James Hardie's 2027Q1 revenue surge of 63.9% year-over-year to $1.5B, coupled with a rebound in free cash flow to $254.2M (17.2% margin), suggests strong demand and operational recovery. However, gross margin contraction to 37.2% from 40.9% in 2024Q4 and a $4....
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 63.9% year-over-year to $1.5B in 2027Q1, but gross margin contracted to 37.2% from 40.9% in 2024Q4, and SG&A grew 89% year-over-year, indicating cost pressures that may challenge profitability.
The acquisition of AZEK presents significant synergy potential, driving margin expansion and long-term growth.
James Hardie benefits from robust exposure to the repair and remodeling (R&R) market, supporting steady demand.
The company is positioned as a margin-expansion play, with integration risks balanced by structural growth opportunities.
Trailing total returns as of 10/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.36+11.1% vs $0.32 | $1.5B+3.8% vs $1.4B |
Q2 2026 May 19, 2026 | $0.30-0.2% vs $0.30 | $1.4B-0.6% vs $1.4B |
Q1 2026 Feb 10, 2026 | $0.24+4.3% vs $0.23 | $1.2B+2.4% vs $1.2B |
Q4 2025 Nov 17, 2025 | $0.26+1.1% vs $0.26 | $1.3B+0.7% vs $1.3B |
James Hardie Industries PLC. (NYSE: JHX - Get Free Report) was the recipient of a large growth in short interest in the month of September. As of September 15th, there was short interest totaling 15,189,864 shares, a growth of 47.8% from the August 31st total of 10,276,477 shares. Based on an average daily volume of 8,630,189
CHICAGO--(BUSINESS WIRE)--James Hardie Industries plc (NYSE / ASX: JHX) ("James Hardie" or the "Company"), a leading provider of exterior home and outdoor living solutions, is pleased to announce the appointment of Jennifer Kong-Picarello as an independent non-executive director of James Hardie to be effective October 1, 2026. Ms. Kong-Picarello, a resident of the United States, is a serving public company Chief Financial Officer with more than 25 years of leadership across NYSE-listed and mult.
State Street Corp decreased its stake in James Hardie Industries PLC. (NYSE: JHX) by 5.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,412,181 shares of the construction company's stock after selling 81,061 shares during the quarter. State
James Hardie Industries plc (JHX) Analyst/Investor Day Transcript
Benchmark JHX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for James Hardie Industries plc (JHX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $26.15 | $15.18B | 137.63 | 24.71% | 2.15% | 2.42% | — | |
| $76.01 | $14.99B | 19.69 | -3.4% | 11.61% | 2328.95% | — | |
| $50.38 | $5.23B | 28.30 | 1.98% | 14.68% | 17.38% | — | |
| $199.12 | $5.36B | 20.51 | 1% | 8.46% | 37.2% | — | |
| $168.18 | $7.11B | 23.75 | 12.11% | 18.6% | 35.36% | — | |
| $174.71 | $5.36B | 13.32 | 2.13% | 17.32% | 26.87% | — |
James Hardie Industries plc (JHX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
James Hardie Industries plc (JHX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 23, 2026·SEC
Jun 26, 2026·SEC
May 19, 2026·SEC
Aug 6, 2026·SEC
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James Hardie Industries plc (JHX) stock FAQ — growth, dividends, profitability & financials explained
James Hardie Industries plc (JHX) reported $5.41B in revenue for fiscal year 2026. This represents a 928% increase from $526.3M in 2001.
James Hardie Industries plc (JHX) grew revenue by 24.7% over the past year. This is strong growth.
Yes, James Hardie Industries plc (JHX) is profitable, generating $145.7M in net income for fiscal year 2026 (2.2% net margin).
James Hardie Industries plc (JHX) has a return on equity (ROE) of 2.4%. This is below average, suggesting room for improvement.
James Hardie Industries plc (JHX) generated $353.5M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
