James Hardie Industries: Baird Maintains Outperform, PT Down to $25 from $32.

James Hardie Industries: Baird Maintains Outperform, PT Down to $25 from $32.

James Hardie Industries plc (JHX), a leading manufacturer of fiber cement-based building products, is set to release its Q1 2025 earnings on August 19, 2025. Analysts expect the company to report a quarterly earnings per share (EPS) of 29 cents and revenue of $958.74 million [1].

The company's shares fell 0.4% to $28.90 on Monday, August 15, 2025, following the announcement of the upcoming earnings release. Jefferies analyst Philip Ng initiated coverage with a Buy rating and a price target of $34, while Baird analyst Timothy Wojs initiated coverage with an Outperform rating and a price target of $32 [1].

Baird analyst Timothy Wojs maintained the Outperform rating for James Hardie Industries but lowered the price target from $32 to $25. The revised price target reflects a more cautious outlook on the company's earnings prospects. Analysts and investors are closely watching James Hardie Industries' performance, as the company has faced challenges in recent quarters [1].

In the previous quarter ending on March 31, 2025, the company's actual revenue was $1.50 billion, which missed analysts' revenue expectations of $1.50 billion by -0.53% [1]. The company's actual earnings were $0.15 per share, which missed analysts' earnings expectations of $0.49 per share by -68.83% [1].

Despite the recent challenges, James Hardie Industries remains a significant player in the fiber cement industry, with North America generating about 80% of its group earnings. The company's market capitalization is below industry averages, reflecting a smaller scale relative to peers [2].

Investors should closely monitor James Hardie Industries' earnings release and the subsequent analyst reactions to gauge the company's performance and potential future prospects. The company's earnings history and analyst ratings provide valuable insights into its relative performance and market positioning [2].

References:
[1] https://www.ainvest.com/news/james-hardie-industries-q1-earnings-analysts-revamp-price-expectations-2508/
[2] https://www.benzinga.com/insights/earnings/25/08/47185846/james-hardie-industries-earnings-preview