JAMES HARDIE INDUSTRIES PLC (JHX)
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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: 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

$27.60

21 Nov
2025

-0.140

OPEN

$27.47

-0.50%

HIGH

$28.07

3,764,140

LOW

$27.26

TARGET
$36.15 31.0% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BRI . FBR . FBU . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 161.8 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 17.1 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 :

 0.04

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
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Sentiment Indicator

0.7

No. Of Recommendations

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

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Morgan Stanley

19/11/2025

1

Overweight

$40.00

44.93%

Morgan Stanley notes second-quarter results from James Hardie Industries were in line with previous guidance. Earnings appear to have improved amid a stabilising US housing backdrop.

The Azek synergy target of US$350m, while facing some investor scepticism, appears ahead of plan, and the company now expects to exit FY26 with annualised cost synergies of US$60m or more. AZEK appears to be gaining share as well.

The broker lifted FY26 EBITDA forecast by 7% and FY27 by 5%, leading to a 15% increase in FY26 EPS estimate and a 2% lift to FY27.

Overweight rating maintained with an unchanged target of $40. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of 158.83 cents.
Morgan Stanley forecasts a full year FY27 dividend of 0.00 cents and EPS of 196.20 cents.

Macquarie

xx/xx/xxxx

1

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xx.xx%

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Citi

xx/xx/xxxx

1

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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

20/11/2025

2

Overweight

$39.00

41.30%

James Hardie Industries delivered a second quarter result with the key incremental positive, Jarden notes, being upgraded guidance. Operating performance was in line with expectations.

Given the underlying quality of the operations and potential builder incentives, along with ageing US housing stock, the broker believes the combined businesses of Hardies and AZEK are well-positioned. Overweight. Target is $39.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 147.93 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 212.86 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
FNArena Corporate Results Monitor – 21-11-2025

Nov 21 2025 - Australia
2
In Brief: Acrow, James Hardie & Pro Medicus

Nov 21 2025 - Weekly Reports
3
Weekly Ratings, Targets, Forecast Changes – 14-11-25

Nov 17 2025 - Weekly Reports
4
Weekly Ratings, Targets, Forecast Changes – 07-11-25

Nov 10 2025 - Weekly Reports
5
Rudi’s View: Amcor, Charter Hall, Challenger, Goodman, Woolworths & More

Nov 06 2025 - Rudi's View

Latest Building Products & Services News

1
Stockland Firing On All Cylinders

Sep 02 2025 - Australia
2
America Not The Main Game For Brickworks

Mar 12 2025 - Small Caps
3
Acrow’s Contact Win & Record Pipeline

Dec 11 2024 - Small Caps
4
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
5
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
6
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
7
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
8
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
9
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
10
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest