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James Hardie Industries plc (AU:JHX)
:JHX
Earnings Data
Report Date
Aug 18, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.58Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: 4.08%
|Next Earnings Date:Aug 18, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced outlook with strong performance in North America and Europe, strategic growth initiatives, and a positive merger outlook with The AZEK Company. However, challenges persist in multifamily and interior product segments, and market headwinds are expected in North America and Asia Pacific.Company Guidance
During the James Hardie Fiscal Fourth Quarter 2025 Earnings Conference Call, Aaron Erter, Chief Executive Officer, provided comprehensive guidance for FY '26, emphasizing the company's strategic focus and financial expectations. The company anticipates low single-digit net sales growth in North America, despite forecasting a mid-single-digit decline in market volumes. This growth is driven by continued investments in strategic initiatives like the expansion of their ColorPlus technology, which saw double-digit growth in FY '25. The company reported $2.9 billion in North American sales for FY '25, with an EBIT margin of 29.4% and an EBITDA of $1 billion, translating to a 35% EBITDA margin. For FY '26, James Hardie expects EBITDA margins to remain stable at approximately 35%, supported by cost savings initiatives that are projected to counter high single-digit raw material inflation. Additionally, the company is planning for free cash flow to exceed $500 million, reflecting a 30% increase from FY '25, aided by a $100 million reduction in capital expenditures to $325 million. The guidance also highlighted the strategic combination with The AZEK Company, expected to enhance growth and deliver $500 million in commercial synergies and $125 million in cost synergies over the next few years.Strong North American Performance
James Hardie delivered $2.9 billion in North American sales and achieved a 35% EBITDA margin, exceeding initial profitability commitments in a challenging market environment.
Strategic Growth in Single-Family Exteriors
The company achieved growth in single-family exteriors, leveraging innovative product solutions like ColorPlus, which saw double-digit growth in FY '25.
Record Performance in Europe
Europe achieved record Q4 sales with high value products achieving double-digit sales growth throughout 2025.
Successful New Construction Partnerships
James Hardie announced multiyear exclusivity agreements with several major home builders, indicating strong partnerships and future growth potential.
Positive Outlook with The AZEK Company Merger
The merger with The AZEK Company is expected to create a leading growth platform in building products, with anticipated $500 million in commercial synergies and over $1 billion in free cash flow post-synergy.
AU:JHX Earnings History
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
AU:JHX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2025 | AU$38.49 | AU$36.11 | -6.18% |
Feb 18, 2025 | AU$50.37 | AU$51.94 | +3.12% |
Nov 12, 2024 | AU$50.24 | AU$53.35 | +6.19% |
Aug 12, 2024 | AU$49.80 | AU$48.37 | -2.87% |
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 (AU:JHX) report earnings?
James Hardie Industries plc (AU:JHX) is schdueled to report earning on Aug 18, 2025, TBA Not Confirmed.
What is James Hardie Industries plc (AU:JHX) earnings time?
James Hardie Industries plc (AU:JHX) earnings time is at Aug 18, 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 the P/E ratio of James Hardie Industries plc stock?
The P/E ratio of James Hardie is N/A.
What is AU:JHX EPS forecast?
AU:JHX EPS forecast for the fiscal quarter 2026 (Q1) is 0.58.