The earnings call presented a mixed sentiment. While the integration with AZEK and cost synergies are positive developments, the company faces significant challenges in terms of declining sales in North America, market uncertainties in APAC and Europe, and an unfavorable demand outlook for the Siding & Trim segment. The continuation of inventory destocking by customers further complicates the outlook.

Company Guidance

During the call, James Hardie provided guidance for Fiscal Year 2026, projecting a total adjusted EBITDA of $1.05 billion to $1.15 billion, which includes a contribution of approximately $250 million to $265 million from the recently acquired AZEK. The company anticipates Siding & Trim segment net sales ranging from $2.675 billion to $2.85 billion, with a forecasted high single-digit decline in market demand. For the new Deck, Rail & Accessories segment, net sales are expected to reach $775 million to $800 million over the next nine months, with low single-digit growth in sell-through. Additionally, James Hardie aims for free cash flow of at least $200 million and plans to maintain a disciplined approach to capital expenditures, targeting 6% to 7% of sales over the long term. The company remains committed to reducing net leverage to at or below 2x within two years post-acquisition.

Successful Integration of AZEK

The integration of James Hardie and AZEK has been completed, creating a leading provider of exterior home and outdoor living solutions. The combined company is expected to capture multiple opportunities for material conversion with a total addressable market more than twice the size of legacy James Hardie.

Strong Performance in AZEK Segment

AZEK's Deck, Rail & Accessories segment saw mid-single-digit sell-through growth, driven by continued expansion in the channel and contribution from innovative new products. The segment exceeded previously provided guidance with impressive margin performance.

Cost Synergy Realization

The company has already actioned cost synergies accounting for more than 50% of its run rate target for general and administrative cost savings. This is expected to drive approximately $20 million of P&L benefit in FY '26.

James Hardie Industries PLC (JHX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JHX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 16, 2026	2026 (Q3)	- / -	0.329	―	―	―
Nov 10, 2025	2026 (Q2)	0.26 / -	0.36	―	―	―
Aug 19, 2025	2026 (Q1)	0.33 / 0.29	0.41	-29.27% (-0.12)
May 20, 2025	2025 (Q4)	0.36 / 0.36	0.4	-10.00% (-0.04)
Feb 18, 2025	2025 (Q3)	0.34 / 0.36	0.41	-12.20% (-0.05)
Nov 12, 2024	2025 (Q2)	0.34 / 0.36	0.41	-12.20% (-0.05)
Aug 12, 2024	2025 (Q1)	0.39 / 0.41	0.39	5.13% (+0.02)
May 20, 2024	2024 (Q4)	0.42 / 0.40	0.33	21.21% (+0.07)	―	―
Feb 12, 2024	2024 (Q3)	0.39 / 0.41	0.29	41.38% (+0.12)	―	―
Nov 07, 2023	2024 (Q2)	0.41 / 0.41	0.39	5.13% (+0.02)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JHX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 10, 2025	$17.39	$17.40	+0.06%
Aug 19, 2025	$28.43	$18.64	-34.44%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does James Hardie Industries PLC (JHX) report earnings?

James Hardie Industries PLC (JHX) is schdueled to report earning on Feb 16, 2026, After Close (Confirmed).

What is James Hardie Industries PLC (JHX) earnings time?

James Hardie Industries PLC (JHX) earnings time is at Feb 16, 2026, After Close (Confirmed).

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