Inferra AI / Company / JHX
James Hardie Industries Plc
JHX · Materials
Last earnings Aug 6, 2026
Key results
Organically net incomequarter
$104 Million
Organically Net Income of $104 Million Adjusted EBITDA of $422
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Operating incomequarter
25.0%
First quarter reported operating income margin of 25.0% which was approximately flat year-over-year, as favorable net price and operating leverage were offset by AZEK acquisition-related expenses and the amortization of acquired AZEK intangibles.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Net revenuequarter
26%
Earnings Release James Hardie - First Quarter Ended June 30, 2026 4 Earnings Release August 6, 2026 Australia New Zealand (ANZ) Q1 FY27 Q1 FY26 Change Australia New Zealand (US$ millions, unless otherwise noted) Net Sales 153.3 121.6 +26% Net Sales (A$ millions) 216.0 189.5 +14% Operating Income 46.8 37.8 +24% Operating Income Margin 30.5 % 31.1 % (60bps) EBITDA 53.5 43.0 +24% EBITDA Margin 34.9 % 35.4 % (50bps) Net sales increased +26% in the quarter, or 14% in Australian dollars, driven by low double digit volume growth and a FX tailwind in the period.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Europe Q1 FY27 Q1 FY26 Change Europe (US$ millions, unless otherwise noted) Net Sales 156.4 136.5 +15% Net Sales ( millions) 134.6 120.3 +12% Operating Income 20.2 15.1 +34% Operating Income Margin 12.9 % 11.1 % +180bps EBITDA 30.4 21.9 +39% EBITDA Margin 19.4 % 16.0 % +340bps Net sales increased 15% in the quarter, or 12% in Euros, driven by high-single digit volume growth in Fiber Gypsum, strong price realization, and a favorable FX tailwind.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Operating Income Margin of 12.9% increased 180 basis points year over year.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Net incomequarter
$336.9 million
Earnings Release James Hardie - First Quarter Ended June 30, 2026 7 Earnings Release August 6, 2026 Cash Flow, Capital Investment Allocation First Quarter operating cash flow totaled $344.0 million, up from $206.9 million a year ago, driven by net income adjusted for non-cash items of $336.9 million and a $71.2 million working capital inflow, partially offset by $33.1 million of asbestos claims and handling costs paid.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Capexquarter
$89.8 million
Capital expenditures totaled $89.8 million, resulting in Free Cash Flow of $254.2 million for the quarter, more than double the prior year.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Free cash flowquarter
$254.2 million
Capital expenditures totaled $89.8 million, resulting in Free Cash Flow of $254.2 million for the quarter, more than double the prior year.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Siding Trim Segment operating incomequarter
25.0 %
dollars) Three Months Ended June 30, 2026 2025 Siding Trim Segment operating income $ 214.9 $ 161.2 Acquisition related expenses 4.3 1.0 Amortization of intangible assets resulting from AZEK acquisition 18.5 Depreciation and amortization 50.0 43.6 Siding Trim Segment Adjusted EBITDA $ 287.7 $ 205.8 Three Months Ended June 30, 2026 2025 Siding Trim Segment operating income margin 25.0 % 25.1 % Acquisition related expenses 0.5 % 0.2 % Amortization of intangible assets resulting from AZEK acquisition 2.2 % % Depreciation and amortization 5.8 % 6.8 % Siding Trim Segment Adjusted EBITDA Margin 33.5 % 32.1 % Deck, Rail Accessories Segment Adjusted EBITDA and Adjusted EBITDA Margin (Millions of U.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
AI analysis
Q2 2026 · reported Aug 6, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Organically net income | $104 Million | — | $206.9 million |
| Operating income | 25.0% | — | — |
| Net revenue | 26% | — | — |
| Net income | $336.9 million | — | $206.9 million |
| Capex | $89.8 million | — | — |
| Free cash flow | $254.2 million | — | — |
| Siding Trim Segment operating income | 25.0 % | — | — |
Guidance · company-stated
Direction: Raised
“1 James Hardie Reports First Quarter FY27 Results Raises FY27 Outlook First Quarter Highlights Net Sales of $1.”
“475 Billion, an Increase of 64% Year Over Year Pro Forma Net Sales Increased 12%, Exceeding Original Guidance Siding Trim Net Sales of $860 Million North American Fiber Cement Up 20% Organically Net Income of $104 Million Adjusted EBITDA of $422 Million, Exceeding Original Guidance Cost Synergies Ahead of Schedule Revenue Synergies On Track FY27 Outlook Raising Full-Year Outlook Targeting Pro Forma Sales Growth of 5.”
“We are not assuming a housing market improvement, but our performance and growth expectations support raising our full-year outlook.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
Capital expenditures totaled $89.8 million, resulting in Free Cash Flow of $254.2 million for the quarter, more than double the prior year.
Company-stated claims
Historical · increased 100% · capacity
“Restructuring expenses increased 100%, due to fixed asset impairments, lease exit and employee costs related to the closure of a recycling plant in Oregon.”
10-Q · Aug 6, 2026Event summary
James Hardie Industries Plc Q2 2026 — Organically Net Income of $104 Million Adjusted EBITDA of $422
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “1 James Hardie Reports First Quarter FY27 Results Raises FY27 Outlook First Quarter Highlights Net Sales of $1.”
Revenue: “475 Billion, an Increase of 64% Year Over Year Pro Forma Net Sales Increased 12%, Exceeding Original Guidance Siding Trim Net Sales of $860 Million North American Fiber Cement Up 20% Organically Net Income of $104 Million Adjusted EBITDA of $422 Million, Exceeding Original Guidance Cost Synergies Ahead of Schedule Revenue Synergies On Track FY27 Outlook Raising Full-Year Outlook Targeting Pro Forma Sales Growth of 5.”
Company outlook: “We are not assuming a housing market improvement, but our performance and growth expectations support raising our full-year outlook.”
Revenue — Raised (“Raises”)
“1 James Hardie Reports First Quarter FY27 Results Raises FY27 Outlook First Quarter Highlights Net Sales of $1.”
Revenue — Raised (“Increase”)
“475 Billion, an Increase of 64% Year Over Year Pro Forma Net Sales Increased 12%, Exceeding Original Guidance Siding Trim Net Sales of $860 Million North American Fiber Cement Up 20% Organically Net Income of $104 Million Adjusted EBITDA of $422 Million, Exceeding Original Guidance Cost Synergies Ahead of Schedule Revenue Synergies On Track FY27 Outlook Raising Full-Year Outlook Targeting Pro Forma Sales Growth of 5.”
Company outlook — Raised (“raising”)
“We are not assuming a housing market improvement, but our performance and growth expectations support raising our full-year outlook.”
Company outlook — Raised (“raising”)
“We re raising our full-year guidance to reflect that execution, while continuing to plan conservatively on the macro environment.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Capital expenditures totaled $89.8 million, resulting in Free Cash Flow of $254.2 million for the quarter, more than double the prior year.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
For the remainder of FY2027, we expect capital expenditures to be in the range of approximately 6% to 7% of net sales, reflecting maintenance and targeted growth investments across the manufacturing network.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Debt The Company s debt obligations are as follows: June 30, March 31, (Millions of U.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
dollars) 2026 2026 Secured debt: 5.875 % Senior notes due 2031 $ 700.0 $ 700.0 6.125 % Senior notes due 2032 1,000.0 1,000.0 Revolving Facility 1 150.0 Term A-1 Facility 1 , due 2028 750.0 750.0 Term A-2 Facility 1 , due 2030 1,706.3 1,717.2 Unsecured debt: 5.000 % Senior notes due 2028 400.0 Unamortized debt issuance costs ( 29.6 ) ( 32.2 ) Total debt 4,276.7 4,535.0 Less current portion ( 43.8 ) ( 43.8 ) Total Long-term debt $ 4,232.9 $ 4,491.2 Weighted average interest rate of total debt 5.5 % 5.5 % Fair value of Senior unsecured notes (Level 1) $ $ 395.0 Fair value of Senior secured notes (Level 1) $ 1,706.8 $ 1,685.5 ____________ 1.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
11 Table of Contents Debt Facilities - Terminated In June 2026, the Company redeemed its $ 400 million senior unsecured notes due 2028 using cash on hand as well as a draw on its Revolving Facility, and the remaining associated debt issuance costs of $ 1.0 million were written off to interest expense.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
For additional information regarding such indenture and credit agreement, including a summary of their terms, see Note 8, Debt , to the Consolidated Financial Statements included in the Company s Annual Report on Form 10-K for the fiscal year ended March 31, 2026.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
The above-market performance was driven primarily by strong double-digit sell-through in Siding Trim, reflecting the success of our growth initiatives, underlying demand for our products, and lapping an inventory reduction from a year ago.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Erter added, We are encouraged by the traction from our sales initiatives to grow the fiber cement business, continued material conversion in decking, and positive contributions from both sales and cost synergies.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
We remain firmly committed to our fiscal 2027 priorities returning fiber cement to growth, outperforming the market, expanding Adjusted EBITDA, achieving cost and revenue synergies, and driving a meaningful step-up in free cash flow to support continued deleveraging.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
We look forward to sharing more on our long-term strategy and value creation opportunities at our Investor Day in New York City in September.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
On an organic basis, net sales increased 20%, led by a return to volume growth in North American fiber cement and traction from our strategic growth initiatives.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Risks & headwinds
These forward-looking statements are subject to a number of risks, uncertainties and assumptions.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described herein.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
GAAP financial measure for future periods due to, amongst other factors, uncertainty regarding the impact of actuarial estimates on asbestos-related assets and liabilities in future periods.
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Legal Proceedings 33 Item 1A.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
Revenues The Company's presentation of revenue by reportable segment most reasonably depicts how the nature, amount, timing and uncertainty of the Company's revenue and cash flows are affected by economic and market-specific factors.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
Commitments and Contingencies Legal Matters The Company is involved from time to time in various legal proceedings and administrative actions related to the normal conduct of its business, including general liability claims, putative class action lawsuits and litigation concerning its products.
SEC original ↗James Hardie Industries Plc — 10-Q Quarterly report10-QAug 6, 2026
What changed vs prior quarter
Guidance direction — prior quarter: Lowered; this quarter: Raised
SEC original ↗James Hardie Industries Plc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Earnings deck slides
0 decks with slide viewJames Hardie Industries Plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
48 documents- Q3 2026
- 8-KJHX
- Q2 2026
- 8-KJHX
Aug 21, 2026
- 8-KJHX
Aug 20, 2026
- 10-QJHX
- 8-KJHX
- 8-KJHX
Jul 23, 2026
- Q1 2026
- 8-KJHX
Jun 26, 2026
- 8-KJHX
May 20, 2026
- 10-KJHX
May 19, 2026
- 8-KJHX
May 19, 2026
- 8-KJHX
May 15, 2026
- EX-99JHX
- Q4 2025
- 6-KJHX
- EX-99JHX
- 6-KJHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- 6-KJHX
- EX-99JHX
- EX-99JHX
- 6-KJHX
- EX-99JHX
- EX-99JHX
- 6-KJHX
- EX-99JHX
- EX-99JHX
- EX-99JHX
- 6-KJHX
- EX-99JHX
- 6-KJHX
- 6-KJHX
- 6-KJHX
- 6-KJHX
- 6-KJHX
- EX-99JHX
- 6-KJHX
- Q3 2025
- 6-KJHX
- EX-99JHX
- 6-KJHX
- EX-99JHX
- EX-99JHX
Earnings releases
5 documentsPresentations
1 document- Q1 2026
- JHXDeck
Transcripts
0 documentsNo transcripts for James Hardie Industries Plc are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention James Hardie Industries Plc by name or ticker. A mention is counted once per document, from the document text the library holds.
“Hardie Board authorizes $250 million share repurchase program CHICAGO — August 20, 2026 — James Hardie Industries plc (NYSE / ASX: JHX) (“James Hardie” or…”
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