Logo

JHX

James Hardie Industries plc

JHX

James Hardie Industries plc NYSE
$19.78 1.38% (+0.27)

Market Cap $11.44 B
52w High $36.98
52w Low $16.46
Dividend Yield 0%
P/E 44.95
Volume 1.59M
Outstanding Shares 578.60M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q2-2026 $1.292B $266.8M $-55.8M -4.318% $-0.097 $154.2M
Q1-2026 $899.9M $198.3M $62.6M 6.956% $0.15 $225.2M
Q4-2025 $971.5M $310.7M $43.6M 4.488% $0.1 $94.1M
Q3-2025 $953.3M $156.3M $141.7M 14.864% $0.33 $261.3M
Q2-2025 $960.8M $220.6M $83.4M 8.68% $0.19 $204.2M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q2-2026 $772M $14.069B $7.747B $6.322B
Q1-2026 $391.6M $6.787B $4.53B $2.256B
Q4-2025 $562.7M $5.23B $3.068B $2.162B
Q3-2025 $539.1M $4.908B $2.808B $2.1B
Q2-2025 $368.1M $4.973B $2.997B $1.977B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q2-2026 $-55.8M $48.101M $-4.074B $2.503B $-1.525B $-47.508M
Q1-2026 $62.6M $206.9M $-105.3M $1.403B $1.506B $103.7M
Q4-2025 $43.6M $145.4M $-93.6M $-2.2M $48.1M $56.2M
Q3-2025 $141.7M $293.1M $-111.7M $-7.2M $171.7M $185.3M
Q2-2025 $83.4M $179.2M $-101.6M $-79.1M $2.5M $83.8M

Revenue by Products

Product Q3-2020
Other revenues
Other revenues
$0

Five-Year Company Overview

Income Statement

Income Statement Revenue has grown solidly over the past several years, with a small step back in the most recent year. Profitability has generally moved in the right direction as well, with gross profit and operating income improving over time, which signals good pricing power and cost control. That said, the latest year shows some margin and earnings pressure versus the prior peak, suggesting either softer demand, higher costs, or mix shifts. Overall, it still looks like a healthy, profitable business with cyclical sensitivity to the broader housing and renovation markets.


Balance Sheet

Balance Sheet The balance sheet looks progressively stronger over this five‑year stretch. Total assets have expanded, and shareholders’ equity has built up steadily, which indicates retained earnings and reinvestment back into the business. Debt has increased but at a slower pace than equity, so leverage appears manageable rather than stretched. Cash levels, which were quite thin a few years ago, have improved, giving the company more flexibility to handle downturns, fund projects, or manage integration of acquisitions.


Cash Flow

Cash Flow The company consistently generates positive cash flow from its operations, which is a key strength. Free cash flow has been more uneven because management has clearly been investing heavily in new plants, capacity, and growth projects. One year shows very tight free cash flow due to especially high capital spending, but subsequent years recovered to more comfortable levels. The pattern suggests a business that can fund its own expansion, but with periods where investment temporarily weighs on free cash flow.


Competitive Edge

Competitive Edge James Hardie holds a leading position in fiber cement siding and related building materials, supported by a very strong brand that is well known among builders and homeowners. Its products are tied into a broad distribution network that would be difficult for new entrants to replicate quickly. The company benefits from technical know‑how, scale, and capital‑intensive manufacturing, all of which raise the bar for potential competitors. Its focus on the repair and remodel segment, along with expanding into outdoor living through the AZEK acquisition, gives it exposure to multiple, large, and relatively durable end markets.


Innovation and R&D

Innovation and R&D Innovation is a core part of the story. James Hardie has spent decades refining its fiber cement technology and tailoring products to different climates, which helps differentiate it from traditional materials. Offerings like the HardieZone system and ColorPlus finish are examples of value‑added features that strengthen customer loyalty. The newer Architectural Collection and an emphasis on design flexibility push the brand further up the quality spectrum. Ongoing work on manufacturing efficiency, sustainability, and low‑carbon technologies, plus integration of AZEK’s product lines, point to a company still actively investing in its future rather than resting on past success.


Summary

Overall, James Hardie appears to combine a strong market position and recognizable brand with solid long‑term growth in sales, profits, and equity. Recent results show some cooling from peak profitability, which may reflect normal cyclicality in construction and remodeling or near‑term cost pressures. The balance sheet and cash generation give it room to keep investing in capacity, new products, and acquisitions. Key things to watch include how well it manages construction cycles, executes its ambitious North American growth plans, and integrates AZEK while maintaining margins and cash flow discipline.