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James Hardie Industries PLC (JHX)
NYSE:JHX
US Market
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James Hardie Industries PLC (JHX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 16, 2026
After Close (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
0.22
Last Year’s EPS
0.36
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 17, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected a mixed sentiment with strong growth and integration successes, particularly in the Deck, Rail & Accessories segment and improved guidance. However, challenges in organic sales decline, margin pressures in the Siding & Trim segment, and regional sales declines in Australia and New Zealand also surfaced.
Company Guidance
During the James Hardie Fiscal Second Quarter 2026 Earnings Conference Call, the company provided updated guidance, noting a modest increase in full-year expectations due to stabilized market conditions. Adjusted EBITDA for the full year is projected to be between $1.20 billion and $1.25 billion, reflecting a 31.5% adjusted EBITDA margin for the Siding & Trim segment and a 30.7% margin for Deck, Rail & Accessories. The company anticipates generating at least $200 million in free cash flow with a capital expenditures outlook of approximately $400 million. Additionally, the company aims to reduce its net leverage to under 2 turns within 2 years post-close of the AZEK acquisition, currently at approximately 3.2x. Despite a challenging market environment, especially in new construction in the Southern states, James Hardie remains focused on driving material conversion and enhancing operational efficiency to improve margins and shareholder value.
Record Net Sales Growth
Total net sales grew 34% to $1.3 billion, including $345 million from the acquired AZEK sales. Organic sales declined only 1%.
Successful Integration with AZEK
Cost synergies have surpassed the first-year goal, with a push towards a $125 million total synergy target. The integration remains on track with positive feedback from dealers and distributors.
Deck, Rail & Accessories Performance
The segment delivered mid-single-digit sell-through growth, outperforming the broader market by several hundred basis points.
TimberTech Brand Awareness
TimberTech's brand awareness increased by 7 points over the last 12 months, reaching its highest level since tracking began five years ago.
Increased Full Year Guidance
Raised full-year guidance modestly due to stabilized market conditions and normalized inventory levels.
Improved Margin Outlook
Adjusted EBITDA margin in Europe increased by 80 basis points to 15.3%, helped by volume leverage and solid manufacturing efficiency.

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
Feb 16, 2026
2026 (Q3)
0.22 / -
0.36
Nov 17, 2025
2026 (Q2)
0.26 / 0.26
0.36-27.78% (-0.10)
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)
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
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 Feb 16, 2026, After Close (Confirmed).
    What is James Hardie Industries PLC (JHX) earnings time?
    James Hardie Industries PLC (JHX) earnings time is at Feb 16, 2026, 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 (Q3) is 0.22.
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