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: 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

$36.51

26 May
2025

0.000

OPEN

$36.51

0.000

HIGH

$36.51

0

LOW

$36.51

TARGET
$48.757 33.5% 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) 263.8 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 13.8 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: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

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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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

22/05/2025

1

Overweight

$53.00

45.17%

Morgan Stanley notes James Hardie Industries' 4Q result was in line with expectations. Volumes for the North American fiber cement division were in line, but the margin missed consensus by -61bps.

The company's guidance pointed to challenging markets but optimism it will grow in all markets.

The broker notes FY26 guidance for low single-digit growth appears -4% below consensus, making it likely forecasts could move lower.

Overweight. Target cut to $53 from $55.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of 230.98 cents.
Morgan Stanley forecasts a full year FY27 dividend of 0.00 cents and EPS of 267.94 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$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

2

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

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

27/03/2025

-1

No Rating

-

Goldman Sachs notes James Hardie Industries is acquiring Azek for a total transaction value of -US$8.75bn in a cash and share deal.

The broker highlights the combination will increase the company's repair and remodel exposure to 70% from the current 65%.

No rating or target price as the broker is a financial advisor to Azek for this deal.

Goldman previously had a Buy rating and target price of $59.45 (24 February 2025).

FORECAST
Goldman Sachs forecasts a full year FY26 dividend of 0.00 cents and EPS of 252.54 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
Next Week At A Glance – 26-30 May 2025

May 23 2025 - Weekly Reports
2
FNArena Corporate Results Monitor – 23-05-2025

May 23 2025 - Australia
3
Rudi’s View: Rate Cut Winners & AI Beneficiaries

May 22 2025 - Rudi's View
4
Rudi’s View: 30 For ’30 & Best Buy Convictions

May 15 2025 - Rudi's View
5
Rudi’s View: Awaiting The Real World Ramifications (continued)

May 14 2025 - Rudi's View

Latest Building Products & Services News

1
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Mar 12 2025 - Small Caps
2
Acrow’s Contact Win & Record Pipeline

Dec 11 2024 - Small Caps
3
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
4
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
5
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
6
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Oct 04 2023 - Australia
7
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
8
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Jun 26 2023 - Small Caps
9
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Apr 04 2023 - Treasure Chest
10
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Mar 30 2023 - Australia