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James Hardie (AU:JHX)
ASX:JHX
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James Hardie (JHX) AI Stock Analysis

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AU:JHX

James Hardie

(Sydney:JHX)

Rating:74Outperform
Price Target:
AU$51.00
▲(12.21% Upside)
James Hardie's strong financial performance and positive technical indicators are the primary drivers of its stock score. However, the relatively high valuation and mixed earnings call sentiment, with challenges in certain segments and macroeconomic uncertainties, slightly temper the overall outlook.
Positive Factors
Acquisition Strategy
The acquisition of AZEK is expected to provide scale and high growth opportunities for James Hardie.
Corporate Efficiency
Corporate costs came in below expectations, which is viewed positively.
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 makes money primarily through the sale of its fiber cement products to distributors, builders, and retailers in the construction industry. The company's revenue model is heavily reliant on the demand for its siding and backer board products in both residential and commercial construction markets. Key revenue streams include the sale of HardiePlank siding, HardiePanel vertical siding, and HardieBacker cement board, among others. The company's earnings are bolstered by strategic partnerships with building product distributors and its investment in marketing and innovation to maintain its competitive edge in the industry. Factors such as new housing starts, renovations, and consumer preference for durable, low-maintenance siding options significantly contribute to James Hardie's revenue.

James Hardie Earnings Call Summary

Earnings Call Date:May 20, 2025
(Q4-2025)
|
% Change Since: 18.08%|
Next Earnings Date:Aug 19, 2025
Earnings Call Sentiment Neutral
James Hardie delivered solid financial results and maintained strong performance in North America despite challenging market conditions. The strategic partnership with The AZEK Company is expected to create significant growth opportunities. However, the company faces ongoing challenges due to market conditions, particularly in Asia Pacific, along with raw material and inflation headwinds.
Q4-2025 Updates
Positive Updates
Solid Financial Performance in a Challenging Environment
James Hardie delivered solid business and financial results in FY25, with $2.95 billion standard feet of volume in North America and a North America EBIT margin of 29.4%, exceeding initial profitability commitments.
Strong North America Performance
Despite softer market demand, James Hardie generated $2.9 billion in North America sales and $1 billion of EBITDA, resulting in a 35% EBITDA margin. Adjusted net income was $644 million, exceeding commitments made last May.
Strategic Partnership with The AZEK Company
The combination with The AZEK Company is expected to create a leading growth platform in building products, offering a comprehensive solution of leading exterior brands and benefiting from material conversion opportunities.
Positive Outlook with Continued Growth Strategies
James Hardie is focused on driving double-digit revenue growth in North America over the long term, with strategic actions targeting material conversion opportunities in single-family exteriors and repair and remodel segments.
Record Q4 Sales in Europe
Europe achieved record Q4 sales with a 5% increase in U.S dollars and 8% in euros. Volumes grew 7% with strong performance across the portfolio, including double-digit volume growth from high-value products.
Negative Updates
Challenging Market Conditions
James Hardie faced a difficult market environment in North America with a mid-single-digit decline in market volumes expected for FY26. Multifamily and interiors volumes were down significantly due to market corrections.
Soft Performance in Asia Pacific
Asia Pacific total segment net sales declined 17% in U.S dollars and 13% in Australian dollars, primarily due to a 31% decrease in volumes, despite a 25% rise in ASP.
Raw Material and Inflation Headwinds
The company faced raw material headwinds, particularly in cement and pulp, impacting margins. High single-digit raw material inflation is expected to continue into FY26.
Conservative Guidance Reflecting Market Uncertainty
Guidance for FY26 reflects macro headwinds, including economic uncertainty impacting home construction costs and consumer sentiment, with the company prudently planning for market volume contraction.
Company Guidance
During the call, James Hardie provided guidance for fiscal year 2026, anticipating low single-digit net sales growth in North America despite a mid-single-digit decline in market volumes. The company expects a North America EBIT margin of approximately 35%, with a focus on controlling costs and achieving high-single-digit raw material inflation savings. The guidance assumes continued macroeconomic headwinds, with a contraction in both repair and remodel activities and single-family new construction. Globally, the company projects low single-digit adjusted EBITDA growth and an increase in free cash flow by over 30% to at least $500 million, driven by disciplined capital expenditure management and strategic investments. In addition, James Hardie expects to achieve commercial synergies from its combination with The AZEK Company, which is anticipated to enhance growth and profitability, with targeted $125 million in cost synergies and $500 million in revenue synergies over the next few years.

James Hardie Financial Statement Overview

Summary
James Hardie exhibits strong financial health with consistent revenue growth, solid profitability, and effective cash generation. However, moderate leverage on the balance sheet requires careful monitoring to ensure ongoing financial stability.
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 Price45.45
Price Trends
50DMA
41.28
Positive
100DMA
39.02
Positive
200DMA
45.45
Negative
Market Momentum
MACD
1.15
Negative
RSI
65.02
Neutral
STOCH
92.56
Negative
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 45.45 is above the 20-day moving average (MA) of 42.49, above the 50-day MA of 41.28, and below the 200-day MA of 45.45, indicating a neutral trend. The MACD of 1.15 indicates Negative momentum. The RSI at 65.02 is Neutral, neither overbought nor oversold. The STOCH value of 92.56 is Negative, 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
74
Outperform
$26.40B30.5221.09%-0.65%-15.10%
44
Neutral
C$930.37M-8.96-0.23%2.69%23.24%-42.45%
$6.93B19.995.09%3.11%
$3.47B-1.34%2.45%
70
Outperform
AU$4.88B38.0313.01%125.45%
54
Neutral
AU$1.29B12.0214.70%861.38%
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
45.45
-5.26
-10.37%
BLSFF
Bluescope Steel Limited
16.27
3.40
26.42%
BRKWF
Brickworks Ltd
17.61
-0.35
-1.95%
AU:BMH
Baumart Holdings Ltd
0.01
-0.03
-75.00%
AU:GMD
Genesis Minerals Limited
4.31
2.14
98.62%
AU:BGL
Bellevue Gold Limited
0.88
-0.49
-35.77%

James Hardie Corporate Events

James Hardie Announces Change in Voting Rights Structure
Aug 6, 2025

James Hardie Industries has announced a change in the breakdown of voting rights, with FMR LLC crossing a threshold of 5% voting rights on July 31, 2025, as part of a stock merger following a merger and acquisition completion. This adjustment in voting rights could impact the company’s governance and influence within the market, potentially affecting stakeholders’ 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 Receives Substantial Holding Notice from Vanguard
Jul 29, 2025

James Hardie Industries has received a substantial holding notice from The Vanguard Group, Inc., indicating a notifiable interest in 32,797,638 ordinary shares of the company. This announcement, made in compliance with the Companies Act 2014, reflects changes in shareholder interests, potentially impacting the company’s market dynamics and investor relations.

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 Adjusts Shareholdings for Tax Obligations
Jul 23, 2025

James Hardie Industries has announced a change in the director’s interest, with Jesse Singh disposing of 86,331 ordinary shares valued at approximately US$2.37 million. This transaction was made to cover tax liabilities associated with the vesting of restricted stock units, reflecting a strategic financial decision impacting the director’s holdings.

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 Unquoted Ordinary Shares
Jul 23, 2025

James Hardie Industries PLC has announced the issuance of 124,377 unquoted ordinary shares as part of a previously disclosed transaction. This move, detailed in their latest Appendix 3G filing, reflects the company’s ongoing financial strategies and could have implications for 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 Announces Substantial Holding Change
Jul 22, 2025

James Hardie Industries plc has announced a substantial holding notice as required under ASX Listing Rule 3.17.3. AustralianSuper Pty Ltd’s shareholding in James Hardie Industries has fallen below the 5% threshold, now holding 4.95% of the ordinary share capital. This change in shareholding could impact the company’s market perception and investor relations, as it reflects a decrease from a previously reported 5.75% 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 Issuance of Unquoted Shares
Jul 17, 2025

James Hardie Industries PLC announced the issuance of unquoted ordinary shares, totaling 148,772,718 on July 1, 2025, and an additional 88,983 on July 10, 2025. This issuance is part of previously announced transactions and is not intended to be quoted on the ASX, potentially impacting the company’s equity structure 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 Announces Substantial Holding by Morgan Stanley
Jul 10, 2025

James Hardie Industries has announced a substantial holding notice, revealing that Morgan Stanley holds a 2.14% interest in the company’s shares as of July 3, 2025. This notification, made in compliance with the Companies Act 2014, highlights Morgan Stanley’s significant stake, which could influence James Hardie’s shareholder dynamics and potentially impact its 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 Announces Change in Substantial Shareholding
Jul 10, 2025

James Hardie Industries has announced a substantial holding notice as per the ASX Listing Rule 3.17.3, following a notification from UBS Group AG. UBS Group AG’s holdings in James Hardie fell below 3% of the issued share capital as of July 3, 2025. This change in holdings could impact the company’s shareholder structure and influence its market dynamics.

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 Holdings
Jul 10, 2025

James Hardie Industries has announced a change in its substantial holdings, as FMR LLC has crossed the 5% threshold of voting rights, now holding 5.0176%. This acquisition of voting rights signifies a shift in shareholder composition, potentially impacting the company’s governance and strategic decisions. The notification was made as per regulatory requirements, reflecting compliance and transparency in shareholder communications.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$52.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Receives Substantial Holding Notice from Morgan Stanley
Jul 10, 2025

James Hardie Industries has received a substantial holding notice from Morgan Stanley, which now holds a 3.40% interest in the company. This development may influence the company’s shareholder dynamics and could impact its market perception, as Morgan Stanley’s involvement suggests a notable investment interest in James Hardie’s operations.

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 10, 2025

James Hardie Industries has announced a substantial holding notice, revealing that Wellington Management Group LLP has increased its shareholding in the company. This acquisition, which occurred in the regular course of trading, reflects a growing interest in James Hardie’s shares, potentially impacting its market dynamics 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 Announces Change in Substantial Holdings
Jul 10, 2025

James Hardie Industries has announced a change in its substantial holdings as per the ASX Listing Rule 3.17.3. Bank of America Corporation has adjusted its voting rights in the company, crossing the 3% threshold, which may impact the company’s shareholder dynamics and influence its 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 Holdings
Jul 8, 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. This notification indicates that State Street Global Advisors and its affiliates have crossed the 3% threshold in voting rights, now holding 3.82% of the company’s voting rights. This change in holdings could impact the company’s governance and influence future 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 Appoints New Director with Significant Holdings
Jul 8, 2025

James Hardie Industries has announced the appointment of Jesse Singh as a director effective from July 1, 2025. The announcement details Singh’s significant holdings in the company, including a substantial number of shares and options. This appointment is expected to influence the company’s strategic direction and may have implications for 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 Announces New Director Appointment
Jul 8, 2025

James Hardie Industries plc has announced the appointment of Howard Heckes as a director, effective July 1, 2025. Heckes holds 22,261 fully paid ordinary shares directly and an additional 2,585 shares through a trust for which he serves as trustee. This appointment may impact the company’s governance and strategic direction, potentially influencing stakeholder confidence 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 Industries Appoints New Director, Enhancing Leadership Team
Jul 8, 2025

James Hardie Industries has announced the appointment of Gary Hendrickson as a director, effective July 1, 2025. Hendrickson holds 260,166 fully paid ordinary shares and 1,156,647 options in the company, with additional interests held through the Hendrickson Family Trust. This appointment is expected to strengthen the company’s leadership team, potentially impacting its strategic direction 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 Announces Quotation of New Securities on ASX
Jul 7, 2025

James Hardie Industries PLC has announced the application for the quotation of 35,573 CHESS Depositary Interests on the Australian Securities Exchange (ASX). This move is part of an employee incentive scheme, indicating a strategic effort to enhance employee engagement and align their interests with the company’s performance, potentially impacting its market positioning 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 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.

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: Aug 18, 2025