The earnings call highlighted successful integration with AZEK and strong performance in the Deck, Rail & Accessories segment, along with notable cost synergy achievements. However, these positives were offset by significant challenges in the North American market, particularly in single-family new construction, leading to a decline in net sales and a conservative outlook. The cost pressures from raw material inflation further compounded the challenges.

Company Guidance

During the James Hardie First Quarter Fiscal Year '26 Results call, significant guidance was provided, highlighting expectations for the upcoming quarters. The company anticipates a high single-digit market demand decline in its Siding & Trim segment, which includes its legacy North American Fiber Cement business, due to pressures from homeowner affordability and macroeconomic uncertainties. For the newly integrated Deck, Rail & Accessories segment, comprising AZEK's legacy business, net sales are expected to range between $775 million and $800 million over the next nine months, driven by low single-digit growth in sell-through. Despite challenges, including a decline in single-family new construction and inventory adjustments, James Hardie remains confident in achieving $1.05 billion to $1.15 billion in adjusted EBITDA for FY '26, with a significant contribution from the AZEK acquisition. The company has also set a goal to deliver more than $500 million in commercial synergies over the next five years, with a commitment to achieving these synergies ahead of schedule.

Successful Integration of AZEK

James Hardie completed the acquisition of AZEK, creating a leading provider of exterior home and outdoor living solutions with an expanded offering and a total addressable market more than twice the size of legacy James Hardie.

Strong Performance in Deck, Rail & Accessories

The Deck, Rail & Accessories segment saw mid-single-digit sell-through growth, driven by continued expansion in the channel and new product innovation, particularly within railing.

Impressive Cost Synergy Realization

Actioned cost synergies accounting for more than 50% of the run rate target for general and administrative cost savings, resulting in $20 million of P&L benefit for FY '26.

Recognition for Innovation

The global innovation team was recognized for outstanding innovative culture by the National Association of Manufacturers, highlighting the company's commitment to new aesthetics and solutions.

James Hardie (JHIUF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JHIUF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2026 (Q2)	0.17 / -	0.36	―	―	―
Aug 19, 2025	2026 (Q1)	0.34 / 0.29	0.41	-29.27% (-0.12)
May 20, 2025	2025 (Q4)	0.36 / 0.36	0.4	-10.00% (-0.04)
Feb 18, 2025	2025 (Q3)	0.34 / 0.36	0.41	-12.20% (-0.05)
Nov 12, 2024	2025 (Q2)	0.34 / 0.36	0.41	-12.20% (-0.05)
Aug 12, 2024	2025 (Q1)	0.39 / 0.41	0.39	5.13% (+0.02)
May 20, 2024	2024 (Q4)	0.42 / 0.40	0.33	21.21% (+0.07)
Feb 12, 2024	2024 (Q3)	0.39 / 0.41	0.29	41.38% (+0.12)
Nov 07, 2023	2024 (Q2)	0.41 / 0.41	0.39	5.13% (+0.02)
Aug 07, 2023	2024 (Q1)	0.34 / 0.39	0.35	11.43% (+0.04)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JHIUF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 19, 2025	$27.36	$27.36	0.00%
May 20, 2025	$31.84	$31.84	0.00%
Feb 18, 2025	$34.31	$34.31	0.00%
Nov 12, 2024	$27.73	$27.73	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does James Hardie (JHIUF) report earnings?

James Hardie (JHIUF) is schdueled to report earning on Nov 10, 2025, TBA (Confirmed).

What is James Hardie (JHIUF) earnings time?

James Hardie (JHIUF) earnings time is at Nov 10, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is JHIUF EPS forecast?

JHIUF EPS forecast for the fiscal quarter 2026 (Q2) is 0.17.

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