tiprankstipranks
James Hardie Industries Se (JHX)
NYSE:JHX
US Market

James Hardie (JHX) Earnings Dates, Call Summary & Reports

Compare
194 Followers

Earnings Data

Report Date
May 26, 2025
TBA Not Confirmed
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.36
Last Year’s EPS
0.4
Same Quarter Last Year
Based on 2 Analysts Ratings
---

Earnings Call Summary

Earnings Call Date:Feb 18, 2025
|
% Change Since: -0.44%
|
Next Earnings Date:May 26, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong strategic partnerships and growth in high-value products, bolstered by manufacturing efficiency. However, it also acknowledged challenges such as raw material cost inflation, volume declines in certain regions, and a tough European market. The company's ability to maintain strong margins and expand strategic agreements supports a positive sentiment despite these challenges.
Company Guidance
During the James Hardie Fiscal Third Quarter 2025 Earnings Conference Call, the company provided guidance indicating strong business performance with North American sales year-to-date exceeding $2 billion, demonstrating a double-digit CAGR over the last five years. The adjusted EBITDA margin increased by over 400 basis points to approximately 35%, with an anticipated additional 500 basis points of margin opportunity in the future. Despite a challenging demand environment, the North American EBIT margin was reported at 29.1%, with a total adjusted net income of $154 million consolidated across regions. The company shipped 744 million standard feet of volume in North America, highlighting a robust execution of their growth strategy. The guidance reaffirmed their confidence in achieving at least 2.95 billion standard feet of North American volume for the full fiscal year, along with an EBIT margin of at least 29.3%, and adjusted net income of at least $635 million.
Strong North American Performance
North American business demonstrated strength with year-to-date sales over $2 billion, achieving a 29.1% EBIT margin, and maintaining peer-leading profitability despite challenging conditions.
Growth in High-Value Products in Europe
The European segment achieved double-digit growth in high-value products despite a challenging market environment.
M/I Homes Partnership
James Hardie announced a national multiyear exclusive hard siding and trim agreement with M/I Homes, expanding its market presence.
Record-Yield Manufacturing Efficiency
The Hardie Manufacturing Operating System (HMOS) has led to record-yield manufacturing efficiency, even in a year of lower volumes.
Innovative Product Offerings
The company continues to invest in innovative solutions like ColorPlus, which saw double-digit volume growth in single-family applications.
---

James Hardie (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

JHX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 26, 20252025 (Q4)
0.36 / -
0.4
Feb 18, 20252025 (Q3)
0.34 / 0.36
0.41-12.20% (-0.05)
Nov 12, 20242025 (Q2)
0.34 / 0.36
0.41-12.20% (-0.05)
Aug 12, 20242025 (Q1)
0.39 / 0.41
0.395.13% (+0.02)
May 20, 20242024 (Q4)
0.42 / 0.40
0.3321.21% (+0.07)
Feb 12, 20242024 (Q3)
0.39 / 0.41
0.2941.38% (+0.12)
Nov 07, 20232024 (Q2)
0.41 / 0.41
0.395.13% (+0.02)
Aug 07, 20232024 (Q1)
0.34 / 0.39
0.3511.43% (+0.04)
May 15, 20232023 (Q4)
0.32 / 0.33
0.398-17.09% (-0.07)
Feb 13, 20232023 (Q3)
0.36 / 0.29
0.35-17.14% (-0.06)
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
Feb 18, 2025$31.83$32.65+2.58%
Nov 12, 2024$31.79$34.61+8.87%
Aug 12, 2024$31.98$31.77-0.66%
May 20, 2024$36.59$30.99-15.30%
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 Se (JHX) report earnings?
James Hardie Industries Se (JHX) is schdueled to report earning on May 26, 2025, TBA Not Confirmed.
    What is James Hardie Industries Se (JHX) earnings time?
    James Hardie Industries Se (JHX) earnings time is at May 26, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is JHX EPS forecast?
          JHX EPS forecast for the fiscal quarter 2025 (Q4) is 0.36.
            ---
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis