James Hardie Industries (NYSE:JHX) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS

James Hardie Industries (NYSE:JHX) released its quarterly earnings data on Tuesday. The construction company reported $0.30 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.01, Zacks reports. The business had revenue of $1.40 billion during the quarter, compared to analyst estimates of $1.41 billion. James Hardie Industries had a return on equity of 11.93% and a net margin of 2.15%.The company’s revenue was up 44.5% compared to the same quarter last year. During the same period last year, the company posted $0.36 EPS.

Here are the key takeaways from James Hardie Industries’ conference call:

• Fiscal 2026 results were solid despite a weak construction market, with Q4 net sales of $1.4 billion and adjusted EBITDA of $381 million, while full-year adjusted EBITDA reached $1.3 billion and free cash flow was $314 million.
• The company said the AZEK integration is progressing ahead of schedule, including early commercial wins from a combined sales force, and reiterated its goal of $125 million in run-rate commercial revenue synergies exiting fiscal 2027.
• Management expressed confidence that fiber cement will return to organic growth in fiscal 2027, citing under-penetrated Northeast and Midwest markets, contractor conversion initiatives, and new offerings like Statement Collection Essentials and Hardie ProLab training.
• The fiscal 2027 outlook assumes a roughly 3% decline in the addressable market and includes $80 million-$100 million of cost inflation, which the company says it is offsetting through pricing, procurement actions, plant savings, and HOS-driven productivity.
• Management guided to fiscal 2027 free cash flow above $500 million, up from $314 million, driven by higher profitability, lower integration costs, and disciplined capital spending; adjusted EBITDA is expected to rise to $1.45 billion-$1.5 billion.

James Hardie Industries Price Performance

NYSE JHX opened at $20.55 on Thursday. James Hardie Industries has a fifty-two week low of $16.46 and a fifty-two week high of $29.83. The stock’s 50-day moving average is $20.18 and its two-hundred day moving average is $21.07. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.54 and a quick ratio of 0.95. The firm has a market cap of $8.83 billion, a P/E ratio of 93.43, a price-to-earnings-growth ratio of 4.35 and a beta of 1.79.

Hedge Funds Weigh In On James Hardie Industries

Several institutional investors have recently bought and sold shares of JHX. Global Retirement Partners LLC raised its holdings in James Hardie Industries by 3,431.1% during the fourth quarter. Global Retirement Partners LLC now owns 1,589 shares of the construction company’s stock valued at $33,000 after buying an additional 1,544 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in James Hardie Industries by 11,238.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,474 shares of the construction company’s stock valued at $40,000 after buying an additional 1,461 shares in the last quarter. Los Angeles Capital Management LLC bought a new position in shares of James Hardie Industries in the fourth quarter worth about $52,000. Osaic Holdings Inc. increased its stake in shares of James Hardie Industries by 67.1% in the second quarter. Osaic Holdings Inc. now owns 2,576 shares of the construction company’s stock worth $67,000 after purchasing an additional 1,034 shares during the period. Finally, Empowered Funds LLC bought a new position in shares of James Hardie Industries in the fourth quarter worth about $107,000. 7.96% of the stock is currently owned by institutional investors.

Key Stories Impacting James Hardie Industries

Here are the key news stories impacting James Hardie Industries this week:

• Positive Sentiment: James Hardie said Q4 EPS came in at $0.30, edging past Wall Street’s $0.29 estimate, while revenue surged 44.5% year over year, reinforcing that demand remained strong. Business Wire release
• Positive Sentiment: The company’s earnings call highlighted “synergy-led growth,” suggesting management is pointing to cost savings and integration benefits as a support for future performance. TipRanks article
• Neutral Sentiment: The company filed its FY2026 Irish statutory financial statements, a routine update that does not appear to materially change the investment case by itself. TipRanks filing notice
• Negative Sentiment: Some commentary is turning more cautious, with analysts warning that margins are under pressure and that investors may not want to add to positions after the recent run-up. Seeking Alpha article
• Negative Sentiment: FY27 revenue guidance of $5.3 billion to $5.4 billion appears below the roughly $5.6 billion consensus, which may be limiting upside despite the strong quarterly print. Business Wire release

Analysts Set New Price Targets

Several analysts have recently commented on JHX shares. Zacks Research cut James Hardie Industries from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 17th. Truist Financial raised their target price on James Hardie Industries from $28.00 to $30.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Barclays decreased their target price on James Hardie Industries from $26.00 to $22.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 8th. Finally, JPMorgan Chase & Co. raised James Hardie Industries from a “neutral” rating to an “overweight” rating in a research report on Wednesday, February 11th. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $26.13.

James Hardie Industries Company Profile

James Hardie Industries plc (NYSE: JHX) is a global manufacturer of high-performance fiber cement building products. The company specializes in exterior cladding, trim and soffit, as well as interior backerboard solutions designed for residential and commercial construction. By combining cement, sand and cellulose fibers, James Hardie produces durable, low-maintenance materials that resist moisture, fire and termite damage, catering to builders, contractors and homeowners through a network of distributors and retail channels.

The company’s flagship products include Hardie® Plank® and Hardie® Panel® siding systems, Hardie® BackerBoard® for tile applications, and a range of architectural trim solutions.