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JHJHX

James Hardie Industries plc

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$JHX·$14B·Construction Materials·Basic Materials
$26.77+1.8%YTD+26.6%1Y+0.6%
Mentions · last 7 days
2026-07-09: 20 posts2026-07-10: 31 posts2026-07-11: 18 posts2026-07-12: 30 posts2026-07-13: 95 posts2026-07-14: 83 posts2026-07-15: 122 posts401+80%
Price updated 18m ago·X counts updated 21h ago
JHJHX
$JHXJames Hardie Industries plc
$26.78+1.81%401 posts+80%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $JHX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

James Hardie fiber cement retired $400M of 2028 notes and remains barely profitable while awaiting an August print.

James Hardie makes fiber cement building products (siding and exterior boards) with Dublin headquarters and $14.4B market cap, and reports fiscal Q1 2027 earnings 2026-08-18.

  • The Q4 fiscal 2026 print in May showed revenue $1.40B, up 44.5% year-over-year (following the AZEK acquisition close), gross margin 37.3%, operating margin 11.9%, but reported EPS of only $0.0491 — the top line jumped, the earnings line did not.
  • Trailing P/E 118 and analyst EPS estimates of $1.10 for fiscal 2026 rising to $1.19 in fiscal 2027 and $1.45 in fiscal 2028 imply a large recovery arc is what the multiple is discounting.
  • On June 26 James Hardie International Finance redeemed $400M of 5.00% Senior Unsecured Notes due 2028 at par, a genuine deleveraging step that lowers interest expense and improves the future EPS bridge.
  • Trailing return on invested capital sits at 2.6% and return on equity 1.9% — well below cost of capital, which is why Zacks tagged the name Bear of the Day on May 27.
  • Insider activity in mid-June was routine option exercise plus tax-withhold conversions by CFO-level executives at $24-25, not discretionary open-market activity.

The August 18 print is a real test — the debt paydown and top-line integration are visible catalysts, but until fiscal 2027 EPS bridges toward the $1.19 consensus, the multiple carries clear execution risk.

What to watch: August 18 fiscal Q1 2027 earnings — the EPS trajectory versus the $0.27 consensus is the central variable, along with commentary on North American siding volume, housing starts sensitivity, and integration synergies from the AZEK combination. The residential construction outlook (particularly starts data through August) sets the demand backdrop.

On the calendar: 2026-08-18 fiscal Q1 2027 earnings; EPS trajectory and North American siding volume are the key reads.

Read the AI verdict + X sentiment for $JHX

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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 — housing starts and home renovation spending are the structural volume drivers, both currently constrained by rate-suppressed housing turnover.

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; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$XLBMaterials Select Sector SPDR
+10.9%YTD
+13.3%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
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%
Q2 2025Aug 19, 2025$0.29$0.33-13.2%
Next earningsTue, Aug 18·consensus EPS $0.27

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$5.4B$5.4B – $5.4B$1.19$0.73 – $1.7311
FY28$5.8B$5.5B – $6.5B$1.45$1.21 – $1.8510
FY29$6.3B$6.1B – $6.6B$1.71$1.65 – $1.835
FY30$6.5B$6.3B – $6.8B$1.94$1.87 – $2.075

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.0.7×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.74%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.+13.7%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.+21.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 577.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.055-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

No open-market buys or sells in the last 180 days.

+ 13 other (11 awards · 1 inkind · 1 exempt) 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
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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

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.

3New insider — initial holdingsApr 73
AI summary

James Hardie Industries plc (JHX) filed a Form 3 initial statement of beneficial ownership for newly appointed Chief Accounting Officer Hill, who directly holds 10,031 shares of common stock. This routine filing establishes the baseline ownership record for the new senior officer within 10 days of appointment. The initial equity position suggests prior equity grants or purchases. No derivative securities were reported.

3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
+ 33 other (11 3s · 10 6-Ks · 5 13Gs · 2 proxys) in window

Recent news

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

Bear of the Day: James Hardie (JHX)zacks.com·51d agoJames Hardie Q4: Hold On To Your Position, But I Wouldn't Add More For Nowseekingalpha.com·57d agoJames Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcriptseekingalpha.com·58d agoJames Hardie Industries Q4 Earnings Call Highlightsmarketbeat.com·58d agoJames Hardie (JHX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimateszacks.com·58d 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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