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

$40.21

13 Jun
2025

-0.370

OPEN

$41.17

-0.91%

HIGH

$41.19

2,698,053

LOW

$39.91

TARGET
$48.757 21.3% 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) 264.1 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 15.2 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: 0.04%

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

0.6

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

22/05/2025

3

Neutral

$41.50

3.21%

James Hardie Industries' soft 4Q result was expected due to macro factors, but Citi is surprised by the miss in expectations in other things that were within management's control.

These items include market share growth, high value product mix and zero harm policy. The broker reckons this will add to investor concerns ahead of the July/August vote.

The broker's initial view after the FY25 result was adjusted earnings (EBIT) of US$863m and profit of US$644m were broadly in line with its own forecasts.

Fourth-quarter earnings missed the broker's forecast by circa -4%, with sequential declines in volume, sales and profit during a seasonally stronger period. Europe was the only region to exceed expectations.

The broker flagged lack of disclosure around long-term incentives and notes missed product mix and incentive targets, adding uncertainty amid a pending corporate deal.

The analyst downgraded FY26-27 forecasts following the result. Neutral. Target cut to $41.50 from $43.20.

FORECAST
Citi forecasts a full year FY26 dividend of 0.00 cents and EPS of 235.78 cents.
Citi forecasts a full year FY27 dividend of 0.00 cents and EPS of 263.69 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

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

26/05/2025

2

Overweight

$42.00

4.45%

Jarden lowers its target price for James Hardie Industries to $42.00 from $44.00 and retains an Overweight rating, following softer FY26 guidance and elevated execution risks.

The broker anticipates greater share price volatility due to heightened exposure to the US housing market and uncertainty around the timing of the buyback and realisation of potential merger-related synergies.

The broker's FY26 earnings forecast has been revised down due to weaker primary demand growth, lower average selling price increases, and reduced cost savings amid rising input costs.

Guidance now includes US market volume contraction, a lower EBIT margin of around 35% in North America, and group EBITDA growth downgraded to low single digits, note the analysts.

Jarden sees increased financial and operational risk from the Azek acquisition, with rising leverage and buyback deferral likely. Despite these concerns, the broker continues to expect above-market earnings growth in the longer term.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 182.11 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 210.79 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
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Jun 12 2025 - Rudi's View
2
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Jun 05 2025 - Rudi's View
4
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Jun 04 2025 - Rudi's View
5
Next Week At A Glance – 2-6 June 2025

May 30 2025 - Weekly Reports

Latest Building Products & Services News

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2
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Dec 11 2024 - Small Caps
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Jun 18 2024 - Technicals
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Aug 23 2023 - Australia
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