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JHJHX

James Hardie Industries plc

$JHX·$18B·Construction Materials·Basic Materials
$29.77-1.3%YTD+36.5%1Y+46.1%
Mentions · last 7 days
2026-08-18: 7 posts2026-08-19: 2 posts2026-08-20: 12 posts2026-08-21: 5 posts2026-08-22: 4 posts39+11%
Price updated 13h ago·X counts updated 5d ago
JHJHX
$JHXJames Hardie Industries plc
$29.77-1.26%39 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Proven numbersAcceleratingAI verdict · as of 2026-08-25

The move is getting stronger, with heavier trading behind it.

Fiber-cement leader up 52% in twelve months — just announced European Fermacell sale to Holcim for €840M, and Q1 FY27 beat by 11%.

James Hardie Industries is the global fiber-cement leader — building products for interior and exterior residential and commercial construction across the US, Australia, Europe, NZ, Philippines, and Canada. The stock is up 52% over trailing year and 37% year-to-date on operational strength plus a strategic divestiture that just landed.

  • On August 20 James Hardie announced the sale of its European Fermacell business to Holcim for €840M / $980M — a strategic divestiture of the European operations that concentrates the portfolio on higher-margin core markets
  • Q1 FY27 EPS was $0.36 versus $0.32 expected (+11%); the last four surprises: +11%, 0%, +4%, +1% — solid recent execution
  • Q4 FY26 revenue was $1.40B (up 45% year-over-year); Q3 was $1.24B (+30%) — the topline is meaningfully accelerating
  • Analyst FY26 revenue estimate is $4.84B on $1.10 EPS growing to $5.49B / $1.24 EPS in FY27, $5.91B / $1.51 EPS in FY28 — the stock at $30.20 is 27.4x forward, expensive but consistent with the growth math
  • On June 25 James Hardie International Finance redeemed $400M of 5.00% Senior Unsecured Notes due 2028 at par — real deleveraging
  • Insider signal is dominated by grants: CEO Aaron Erter received A-Award of 136,083 shares at $13.96 for $1.9M plus 59,972 more shares (August 17); multiple officer grants — this is compensation refresh, not open-market activity
  • Beta and float data are null in the coverage — historically JHX has traded cyclically with building-materials sector
  • Position in 52-week range is 92% — near-peak
  • Free cash flow yield is 1.5% — modest given the growth phase

The Fermacell divestiture plus deleveraging plus accelerating US topline creates a real multi-year setup.

Agrees with X sentimentX is bullish framing JHX as strong momentum with better-than-expected Q1 earnings and analyst forecast bumps. Fair — the fundamentals confirm the setup; the Fermacell sale is the specific strategic catalyst that unlocks the next leg.

What to watch: The Q2 FY27 print on November 9 needs the divestiture accounting to be clean and continued US revenue growth — those two together support the multiple; anything cloudy triggers a fair-value reset.

On the calendar: 2026-11-09 — Q2 FY27 earnings

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

Neutral — Makes fiber cement siding and backer board for residential construction; dominant in North American exterior cladding with durable, low-maintenance appeal; limited read-through from construction materials macro dynamics to this specific revenue mix.

Industry benchmark

7-name peer basket
+15.6%YTD
+25.2%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 $0.37

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$5.5B$5.4B – $5.5B$1.24$0.76 – $1.8111
FY28$5.9B$5.6B – $6.7B$1.51$0.93 – $2.1612
FY29$6.5B$6.3B – $6.9B$1.78$1.72 – $1.9111
FY30$7.1B$6.9B – $7.5B$2.23$2.15 – $2.396

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.0.5×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.89%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.+9.3%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.+30.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 576.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.035-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

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

+ 22 other (16 awards · 5 inkinds · 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-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.

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
+ 36 other (13 3s · 6 13Gs · 5 6-Ks · 4 proxys) in window

Recent news

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

James Hardie Selling European Fermacell Business for $980 Million to Holcimwsj.com·8d agoJames Hardie Announces Strategic Divestiture of European Operations, Including Sale of Fermacell to Holcim for €840 Millionbusinesswire.com·8d agoWhat Makes James Hardie (JHX) a Strong Momentum Stock: Buy Now?zacks.com·8d agoJames Hardie Industries Q1 Earnings Call Highlightsmarketbeat.com·20d agoJames Hardie Industries Analysts Boost Their Forecasts Following Better-Than-Expected Q1 Earningsbenzinga.com·21d ago

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