JAMES HARDIE INDUSTRIES PLC (JHX)
Share Price Analysis and Chart

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JHX

JHX - JAMES HARDIE INDUSTRIES PLC

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Debt/EBITDA: 1.17
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

James Hardie Industries is a global building materials company and the largest global manufacturer of fibre cement products. Founded in 1888 it first listed on the Sydney Stock Exchange in 1951. It is now dual-listed on the Australian and New York Stock Exchanges. Management operates from Chicago, Illinois, USA.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$39.69

16 Jul
2025

-1.350

OPEN

$40.11

-3.29%

HIGH

$40.44

3,669,940

LOW

$39.68

TARGET
$45.80 15.4% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BKW . BRI . FBR . FBU . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 230.3 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 17.4 xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.03%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.03

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 26/05 - ex-div 32.66c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx150.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx5,946.4 M
Book Value Per Share xxxxxxxxxxxxxxx807.0
Net Operating Cash Flow xxxxxxxxxxxxxxx1,198.9 M
Net Profit Margin xxxxxxxxxxxxxxx10.93 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx20.58 %
Return on Invested Capital xxxxxxxxxxxxxxx12.99 %
Return on Assets xxxxxxxxxxxxxxx8.17 %
Return on Equity xxxxxxxxxxxxxxx20.58 %
Return on Total Capital xxxxxxxxxxxxxxx26.10 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx551.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx52 M
Long Term Debt xxxxxxxxxxxxxxx1,887 M
Total Debt xxxxxxxxxxxxxxx1,939 M
Goodwill - Gross xxxxxxxxxxxxxxx311 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,254 M
Price To Book Value xxxxxxxxxxxxxxx4.77

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx647.5 M
Capex % of Sales xxxxxxxxxxxxxxx10.89 %
Cost of Goods Sold xxxxxxxxxxxxxxx3,638 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx990 M
Research & Development xxxxxxxxxxxxxxx74 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

04/06/2025

3

Neutral

$39.80

0.28%

Macquarie highlights fibre cement gained 90bps of primary wall share in 2024 (according to the The US Census Bureau) led by 350bps gains in the South, the largest regional housing market.

Vinyl gained 250bps year-on-year, particularly in the Northeast and West, aided by affordability and easing supply chains, explains the analyst.

Overall, the broker sees the pivot to new construction as supporting volume growth amid a weaker R&R backdrop. Softness in the Northeast and West signals the need for further share recovery to support long-term brand positioning for James Hardie Industries.

Macquarie maintains a Neutral rating, given a challenging near-term macro backdrop, and a $39.80 target price.

FORECAST
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of 236.48 cents.
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 281.30 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

17/07/2025

2

Overweight

$44.00

10.86%

Due to slowing US demand and higher interest costs associated with James Hardie Industries' Azek acquisition, offset by an earlier than expected completion of the deal and higher earnings forecasts for Azek, Jarden tweaks EPS forecasts up by 0.5% for FY26 to FY30.

Macroeconomic data and peer reporting infer there is downside risk to near term earnings, with recent downgrades from Reece ((REH)), Brickworks ((BKW)), and US-based Lennar.

Jarden continues to like James Hardie for its business model and customer-focused "value" positioning, which the broker believes has been improved via the Azek acquisition.

No change to Overweight rating. Target rises to $44 from $42 due to a change in the ascribed valuation.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 165.69 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 220.25 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
Australian Broker Call *Extra* Edition – Jul 17, 2025

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2
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Jul 10 2025 - Rudi's View
3
Weekly Ratings, Targets, Forecast Changes – 04-07-25

Jul 07 2025 - Weekly Reports
4
Next Week At A Glance -7-11 Jul 2025

Jul 04 2025 - Weekly Reports
5
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Jul 03 2025 - Rudi's View

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