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James Hardie (AU:JHX)
ASX:JHX

James Hardie (JHX) AI Stock Analysis

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AU:JHX

James Hardie

(Sydney:JHX)

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Neutral 62 (OpenAI - 4o)
Rating:62Neutral
Price Target:
AU$32.00
▲(6.03% Upside)
James Hardie's overall stock score reflects strong financial performance with robust revenue growth but is tempered by margin pressures and increased leverage. Technical analysis indicates a bearish trend, and valuation metrics suggest the stock may be overvalued. The earnings call provided mixed insights, with successful integration of AZEK and cost synergies offset by challenges in the North American market and raw material inflation.
Positive Factors
Revenue Growth
The robust revenue growth indicates strong demand in the construction materials sector, supporting long-term business expansion and market presence.
Successful Integration of AZEK
The successful integration of AZEK enhances product offerings and market reach, creating opportunities for increased revenue and competitive positioning.
Innovation Recognition
Recognition for innovation underscores James Hardie's commitment to product development, which is crucial for maintaining competitive advantage and meeting evolving customer needs.
Negative Factors
Margin Pressure
Decreasing margins suggest cost pressures, which could impact profitability if not addressed, potentially affecting long-term financial health.
Increased Leverage
Higher leverage could pose financial risks if not managed properly, limiting the company's ability to invest in growth opportunities.
Decline in North America Sales
A decline in a key market like North America can affect overall revenue and market share, challenging the company's growth trajectory.

James Hardie (JHX) vs. iShares MSCI Australia ETF (EWA)

James Hardie Business Overview & Revenue Model

Company DescriptionJames Hardie Industries plc (JHX) is a global leader in the manufacturing of fiber cement products, primarily for the residential and commercial construction sectors. Founded in 1888 and headquartered in Dublin, Ireland, the company specializes in exterior siding, backer board, and other building materials designed to provide durability, aesthetics, and sustainability. Its products are widely used in various applications, including new home construction, remodeling, and renovation projects, particularly in markets like North America, Australia, and Europe.
How the Company Makes MoneyJames Hardie generates revenue primarily through the sale of its fiber cement building materials to contractors, builders, and distributors in the construction industry. The company benefits from a diversified revenue model that includes residential siding, which is its largest product segment, as well as other products such as interior wallboard and flooring. The demand for its products is largely driven by housing starts, renovation activity, and overall construction spending. Additionally, James Hardie has established strong partnerships with key distributors and home improvement retailers, enhancing its market reach. The company also invests in product innovation and sustainability initiatives to align with industry trends and meet consumer demands, further contributing to its earnings.

James Hardie Earnings Call Summary

Earnings Call Date:Aug 19, 2025
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Feb 16, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted successful integration with AZEK and strong performance in the Deck, Rail & Accessories segment, along with notable cost synergy achievements. However, these positives were offset by significant challenges in the North American market, particularly in single-family new construction, leading to a decline in net sales and a conservative outlook. The cost pressures from raw material inflation further compounded the challenges.
Q1-2026 Updates
Positive Updates
Successful Integration of AZEK
James Hardie completed the acquisition of AZEK, creating a leading provider of exterior home and outdoor living solutions with an expanded offering and a total addressable market more than twice the size of legacy James Hardie.
Strong Performance in Deck, Rail & Accessories
The Deck, Rail & Accessories segment saw mid-single-digit sell-through growth, driven by continued expansion in the channel and new product innovation, particularly within railing.
Impressive Cost Synergy Realization
Actioned cost synergies accounting for more than 50% of the run rate target for general and administrative cost savings, resulting in $20 million of P&L benefit for FY '26.
Recognition for Innovation
The global innovation team was recognized for outstanding innovative culture by the National Association of Manufacturers, highlighting the company's commitment to new aesthetics and solutions.
Negative Updates
Decline in North America Net Sales
Net sales in North America declined 12% in the quarter, driven by lower volumes and customer efforts to return to more normal inventory levels.
Market Challenges in Single-Family New Construction
Single-family new construction activity was weaker than anticipated, with a significant decline in the South and homebuilders moderating demand expectations.
Lower Volume Outlook and Soft Demand
Projected lower volume outlook due to market softness and defensive inventory posturing at distributors and dealers, contributing to a conservative full-year guidance revision.
Raw Material Inflation Impact
Persistent raw material inflation, especially in pulp, impacted margins, although the company expects this headwind to subside through the year.
Company Guidance
During the James Hardie First Quarter Fiscal Year '26 Results call, significant guidance was provided, highlighting expectations for the upcoming quarters. The company anticipates a high single-digit market demand decline in its Siding & Trim segment, which includes its legacy North American Fiber Cement business, due to pressures from homeowner affordability and macroeconomic uncertainties. For the newly integrated Deck, Rail & Accessories segment, comprising AZEK's legacy business, net sales are expected to range between $775 million and $800 million over the next nine months, driven by low single-digit growth in sell-through. Despite challenges, including a decline in single-family new construction and inventory adjustments, James Hardie remains confident in achieving $1.05 billion to $1.15 billion in adjusted EBITDA for FY '26, with a significant contribution from the AZEK acquisition. The company has also set a goal to deliver more than $500 million in commercial synergies over the next five years, with a commitment to achieving these synergies ahead of schedule.

James Hardie Financial Statement Overview

Summary
James Hardie demonstrates strong profitability and cash flow generation, with solid margins and a stable return on equity. However, challenges include declining revenue growth and increased leverage, which require careful monitoring.
Income Statement
75
Positive
James Hardie shows a mixed performance in its income statement. The TTM (Trailing-Twelve-Months) data indicates a decline in revenue growth rate by 2.37%, reflecting a potential challenge in maintaining sales momentum. However, the company maintains a solid gross profit margin of 38.17% and a net profit margin of 8.75%, indicating strong profitability. The EBIT and EBITDA margins are also healthy at 15.05% and 20.73%, respectively, suggesting efficient operational management. Despite the revenue decline, the company remains profitable, which is a positive indicator.
Balance Sheet
70
Positive
The balance sheet reveals a moderate financial position. The debt-to-equity ratio increased to 1.16 in the TTM, indicating higher leverage, which could pose a risk if not managed carefully. Return on equity stands at 15.60%, showcasing decent profitability from shareholders' investments. The equity ratio is not explicitly calculated, but the company's equity position appears stable relative to its assets. Overall, while the company is leveraging more debt, it maintains a reasonable return on equity.
Cash Flow
65
Positive
Cash flow analysis shows a positive trend with a 12.72% growth in free cash flow in the TTM period, indicating improved cash generation capabilities. The operating cash flow to net income ratio is close to 1, at 0.98, suggesting strong cash conversion from earnings. The free cash flow to net income ratio is 0.52, reflecting a healthy level of cash retained after capital expenditures. The cash flow position is robust, supporting the company's operational and financial flexibility.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.79B3.88B3.94B3.78B3.61B2.91B
Gross Profit1.45B1.50B1.59B1.31B1.31B1.05B
EBITDA784.80M902.60M976.20M933.10M844.20M594.80M
Net Income331.30M424.00M510.20M512.00M459.10M262.80M
Balance Sheet
Total Assets6.79B5.23B4.91B4.48B4.24B4.09B
Cash, Cash Equivalents and Short-Term Investments391.60M562.70M365.00M113.00M125.00M208.50M
Total Debt2.61B1.21B1.20B1.14B955.50M922.60M
Total Liabilities4.53B3.07B3.05B2.87B2.91B3.03B
Stockholders Equity2.26B2.16B1.86B1.61B1.33B1.06B
Cash Flow
Free Cash Flow429.00M380.60M464.90M7.80M497.50M666.70M
Operating Cash Flow824.60M802.80M914.20M607.60M757.20M786.90M
Investing Cash Flow-412.20M-446.70M-470.50M-660.10M-348.20M-120.40M
Financing Cash Flow1.31B-165.90M-210.10M-25.40M-449.60M-540.20M

James Hardie Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price30.18
Price Trends
50DMA
30.32
Negative
100DMA
32.06
Negative
200DMA
35.90
Negative
Market Momentum
MACD
0.24
Negative
RSI
53.85
Neutral
STOCH
85.23
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JHX, the sentiment is Neutral. The current price of 30.18 is above the 20-day moving average (MA) of 29.37, below the 50-day MA of 30.32, and below the 200-day MA of 35.90, indicating a neutral trend. The MACD of 0.24 indicates Negative momentum. The RSI at 53.85 is Neutral, neither overbought nor oversold. The STOCH value of 85.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:JHX.

James Hardie Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
AU$7.88B33.3719.70%109.79%158.18%
62
Neutral
$17.63B41.544.63%6.96%-51.47%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
54
Neutral
$10.50B125.560.73%2.51%-4.46%-89.42%
53
Neutral
-7.76%-123.85%
53
Neutral
AU$2.24B-44.14-6.65%69.51%-153.68%
40
Underperform
AU$1.14M-1.62-1530.63%-92.77%74.05%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:JHX
James Hardie
30.18
-23.51
-43.79%
AU:BSL
Bluescope Steel
23.78
4.14
21.07%
AU:BKW
Brickworks Ltd
33.02
7.43
29.05%
AU:BMH
Baumart Holdings Ltd
0.01
-0.06
-85.71%
AU:GMD
Genesis Minerals Limited
6.53
3.90
148.29%
AU:BGL
Bellevue Gold Limited
1.56
0.32
25.81%

James Hardie Corporate Events

James Hardie Reports Stable Securities Issuance for November 2025
Dec 4, 2025

James Hardie Industries PLC announced that there were no changes in the number of CHESS Depositary Interests (CDIs) and other securities issued as of November 2025 compared to the previous month. This stability in securities issuance indicates a steady position in the market, with no immediate implications for stakeholders.

James Hardie Director Increases Stake with Share Acquisition
Dec 3, 2025

James Hardie Industries plc has announced a change in the director’s interest, with Director Aaron Erter acquiring 27,000 ordinary shares valued at USD $517,590. This change reflects an increase in Erter’s direct interest in the company, potentially signaling confidence in the company’s future performance and stability. The acquisition may have implications for stakeholders as it could influence perceptions of the company’s market positioning and operational strategies.

James Hardie Director Increases Shareholding
Dec 1, 2025

James Hardie Industries announced a change in the director’s interest, with Persio V. Lisboa acquiring an additional 5,085 ordinary shares through an on-market trade. This change increases Lisboa’s indirect interest to 17,259 ordinary shares, while his direct interest remains at 11,266 shares. The transaction, valued at approximately US$100,225.35, reflects an adjustment in the director’s investment portfolio, potentially signaling confidence in the company’s future performance.

James Hardie Director Increases Stake with Share Acquisition
Dec 1, 2025

James Hardie Industries announced a change in the director’s interest, with Nigel Stein acquiring an additional 27,000 ordinary shares through an on-market trade. This acquisition increases Stein’s indirect interest in the company to 30,400 shares, reflecting confidence in the company’s market position and future prospects.

James Hardie Issues New Unquoted Shares
Nov 23, 2025

James Hardie Industries PLC announced the issuance of 8,519 unquoted ordinary shares as part of a transaction previously disclosed to the market. This move is part of the company’s ongoing financial strategies and could impact its market positioning by potentially increasing shareholder value and enhancing capital structure.

James Hardie Announces Quotation of New Securities
Nov 23, 2025

James Hardie Industries PLC announced the quotation of 6,678 CHESS Depositary Interests on the Australian Securities Exchange, issued under an employee incentive scheme. This move signifies the company’s ongoing commitment to employee engagement and may enhance its market presence by aligning employee interests with shareholder value.

James Hardie Announces Change in Substantial Holdings
Nov 19, 2025

James Hardie Industries has released a substantial holding notice as per the ASX Listing Rule 3.17.3, indicating a change in voting rights due to an acquisition or disposal. The notification reveals that State Street Corporation and its affiliates have adjusted their holdings, resulting in a voting rights position of below 3.00%. This change in holdings could impact the company’s shareholder structure and influence future corporate decisions.

James Hardie Appoints Nigel Stein as Board Chair Amid Strategic Growth Initiatives
Nov 17, 2025

James Hardie Industries has appointed Nigel Stein as the new Chair of its Board of Directors, effective November 17, 2025. Stein, who has extensive experience in the global automotive and manufacturing sectors, will lead the company during a significant growth phase. Concurrently, the company has formed an Integration and Performance Committee to oversee the integration of the AZEK business and enhance overall business performance. This move aligns with James Hardie’s commitment to shareholder value and reflects its responsiveness to shareholder feedback, aiming to strengthen its market position and improve stakeholder engagement.

James Hardie Reports Mixed Financial Results Amidst Strategic Acquisitions
Nov 17, 2025

James Hardie Industries reported a significant increase in net sales by 12% for the half-year ending September 2025, reaching $2,192.1 million. However, the company’s net profit attributable to shareholders plummeted by 97% to $6.8 million, indicating potential challenges in profitability despite sales growth. The company announced no dividend payments for the period and highlighted several acquisitions, including AZEK Building Products and others, which may impact future growth and market positioning.

James Hardie Announces New Securities Quotation on ASX
Nov 17, 2025

James Hardie Industries PLC has announced a new application for the quotation of securities on the Australian Securities Exchange (ASX). The announcement involves the issuance of CHESS Depositary Interests, which are part of an employee incentive scheme. This move could potentially enhance the company’s market presence and provide additional liquidity options for stakeholders.

James Hardie Announces Substantial Holding Change
Nov 10, 2025

James Hardie Industries has announced a substantial holding notice as per the ASX Listing Rule 3.17.3, indicating a change in the voting rights attached to its shares. This development involves State Street Global Advisors and its affiliates, who have adjusted their holdings, resulting in a crossing of the 3% voting rights threshold. This change may impact the company’s shareholder dynamics and influence future decision-making processes.

James Hardie to Engage Investors and Release Q2 FY26 Results
Nov 10, 2025

James Hardie Industries announced its participation in upcoming investor conferences hosted by UBS and Bernstein in December, with key executives engaging with investors. The company will also release its second quarter FY26 financial results on November 18th, followed by a conference call to discuss the results, highlighting its proactive engagement with stakeholders and transparency in financial communications.

James Hardie Announces Director’s Interest Changes
Nov 6, 2025

James Hardie Industries announced a change in the director’s interest, with Aaron Erter acquiring 44,253 ordinary shares and 219,775 TSR RSUs, while disposing of 35,179 ROCE RSUs and 115,688 TSR RSUs. These changes, made with nil consideration as per shareholder approvals, reflect the company’s ongoing adjustments in executive compensation and shareholding structures, potentially impacting stakeholder perceptions and market positioning.

James Hardie Issues Restricted Stock Units to Employees
Nov 6, 2025

James Hardie Industries PLC announced the issuance of 216,344 restricted stock units under an employee incentive scheme. These securities are unquoted on the ASX and are subject to transfer restrictions until the restriction period ends, reflecting the company’s ongoing commitment to employee engagement and retention.

James Hardie Faces ASX Inquiry Amid Share Price Drop
Nov 6, 2025

James Hardie Industries Plc has experienced a significant drop in its share price from $29.48 to $24.41, accompanied by a notable increase in trading volume. The ASX has queried the company to determine if there is undisclosed information that could explain this market activity, emphasizing the importance of compliance with listing rules and the potential need for a trading halt if necessary.

James Hardie Announces Director Resignation
Nov 4, 2025

James Hardie Industries has announced the resignation of Anne Lloyd from its board of directors, effective October 29, 2025. This change in leadership could impact the company’s strategic direction and stakeholder relationships, as Lloyd held both direct and indirect interests in the company’s securities, totaling 23,789 ordinary shares.

James Hardie Announces 2025 AGM Results and Strategic Focus
Oct 30, 2025

James Hardie Industries announced the results of its 2025 Annual General Meeting, with shareholders electing directors Howard Heckes, Gary Hendrickson, and Jesse Singh to the Board. The company is focused on executing strategic growth plans and leveraging its combination with AZEK to drive long-term success in the building products industry. The Board is committed to enhancing shareholder value and will consider shareholder input in reviewing its composition and governance structure.

James Hardie Announces AGM Results with Key Resolutions Passed
Oct 30, 2025

James Hardie Industries plc held its 2025 Annual General Meeting in Dublin, where several resolutions were voted on. Key outcomes included the approval of financial statements and the election of certain directors, while other resolutions, such as the remuneration report and some director re-elections, were not passed. These decisions could influence the company’s governance and strategic direction, impacting stakeholders and potentially altering its market positioning.

James Hardie Industries Highlights Transformative Year and Strategic Growth at 2025 AGM
Oct 29, 2025

James Hardie Industries plc held its 2025 Annual General Meeting, where CEO Aaron Erter highlighted the transformative impact of the AZEK transaction on the company’s operations. The integration of AZEK has enhanced James Hardie’s competitive edge and growth potential, with expected cost synergies of $125 million within three years. The company is focused on expanding its market presence, particularly in the United States, and is committed to continuous shareholder engagement to enhance investment value. The strong performance of the Deck, Rail & Accessories segment and positive preliminary second-quarter results underscore the company’s strategic progress towards sustainable long-term growth.

James Hardie Announces Substantial Holding Change
Oct 28, 2025

James Hardie Industries has announced a substantial holding notice following an acquisition or disposal of voting rights. This development indicates a change in the ownership structure, potentially impacting the company’s governance and stakeholder dynamics. The notification was triggered by State Street Global Advisors crossing a voting rights threshold, which could influence the company’s strategic decisions and market positioning.

James Hardie Industries Announces Quotation of New Securities
Oct 16, 2025

James Hardie Industries PLC has announced the application for the quotation of securities on the Australian Securities Exchange (ASX). The announcement includes the issuance of 120 CHESS Depositary Interests under an employee incentive scheme, which are not subject to transfer restrictions. This move is part of the company’s ongoing efforts to enhance employee engagement and align their interests with corporate performance, potentially impacting its market positioning positively.

James Hardie Announces Quotation of New Securities on ASX
Oct 10, 2025

James Hardie Industries PLC has announced the application for quotation of 54,757 securities on the Australian Securities Exchange (ASX) under the code JHX. This move is part of an employee incentive scheme, indicating the company’s efforts to align employee interests with shareholder value and potentially enhance its market positioning.

James Hardie Issues Unquoted Shares to Enhance Equity Structure
Oct 9, 2025

James Hardie Industries PLC announced the issuance of 1,043 unquoted ordinary shares as part of a previously disclosed transaction. This move is part of the company’s ongoing strategic initiatives to optimize its equity structure, which may influence its market positioning and stakeholder interests.

James Hardie Updates Securities Announcement with New CDI Issuance
Oct 9, 2025

James Hardie Industries PLC announced an update to a previous securities announcement, clarifying that no JHXAM shares were transferred to CDIs, but rather 716 new CDIs were issued. This update may impact the company’s market operations by providing clarity on the securities’ status, which could influence investor perceptions and the company’s positioning in the market.

James Hardie Issues Unquoted Ordinary Shares
Oct 8, 2025

James Hardie Industries PLC announced the issuance of 12,486 unquoted ordinary shares as part of previously disclosed transactions. This move reflects the company’s ongoing financial strategies and may influence its market positioning by potentially affecting shareholder value and investment appeal.

James Hardie Announces Change in Substantial Holdings
Oct 8, 2025

James Hardie Industries has announced a change in its substantial holdings, as FMR LLC’s voting rights in the company have decreased from 3.0502% to 2.7133% following a recent acquisition or disposal of voting rights. This adjustment in holdings reflects a shift in the company’s shareholder structure, which could have implications for its governance and influence among stakeholders.

James Hardie Reports Strong Q2 Performance and Positive Outlook
Oct 7, 2025

James Hardie Industries has announced its preliminary financial results for the second quarter of fiscal year 2026, reporting net sales between $1.29 billion and $1.30 billion and an adjusted EBITDA ranging from $326 million to $331 million. The company has seen improved performance in its Siding & Trim segment, with sales exceeding expectations despite challenges in the single-family new construction market. The integration of AZEK and synergy initiatives are on track, with opportunities to expand product shelf space and drive commercial synergies in the next fiscal year.

James Hardie Updates Compensation Structure
Oct 2, 2025

James Hardie Industries plc has announced an update to its compensation structure and alignment, as authorized by its Board of Directors. This move is part of the company’s ongoing efforts to enhance its operational efficiency and align its compensation practices with industry standards, potentially impacting its market positioning and stakeholder relations.

James Hardie Announces Change in Substantial Holding
Oct 1, 2025

James Hardie Industries has announced a substantial holding notice following an acquisition or disposal of voting rights, as required by ASX Listing Rule 3.17.3. The notification, submitted by FMR LLC, indicates that the threshold of 3% voting rights was crossed on September 26, 2025, with the current position standing at 2.9928%. This change in voting rights could have implications for the company’s shareholder dynamics and market perception.

James Hardie Receives Substantial Holding Notice
Sep 30, 2025

James Hardie Industries has received a substantial holding notice concerning the acquisition or disposal of voting rights by State Street Global Advisors and its affiliates. This development indicates a shift in the ownership structure, which could potentially impact the company’s governance and strategic decisions.

James Hardie Announces Change in Substantial Holdings
Sep 24, 2025

James Hardie Industries has announced a substantial holding notice, indicating a change in voting rights due to an acquisition or disposal. This notification, received on September 23, 2025, reflects the company’s compliance with ASX Listing Rule 3.17.3, and highlights the involvement of State Street Global Advisors in the transaction. The adjustment in voting rights could impact the company’s governance and influence its strategic decision-making processes.

James Hardie Announces 2025 AGM Details
Sep 23, 2025

James Hardie Industries plc has announced the availability of materials for its 2025 Annual General Meeting (AGM) on its website. The AGM is scheduled to take place on October 29, 2025, at the company’s headquarters in Dublin, with options for shareholders to participate via teleconference, although electronic voting will not be available. This announcement is significant as it ensures transparency and accessibility for shareholders, reflecting the company’s commitment to engaging its stakeholders effectively.

James Hardie Issues New Shares Under Employee Incentive Scheme
Sep 22, 2025

James Hardie Industries PLC announced the issuance of 7,185 ordinary shares under an employee incentive scheme. This move reflects the company’s commitment to rewarding its employees and aligning their interests with the company’s growth objectives, potentially enhancing employee motivation and retention.

James Hardie Industries Announces New Securities Quotation
Sep 22, 2025

James Hardie Industries PLC has announced a new application for the quotation of securities on the ASX. This move involves the issuance of CHESS Depositary Interests under an employee incentive scheme, which signals the company’s ongoing commitment to employee engagement and retention. The announcement may impact the company’s market position by potentially increasing liquidity and aligning employee interests with shareholder value.

James Hardie Director Increases Stake in Company
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Nigel Stein acquiring 995 additional ordinary shares under the company’s 2020 Non-Executive Director Equity Plan. This acquisition increases Stein’s direct interest to 7,542 ordinary shares, reflecting the company’s commitment to aligning director interests with shareholder value.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries plc announced a change in the director’s interest, with Suzanne Rowland acquiring 742 additional ordinary shares, increasing her direct interest to 5,109 shares. This acquisition was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing efforts to align director interests with shareholder value.

James Hardie Announces Director’s Share Acquisition
Sep 22, 2025

James Hardie Industries has announced a change in the director’s interest, with Rada Rodriguez acquiring 737 additional ordinary shares, bringing her total to 7,418 shares. This change is part of the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing commitment to aligning the interests of its directors with those of its shareholders.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with John C Pfeifer acquiring 742 additional ordinary shares, bringing his total to 2,929 shares. This acquisition was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing commitment to aligning director interests with shareholder value.

James Hardie Announces Director’s Increased Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Renee Peterson acquiring 2,301 ordinary shares, increasing her direct interest to 12,502 shares. This change reflects the issuance of shares under the James Hardie 2020 Non-Executive Director Equity Plan, indicating the company’s ongoing efforts to align its leadership’s interests with shareholder value.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Anne Lloyd acquiring 709 ordinary shares, increasing her direct interest to 5,789 shares. This acquisition was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s commitment to aligning director interests with shareholder value.

James Hardie Director Increases Stake Through Equity Plan
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest notice, highlighting that Persio V. Lisboa, a director of the company, acquired 959 ordinary shares through the James Hardie 2020 Non-Executive Director Equity Plan. This acquisition increases Lisboa’s direct interest in the company, reflecting confidence in James Hardie’s strategic direction and potentially influencing stakeholder perception positively.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Peter John Charles Davis acquiring 716 additional Ordinary Shares/CDIs, bringing his total to 5,075 shares. This change is part of the company’s 2020 Non-Executive Director Equity Plan, reflecting ongoing adjustments in executive holdings that could influence investor perceptions and stakeholder interests.

James Hardie Announces Substantial Holding Notice
Sep 22, 2025

James Hardie Industries has announced a substantial holding notice following the acquisition of shares by Wellington Management Group LLP. The acquisition, which took place on September 18, 2025, resulted in Wellington Management Group increasing its interest in James Hardie to 46,610,599 shares. This development could potentially impact James Hardie’s market positioning and shareholder dynamics.

James Hardie Announces Substantial Holding Notice
Sep 17, 2025

James Hardie Industries has announced a substantial holding notice as required under ASX Listing Rule 3.17.3. The notice reveals that State Street Corporation and its affiliates have crossed a voting rights threshold, now holding a significant percentage of voting rights in James Hardie. This development could impact the company’s governance and influence decisions affecting stakeholders.

James Hardie Issues Unquoted Ordinary Shares
Sep 10, 2025

James Hardie Industries PLC has announced the issuance of 166 unquoted ordinary shares as part of a previously disclosed transaction. This move is part of the company’s ongoing financial strategies and may have implications for its market operations, although the shares are not intended to be quoted on the ASX.

James Hardie Director Increases Stake in Company Shares
Sep 10, 2025

James Hardie Industries announced a change in the director’s interest in securities, specifically involving Suzanne B. Rowland. The change includes the acquisition of 770 ordinary shares, increasing her indirect interest to 5,770 shares, while her direct interest slightly decreased to 4,367 shares. This on-market purchase reflects active engagement in the company’s stock by its board members, potentially signaling confidence in the company’s future performance.

James Hardie Announces Substantial Share Acquisition by Wellington Management
Sep 9, 2025

James Hardie Industries has announced a substantial holding notice related to the acquisition of shares by Wellington Management Group LLP. The acquisition involved an increase in shares from 46,294,184 to 46,745,136, reflecting a strategic move in the regular course of trading. This development could potentially impact James Hardie’s market positioning and stakeholder interests, as it indicates increased investor confidence and potential shifts in shareholder dynamics.

James Hardie Issues Restricted Stock Units to Employees
Sep 8, 2025

James Hardie Industries PLC has announced the issuance of 638,984 restricted stock units under an employee incentive scheme. These securities are unquoted and subject to transfer restrictions, reflecting the company’s ongoing efforts to incentivize and retain its workforce, which may strengthen its market position and operational stability.

James Hardie Issues Unquoted Ordinary Shares
Sep 8, 2025

James Hardie Industries PLC announced the issuance of 51,884 unquoted ordinary shares as part of a previously disclosed transaction. This move is part of the company’s ongoing financial strategies and may influence its market positioning by potentially affecting shareholder value and investment appeal.

James Hardie Industries Announces 2025 AGM Details
Sep 8, 2025

James Hardie Industries has announced the scheduling of its 2025 Annual General Meeting (AGM) to be held on October 29, 2025, in Dublin and via teleconference. The meeting will allow security holders to place items on the agenda or nominate directors by submitting requests by September 15, 2025. This AGM is a significant event for stakeholders, providing an opportunity to influence the company’s governance and strategic direction.

James Hardie Industries Announces 2025 AGM Details
Sep 7, 2025

James Hardie Industries has announced its 2025 Annual General Meeting (AGM) scheduled for September 29th in Dublin and via teleconference. The meeting allows security holders to propose agenda items or director nominations by September 15th, reflecting the company’s commitment to stakeholder engagement and transparent governance.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 27, 2025