James Hardie Industries (JHX) Stock Overview
Engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
JHX Community Fair Values
Create NarrativeSee what 68 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
James Hardie Industries plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$32.09 |
| 52 Week High | AU$45.98 |
| 52 Week Low | AU$24.41 |
| Beta | 1.05 |
| 1 Month Change | 11.93% |
| 3 Month Change | 8.85% |
| 1 Year Change | -19.90% |
| 3 Year Change | -15.26% |
| 5 Year Change | -27.95% |
| Change since IPO | 626.51% |
Recent News & Updates
Narrative Update • May 26
JHX: Conservative Outlook And Higher Margins Will Support Future Rerating Potential
Analysts have trimmed their fair value estimate for James Hardie Industries from A$45.25 to A$42.91, pointing to lower assumed revenue growth, a reduced future P/E of 23.37 and recent price target cuts such as Barclays moving to A$21, even though updated forecasts incorporate a higher profit margin and a slightly lower discount rate. Analyst Commentary Recent research points to a more cautious stance on James Hardie Industries as some analysts factor in a challenged end market and cut price targets, such as the move to A$21 from A$22.Analysis Article • May 22
Earnings Miss: James Hardie Industries plc Missed EPS By 60% And Analysts Are Revising Their Forecasts
It's been a good week for James Hardie Industries plc ( ASX:JHX ) shareholders, because the company has just released...Recent updates
Narrative Update • May 26
JHX: Conservative Outlook And Higher Margins Will Support Future Rerating Potential
Analysts have trimmed their fair value estimate for James Hardie Industries from A$45.25 to A$42.91, pointing to lower assumed revenue growth, a reduced future P/E of 23.37 and recent price target cuts such as Barclays moving to A$21, even though updated forecasts incorporate a higher profit margin and a slightly lower discount rate. Analyst Commentary Recent research points to a more cautious stance on James Hardie Industries as some analysts factor in a challenged end market and cut price targets, such as the move to A$21 from A$22.Analysis Article • May 22
Earnings Miss: James Hardie Industries plc Missed EPS By 60% And Analysts Are Revising Their Forecasts
It's been a good week for James Hardie Industries plc ( ASX:JHX ) shareholders, because the company has just released...
Narrative Update • May 03
JHX: Reduced Future P/E Premium Will Likely Pressure Share Performance
Analysts have lowered their James Hardie Industries price target by about A$5, reflecting updated views on fair value, discount rates, growth, margin expectations, and a reduced assumed future P/E multiple following recent research updates from firms such as Barclays and Truist. Analyst Commentary Recent Street research on James Hardie Industries reflects a more cautious tone, with the latest price target move cutting A$4 to A$5 from prior estimates after earlier upward revisions of A$2 and A$5.Narrative Update • Apr 19
JHX: Higher Future P/E Assumptions Will Support Earnings Quality Reassessment
Analysts have reduced their fair value estimate for James Hardie Industries from A$46.27 to A$45.25. The change reflects updated assumptions around growth, margins and a higher future P/E multiple following recent price target revisions and commentary from the Street.
Narrative Update • Apr 05
JHX: Fine Tuned Earnings Assumptions Will Support Future P/E Re Rating
Analysts have nudged their price targets for James Hardie higher, with the latest updates implying only a modest uplift to fair value. This reflects fine tuning of assumptions around revenue growth, profit margins and the P/E multiple rather than a major reset in expectations.Narrative Update • Mar 22
JHX: Margin Repricing And Lower P/E Assumptions Will Drive Future Multiple Rerating
Analysts have lifted their price target on James Hardie Industries by A$0.36, reflecting updated assumptions on fair value, profit margins and future P/E, as echoed in recent target increases from firms such as Barclays and Truist. Analyst Commentary Bullish analysts are pointing to the latest price target revisions as a sign of growing confidence in how James Hardie Industries is positioned, especially around margins and the P/E profile that underpins their fair value work.Narrative Update • Mar 07
JHX: Higher Earnings Quality And P/E Potential Will Shape Outlook
Analysts have lifted their price targets for James Hardie Industries, with our updated fair value estimate moving from A$34.83 to A$40.29 as they factor in slightly different assumptions for growth, margins and future P/E multiples. Analyst Commentary Recent Street research around James Hardie Industries has focused on why price targets have been raised and how that ties back to the company’s ability to execute, grow, and justify its current P/E multiple.Narrative Update • Feb 21
JHX: Elevated Margin Assumptions Will Likely Pressure Future Share Performance
Analysts have lifted their price targets for James Hardie Industries to around A$31, up from roughly A$24.80. They cite updated views on fair value, discount rates, revenue growth, profit margins and future P/E assumptions.Narrative Update • Feb 07
JHX: Index Removals Will Set Up Future Multiple Re Rating
Analysts have raised their price target for James Hardie Industries from A$44.29 to A$45.91, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News James Hardie Industries was removed as a constituent of the S&P International 700 index.Narrative Update • Jan 23
JHX: Index Removals, Governance Tensions And New CFO Will Shape Outlook
Analysts have nudged their price target for James Hardie Industries slightly higher to A$34.83 from A$34.66, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News James Hardie Industries is being removed from the S&P Global 1200 index, which can affect index fund holdings tied to that benchmark.Narrative Update • Jan 09
JHX: Index Removals And New CFO Will Set Up Future Upside
Analysts have made a small trim to their fair value estimate for James Hardie Industries, with the target moving from about A$34.81 to around A$34.66. This reflects updated views on risk and valuation following new Street coverage that came with a Hold rating and a US$23.55 price target.Narrative Update • Dec 25
JHX: Fiber Cement Share Gains And Azek Acquisition Will Drive Structural Upside
Analysts have nudged their price target on James Hardie Industries slightly lower to about $44 from roughly $45, reflecting more conservative assumptions for revenue growth and discount rates. This is partly offset by expectations for higher margins and a premium future earnings multiple as fiber cement demand and the Azek acquisition support the long term structural growth story.Narrative Update • Dec 11
JHX: Azek Acquisition Will Drive Future Margin Expansion And Share Price Upside
Analysts have modestly reduced their price target for James Hardie Industries to approximately $34.80 from about $36.37, citing a slightly higher perceived risk profile and a marginally lower long term earnings multiple, while maintaining confidence in the company as a structural growth story supported by recent positive coverage and resilient siding demand. Analyst Commentary Bullish analysts highlight James Hardie as a structural growth story, pointing to ongoing share gains for fiber cement siding and the potential for recent strategic moves to support both top line expansion and profitability.Analysis Article • Dec 09
We Think James Hardie Industries (ASX:JHX) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Narrative Update • Nov 27
JHX: Recent Acquisition Will Drive Share Price Gains And Margin Expansion
Analysts have slightly lowered their price target for James Hardie Industries to approximately $36.37. This adjustment is due to moderated revenue growth projections and a higher discount rate, despite continued optimism around the company’s long-term structural growth prospects.Analysis Article • Nov 19
Earnings Miss: James Hardie Industries plc Missed EPS And Analysts Are Revising Their Forecasts
It's been a good week for James Hardie Industries plc ( ASX:JHX ) shareholders, because the company has just released...Analysis Article • Nov 15
James Hardie Industries plc (ASX:JHX) Shares Slammed 26% But Getting In Cheap Might Be Difficult Regardless
Unfortunately for some shareholders, the James Hardie Industries plc ( ASX:JHX ) share price has dived 26% in the last...Narrative Update • Nov 05
JHX: Shares Will Benefit From Azek Acquisition And Expected Margin Upside
Analysts have modestly increased their fair value estimate for James Hardie Industries from $36.63 to $36.82 per share. This change is based on expectations of higher revenue growth and improved profit margins, supported by recent research coverage and industry developments.Analysis Article • Oct 29
Is It Too Late To Consider Buying James Hardie Industries plc (ASX:JHX)?
Let's talk about the popular James Hardie Industries plc ( ASX:JHX ). The company's shares led the ASX gainers with a...Narrative Update • Oct 22
Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects
Analysts have raised James Hardie Industries' fair value estimate from $35.01 to $36.63. This adjustment is attributed to improving revenue growth and profit margin forecasts, supported by recent coverage updates and expectations of accelerated growth from strategic acquisitions.Narrative Update • Oct 08
Operational Efficiency And Merger Integration Will Unlock Market Opportunity
James Hardie Industries' analyst fair value price target has increased from $33.92 to $35.01, as analysts point to improving profit margins as well as positive sentiment around recent results and structural growth opportunities. Analyst Commentary Recent analyst research on James Hardie Industries has highlighted both encouraging developments and ongoing concerns impacting the company’s outlook and valuation.Narrative Update • Sep 24
Operational Efficiency And Merger Integration Will Unlock Market Opportunity
James Hardie Industries’ consensus price target has edged lower to A$33.92 as bearish analysts downgrade expectations due to weaker Q1 results, lowered North American guidance, and headwinds in housing demand, while bulls remain optimistic about long-term growth and synergies from the Azek acquisition. Analyst Commentary Bearish analysts cite weaker-than-expected Q1 earnings, lowered North American guidance, and a challenging demand environment due to high interest rates, tariff volatility, and home affordability issues impacting homebuilder activity.Analysis Article • Sep 22
We Think Shareholders May Want To Consider A Review Of James Hardie Industries plc's (ASX:JHX) CEO Compensation Package
Key Insights James Hardie Industries to hold its Annual General Meeting on 29th of September CEO Aaron Erter's total...Narrative Update • Sep 04
Operational Efficiency And Merger Integration Will Unlock Market Opportunity
James Hardie Industries' consensus price target has edged down to A$34.17 as weaker-than-expected Q1 results and guidance—mainly driven by reduced North American siding volume amid soft homebuilder demand—have led to market share concerns, despite analysts highlighting long-term growth potential and the strategic Azek acquisition. Analyst Commentary Q1 earnings and FY26 guidance missed consensus expectations, mainly due to a sharp decline in North American siding volume, driven by weak homebuilder demand, high interest rates, tariff volatility, and ongoing home affordability issues.Analysis Article • Sep 03
What You Can Learn From James Hardie Industries plc's (ASX:JHX) P/E After Its 26% Share Price Crash
The James Hardie Industries plc ( ASX:JHX ) share price has fared very poorly over the last month, falling by a...Analysis Article • Aug 26
James Hardie Industries' (ASX:JHX) Anemic Earnings Might Be Worse Than You Think
Investors weren't pleased with the recent soft earnings report from James Hardie Industries plc ( ASX:JHX ). We did...Narrative Update • Aug 21
Prattville Expansion And Key Partnerships Will Strengthen Future Market Position In Construction
Following weaker-than-expected Q1 results, cautious FY26 guidance, and renewed concerns over North American market share and demand, analysts have trimmed their outlook for James Hardie Industries despite the growth potential from the Azek acquisition, resulting in a substantial reduction in the consensus price target from A$43.66 to A$36.16. Analyst Commentary Bullish analysts highlight James Hardie's market leadership in fast-growing siding and composite decking segments, with strong brand recognition and dominant North American market positions.Analysis Article • Aug 18
Calculating The Intrinsic Value Of James Hardie Industries plc (ASX:JHX)
Key Insights The projected fair value for James Hardie Industries is AU$44.82 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Jul 18
Investors Still Waiting For A Pull Back In James Hardie Industries plc (ASX:JHX)
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
New Narrative • Feb 11
Prattville Expansion And Therm25 Launch Will Drive Future Growth As Demand Increases
Strategic focus on North American market opportunities and contractor growth enhances revenue potential as economic conditions and housing markets improve.Shareholder Returns
| JHX | AU Basic Materials | AU Market | |
|---|---|---|---|
| 7D | 0.5% | -2.2% | -1.2% |
| 1Y | -19.9% | 4.9% | 0.8% |
Return vs Industry: JHX underperformed the Australian Basic Materials industry which returned 5.1% over the past year.
Return vs Market: JHX underperformed the Australian Market which returned 0.8% over the past year.
Price Volatility
| JHX volatility | |
|---|---|
| JHX Average Weekly Movement | 6.2% |
| Basic Materials Industry Average Movement | 5.4% |
| Market Average Movement | 10.2% |
| 10% most volatile stocks in AU Market | 17.2% |
| 10% least volatile stocks in AU Market | 4.1% |
Stable Share Price: JHX has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: JHX's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1888 | 7,500 | Aaron Erter | www.jameshardie.com |
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. The Siding & Trim segment manufactures fiber cement and PVC siding and trim products, mouldings, interior linings, and accessories under brands such as Hardie, AZEK Exteriors, and Versatex are used in both residential new construction and repair and remodel applications.
James Hardie Industries plc Fundamentals Summary
| JHX fundamental statistics | |
|---|---|
| Market cap | AU$18.62b |
| Earnings (TTM) | AU$147.62m |
| Revenue (TTM) | AU$6.86b |
126.2x
P/E Ratio2.7x
P/S RatioIs JHX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| JHX income statement (TTM) | |
|---|---|
| Revenue | US$4.84b |
| Cost of Revenue | US$3.06b |
| Gross Profit | US$1.78b |
| Other Expenses | US$1.67b |
| Earnings | US$104.00m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.18 |
| Gross Margin | 36.76% |
| Net Profit Margin | 2.15% |
| Debt/Equity Ratio | 70.6% |
How did JHX perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/07 07:24 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
James Hardie Industries plc is covered by 30 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Timothy Wojs | Baird |
| Matthew Bouley | Barclays |
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |