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Earnings transcript
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JHX
James Hardie Industries plc
$28.47
0.28
(0.99%)
| Exchange: | NYSE |
| Market Cap: | 16.522B |
| Shares Outstanding: | 409.6M |
Delayed data
About The Company
| Sector: | Basic MaterialsView sector performance | |||||
| Industry: | Construction MaterialsView industry performance | |||||
| CEO: | Aaron Erter | |||||
| Full Time Employees: | 7500 | |||||
| Address: |
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| Website: | https://www.jameshardie.com |
James Hardie Industries plc (JHX) operates as a prominent global producer and supplier of construction materials, focusing on fiber cement, fiber gypsum, and cement-bonded solutions. These products are utilized for both internal and external building applications across key markets including the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company’s activities are organized into three primary business segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. Its extensive portfolio of fiber cement offerings encompasses interior wall linings, exterior cladding systems, and associated complementary items. James Hardie also provides various fiber cement components suitable for a broad spectrum of uses, such as external panels, internal partitions, flooring, ceilings, eaves, decorative trim, fencing, and architectural facades. Additionally, the firm delivers fiber gypsum and cement-bonded boards tailored for specific purposes, including structural fire protection, dry lining installations, timber frame construction, and do-it-yourself projects. These versatile materials are widely adopted in diverse construction sectors, notably new home building and commercial property development. Established in 1888, James Hardie Industries plc maintains its corporate headquarters in Dublin, Ireland.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 3,936,300 | 3,877,500 | 4,835,800 |
| Gross Profit | 1,588,400 | 1,505,000 | 1,729,600 |
| EBITDA | 976,200 | 902,600 | 668,900 |
| Operating Income | 767,400 | 655,900 | 447,600 |
| Net Income | 510,200 | 424,000 | 104,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 4,912,600 | 5,229,900 | 13,688,600 |
| Total Liabilities | 3,053,700 | 3,068,400 | 7,263,100 |
| Total Stockholders Equity | 1,858,900 | 2,161,500 | 6,425,500 |
| Total Debt | 1,201,000 | 1,205,000 | 4,785,700 |
| Cash and Cash Equivalents | 365,000 | 562,700 | 274,200 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 914,200 | 802,800 | 589,800 |
| Capital Expenditure | -449,300 | -422,200 | -383,900 |
| Free Cash Flow | 464,900 | 380,600 | 205,900 |
| Net Income | 510,200 | 424,000 | 104,000 |
| Net Change in Cash | 230,200 | 189,800 | -261,200 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 6,436,649.273 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 7,507,567.260 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 6,925,625.376 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 2,335,082.534 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 2,719,340.633 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,510,533.104 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,131,077.887 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,381,429.657 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,245,387.412 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 979,439.790 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,142,397.199 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,053,845.375 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 2.280 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 2.530 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 2.070 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 6 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Consistent Financial Performance: James Hardie delivered strong financial results in its fiscal Q3 2025 earnings call, demonstrating resilience despite challenging market conditions. The company has maintained robust revenue and profitability metrics, underpinned by a diversified product portfolio and strong operational execution.
- High Profitability and Efficiency: The company exhibits strong profitability with a net profit margin and return on equity (ROE) that outperform many peers. Its high gross profit margin indicates strong pricing power and efficient production processes, supported by a capital-intensive moat in fiber cement technology.
- Solid Cash Flow Generation: JHX generates substantial free cash flow, as evidenced by a healthy free cash flow yield. This provides the company with the flexibility to reinvest in growth initiatives, pay down debt, or return capital to shareholders via dividends.
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Intrinsic Value Calculator
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Common questions about JHX valuation
Is James Hardie Industries plc (JHX) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for James Hardie Industries plc (JHX) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is JHX a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether JHX trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is JHX’s P/E ratio?
You can see JHX’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for JHX?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
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JHX
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Daily snapshot
0.99
Trading Metrics:
| Open: | 28.49 | Previous Close: | 28.19 | |
| Day Low: | 27.99 | Day High: | 28.77 | |
| Year Low: | 16.46 | Year High: | 31.43 | |
| Price Avg 50: | 27.92 | Price Avg 200: | 23.36 | |
| Volume: | 9.737M | Average Volume: | 7.374M |
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Login — it's freeJHX full analysis
Hey everyone, welcome back to MarketSnap. JHX is on a lot of watchlists right now, and after a massive run-up this year, everyone's asking the same question — is the growth already priced in, or is there still a margin of safety? Before you pull the trigger, we're plugging James Hardie into our fair value calculator to see what the numbers actually say. Let's dig in. James Hardie Industries — you've probably seen their fiber cement siding on homes across…
