James Hardie Industries plc (JHX) AI Stock Analysis

James Hardie Industries plc manufactures and distributes fiber cement, fiber gypsum, and cement bonded building products for interior and exterior construction. Operating through three segments—North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products—the company supplies exterior siding, interior linings, and accessories. It also provides fiber gypsum and cement-bonded boards for timber frame construction, dry lining, DIY projects, and structural fire protection. Serving residential developments and commercial projects globally, James Hardie operates in regions including the United States, Australia, Europe, New Zealand, the Philippines, and Canada.

From FY2021 to FY2026, revenue grew at a 5-year CAGR of 10.7%. Annual revenue rose 24.3% in FY2022 to $3.61B, 4.5% in FY2023 to $3.78B, and 4.2% in FY2024 to $3.94B, before declining 1.5% in FY2025 to $3.88B. In FY2026, revenue expanded 24.7% to $4.84B, although net margin compressed to 2.2% and net income dropped to $104.0M from $424.0M in FY2025. Gross margin contracted from 38.8% in FY2025 to 35.8% in FY2026. For the latest quarter ended June 30, 2026, quarterly revenue grew 63.9% year-over-year, and quarterly earnings grew 23.4%.

As of June 30, 2026, James Hardie held $289.9M in cash and short-term investments alongside total debt of $4.52B, resulting in net debt of $4.23B. Total assets stood at $13.49B against shareholders' equity of $6.54B, with a debt-to-equity ratio of 0.69 and a current ratio of 1.59. In FY2026, the company generated $589.8M in operating cash flow and $205.9M in free cash flow. Capital expenditures totaled $383.9M, while share buybacks amounted to $13.7M.

At a last close of $25.82, James Hardie trades at an enterprise value of $19.82B and a market cap of $14.99B. Its trailing P/E of 103.3x and forward P/E of 21.8x sit above the median of its US-listed Basic Materials peers, which report a trailing P/E of 19.7x and forward P/E of 13.4x. The company's EV/EBITDA of 17.5x also exceeds the peer median of 10.5x. Over the past year, the stock returned 19.0%, outperforming the S&P 500 return of 16.8%, but its 5-year return of -28.6% lagged the S&P 500 gain of 83.0%.

Wall Street sentiment is positive, with 9 Strong Buy ratings, 1 Buy rating, and no Hold or Sell recommendations. The mean price target is $34.78, representing an upside of 34.7% over the last close of $25.82. For the fiscal year ending March 31, 2027, analysts project revenue of $5.50B and EPS of $1.35, reflecting 23.8% EPS growth. The company beat EPS estimates in 3 of the last 4 quarters. The next earnings date is scheduled for November 16, 2026.

This page is an AI-written research summary of James Hardie Industries plc (JHX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: JHX income statement, JHX balance sheet, JHX key metrics, JHX analyst forecast, JHX chart. See the JHX stock overview for the latest quote and news.