James Hardie (JHX) AI Stock Analysis

• Market Cap: AU$19.78B
• Dividend Yield: N/A
• Average Volume (3M): 6.99M
• Price to Earnings (P/E): 45.4
• Beta (1Y): 1.58
• Revenue Growth: 6.96%
• EPS Growth: -51.47%
• Country: AU
• Employees: 5,679
• Sector: Basic Materials
• Sector Strength: 58
• Industry: Construction Materials
• EPS (TTM): 0.37
• Shares Outstanding: 583,240,000
• 10 Day Avg. Volume: 4,605,424
• 30 Day Avg. Volume: 6,992,535
• PEG Ratio: -1.66
• Price to Book (P/B): 4.78
• Price to Sales (P/S): 2.66
• P/FCF Ratio: 27.13
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: AU$36.55
• Price Target Upside: 8.36% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 10
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 66 Neutral
• Price Target: AU$37.00 ▲(9.69% Upside)

The score is driven primarily by solid underlying financial performance (growth and generally healthy margins) but is held back by weakening free cash flow and higher leverage. Technicals are supportive in the near term with positive momentum, while valuation is a notable headwind due to the elevated P/E.

Positive Factors

Market leadership & product portfolio

James Hardie’s entrenched position as a global leader in fiber cement siding and related products provides durable competitive advantage. Broad product set and longstanding distributor/home-improvement relationships support stable demand, pricing power and scale economies across cycles.

Consistent revenue growth

Sustained trailing-twelve-month revenue growth near 9% indicates resilient end-market demand from housing starts and renovation activity. Persistent top-line growth supports capacity utilization, long-term margin retention and the ability to invest in product innovation and geographic expansion.

Efficient capital returns (ROE)

A ~15.6% ROE signals effective use of shareholder capital and underlying profitability. This level of return supports reinvestment in the business and provides a buffer for funding strategic initiatives, helping maintain competitive positioning over multiple reporting periods.

Negative Factors

Elevated leverage

Higher debt-to-equity (~1.16) raises financial risk and reduces flexibility to fund capex or buybacks without additional borrowing. In a cyclical construction market this leverage amplifies earnings volatility and could constrain strategic choices if interest costs rise or activity slows.

Weak free cash flow conversion

A sharp drop in FCF growth and FCF conversion (~0.52) means a smaller share of accounting profits becomes discretionary cash. This undermines the company’s ability to deleverage, sustain investment, or return capital, and could signal persistent working capital or capex absorption issues.

Loss of senior North America leader

The appointment of James Hardie’s North America president to an external CEO role represents the loss of senior regional leadership. That departure may disrupt execution, slow strategic initiatives in its largest market and require time for succession to restore operational continuity.

James Hardie Business Overview & Revenue Model

Company Description

James Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company operates through three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement building materials for a range of applications, including external siding, internal walls, floors, ceilings, soffits, trim, fences, and facades. The company also provides fiber gypsum and cement-bonded boards for applications, such as timber frame construction, dry lining, DIY, and structural fire protection. Its products are used in various markets comprising new residential construction and commercial construction markets. James Hardie Industries plc was founded in 1888 and is based in Dublin, Ireland.

How the Company Makes Money

James 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 Financial Statement Overview

Summary

Strong TTM revenue growth (8.75%) and healthy gross margin (38.17%) support solid operating performance, but profitability is showing some pressure (net margin down to 8.75%). Leverage is elevated with a higher debt-to-equity (1.16), and cash generation is a key concern given the sharp decline in free cash flow growth (-30.61%) and modest free cash flow conversion (FCF/net income 0.52).

Income Statement

James Hardie shows strong revenue growth in the TTM (Trailing-Twelve-Months) with an 8.75% increase, indicating robust demand in the construction materials sector. The gross profit margin is healthy at 38.17%, though slightly lower than previous years, suggesting some cost pressures. The net profit margin at 8.75% is decent but has decreased from previous periods, reflecting potential challenges in maintaining profitability. EBIT and EBITDA margins are solid, though they have slightly declined, indicating stable operational efficiency but with room for improvement.

Balance Sheet

The debt-to-equity ratio has increased to 1.16 in the TTM, indicating higher leverage, which could pose a risk if not managed carefully. However, the return on equity remains strong at 15.60%, showcasing effective use of equity to generate profits. The equity ratio is stable, reflecting a balanced asset structure, but the increased debt level warrants attention.

Cash Flow

The free cash flow growth rate has significantly declined by 30.61% in the TTM, raising concerns about cash generation capabilities. The operating cash flow to net income ratio is close to 1, indicating good cash conversion from earnings. However, the free cash flow to net income ratio at 0.52 suggests that a smaller portion of earnings is being converted into free cash flow, highlighting potential liquidity challenges.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	4.12B	3.88B	3.94B	3.78B	3.61B	2.91B
Gross Profit	1.49B	1.50B	1.59B	1.31B	1.31B	1.05B
EBITDA	734.80M	902.60M	976.20M	933.10M	844.20M	594.80M
Net Income	192.10M	424.00M	510.20M	512.00M	459.10M	262.80M
Balance Sheet
Total Assets	14.07B	5.23B	4.91B	4.48B	4.24B	4.09B
Cash, Cash Equivalents and Short-Term Investments	772.00M	562.70M	365.00M	113.00M	125.00M	208.50M
Total Debt	5.24B	1.21B	1.20B	1.14B	955.50M	922.60M
Total Liabilities	7.75B	3.07B	3.05B	2.87B	2.91B	3.03B
Stockholders Equity	6.32B	2.16B	1.86B	1.61B	1.33B	1.06B
Cash Flow
Free Cash Flow	297.69M	380.60M	464.90M	7.80M	497.50M	666.70M
Operating Cash Flow	693.50M	802.80M	914.20M	607.60M	757.20M	786.90M
Investing Cash Flow	-4.38B	-446.70M	-470.50M	-660.10M	-348.20M	-120.40M
Financing Cash Flow	3.90B	-165.90M	-210.10M	-25.40M	-449.60M	-540.20M

James Hardie Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 33.73
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

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 33.73 is above the 20-day moving average (MA) of 33.51, above the 50-day MA of 31.00, and below the 200-day MA of 34.59, indicating a neutral trend. The MACD of 1.04 indicates Positive momentum. The RSI at 54.25 is Neutral, neither overbought nor oversold. The STOCH value of 21.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:JHX.

James Hardie Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
GMD	74 Outperform	AU$9.29B	43.03	19.70%	―	109.79%	158.18%
JHX	66 Neutral	AU$19.78B	45.44	4.63%	―	6.96%	-51.47%
Sector *	61 Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
BSL	57 Neutral	$13.58B	162.39	0.73%	2.48%	-4.46%	-89.42%
BGL	52 Neutral	AU$2.78B	-56.86	-6.65%	―	69.51%	-153.68%
BMH	44 Neutral	AU$1.14M	-1.62	-1530.63%	―	-92.77%	74.05%

James Hardie Corporate Events

James Hardie Issues 113,441 Unquoted Ordinary Shares

James Hardie Industries has notified the market of the issue of 113,441 unquoted ordinary shares under the ASX code JHXAM, with an issue date of 5 January 2026. The additional equity, which is not intended to be quoted on the ASX, reflects ongoing capital management and equity issuance arrangements that may relate to employee or incentive programs, and slightly expands the company’s share base without immediate trading impact for ordinary shareholders.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues 220,058 Restricted Stock Units Under Employee Incentive Scheme

James Hardie Industries has issued 220,058 restricted stock units (RSUs) under its employee incentive scheme, with the units recorded as unquoted securities on the ASX and subject to transfer restrictions until vesting conditions are met. The move underscores the company’s ongoing use of equity incentives as a tool for talent retention and alignment of employee and shareholder interests, but does not alter its capital structure in a way that suggests an immediate strategic shift or operational change for stakeholders.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Jesse Singh Reduces Direct Shareholding to Cover Tax on RSU Vesting

James Hardie Industries has disclosed a change in the shareholding of director Jesse Singh, who disposed of 56,993 ordinary shares on 2 January 2026 for approximately USD 1.19 million, reducing his direct holding from 258,592 to 201,599 shares while leaving his indirect trust-held interests unchanged. The disposal was not a discretionary sale but resulted from shares being withheld to satisfy tax obligations tied to the vesting of restricted stock units, underscoring the impact of equity-based compensation and associated tax treatments on reported director shareholdings rather than indicating a shift in strategic or personal investment stance toward the company.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports No Change in CDIs or Share Capital for December

James Hardie Industries has reported that the number of CHESS Depositary Interests (CDIs) on issue for December 2025 remained unchanged at 430,398,404, with a 1:1 ratio to the underlying securities. The company also confirmed that the totals for its ordinary shares, restricted stock units and options over shares were unchanged from the previous month, indicating a stable capital structure with no new equity issuance or dilution for existing security holders during the period.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues 212,314 Unquoted Ordinary Shares Under Existing Scheme

James Hardie Industries has notified the market of the issue of 212,314 unquoted ordinary shares under the ASX code JHXAM, with an issue date of 16 December 2025. The additional unquoted equity, issued under previously announced arrangements, modestly expands the company’s capital base and may relate to incentive or other corporate schemes, underscoring ongoing use of equity-based instruments in its capital management and employee or stakeholder alignment strategies.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Increases Director Gary Hendrickson’s Equity Holding via Board Incentive Plan

James Hardie Industries has reported a change in director Gary Hendrickson’s shareholding following the issuance of 4,599 ordinary shares to him under the company’s 2020 Non-Executive Director Equity Plan. The transaction, valued at US$86,441.88, increases Hendrickson’s direct holding to 217,568 ordinary shares while his indirect holding remains unchanged at 192,878 ordinary shares, underscoring the company’s continued use of equity-based compensation to align non-executive director interests with those of shareholders.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Increases Director Jesse Singh’s Equity Stake via Board Plan

James Hardie Industries has reported a change in director Jesse Singh’s holdings, with the non-executive director receiving 1,652 additional ordinary shares on 15 December 2025 under the company’s 2020 Non-Executive Director Equity Plan. Following this issuance, Singh’s direct interest in James Hardie rose to 258,592 ordinary shares, while his indirect interests held via various family trusts remain unchanged, signaling continued alignment of board compensation with shareholder interests without any on-market trading activity.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Increases Director John Pfeifer’s Equity Holding Under 2020 Plan

James Hardie Industries has disclosed a change in the shareholding of director John C. Pfeifer, who received 780 additional ordinary shares on 15 December 2025 under the company’s 2020 Non-Executive Director Equity Plan. The issuance, valued at about US$14,367.60, increases Pfeifer’s direct holding to 3,709 ordinary shares and reflects ongoing alignment of non-executive director compensation with shareholder interests, with the company confirming there was no trading during a closed period and no change in any related contracts.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Renee Peterson Increases Shareholding Through Equity Plan

James Hardie Industries has disclosed a change in the equity holdings of non-executive director Renee Peterson, who received an issuance of 2,332 ordinary shares on 15 December 2025 under the company’s 2020 Non-Executive Director Equity Plan, increasing her direct holding from 12,502 to 14,834 ordinary shares. The transaction, valued at US$42,955.44, reflects James Hardie’s ongoing use of equity-based compensation to align board members’ interests with shareholders, reinforcing governance practices without involving any share disposals or changes in contractual interests, and occurring outside any closed trading period.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Increases Equity Grant to Non-Executive Director Suzanne Rowland

James Hardie Industries has disclosed a change in director Suzanne B. Rowland’s shareholding, reflecting the issuance of 777 ordinary shares to her under the company’s 2020 Non-Executive Director Equity Plan. Following this equity-based grant, Rowland’s direct holding has increased to 5,886 ordinary shares, while her indirect beneficial interest via Cede & Co. remains at 5,770 shares, underscoring the company’s continued use of share-based compensation to align non-executive director incentives with shareholder interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Updates Market on Director Nigel Stein’s Increased Shareholding

James Hardie Industries has disclosed a change in the equity holdings of non-executive director Nigel Stein, who received 998 additional ordinary shares on 15 December 2025 under the company’s 2020 Non-Executive Director Equity Plan. Following this issuance, Stein’s direct holding increased to 8,540 ordinary shares, while his indirect holding remains at 30,400 shares held via Evelyn Partners Investment Services Limited, underscoring ongoing use of equity-based compensation to align director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Updates Director Persio Lisboa’s Equity Holdings

James Hardie Industries has disclosed a change in director Persio V. Lisboa’s holdings, following the issue of additional ordinary shares under the company’s 2020 Non-Executive Director Equity Plan. Lisboa acquired 1,004 ordinary shares on 15 December 2025, increasing his direct holding to 12,270 ordinary shares, while his indirect holding remains at 17,259 ordinary shares, with no related contracts affected and no trading during a closed period.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Unquoted Shares Under Employee Incentive Scheme

James Hardie Industries has notified the market of the issue of 15,525 ordinary shares on 15 December 2025 under an unquoted employee incentive scheme. The modest-sized issuance, which will not be quoted on the ASX, reflects the company’s ongoing use of equity-based compensation to align employee interests with shareholder value without materially altering its overall capital structure.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues 48,957 Unquoted Ordinary Shares Under Equity Arrangements

James Hardie Industries has notified the market of the issuance of 48,957 unquoted ordinary shares under the ASX code JHXAM, dated 15 December 2025. The new securities, which were previously flagged to the market and are not intended to be quoted on the ASX, form part of the company’s ongoing equity arrangements and slightly expand its capital base without immediate implications for public trading liquidity.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces New Securities Quotation

James Hardie Industries PLC announced the application for the quotation of 314,135 CHESS Depositary Interests on the Australian Securities Exchange. This move is part of an employee incentive scheme and reflects the company’s ongoing efforts to enhance its market presence and incentivize its workforce.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Restricted Stock Units to Employees

James Hardie Industries PLC has announced the issuance of 467,137 restricted stock units under an employee incentive scheme. These securities are unquoted and subject to transfer restrictions, reflecting the company’s strategy to incentivize its workforce and align employee interests with corporate goals, potentially impacting its operational efficiency and market positioning.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$41.70 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Redeems €400 Million Senior Notes

James Hardie Industries announced the redemption of its €400 million Senior Notes due 2026, effectively removing them from being outstanding and ceasing interest accrual. This move, executed through Deutsche Bank Trust & Agency Operations, reflects the company’s strategic financial management and could impact its financial positioning and stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Restricted Stock Units to Employees

James Hardie Industries PLC announced the issuance of 163,429 restricted stock units under an employee incentive scheme. These securities are unquoted and subject to transfer restrictions, reflecting the company’s strategy to incentivize and retain talent, potentially impacting its operational efficiency and market competitiveness.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Director’s Share Transfer

James Hardie Industries has announced a change in the director’s interest notice involving Gary Hendrickson. The change involves a transfer of 47,196 ordinary shares from Hendrickson’s direct holdings to the Hendrickson Family Trust, where his spouse serves as trustee. This adjustment reflects a strategic reallocation of assets within the director’s personal financial management, potentially impacting the family’s investment strategy.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Director’s Interest Change

James Hardie Industries has announced a change in the director’s interest, specifically involving Jesse Singh. The notice details the acquisition and disposal of ordinary shares held directly and indirectly through various trusts associated with Singh. This change reflects a significant financial transaction valued at approximately USD $7.24 million, potentially impacting the company’s stock ownership structure and signaling strategic financial management by its leadership.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports Stable Securities Issuance for November 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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake with Share Acquisition

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Shareholding

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake with Share Acquisition

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$35.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues New Unquoted Shares

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Quotation of New Securities

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Substantial Holdings

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Appoints Nigel Stein as Board Chair Amid Strategic Growth Initiatives

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.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$27.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports Mixed Financial Results Amidst Strategic Acquisitions

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.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$27.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces New Securities Quotation on ASX

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.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$27.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Substantial Holding Change

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.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$27.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie to Engage Investors and Release Q2 FY26 Results

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.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$27.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Director’s Interest Changes

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$36.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Restricted Stock Units to Employees

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$36.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Faces ASX Inquiry Amid Share Price Drop

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$36.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Director Resignation

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$36.50 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces 2025 AGM Results and Strategic Focus

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces AGM Results with Key Resolutions Passed

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

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

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Substantial Holding Change

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.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$36.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Announces Quotation of New Securities

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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.