JAMES HARDIE INDUSTRIES PLC (JHX)
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JHX - JAMES HARDIE INDUSTRIES PLC

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Debt/EBITDA: 1.08
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

$55.15

18 Nov
2024

-1.360

OPEN

$55.75

-2.41%

HIGH

$56.00

1,062,270

LOW

$54.82

TARGET
$59.142 7.2% 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 FY25
Forecast		 FY26
Forecast
EPS (cps) 224.3 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 24.9 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: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

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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 © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx177.0
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx5,987.0 M
Book Value Per Share xxxxxxxxxxxxxxx656.9
Net Operating Cash Flow xxxxxxxxxxxxxxx1,360.8 M
Net Profit Margin xxxxxxxxxxxxxxx12.96 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx29.53 %
Return on Invested Capital xxxxxxxxxxxxxxx17.77 %
Return on Assets xxxxxxxxxxxxxxx10.92 %
Return on Equity xxxxxxxxxxxxxxx29.53 %
Return on Total Capital xxxxxxxxxxxxxxx32.45 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx677.4 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx42 M
Long Term Debt xxxxxxxxxxxxxxx1,803 M
Total Debt xxxxxxxxxxxxxxx1,846 M
Goodwill - Gross xxxxxxxxxxxxxxx295 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx911 M
Price To Book Value xxxxxxxxxxxxxxx9.38

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx683.4 M
Capex % of Sales xxxxxxxxxxxxxxx11.41 %
Cost of Goods Sold xxxxxxxxxxxxxxx3,571 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx988 M
Research & Development xxxxxxxxxxxxxxx71 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

0.8

No. Of Recommendations

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

Citi

xx/xx/xxxx

3

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

14/11/2024

1

Add

$60.25

9.25%

A 2Q earnings EBIT margin of 29% came in at the upper end of James Hardie Industries' guidance for between 27.5% to 29.5%. Declining volumes were offset by a higher average selling price, along with operating cost savings, explains Morgans.

Adjusted net income of U$157m beat forecasts by the broker and consensus by 16% and 8%, respectively.

Management lowered FY25 adjusted net income guidance to around U$635m from between US$630-$700m due to the challenging environment.

Morgans views any US housing weakness as an opportunity to buy the highest quality building products business on the ASX.

The target rises to $60.25 from $57.25. Add.

FORECAST
Morgans forecasts a full year FY25 dividend of 0.00 cents and EPS of 223.13 cents.
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of 256.29 cents.

Macquarie

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

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

14/11/2024

1

Buy

$57.85

4.90%

James Hardie Industries reported positive results for 2Q25, particularly in North America, demonstrating better-than-expected cost management, with EBIT and margins surpassing estimates, Goldman Sachs observes.

Management highlighted ongoing challenges from anticipated full-year volume declines of up to -3% and market pressures, prompting a cut of -3% in the broker's volume assumptions for FY25.

The analyst's forecast assumptions for FY26 reflect uncertainties in larger-scale repair and renovation projects, with reductions in North American volumes partially offset by stronger APAC expectations.

The target price lifts to $57.85 from $55 due to valuation and earnings changes. The Buy rating remains unchanged with expectations of a potential future recovery.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 0.00 cents and EPS of 229.16 cents.
Goldman Sachs forecasts a full year FY26 dividend of 0.00 cents and EPS of 266.85 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
FNArena Corporate Results Monitor – 15-11-2024

Nov 15 2024 - Australia
2
Rudi’s View: A Rally With No Earnings Support

Nov 14 2024 - Rudi's View
3
Australian Broker Call *Extra* Edition – Nov 14, 2024

Nov 14 2024 - Daily Market Reports
4
Rudi’s View: Preparing For The Trump Years

Nov 13 2024 - Rudi's View
5
Australian Broker Call *Extra* Edition – Nov 12, 2024

Nov 12 2024 - Daily Market Reports

Latest Building Products & Services News

1
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Oct 01 2024 - Australia
2
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
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Feb 01 2023 - Small Caps