JAMES HARDIE INDUSTRIES PLC (JHX)
Share Price Analysis and Chart

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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

$34.51

26 Feb
2026

-1.190

OPEN

$34.91

-3.33%

HIGH

$35.11

1,139,378

LOW

$34.40

TARGET
$40.558 17.5% 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) 166.9 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 20.5 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 :

 0.03

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 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

0.7

No. Of Recommendations

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

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

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xx.xx%

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UBS

12/02/2026

3

Neutral

$41.00

18.81%

James Hardie Industries posted a third quarter EBITDA outcome that was ahead of UBS. The strong result has meant an increase in FY26 EBITDA  guidance of 2%, although the broker notes this implies the fourth quarter is unchanged, which may be conservative.

Longer term UBS expects the business will benefit from structural under-building in US housing and material conversion opportunities in both siding and decking.

In the short term the broker also expects the stock to track the broader sentiment in the US housing cycle where any recovery outlook is dependent on improved consumer confidence and more support from lower mortgage rates. Neutral retained. Target rises to $41 from $37.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of 169.49 cents.
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of 183.23 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

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

16/02/2026

2

Overweight

$40.50

17.36%

James Hardie Industries delivered 3Q26 adjusted EPS of US$0.24, coming in 7.4% ahead of consensus, driven by strong average selling price growth of 5% despite volumes declining around -7% y/y, Jarden  observes.

The broker highlights pricing contributed around 4% and mix 1%, with R&R demand stabilising even as new construction activity remained weak.

Guidance for Siding and Trim implies modest QoQ sales growth but lower EBITDA due to elevated marketing and SGA spend, with the broker’s forecasts sitting above the top end of guidance.

FY26 to FY28 EPS forecasts are lifted by 4.1%, 4.7% and 3.4%, reflecting stronger pricing expectations. Overweight rating retained with target price increased to $40.50 from $37.17 on higher earnings assumptions.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 173.16 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 198.35 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
Rudi’s View: Is Higher Volatility Now A Permanent Feature?

Feb 18 2026 - Rudi's View
2
Australian Broker Call *Extra* Edition – Feb 16, 2026

Feb 16 2026 - Daily Market Reports
3
FNArena Corporate Results Monitor – 12-02-2026

Feb 12 2026 - Australia
4
Australian Broker Call *Extra* Edition – Jan 29, 2026

Jan 29 2026 - Daily Market Reports
5
Rudi’s View: Best Buys & Favourites For 2026

Dec 24 2025 - Rudi's View

Latest Building Products & Services News

1
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Sep 02 2025 - Australia
2
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Mar 12 2025 - Small Caps
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Bottom’s In For James Hardie

Jun 18 2024 - Technicals
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7
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Oct 04 2023 - Australia
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Aug 23 2023 - Australia
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Apr 04 2023 - Treasure Chest