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JHJHX

James Hardie Industries plc

$JHX·$15B·Construction Materials·Basic Materials
$25.82-0.3%YTD+20.3%1Y+19.0%
Price updated 7h ago·X counts updated 5d ago
JHJHX
$JHXJames Hardie Industries plc
$25.82-0.31%56 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $JHX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

56X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $JHX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JHX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

James Hardie up 21% YTD — 45% revenue growth, consolidating below the 50-day MA ahead of Nov 9 earnings.

James Hardie Industries is the global fiber-cement, fiber-gypsum, and cement-bonded materials leader — primarily serving North America (post-Elektra acquisition) and Australia. The stock is up 21% YTD and 58% of its 52-week range on 0.59x normal volume.

  • The P&L is actually accelerating: revenue grew 44.5% YoY to $1.4B last quarter at a 13.3% operating margin and 36% gross margin — the YoY optics reflect the Elektra acquisition contribution; the operating-margin profile is stable.
  • The Analyst/Investor Day transcript and specific product launches are the operational signals; director new-appointment plus multiple A-Awards (Hendrickson, Peterson, Rowland) are routine governance activity.
  • At 118x trailing earnings (distorted by acquisition charges) and 2.7x sales, JHX is paying a quality premium that bulls can anchor to continued North America housing-starts recovery.

Stalled holds until Nov 9 earnings confirm North America fiber-cement volume growth and operating margin stays above 13%. A soft North America volume print, or any specific commentary on US housing-market softening, is what tips this toward breaking-down; a FY27 revenue guide above $5.5B plus specific Elektra integration synergy metrics is what breaks the stalled tape higher.

What to watch: Nov 9 earnings — North America fiber-cement volume growth, Elektra acquisition integration, operating margin trajectory, FY27 revenue guide. A soft North America volume print or US housing softness is what breaks the stalled tape lower.

On the calendar: 2026-11-09 — Q2 FY26 earnings

Read the AI verdict on $JHX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes fiber cement siding and backer board for residential construction; dominant in North American exterior cladding with durable, low-maintenance appeal.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $JHX.

Construction Materials · Basic Materials

No material change from last week — AI data-center construction and IIJA infrastructure spending support aggregates/cement demand.

What this means for $JHX

Partial — Makes fiber cement siding and backer board for residential construction; dominant in North American exterior cladding with durable, low-maintenance appeal.

Industry benchmark

10-name peer basket
-2.9%YTD
+6.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
118.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.36$0.32+11.1%
Q1 2026May 19, 2026$0.30$0.30-0.2%
Q4 2025Feb 10, 2026$0.24$0.23+4.3%
Q3 2025Nov 17, 2025$0.26$0.26+1.1%
Next earningsMon, Nov 9·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.4B+44.5%37.3%11.9%$0.05$53.3M
Q3 FY26$1.2B+30.1%36.2%14.6%$0.12$93.5M
Q2 FY26$1.3B+34.5%32.6%11.9%$-0.10$-47.5M
Q1 FY26$899.9M-9.3%37.4%15.4%$0.15$103.7M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.8B$4.6B – $4.9B$1.10$1.09 – $1.1112
FY27$5.6B$5.5B – $5.6B$1.32$1.26 – $1.3712
FY28$5.8B$5.8B – $5.9B$1.57$1.37 – $1.7212
FY29$6.3B$6.0B – $6.8B$1.89$1.77 – $2.0810
FY30$6.9B$6.6B – $7.4B$2.28$2.13 – $2.506

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Jonathan SkellyPres. James Hardie NA65.0K sh$2.0MSellAug 24Jesse G SinghDirector385.1K sh$11.6MSellAug 21Jesse G SinghDirector486.5K sh$14.7M
+ 33 other (24 awards · 5 inkinds · 4 exempts) in window

See when $JHX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 53
8-KOfficer or director changeOct 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KCharter amendmentAug 218-K — Item 3.03 · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

James Hardie Industries plc held its annual general meeting on August 20, 2026, at which shareholders approved amendments to Articles 109(a) and 110 of its Articles of Association to bring the CEO role under the same classified-board provisions as other directors (previously excluded), with the Board designating the CEO's class by majority vote. Directors Nigel Stein, Renee Peterson, and Rob Sindel were re-elected to 3-year terms expiring at the 2029 AGM with strong majority votes (Stein ~84% for, Peterson ~88% for, Sindel ~99% for). This governance amendment standardizes CEO treatment within the classified board structure — administrative, not financially material.

8-KMaterial agreementAug 208-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

James Hardie Industries plc signed a Share Purchase Agreement on August 20, 2026 to sell its European fibre gypsum and cement-bonded products business to Holcim Westbeteiligungs GmbH (a wholly owned Holcim Ltd. subsidiary, with Holcim as guarantor) for €840 million, subject to net debt and working capital adjustments. The deal excludes James Hardie's European fiber cement operations, which will be wound down separately; closing is expected in H1 2027 pending antitrust approvals and employee consultation, with a €15 million Holcim termination fee if antitrust clearance fails. This is a transformative portfolio divestiture pruning non-core European exposure, with proceeds likely supporting capital returns or reinvestment in core fiber cement operations.

8-KPress release / Reg FDJun 268-K — Item 7.01: Press release / Reg FD
AI summary

James Hardie International Finance redeemed $400M of its 5.00% Senior Unsecured Notes due 2028 on June 25, 2026, at par plus accrued interest. This deleveraging event for the Australian-listed building materials company reduces future interest expense; redemption at par is favorable relative to any distressed scenario and reflects solid liquidity at James Hardie.

3New insider — initial holdingsJun 83
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of JHX securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at JHX.

8-KPress release / Reg FDMay 208-K — Item 7.01: Press release / Reg FD
AI summary

James Hardie Industries plc (JHX) filed an 8-K on May 20, 2026 under Item 7.01 (Regulation FD Disclosure). James Hardie is a Dublin, Ireland-based fiber cement building products manufacturer listed on the NYSE. Reg FD disclosures typically accompany investor presentations or conference materials; for a building products company, such disclosures may contain market guidance or construction demand updates.

8-KOfficer or director changeMay 158-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

James Hardie Industries plc (JHX) filed an 8-K on May 14, 2026 reporting a personnel change (Item 5.02) and a Regulation FD disclosure (Item 7.01). James Hardie is a Dublin, Ireland-based fiber cement building products manufacturer. The concurrent Reg FD likely includes an investor presentation accompanying the leadership change announcement; an executive change at a major building materials company can be material if it involves C-suite leadership.

+ 17 other (5 13Gs · 4 proxys · 3 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

James Hardie Industries PLC. (NYSE:JHX) Stock Short Interest Climbs 47.8%defenseworld.net·14d agoJames Hardie Announces Appointment of New Non-Executive Directorbusinesswire.com·15d agoJames Hardie Industries PLC. $JHX Stock Position Reduced by State Street Corpdefenseworld.net·22d agoJames Hardie Industries plc (JHX) Analyst/Investor Day Transcriptseekingalpha.com·30d agoAmerican Savings Bank Raises $129 Million in IPO: NYSE Content Updateprnewswire.com·31d ago

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Voices on X · last 7 days

No standout posts about $JHX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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