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

$28.98

21 Aug
2025

-3.020

OPEN

$29.61

-9.44%

HIGH

$30.16

9,901,360

LOW

$28.11

TARGET
$35.833 23.6% 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) 124.5 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 24.5 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 :

 0.04

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
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

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

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

21/08/2025

3

Downgrade to Neutral from Buy

$36.00

24.22%

James Hardie Industries' first quarter underlying profit declined -29% year on year, -19% below consensus. The miss was due to a North American earnings result -17% below given a more challenged volume environment, UBS notes.

Those volumes were down -14% with the company noting that volumes in its core Southern states market (60% of exteriors) were down more than -20%.

Persistently high rates and tariff volatility, alongside ongoing affordability challenges, are also driving the lower demand environment, with homebuilders reducing production rates.

Longer term, UBS  continues to expect James Hardie to benefit from the structural underbuild of US housing and ongoing material conversion across siding and decking. However, in the short term, the broker sees increased risk on earnings.

Downgrade to Neutral from Buy, target falls to $36 from $50.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of 122.29 cents.
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of 176.47 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxx

$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

04/08/2025

2

Overweight

$44.00

51.83%

Jarden notes fibre cement share of the US siding market rose to 23% in 2024 from 9% from 2005, with the demand growth coming at the expense of traditional materials like vinyl, stucco etc.

James Hardie Industries' strategy and executive compensation plans are based on a core assumption of ongoing primary demand growth, the broker notes. The company's base case and the broker's is 4% primary demand growth annually.

No growth in FY26 would lead to a decline in the broker's valuation to $41.50/share while a flat growth throughout the forecast period would push it down to $37/share.

Overweight. Target unchanged at $44.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 165.94 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 220.59 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

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