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

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

Compare
211 Followers

Earnings Data

Report Date
Aug 18, 2025
TBA Not Confirmed
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.38
Last Year’s EPS
0.41
Same 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.

James Hardie (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
Aug 18, 2025
2026 (Q1)
0.38 / -
0.41
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)
May 15, 2023
2023 (Q4)
0.32 / 0.33
0.398-17.09% (-0.07)
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.
            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