James Hardie Industries PLC (JHX)
NYSE:JHX
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.31Last Year’s EPS
0.29Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a constructive operational and financial picture with strong consolidated revenue growth (driven by the AZEK acquisition), healthy adjusted EBITDA margins, clear synergy targets ($125M commercial run-rate and accelerated cost synergies), and an explicit plan to materially increase free cash flow (> $500M target for FY27). Management acknowledged near-term headwinds — organic fiber cement softness, weather-related disruptions (~$20M), inflationary cost pressure ($80–$100M), integration cash impacts, and a conservative Q1 outlook due to channel normalization — but provided concrete actions (HOS, plant optimization, combined salesforce, targeted regional initiatives) and credible early proof points (Midwest pilot, Lansing/CBUSA commercial wins) to support their FY27 guidance. On balance, the positive operational momentum, synergy progress, margin resilience and ambitious cash flow target outweigh the near-term macro and integration-related challenges.Company Guidance
Consolidated Revenue Growth Driven by AZEK Acquisition
Q4 total net sales of $1.4 billion, up 45% YoY (includes $445 million of acquired AZEK revenue). Full fiscal year net sales of $4.8 billion, up 25% YoY.
Strong Profitability and Margin Performance
Q4 adjusted EBITDA of $381 million with a 27.1% margin; full year adjusted EBITDA of $1.27 billion with a 26.2% margin. Company guiding FY27 adjusted EBITDA of $1.45–1.50 billion (4.1%–7.7% pro forma growth).
Meaningful Free Cash Flow Improvement Targeted
FY26 free cash flow was $314 million (includes a one-time Australia land sale). Company targets >$500 million FCF in FY27, driven by higher EBITDA, integration cost roll-off, and disciplined CapEx.
Commercial Synergies and Go-to-Market Integration
Combined salesforce and go-to-market integration producing early wins (examples: expanded relationship with Lansing Building Products and exclusive TimberTech expansion with CBUSA). Company targets $125 million run-rate commercial revenue synergies exiting FY27 and reports early momentum.
Cost Synergies and Operational Improvements Ahead of Schedule
Hardie Operating System (HOS) and HAAS framework driving procurement, plant productivity and cost actions. Exit run-rate cost synergies reported ~ $80 million (vs original ~$42M target at prior exit); expect an incremental ~$35–$40 million of cost synergies to be realized in FY27. Announced closure of 2 legacy fiber cement plants (Jan 2026) to improve footprint efficiency.
Fiber Cement Growth Plan with Promising Pilot Results
Company expects fiber cement to return to organic volume growth in FY27. Midwest pilot (Statement/Statement Essentials + Hardie ProLab training) delivered consistent quarterly acceleration culminating in double-digit percentage gains, validating the contractor conversion approach in underpenetrated Northeast and Midwest markets (cited ~$1B R&R opportunity).
Regional Profitability and Market Position
Australia & New Zealand FY net sales $521 million (flat) with adjusted EBITDA $178 million (34.1% margin). Europe FY net sales $557 million (+13%) with adjusted EBITDA $82 million (14.8% margin).
Large Addressable Market and Strong Brand Momentum
Company cites a $23 billion exterior TAM with a $17B+ conversion opportunity. Marketing metrics: brand search volume up ~40% CAGR over 3 years and customer sample orders up ~15% annually—supporting long-term share gain potential.
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 19, 2026 | $18.62 | $20.59 | +10.58% |
Feb 10, 2026 | $24.38 | $26.00 | +6.64% |
Nov 17, 2025 | $16.69 | $17.83 | +6.83% |
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 Aug 10, 2026, After Close (Confirmed).
What is James Hardie Industries PLC (JHX) earnings time?
James Hardie Industries PLC (JHX) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is JHX EPS forecast?
JHX EPS forecast for the fiscal quarter 2027 (Q1) is 0.31.