James Hardie Industries (ADR)
Makes exterior building and outdoor-living products across fiber cement, decking, railing and trim.
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Profile
Produces fiber-cement and fiber-gypsum building products alongside composite and PVC decking, railing and exterior trim. The portfolio spans North America, Europe and Asia-Pacific, while AZEK integration and the long-term asbestos-compensation funding framework remain structural obligations.
Produces exterior-home and outdoor-living materials spanning fiber cement, fiber gypsum, composite and PVC decking, railing and exterior trim. The portfolio includes Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure brands.
Operations extend across North America, Europe and Asia-Pacific, with most employees based in the United States. The operating model centers on contractor and customer demand creation and converting that demand into material sales.
The AZEK acquisition broadened the group beyond its fiber-cement core and made integration central to the current portfolio. The business also carries an ongoing funding and reporting obligation tied to asbestos claims against former entities that manufactured asbestos-containing products.
Company facts
Categories
Key statistics
Year to date +43.9% · Average volume (30d) 6.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Barclays | Upgrade | Positive | Overweight | ||
| Aug 10, 2026 | Raymond James | Target | $21 | $35 | ||
| Aug 7, 2026 | Truist Financial | Target | $30 | $40 | ||
| Aug 7, 2026 | Robert W. Baird | Target | $32 | $34 | ||
| Aug 7, 2026 | Oppenheimer | Reiterate | Outperform | $32 | $36 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q1 FY27 | $0.32 | $0.36 | +11.1% | $1.42B | $1.47B | +3.8% | +7.96% |
| May 19, 2026Q4 FY26 | $0.29 | $0.30 | +3.4% | $1.41B | $1.40B | −0.6% | +10.58% |
| Feb 10, 2026Q3 FY26 | $0.23 | $0.24 | +4.3% | $1.21B | $1.24B | +2.4% | +6.64% |
| Nov 17, 2025Q2 FY26 | $0.26 | $0.26 | +1.1% | $1.28B | $1.29B | +0.7% | +6.83% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $971.5M | $899.9M | $1.29B | $1.24B | $1.40B | $1.47B | |
| Gross profit | $372.8M | $336.9M | $421.1M | $448.2M | $523.4M | $548.7M | |
| Operating income | $62.1M | $138.6M | $154.3M | $181.6M | $166.8M | $217.7M | |
| Net income | $43.6M | $62.6M | −$55.8M | $68.7M | $28.5M | $104.3M | |
| Diluted EPS | $0.10 | $0.15 | −$0.10 | $0.12 | $0.05 | $0.18 | |
| Gross margin | 38.4% | 37.4% | 32.6% | 36.2% | 37.3% | 37.2% | |
| Operating margin | 6.4% | 15.4% | 11.9% | 14.6% | 11.9% | 14.8% |
Fiscal years (4-quarter sums)FY22 $3.61B · FY23 $3.78B · FY24 $3.94B · FY25 $3.88B · FY26 $4.84B
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $289.9M · Total debt $4.52B · Total assets $13.49B · Shareholders' equity $6.54B
Dividends
Last cut to $0.30 from $0.40 in May 2022.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 26, 2022 | May 27 | Jun 29 | $0.30 | cut from $0.40 |
| Nov 18, 2021 | Nov 19 | Dec 17 | $0.40 |
Ownership
Shares outstanding 580.34M · Float 576.72M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Wellington Management Group LLP | 40.84M | 7.04% | 13F | Aug 14, 2026 |
| FMR LLC | 37.79M | 6.51% | 13F | Aug 13, 2026 |
| Vanguard Capital Management | 29.01M | 5.00% | 13G | Apr 28, 2026 |
| D1 Capital Partners L.P. | 27.55M | 4.75% | 13F | Aug 14, 2026 |
| Millennium Management LLC | 14.09M | 2.43% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Jonathan Skelly | officer: Pres. James Hardie NA | −65,000 | $30.46 |
| Aug 24, 2026 | Jesse G. Singh | director | −385,100 | $30.18 |
| Aug 21, 2026 | Jesse G. Singh | director | −486,457 | $30.23 |
Peers
- Louisiana-Pacific
Leading engineered-wood alternative in North American siding
- Trex Company
Largest direct rival in composite decking and railing
- Fortune Brands Innovations
Fiberon overlaps in composite decking, railing, and cladding
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| James Hardie Industries (ADR) | $29.50 | −1.47% | $17.37B | 118.7 | 21.5 | 3.2 | +63.9% |
| Louisiana-Pacific | $71.26 | +0.03% | $4.98B | 90.2 | 40.3 | 2.0 | −12.1% |
| Trex Company | $45.77 | −0.01% | $4.76B | 27.2 | 23.8 | 3.9 | +7.8% |
| Fortune Brands Innovations | $45.50 | −0.02% | $5.43B | 37.0 | 15.1 | 1.2 | −4.1% |
| Median | 37.0 | 23.8 | 2.0 | −4.1% |