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

Enter the company code or Name for stock analysis:

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

$27.99

21 May
2026

1.440

OPEN

$28.68

5.42%

HIGH

$28.98

8,776,202

LOW

$27.99

TARGET
$37.35

-0.17 change from previous day

 33.4% 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) 177.5 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 16.0 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 © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx29.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx7,319.3 M
Book Value Per Share xxxxxxxxxxxxxxx1,617.0
Net Operating Cash Flow xxxxxxxxxxxxxxx883.5 M
Net Profit Margin xxxxxxxxxxxxxxx2.15 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx2.45 %
Return on Invested Capital xxxxxxxxxxxxxxx1.46 %
Return on Assets xxxxxxxxxxxxxxx1.11 %
Return on Equity xxxxxxxxxxxxxxx2.45 %
Return on Total Capital xxxxxxxxxxxxxxx10.03 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx302.4 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 xxxxxxxxxxxxxxx120 M
Long Term Debt xxxxxxxxxxxxxxx6,867 M
Total Debt xxxxxxxxxxxxxxx6,987 M
Goodwill - Gross xxxxxxxxxxxxxxx6,980 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx793 M
Price To Book Value xxxxxxxxxxxxxxx1.61

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx581.1 M
Capex % of Sales xxxxxxxxxxxxxxx7.94 %
Cost of Goods Sold xxxxxxxxxxxxxxx4,701 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,526 M
Research & Development xxxxxxxxxxxxxxx92 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

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

21/05/2026

1

Outperform

$39.60

41.48%

Macquarie observes James Hardie Industries announced 4Q36 results which were a beat at the earnings (EBITDA) level although guidance was noted as "soft" in the Decking, Railing & Accessories market (DR&A).

The outlook for this market was weak due to around -US$20m in inventory destocking resulting in lower operating leverage.

The analyst liked the cost and operational performance which was viewed as "solid". Management noted cost inflation which will be offset via pricing and internal cost changes.

The outlook statement pointed to a weak but stabilising US market albeit with US war related costs of -US$80m-US$100m.

EPS forecasts are lowered by -9.7% for FY27 and -8.9% for FY28. Target price slips to $39.60 from $41.10. An Outperform retained.

FORECAST
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 176.28 cents.
Macquarie forecasts a full year FY28 dividend of 0.00 cents and EPS of 239.15 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

22/04/2026

2

Overweight

$34.90

24.69%

Jarden maintains an Overweight rating and $34.90 target price for James Hardie Industries following a preview of the upcoming Q4 results.

The broker suggests the -18% share price sell-off since late February is an overreaction to geopolitical conflict not supported by fundamental earnings analysis.

Jarden expects a quarterly beat driven by strong Siding and Trim performance alongside lower pulp costs.

While FY27 guidance should align with consensus, freight cost inflation remains a near-term headwind.

The stock currently trades at a -20% discount to its 10-year average valuation multiple, the broker points out.

FORECAST
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 186.68 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
FNArena Corporate Results Monitor – 22-05-2026

May 22 2026 - Australia
2
Next Week At A Glance – 18-22 May 2026

May 15 2026 - Weekly Reports
3
Rudi’s View: AI, The Great Market Divider

May 06 2026 - Rudi's View
4
Rudi’s View: More Downgrades Are Coming

Apr 29 2026 - Rudi's View
5
Next Week At A Glance – 27-24 Apr 2026

Apr 24 2026 - Weekly Reports

Latest Building Products & Services News

1
Stockland Firing On All Cylinders

Sep 02 2025 - Australia
2
America Not The Main Game For Brickworks

Mar 12 2025 - Small Caps
3
Acrow’s Contact Win & Record Pipeline

Dec 11 2024 - Small Caps
4
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
5
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
6
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
7
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
8
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
9
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
10
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest