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James Hardie Industries PLC (JHX)
NYSE:JHX
Earnings Data
Report Date
May 26, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.3Last Year’s EPS
0.36Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive operational and financial picture driven by the AZEK combination: consolidated revenue grew 30% (with organic sales +1%), adjusted EBITDA and margins beat expectations in several areas, early commercial and cost synergies have been realized and guidance was raised for key segments. However, core legacy fiber cement volumes remain pressured (organic Siding & Trim down and single-family volumes down high-single digits), new construction softness in key regions and elevated pro forma leverage (~3x) are notable near-term risks. Management is taking decisive actions—plant consolidations (saving ~$25M annually), salesforce alignment and targeted marketing—to drive material conversion and margin recovery, and they express confidence in hitting $125M in both cost and commercial synergies by exiting FY'27. Weighing the positive execution on integration, margin recovery, and segment outperformance against the ongoing softness in the siding core end market and elevated leverage, the overall tone is cautiously optimistic.Company Guidance
Strong Consolidated Revenue and EBITDA Beat
Total net sales grew 30% year-over-year to $1.24B (including $275M from AZEK); organic sales +1%. Adjusted EBITDA was $330M with a 26.6% adjusted EBITDA margin, and adjusted net income was $142M (adjusted diluted EPS $0.24).
Siding & Trim Margin Improvement
Siding & Trim adjusted EBITDA of $269M and adjusted EBITDA margin of 34.1%, showing a nearly 500 basis point sequential improvement driven largely by price/mix favorability and operating discipline.
Deck, Rail & Accessories Outperformance
TimberTech/DR&A delivered mid-single-digit sell-through growth, outpacing the broader market (which declined low-single-digits). DR&A adjusted EBITDA was $49M with a 25.1% margin; management targets 500–700 bps outperformance vs. market.
Raised Guidance and Improved Full-Year EBITDA Range
Management increased Siding & Trim net sales guidance to $2.953B–$2.998B and modestly raised Siding & Trim adjusted EBITDA guidance to $939M–$962M. Company now expects full-year adjusted EBITDA of $1.232B–$1.263B.
Acquisition Integration and Synergy Progress
Integration with AZEK progressing well: surpassed FY'26 cost synergy goal, confident in $125M cost synergy target, and expect $125M annualized commercial synergy run rate exiting FY'27. Early commercial wins include distributor and dealer commitments.
Manufacturing Optimization and Cost Savings
Announced closure of 2 older plants and footprint balancing on January 15; expected annualized cost savings of approximately $25M beginning in Q1 FY'27 to improve utilization and reduce fixed costs.
Regional/International Strength
Australia & New Zealand net sales +7% (USD and AUD) with adjusted EBITDA $41M; Europe net sales +13% (3% in euros) and EBITDA margin up 240 bps to 12.7%, driven by volume leverage and lower input costs.
Cash Flow, Capital Discipline and Leverage Plan
Year-to-date free cash flow of $261M (includes land sale). CapEx guidance ~$400M for FY'26 (including $75M for AZEK). Net debt $4.3B with pro forma net leverage ~3x and commitment to reduce leverage below 2x within 2 years post-close.
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 |
|---|---|---|---|
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 May 26, 2026, After Close (Confirmed).
What is James Hardie Industries PLC (JHX) earnings time?
James Hardie Industries PLC (JHX) earnings time is at May 26, 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 (Q4) is 0.3.