JHX
James Hardie Industries·NYSE
--
--(--)
--
--(--)
JHX fundamentals
James Hardie Industries (JHX) released its earnings on Feb 11, 2026: revenue was 1.24B (YoY +30.05%), beat estimates; EPS was 0.24 (YoY -33.33%), beat estimates.
Revenue / YoY
1.24B
+30.05%
EPS / YoY
0.24
-33.33%
Report date
Feb 11, 2026
JHX Earnings Call Summary for Q3,2026
- $25M Annual Savings: Plant closures to drive FY '27 margin recovery and capacity alignment.
- $125M Synergy Target: Commercial wins exceed expectations, with exclusive dealer partnerships and cross-selling success.
- Product Innovation Lead: TimberHue and score-and-snap methods to capture $1.75B repair/remodel/new construction opportunity.
- DR&A Outperformance: Mid-single-digit sell-through growth vs. market decline, 25%+ composite decking conversion rate.
- Financial Discipline: 3x leverage reduction to <2x within 2 years, $200M+ free cash flow from FY '27+.
- Market Resilience: Siding & Trim margin up 500bps QoQ, DR&A EBITDA margin stable at 25.1%, despite macro challenges.
EPS
Actual | 0.19 | 0.2006 | 0.2 | 0.2696 | 0.28 | 0.3011 | 0.35 | 0.35 | 0.3979 | 0.35 | 0.39 | 0.29 | 0.33 | 0.39 | 0.41 | 0.41 | 0.4 | 0.41 | 0.36 | 0.36 | 0.36 | 0.29 | 0.26 | 0.24 | |||||||
Forecast | 0.1951 | 0.2007 | 0.2682 | 0.2354 | 0.2935 | 0.2866 | 0.3356 | 0.3489 | 0.4061 | 0.3593 | 0.403 | 0.3563 | 0.3222 | 0.3404 | 0.4055 | 0.3906 | 0.4204 | 0.3878 | 0.3353 | 0.3453 | 0.3592 | 0.3341 | 0.2571 | 0.2302 | |||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -2.61% | -0.05% | -25.43% | +14.53% | -4.60% | +5.06% | +4.29% | +0.32% | -2.02% | -2.59% | -3.23% | -18.61% | +2.42% | +14.57% | +1.11% | +4.97% | -4.85% | +5.72% | +7.37% | +4.26% | +0.22% | -13.20% | +1.13% | +4.26% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | 673.20M | 626.30M | 736.80M | 738.60M | 807.00M | 843.30M | 903.20M | 900.00M | 968.20M | 1.00B | 997.60M | 860.80M | 917.80M | 954.30M | 998.80M | 978.30M | 1.00B | 991.90M | 960.80M | 953.30M | 972.00M | 899.90M | 1.29B | 1.24B |
Forecast | -- | -- | -- | -- | -- | -- | -- | 669.43M | 635.11M | 721.65M | 703.30M | 790.72M | 774.87M | 893.46M | 894.59M | 984.79M | 983.02M | 1.04B | 924.27M | 903.44M | 914.15M | 976.33M | 960.23M | 963.47M | 997.06M | 971.88M | 966.01M | 986.24M | 952.44M | 1.28B | 1.21B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.56% | -1.39% | +2.10% | +5.02% | +2.06% | +8.83% | +1.09% | +0.60% | -1.68% | +1.82% | -3.86% | -6.87% | +1.59% | +4.39% | +2.30% | +1.88% | +4.30% | -0.52% | -1.14% | -1.32% | -1.44% | -5.52% | +0.66% | +2.36% |
Earnings Call
You can ask Aime
What were the key takeaways from James Hardie Industries’s earnings call?Did James Hardie Industries beat or miss consensus estimates last quarter?What is James Hardie Industries's latest dividend and current dividend yield?What is the market's earnings forecast for James Hardie Industries next quarter?What is James Hardie Industries's gross profit margin?What guidance did James Hardie Industries's management provide for the next earnings period?What were the key takeaways from James Hardie Industries's earnings call?What factors drove the changes in James Hardie Industries's revenue and profit?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
