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: 3.8
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

$40.82

06 Aug
2026

0.610

OPEN

$39.93

1.52%

HIGH

$40.82

2,085,504

LOW

$39.74

TARGET
$45.867

+4.57 change from previous day

 12.4% 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 FY27
Forecast		 FY28
Forecast
EPS (cps) 191.5 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 22.5 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: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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 © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic 82.7139.6168.2177.0150.929.1
DPS All 89.972.70.00.00.00.0
Sales/Revenue 4,063.4 M4,891.6 M5,524.2 M5,985.3 M5,946.4 M7,319.3 M
Book Value Per Share 313.5398.6544.3656.9807.01,617.0
Net Operating Cash Flow 1,086.0 M1,022.1 M876.2 M1,360.4 M1,198.9 M883.5 M
Net Profit Margin 9.03 %12.70 %13.56 %12.96 %10.93 %2.15 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed 23.81 %39.23 %35.82 %29.52 %20.58 %2.45 %
Return on Invested Capital 11.18 %22.10 %21.06 %17.77 %12.99 %1.46 %
Return on Assets 6.14 %11.28 %12.14 %10.91 %8.17 %1.11 %
Return on Equity 23.81 %39.23 %35.82 %29.52 %20.58 %2.45 %
Return on Total Capital 26.86 %38.96 %31.93 %32.44 %26.10 %10.03 %
Free Cash Flow ex dividends 931.4 M18.3 M-178.1 M677.2 M551.5 M302.4 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 202120222023202420252026
Short-Term Debt 12 M18 M28 M42 M52 M120 M
Long Term Debt 1,200 M1,254 M1,675 M1,803 M1,887 M6,867 M
Total Debt 1,211 M1,272 M1,703 M1,846 M1,939 M6,987 M
Goodwill - Gross 275 M--295 M311 M6,980 M
Cash & Equivalents - Generic 453 M521 M487 M911 M1,254 M793 M
Price To Book Value 12.7110.195.859.384.771.61

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex 154.6 M348.9 M864.8 M683.2 M647.5 M581.1 M
Capex % of Sales 3.81 %7.13 %15.65 %11.41 %10.89 %7.94 %
Cost of Goods Sold 2,594 M3,114 M3,605 M3,570 M3,638 M4,701 M
Selling, General & Admin. Exp & Other 582 M677 M776 M987 M990 M1,526 M
Research & Development 48 M51 M58 M71 M74 M92 M
Investments - Total 0 M0 M54 M0 M0 M0 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

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

Morgans

xx/xx/xxxx

3

xxxx

$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

1

xxx

$xx.xx

xx.xx%

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UBS

10/08/2026

3

Neutral

$45.00

10.24%

James Hardie delivered June Q earnings 5% ahead of UBS and pre-announced guidance, which almost entirely reflected the updated policy to take equity compensation expense below the line.

the Sep Q guide came in 12% ahead of consensus, reflecting market share gains and strategic wins in Siding, alongside the impact of the load-in of new national sole distributor, Boise Cascade, in the Decking segment.

UBS expects the stock to remain driven by sentiment towards the US housing cycle, with the timing and shape of any recovery dependent on improving consumer confidence and lower mortgage rates. Target rises to $45 from $40, Neutral retained.

FORECAST
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of 197.31 cents.
UBS forecasts a full year FY28 dividend of 0.00 cents and EPS of 233.85 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$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

27/07/2026

3

Downgrade to Neutral from Overweight

$37.60

-7.89%

Jarden downgrades James Hardie Industries from Overweight to Neutral with its target price increased to $37.60 from $34.20 following a preliminary first-quarter release confirming a strong start to the fiscal year.

Adjusted EBITDA outperformed consensus by 9%, led by Siding and Trim alongside higher collective contributions from APAC, EMEA, and Corporate segments.

The analyst lifts the FY27 EBITDA forecast by 5% to $1.56bn and increases adjusted EPS by 5%, placing estimates above management guidance ranges.

FY28 and FY29 EPS forecasts are reduced by -2% to reflect downside risks to new US construction and higher financing costs.

Fair valuation against historical price-to-earnings averages underpins the rating downgrade to Neutral.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
FNArena Corporate Results Monitor – 07-08-2026

Aug 07 2026 - Australia
2
Rudi’s View: Final Preparations For August

Aug 05 2026 - Rudi's View
3
In Case You Missed It – BC Extra Upgrades & Downgrades – 31-07-26

Jul 31 2026 - Weekly Reports
4
Rudi’s View: TechOne, Banks & Wesfarmers

Jul 30 2026 - Rudi's View
5
Rudi’s View: The August Earnings Test Is Approaching

Jul 29 2026 - Rudi's View

Latest Building Products & Services News

1
James Hardie’s Q1 Leaves Questions Unanswered

Jul 28 2026 - Australia
2
Reliance’s Melbourne Exit A Positive

Jun 25 2026 - Small Caps
3
Is FY27 The Inflection Point For James Hardie?

May 25 2026 - Australia
4
Stockland Firing On All Cylinders

Sep 02 2025 - Australia
5
America Not The Main Game For Brickworks

Mar 12 2025 - Small Caps
6
Acrow’s Contact Win & Record Pipeline

Dec 11 2024 - Small Caps
7
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
8
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
9
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
10
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia