JHX

James Hardie Industries plc (JHX) Q1 2027 Earnings Call Transcript

CHICAGO--(BUSINESS WIRE)--James Hardie Reports First Quarter FY27 Results; Raises FY27 Outlook.

Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Quanex Building Products (NX) or James Hardie (JHX). But which of these two stocks presents investors with the better value opportunity right now?

The struggling housing industry will not recover this year.

James Hardie Industries plc reported mixed Q4 and full-year results, with revenue up 45% y/y but missing estimates and margins under pressure. U.S. Siding & Trim volumes declined organically, and overall group performance saw margin contraction, particularly due to AZEK acquisition expenses. JHX's balance sheet is more leveraged post-AZEK, but liquidity remains manageable with $269.2M cash and interest coverage above 5x on adjusted EBITDA.

James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript

James Hardie Industries NYSE: JHX reported higher fiscal fourth-quarter revenue and adjusted EBITDA as the building products company benefited from the addition of AZEK, cost controls and early progress on integration initiatives, while management cautioned that construction markets remain challenging heading into fiscal 2027.

While the top- and bottom-line numbers for James Hardie (JHX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

CHICAGO--(BUSINESS WIRE)--James Hardie Reports Fourth Quarter FY26 and Full-Year FY26 Results; Provides FY27 Outlook.

CHICAGO--(BUSINESS WIRE)--Timing of Fourth Quarter FY26 Earnings Release and Conference Call.