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James Hardie (AU:JHX)
ASX:JHX

James Hardie (JHX) AI Stock Analysis

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AU

James Hardie

(Sydney:JHX)

Rating:70Outperform
Price Target:
AU$46.00
▲(7.45%Upside)
James Hardie scores 70, driven by strong financial performance and positive earnings call insights. However, technical analysis presents mixed signals, and high valuation raises concerns about overvaluation. The strategic merger with The AZEK Company offers potential growth opportunities, though market challenges remain.
Positive Factors
Acquisition
The acquisition of AZEK is expected to provide scale and high growth opportunities for James Hardie.
Market Position
James Hardie Industries is recognized as a high-quality company with a significant moat due to its best-in-class product offering.
Valuation
James Hardie's valuation is considered attractive, as it is significantly below the mean on EV/EBITDA.
Negative Factors
Earnings Outlook
Analyst reiterates an Underperform rating on James Hardie and remains cautious on its earnings outlook due to lower demand tracking.
Input Costs
Input costs are trending up, with a significant increase in pulp prices affecting the company's operations.
Macroeconomic Environment
A lower price objective has been set for James Hardie due to a more uncertain macroeconomic environment and demanding valuation.

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

James Hardie Business Overview & Revenue Model

Company DescriptionJames 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 MoneyJames Hardie generates revenue primarily through the sale of its fiber cement products, with a significant portion of sales coming from its flagship HardiePlank® siding. The company serves a diverse customer base that includes homeowners, builders, and contractors, primarily in North America, Australia, and Europe. Revenue streams are bolstered by the company's focus on research and development, enabling the continuous introduction of new products and improvements to existing offerings. Strategic partnerships with distributors and retailers further expand James Hardie's market reach, while cost efficiencies in manufacturing and supply chain management contribute to its profitability.

James Hardie Earnings Call Summary

Earnings Call Date:May 20, 2025
(Q4-2025)
|
% Change Since: 11.22%|
Next Earnings Date:Aug 19, 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.
Q4-2025 Updates
Positive Updates
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.
Negative Updates
Decline in Multifamily and Interior Products
The company experienced a significant decline in multifamily segment volumes, over 20%, and a high single-digit decline in interior products.
Challenging Market Conditions in North America
The company is planning for a mid-single-digit decline in North American market volumes in FY '26 due to ongoing macroeconomic uncertainty.
Asia Pacific Sales Decline
Asia Pacific net sales declined 17% in U.S. dollars, primarily due to a 31% decrease in volumes, partially offset by a 25% rise in ASP.
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.

James Hardie Financial Statement Overview

Summary
James Hardie demonstrates strong financial health with consistent revenue growth, solid profitability, and effective cash generation. However, the balance sheet shows moderate leverage, which needs close monitoring.
Income Statement
78
Positive
James Hardie shows strong income statement performance with consistent revenue growth and solid profitability margins. The gross profit margin remains robust, and the net profit margin is healthy, though there is a slight decline in EBIT margin over recent years. The company has maintained a stable revenue growth rate, indicative of a strong market position.
Balance Sheet
72
Positive
The balance sheet reflects a solid equity base with a healthy equity ratio. Debt levels are manageable, though the debt-to-equity ratio suggests a moderate reliance on leverage. ROE is strong, indicating effective use of equity to generate profits. However, there is a need to monitor debt levels closely to maintain financial stability.
Cash Flow
75
Positive
Cash flow from operations is strong, supporting robust free cash flow generation. Despite a decrease in free cash flow growth in the most recent period, the company's ability to convert net income into cash remains effective. The operating cash flow to net income ratio is favorable, highlighting efficient cash management.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue3.88B3.94B3.78B3.61B2.91B
Gross Profit1.50B1.59B1.31B1.31B1.05B
EBITDA902.60M976.20M933.10M844.20M594.80M
Net Income424.00M510.20M512.00M459.10M262.80M
Balance Sheet
Total Assets5.23B4.91B4.48B4.24B4.09B
Cash, Cash Equivalents and Short-Term Investments562.70M365.00M113.00M125.00M208.50M
Total Debt1.21B1.20B1.14B955.50M922.60M
Total Liabilities3.07B3.05B2.87B2.91B3.03B
Stockholders Equity2.16B1.86B1.61B1.33B1.06B
Cash Flow
Free Cash Flow380.60M464.90M7.80M497.50M666.70M
Operating Cash Flow802.80M914.20M607.60M757.20M786.90M
Investing Cash Flow-446.70M-470.50M-660.10M-348.20M-120.40M
Financing Cash Flow-165.90M-210.10M-25.40M-449.60M-540.20M

James Hardie Technical Analysis

Technical Analysis Sentiment
Positive
Last Price42.81
Price Trends
50DMA
38.25
Positive
100DMA
41.37
Positive
200DMA
47.29
Negative
Market Momentum
MACD
1.15
Negative
RSI
64.87
Neutral
STOCH
78.71
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JHX, the sentiment is Positive. The current price of 42.81 is above the 20-day moving average (MA) of 39.81, above the 50-day MA of 38.25, and below the 200-day MA of 47.29, indicating a neutral trend. The MACD of 1.15 indicates Negative momentum. The RSI at 64.87 is Neutral, neither overbought nor oversold. The STOCH value of 78.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:JHX.

James Hardie Peers Comparison

Overall Rating
UnderperformOutperform
Sector (44)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AUJHX
70
Outperform
$18.40B28.6621.09%-0.65%-15.10%
44
Neutral
C$982.42M-6.71-13.24%2.54%17.20%-32.72%
$6.90B18.585.09%2.52%
$3.48B-1.34%1.16%
AUGMD
69
Neutral
AU$4.78B37.2413.01%125.45%
AUBGL
54
Neutral
AU$1.37B12.7114.70%861.38%
AUBMH
40
Underperform
AU$1.79M-165.55%-96.51%-251.72%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:JHX
James Hardie
42.81
-4.02
-8.58%
BLSFF
Bluescope Steel
15.12
2.17
16.76%
BRKWF
Brickworks Ltd
17.61
-0.42
-2.33%
AU:BMH
Baumart Holdings Ltd
0.01
-0.06
-85.71%
AU:GMD
Genesis Minerals Limited
4.23
2.35
125.00%
AU:BGL
Bellevue Gold Limited
0.92
-1.02
-52.58%

James Hardie Corporate Events

James Hardie Announces Change in Substantial Holdings Post-Merger
Jul 3, 2025

James Hardie Industries has announced a substantial holding notice following a stock merger after the completion of a merger and acquisition (M&A) process. The notification, received from FMR LLC, indicates that the threshold of voting rights held has increased to 4.9070%, crossing the previous threshold of 2.99%. This change in voting rights is significant for stakeholders as it reflects a shift in the ownership structure, potentially impacting company governance and strategic decisions.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Shareholding
Jul 3, 2025

James Hardie Industries has announced a change in the substantial holding of its shares, with AustralianSuper Pty Ltd now holding 5.75% of the company’s ordinary share capital. This represents a decrease from a previous holding of 6.04%, as disclosed earlier in the year. The adjustment in shareholding may impact the company’s investor dynamics and market perception.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Departure and Interest Holdings
Jul 2, 2025

James Hardie Industries plc announced the cessation of Harold Wiens as a director effective July 1, 2025. Wiens held a direct interest in 11,674 ADRs and an indirect interest in 7,370 ADRs, which were managed by UBS Financial Services Inc. for him and a joint beneficial owner. This change in directorship may impact the company’s governance and strategic direction.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Shareholding Change
Jul 2, 2025

James Hardie Industries has announced a substantial holding notice following the acquisition of shares by Wellington Management Group LLP. This acquisition, which occurred in the regular course of trading, increased Wellington’s interest from 12,653,354 to 14,183,758 depository receipts. The announcement reflects a significant change in shareholding, potentially impacting the company’s market dynamics and stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$66.60 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

BlackRock Increases Stake in James Hardie Industries
Jul 2, 2025

James Hardie Industries has announced a substantial holding notice indicating that BlackRock, Inc. has increased its voting rights in the company to over 6%. This acquisition of voting rights by a major institutional investor like BlackRock could potentially influence the company’s strategic decisions and reflects 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$66.60 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Strengthens Board with New Appointments and Announces ATO Ruling
Jul 1, 2025

James Hardie Industries has announced the appointment of three new non-executive directors, Gary Hendrickson, Jesse Singh, and Howard Heckes, following its acquisition of The AZEK Company Inc. These appointments bring significant leadership and industry expertise to the board, enhancing James Hardie’s strategic growth and operational capabilities. Additionally, the company announced the retirement of non-executive director Harold Wiens, acknowledging his valuable contributions, including his role as Interim CEO in 2022. Furthermore, James Hardie received a draft class ruling from the Australian Taxation Office concerning capital gains tax implications for its Australian shareholders, which will be finalized and made available on the company’s website.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Completes Strategic Acquisition of AZEK
Jul 1, 2025

James Hardie Industries has completed its acquisition of The AZEK Company, significantly expanding its market presence in exterior home and outdoor living solutions. This strategic move is expected to accelerate revenue and EBITDA growth, enhance profitability, and generate robust cash flow, positioning James Hardie as a leading provider in the industry. The acquisition also marks the cessation of AZEK’s stock trading on the NYSE and the listing of James Hardie’s ordinary shares on the NYSE, further solidifying its market positioning.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie to Merge with AZEK Following Stockholder Approval
Jun 30, 2025

James Hardie Industries plc, a global leader in fiber cement siding and backer board, is set to merge with The AZEK Company Inc. following the approval of AZEK’s stockholders. The merger agreement stipulates that AZEK stockholders will receive cash and shares of James Hardie, with the transaction expected to finalize by July 1, 2025. This strategic move is anticipated to enhance James Hardie’s market positioning and expand its offerings, potentially benefiting stakeholders through increased market share and product diversification.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 on ASX
Jun 20, 2025

James Hardie Industries PLC has announced the application for the quotation of 7,891 CHESS Depositary Interests on the Australian Securities Exchange (ASX) under the code JHX. This move, involving securities issued under an employee incentive scheme, is likely to impact the company’s market positioning by enhancing liquidity and potentially attracting more investor interest.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Change
Jun 20, 2025

James Hardie Industries plc has announced a change in the director’s interest notice, with Harold Wiens acquiring an additional 1,527 American Depository Receipts (ADRs), equivalent to 1,527 ordinary shares. This acquisition increases his direct interest to 11,674 ADRs, as part of the company’s 2020 Non-Executive Director Equity Plan. The transaction, valued at approximately US$35,151.54, reflects the company’s ongoing commitment to aligning the interests of its directors with those of its shareholders.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake in Company
Jun 20, 2025

James Hardie Industries plc announced a change in the director’s interest notice, revealing that Director Nigel Stein has increased his direct interest in the company by acquiring 620 American Depository Receipts (ADRs), equivalent to 620 ordinary 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.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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’s Equity Holdings
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest, specifically regarding Suzanne Rowland’s holdings. Rowland acquired 623 American Depository Receipts (ADRs), increasing her direct interest to 4,367 ADRs. This change is part of the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Change
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest, with Rada Rodriguez acquiring 619 American Depository Receipts (ADRs), equivalent to 619 ordinary shares. This acquisition, valued at US$14,249.38, was made under the James Hardie 2020 Non-Executive Director Equity Plan, increasing her total direct interest to 6,681 ADRs. The transaction reflects the company’s ongoing commitment to aligning director interests with shareholder value, potentially impacting market perceptions positively.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Increased Equity Stake
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest notice, with John C. Pfeifer acquiring 623 additional American Depository Receipts (ADRs), increasing his direct interest to 2,187 ADRs. This acquisition is part of the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake Through Equity Plan
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest, with Anne Lloyd acquiring 596 additional American Depository Receipts (ADRs), equivalent to 596 ordinary shares. This transaction was part of the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 Change
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest notice, with Persio Lisboa acquiring an additional 805 American Depository Receipts (ADRs) under the company’s 2020 Non-Executive Director Equity Plan. This acquisition reflects the company’s ongoing commitment to aligning its leadership’s interests with shareholder value, potentially impacting its market positioning and stakeholder confidence.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Shareholding
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest, with Peter John Charles Davis acquiring 615 ADRs, equivalent to 615 ordinary shares, under the company’s 2020 Non-Executive Director Equity Plan. This change increases his total holding to 4,359 shares, reflecting the company’s ongoing commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake in Company
Jun 20, 2025

James Hardie Industries announced a change in the director’s interest, with Renee Peterson acquiring an additional 1,863 American Depository Receipts (ADRs), increasing her total holding to 10,201 ADRs. This acquisition, valued at approximately US$42,886.26, was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing commitment to aligning its leadership’s interests with its strategic goals.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Corrects Director’s Interest Notice Due to Administrative Error
Jun 20, 2025

James Hardie Industries has issued a correction to a previously released ‘Change of Director’s Interest Notice’ due to an administrative error. The correction involves an update in the number of securities acquired and the consideration amount, ensuring accurate reporting in compliance with ASX Listing Rules. The company views this as an isolated incident and maintains confidence in its compliance practices.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Secures $1.7 Billion for AZEK Acquisition
Jun 18, 2025

James Hardie Industries has successfully closed a private offering of senior secured notes totaling $1.7 billion, intended to finance the acquisition of AZEK Company Inc. The offering was highly oversubscribed and rated investment grade, reflecting investor confidence in James Hardie’s strategic direction and financial stability. The proceeds are earmarked for the acquisition and related financial obligations, with the notes placed in escrow pending the merger’s completion. This move is part of James Hardie’s strategy to establish a flexible and balanced debt portfolio, enhancing its market positioning and operational capabilities.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Updates Merger Prospectus with SEC Filing
Jun 18, 2025

James Hardie Industries has filed a Prospectus Supplement with the SEC, updating its previous proxy statement/prospectus. This filing, related to a merger, includes information from a current report by The AZEK Company Inc. The update is crucial for stakeholders to understand the merger’s implications, although it does not yet have regulatory approval.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Restricted Stock Units to Employees
Jun 16, 2025

James Hardie Industries PLC has announced the issuance of 582,736 restricted stock units under an employee incentive scheme. These unquoted securities are subject to transfer restrictions and will not be quoted on the ASX until the restrictions are lifted, reflecting the company’s ongoing commitment to employee engagement and retention strategies.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 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 on ASX
Jun 13, 2025

James Hardie Industries PLC has announced the application for the quotation of 1,998 CHESS Depositary Interests on the Australian Securities Exchange (ASX). This move is part of an employee incentive scheme, indicating the company’s commitment to rewarding its workforce and potentially enhancing employee engagement. The issuance of these securities may have implications for the company’s market presence and stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie to Terminate ADS Program Amid AZEK Merger
Jun 2, 2025

James Hardie Industries plc has announced the termination of its American Depositary Share (ADS) program, which is currently listed on the New York Stock Exchange. This decision is linked to the company’s merger with The AZEK Company Inc., after which James Hardie’s ordinary shares will be directly listed on the NYSE, rendering the ADS program unnecessary. The termination is set to coincide with the anticipated merger completion date of July 1, 2025, subject to certain conditions. This strategic move is expected to streamline the company’s market presence and potentially enhance its trading efficiency.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Secures $3.5 Billion in New Credit Facilities
Jun 2, 2025

James Hardie Industries announced the successful syndication of new credit facilities totaling $3.5 billion to support its operations and a planned merger with The AZEK Company Inc. The new facilities include a $1 billion revolving credit facility and a $2.5 billion senior secured Term Loan A, which will enhance the company’s financial flexibility and reduce bridge facility commitments from $4.3 billion to $1.7 billion. This move is expected to strengthen James Hardie’s market position and support its growth strategy, reflecting investor confidence in the company’s future prospects.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Proposes Acquisition of AZEK to Strengthen Market Position
May 30, 2025

James Hardie Industries has announced a proposed acquisition of The AZEK Company Inc. through a merger agreement, which has been amended and is subject to approval by AZEK stockholders. If approved, the merger will result in AZEK becoming an indirect wholly owned subsidiary of James Hardie, with AZEK stockholders receiving cash and shares of James Hardie. This strategic move is expected to enhance James Hardie’s market position and expand its product offerings in the building materials sector.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Advances Merger Plans with SEC Filing
May 28, 2025

James Hardie Industries has filed an Amendment No.1 to its Form F-4 Registration Statement with the U.S. Securities and Exchange Commission, as part of its compliance with the Securities Act of 1933. This filing is a procedural step in the company’s planned merger, indicating progress in its strategic initiatives which could impact its market positioning and stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Files 2025 Irish Statutory Accounts
May 21, 2025

James Hardie Industries has announced the filing of its Irish Statutory Accounts for the fiscal year 2025 with the Australian Securities Exchange and the Irish Companies Registration Office. This filing is a routine compliance measure, ensuring transparency and accessibility for shareholders, who can request copies via the company’s investor relations office.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Addresses Asbestos Liabilities through AICF Trust
May 20, 2025

James Hardie Industries, through its former entities, is addressing asbestos-related disease liabilities via the Asbestos Injuries Compensation Fund (AICF) Trust. The latest actuarial report by KPMG, effective March 31, 2025, evaluates these liabilities, ensuring they are met by the AICF Trust, which impacts the company’s financial responsibilities and provides assurance to stakeholders regarding compensation claims.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports FY25 Results, Sets Ambitious Growth Targets for FY26
May 20, 2025

James Hardie Industries announced its financial results for the fiscal year ending March 31, 2025, reporting a 1% decrease in net sales and a 17% drop in net profit attributable to shareholders. Despite these declines, the company achieved its FY25 guidance metrics, showcasing strong operational performance and cost control measures. The company remains optimistic about future growth, particularly in North America, where it aims to grow revenue double-digits and expand EBITDA margins. James Hardie anticipates organic sales and EBITDA growth across all regions for FY26, driven by its strategic initiatives and robust value proposition.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Releases Fiscal Year 2025 Financial Results
May 20, 2025

James Hardie Industries announced its financial results for the fourth quarter and the fiscal year ending March 31, 2025. The company has made available several key documents, including the Preliminary Final Report, Annual Report on Form 20-F, and an Earnings Release, which have been filed with the ASX and SEC. These documents provide insights into the company’s financial performance and strategic direction, potentially impacting stakeholders and market positioning.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Files Form F-4 for Strategic Merger
May 6, 2025

James Hardie Industries has filed a Form F-4 Registration Statement with the U.S. Securities and Exchange Commission, a move that is part of the company’s strategic plans to facilitate a merger. This filing is expected to impact the company’s operations by potentially expanding its market reach and enhancing its competitive positioning within the building materials sector.

James Hardie Receives Substantial Holding Notice from Morgan Stanley
Apr 23, 2025

James Hardie Industries has received a substantial holding notice from Morgan Stanley, indicating that as of April 15, 2025, Morgan Stanley holds a 2.71% interest in the company, amounting to 11,651,748 shares. This notification is part of regulatory requirements and reflects Morgan Stanley’s investment position in James Hardie, which could have implications for the company’s shareholder structure and market perception.

James Hardie Receives Substantial Holding Notice from Morgan Stanley
Apr 22, 2025

James Hardie Industries has received a substantial holding notice from Morgan Stanley, indicating that the financial institution holds a 3.17% interest in the company’s shares as of April 14, 2025. This notification is part of compliance with the Companies Act 2014, reflecting Morgan Stanley’s significant stake, which may influence shareholder dynamics and market perception of James Hardie’s stock.

James Hardie Announces Change in Substantial Holdings
Apr 22, 2025

James Hardie Industries has announced a change in substantial holdings, with BlackRock, Inc.’s total holdings and voting rights falling below 6%. This adjustment in ownership may impact the company’s shareholder dynamics and influence its market positioning, as BlackRock is a significant institutional investor.

James Hardie Announces Substantial Holding by BlackRock
Apr 21, 2025

James Hardie Industries has announced a substantial holding notice as required under ASX Listing Rule 3.17.3, indicating that BlackRock, Inc. has increased its total holdings and voting rights in the company to above 6%. This development signifies a notable change in the ownership structure of James Hardie, potentially impacting its governance and strategic decisions, while also reflecting BlackRock’s increased interest and confidence in the company’s market position.

James Hardie Schedules Q4 FY25 Earnings Release and Conference Call
Apr 15, 2025

James Hardie Industries has announced the release date for its fourth quarter fiscal year 2025 financial results, scheduled for May 20th, 2025, in the United States and May 21st, 2025, in Australia. The company will host a conference call to discuss these results, which will be webcast live, offering stakeholders insights into the company’s financial performance and strategic direction.

James Hardie Announces New Securities Quotation
Apr 6, 2025

James Hardie Industries PLC has announced the issuance of 37,698 CHESS Depositary Interests, which are set to be quoted on the Australian Securities Exchange. This move is part of an employee incentive scheme, indicating the company’s efforts to enhance employee engagement and align interests with shareholders, potentially impacting its market positioning positively.

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

James Hardie Industries PLC announced the issuance of 3,378 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 key personnel, which could strengthen its operational capabilities and market position.

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: Jul 01, 2025