS WIRE)--James Hardie Building Products Inc. (James Hardie), the leader in exterior home and outdoor living solutions, today announced its commitment to San Gabriel Valley Habitat for Humanity (SGV Habitat) to support their rebuilding efforts for the first 25 households impacted by last year's devastating Eaton fire in Altadena, California. This effort builds on the company's ongoing partnership with Habitat for Humanity International, which celebrates its 50th anniversary this.
James Hardie Industries PLC. (NYSE:JHX) Receives Average Recommendation of “Moderate Buy” from Brokerages
James Hardie Industries PLC. (NYSE: JHX - Get Free Report) has earned an average recommendation of "Moderate Buy" from the fourteen research firms that are currently covering the company, MarketBeat.com reports. Four research analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average 12-month price
James Hardie and CBUSA Expand Strategic Agreement to Include TimberTech® Decking and Railing
CHICAGO--(BUSINESS WIRE)--James Hardie, the North American leader in exterior design solutions, announces an expansion of its strategic agreement with CBUSA, the nation's largest group purchasing organization for custom home builders. The new three-year exclusive deal will provide CBUSA's network of nearly 1,000 custom builders with access to preferred products such as TimberTech®, the #1 brand in premium composite and PVC decking and railing solutions. This agreement builds upon a long-standin.
Contrasting Knife River (NYSE:KNF) and James Hardie Industries (NYSE:JHX)
James Hardie Industries (NYSE: JHX - Get Free Report) and Knife River (NYSE: KNF - Get Free Report) are both construction companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, profitability, dividends, analyst recommendations, valuation and institutional ownership. Risk and Volatility James Hardie Industries has
Habitat for Humanity Remains Front and Center at Upcoming James Hardie™ Pro Football Hall of Fame Invitational
BOCA RATON, Fla.--(BUSINESS WIRE)--As the legends of football and golf prepare to tee it up at the second annual James Hardie Pro Football Hall of Fame Invitational in Boca Raton, FL, this week, James Hardie Building Products Inc. (James Hardie), the North American leader in exterior design solutions, is also helping Habitat for Humanity fulfill its vision of everyone having a decent place to live. James Hardie is putting its purpose, Building a Better Future for All™, into action around the un.
Mairs and Power's Strategic Moves: NVIDIA Corp Sees a -1.1% Portfolio Impact
Exploring the Latest 13F Filing and Investment Strategies Mairs and Power (Trades, Portfolio) recently submitted their 13F filing for the fourth quarter of 202
James Hardie Q3: New Market Opportunities To Be Unlocked Going Forward (Upgrade)
James Hardie Industries plc is upgraded to Buy as Q3 2026 results signal operational turnaround and resilience amid soft housing markets. James Hardie's revenue rose 33.3% y/y to $1.2B, driven mainly by the AZEK acquisition, while organic growth remains modest. Despite a 740bps GAAP margin decline, adjusted EBITDA margin only slipped 70bps, and cost synergies are ahead of schedule.
Price Targets
James Hardie initiated with an Overweight at Stephens
$31.00
(was $26.02)
Stephens
James Hardie price target lowered to $21 from $22 at Barclays
$21.00
(was $20.59)
Barclays
James Hardie price target raised to $26 from $21 at Barclays
$26.00
(was $26.41)
Matthew Bouley
·
Barclays
James Hardie price target raised to $30 from $28 at Truist
$30.00
(was $26.65)
Truist Financial
James Hardie initiated with an Equal Weight at Barclays
$21.00
(was $20.01)
Raymond James
James Hardie upgraded to Buy from Hold at Vertical Research
$21.00
(was $17.91)
Adam Baumgarten
·
Vertical Research
James Hardie initiated with an Outperform at Oppenheimer
$28.00
(was $22.26)
Tyler Batory
·
Raymond James
Oppenheimer Starts James Hardie Industries (JHX) at Outperform
$28.00
(was $22.39)
Tyler Batory
·
Oppenheimer
James Hardie price target raised to $28 from $25 at Truist
$28.00
(was $21.72)
Keith Hughes
·
Truist Financial
James Hardie initiated with an Outperform at Wolfe Research
$25.00
(was $18.81)
Wolfe Research
This Harrow Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
$65.00
(was $27.77)
Sean McCutcheon
·
Raymond James
This Harrow Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
$76.00
(was $27.77)
Steve Seedhouse
·
Cantor Fitzgerald
This Harrow Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
$32.00
(was $27.77)
Timothy Wojs
·
Robert W. Baird
James Hardie double upgraded to Buy at BofA upon resumption
$27.35
(was $24.64)
Shaurya Visen
·
Raymond James
James Hardie upgraded to Overweight from Equal Weight at Morgan Stanley
$55.00
(was $24.25)
Raymond James
Truist recommends buying James Hardie on weakness after Azek deal
$45.00
(was $24.25)
Truist Financial