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James Hardie Industries Se (JHX)
NYSE:JHX
Earnings Data
Report Date
Aug 18, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: -10.76%
|Next Earnings Date:Aug 18, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong performance in North America, strategic growth initiatives including the AZEK partnership, and successful product innovations. However, challenging market conditions, volume declines, and raw material cost pressures presented significant obstacles. The guidance for FY '26 remains cautiously optimistic, indicating resilience despite headwinds.Company Guidance
During the James Hardie Fiscal Fourth Quarter 2025 Earnings Conference Call, the company provided guidance for fiscal year 2026, assuming continued macroeconomic headwinds. In North America, the company prudently plans for a mid-single-digit decline in market volumes but expects low single-digit net sales growth, driven by the strength of the James Hardie brand and its value proposition. This includes the continuation of double-digit volume growth from single-family ColorPlus products. The company anticipates maintaining a stable EBITDA margin of approximately 35% for North America, despite high single-digit raw material inflation. James Hardie aims for consolidated adjusted EBITDA growth by low single digits and free cash flow of at least $500 million, an increase of over 30% compared to fiscal year 2025. This outlook is supported by strong cash flow generation, effective working capital management, and reduced capital expenditures, highlighting the company's strategic investment in growth and market outperformance.Solid North America Performance
Delivered 2.95 billion standard feet of volume in North America, with a North America EBIT margin of 29.4%, generating $2.9 billion in sales and $1 billion of EBITDA in FY '25.
Strategic Partnership with AZEK
Announced a combination with The AZEK Company to create a leading growth platform in building products, aiming for $500 million in revenue synergies and $125 million in cost synergies.
Successful Product Innovations
Innovative product solutions like ColorPlus saw double-digit growth in FY '25, with new products like TimberHue, Artisan Lab, and Statement Essentials enhancing market offerings.
Strong Financial Results
Achieved adjusted EBITDA of $269 million in Q4 and delivered a full-year adjusted EBITDA margin of 35% in North America.
Positive Outlook and Guidance
Guided for low single-digit net sales growth in North America in FY '26, with continued margin stability and expected free cash flow growth over 30% to at least $500 million.
JHX Earnings History
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
JHX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2025 | $24.73 | $23.87 | -3.48% |
Feb 18, 2025 | $31.83 | $32.65 | +2.58% |
Nov 12, 2024 | $31.79 | $34.61 | +8.87% |
Aug 12, 2024 | $31.98 | $31.77 | -0.66% |
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 Industries Se (JHX) report earnings?
James Hardie Industries Se (JHX) is schdueled to report earning on Aug 18, 2025, TBA Not Confirmed.
What is James Hardie Industries Se (JHX) earnings time?
James Hardie Industries Se (JHX) earnings time is at Aug 18, 2025, TBA Not 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 JHX EPS forecast?
JHX EPS forecast for the fiscal quarter 2026 (Q1) is 0.38.