James Hardie Industries PLC

JHX

Equity

ISIN null / Valor 1315787

New York Stock Exchange, Inc (2025-07-01)

USD 28.08+4.43%

James Hardie Industries PLC
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About company

James Hardie Industries PLC stands as the premier global entity in the production and marketing of high-performance fiber cement and fiber gypsum building solutions, holding the position of the world's leading producer in this niche. With a rich history dating back to 1888, when James Hardie immigrated from Scotland to Australia, the company has evolved into a multinational corporation, headquartered in Ireland, with a significant presence across North America, Europe, Australia, New Zealand, and the Philippines. Throughout the 2022 financial year, James Hardie Industries generated over $3.6 billion in net sales, a testament to its robust market position and the demand for its building products. The company employs approximately 5,200 individuals globally, demonstrating a commitment to innovation, quality, and safety in the building industry. James Hardie Industries caters to both homeowners and building professionals, offering a range of products that not only meet aesthetic and design preferences but also ensure durability and protection. The company's operations are deeply integrated into the local communities where it operates, emphasizing local sourcing, employment, and service delivery. This approach underlines James Hardie's global reach while maintaining a local focus, ensuring that it remains a key player in the building materials sector.

Summarized from source with an LLMView SourceSector: Industrials

Financial Overview

In Q1 FY26, James Hardie Industries PLC experienced a 9% decline in consolidated net sales compared to Q1 FY25, with operating income down by 41% and adjusted EBITDA decreasing by 21%. Overall margins were impacted, with operating income margin falling from 23.7% to 15.4% and adjusted EBITDA margin contracting from 28.8% to 25.1%, while net income and EPS also saw significant declines.

Regional Performance

North America Fiber Cement reported a 12% decrease in net sales and a 29% decline in operating income, largely due to lower volumes amid soft market demand. In the Asia Pacific segment, net sales decreased by 10% with a modest improvement in EBITDA margins driven by strategic initiatives including the closure of the Philippines manufacturing operations. Conversely, the Europe Building Products segment saw a 7% rise in net sales and a 24% increase in operating income, supported by higher average net sales prices and operational efficiencies, despite regional market challenges.

Acquisition & Strategic Guidance

The report highlights the successful integration of the AZEK acquisition, which has exceeded guidance with strong sell-through growth in Deck, Rail & Accessories, delivering early cost and commercial synergy wins. Leadership remains focused on navigating near-term market headwinds in North America while leveraging the expanded product portfolio and strategic investments to drive long-term shareholder value. FY26 guidance also reflects these developments as the company positions itself to capitalize on emerging opportunities in a fluctuating market environment.

Summarized from source with an LLMView Source

Key figures

-11.3%1Y

24.6%3Y

45.4%5Y

Performance

54.3%1Y

42.1%3Y

39.2%5Y

Volatility