Added to YB: 2026-02-19
Pitch date: 2026-02-16
JHX [neutral]
James Hardie Industries plc
-2.04%
current return
Author Info
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Company Info
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand.
Market Cap
AUD 14.9B
Pitch Price
AUD 25.43
Price Target
30.00 (+20%)
Dividend
N/A
EV/EBITDA
17.04
P/E
110.90
EV/Sales
4.41
Sector
Construction Materials
Category
growth
Quarterly Update: James Hardie Industries (JHX)
JHX (earnings): Housing recovery thesis intact. Q3 net sales $1.24B (+30% YoY, incl. $275M from AZEK). Siding/trim margins +500bps sequentially via pricing & cost cuts. FY26 adj EBITDA guidance raised to $1.25B midpoint. AZEK synergies ahead of schedule. Net debt $4.3B (3.0x leverage, targeting <2.0x in 2yrs). Shares +40% since Nov strong buy. $30 PT, hold & sell $30-32.
Read full article (2 min)