tiprankstipranks
Trending News
More News >
James Hardie Industries PLC (JHX)
NYSE:JHX
US Market
Advertisement

James Hardie Industries PLC (JHX) Earnings Dates, Call Summary & Reports

Compare
39 Followers

Earnings Data

Report Date
Nov 10, 2025
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.17
Last Year’s EPS
0.36
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Aug 19, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed sentiment. While the integration with AZEK and cost synergies are positive developments, the company faces significant challenges in terms of declining sales in North America, market uncertainties in APAC and Europe, and an unfavorable demand outlook for the Siding & Trim segment. The continuation of inventory destocking by customers further complicates the outlook.
Company Guidance
During the call, James Hardie provided guidance for Fiscal Year 2026, projecting a total adjusted EBITDA of $1.05 billion to $1.15 billion, which includes a contribution of approximately $250 million to $265 million from the recently acquired AZEK. The company anticipates Siding & Trim segment net sales ranging from $2.675 billion to $2.85 billion, with a forecasted high single-digit decline in market demand. For the new Deck, Rail & Accessories segment, net sales are expected to reach $775 million to $800 million over the next nine months, with low single-digit growth in sell-through. Additionally, James Hardie aims for free cash flow of at least $200 million and plans to maintain a disciplined approach to capital expenditures, targeting 6% to 7% of sales over the long term. The company remains committed to reducing net leverage to at or below 2x within two years post-acquisition.
Successful Integration of AZEK
The integration of James Hardie and AZEK has been completed, creating a leading provider of exterior home and outdoor living solutions. The combined company is expected to capture multiple opportunities for material conversion with a total addressable market more than twice the size of legacy James Hardie.
Strong Performance in AZEK Segment
AZEK's Deck, Rail & Accessories segment saw mid-single-digit sell-through growth, driven by continued expansion in the channel and contribution from innovative new products. The segment exceeded previously provided guidance with impressive margin performance.
Cost Synergy Realization
The company has already actioned cost synergies accounting for more than 50% of its run rate target for general and administrative cost savings. This is expected to drive approximately $20 million of P&L benefit in FY '26.

James Hardie Industries PLC (JHX) 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

JHX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 10, 2025
2026 (Q2)
0.17 / -
0.36
Aug 19, 2025
2026 (Q1)
0.33 / 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
0.395.13% (+0.02)
May 20, 2024
2024 (Q4)
0.42 / 0.40
0.3321.21% (+0.07)
Feb 12, 2024
2024 (Q3)
0.39 / 0.41
0.2941.38% (+0.12)
Nov 07, 2023
2024 (Q2)
0.41 / 0.41
0.395.13% (+0.02)
Aug 07, 2023
2024 (Q1)
0.34 / 0.39
0.3511.43% (+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

JHX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 19, 2025
$28.43$18.64-34.44%
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 PLC (JHX) report earnings?
James Hardie Industries PLC (JHX) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).
    What is James Hardie Industries PLC (JHX) earnings time?
    James Hardie Industries PLC (JHX) earnings time is at Nov 10, 2025, After Close (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 (Q2) is 0.17.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis