$JHIUF

Analyst estimates for James Hardie Industries plc. show the average 12-month price target increased from $29.03 to $31.9. The range is $24.91 to $40, implying about 14% upside versus the Aug. 6 close. The consensus rating remains “Buy” with 15 Buys, 8 Holds, and 0 Sells, from 23 analysts.

James Hardie Industries PLC ADR (JHX) hit a 52-week high around $29.82. The article cites 1-year total return of 1.05% and YTD gains of 34.94%. It also notes Q4 FY2026 net sales up 45% to $1.4B, Oppenheimer raising its price target to $36, and redemption of $400M senior notes due 2028.

Australia’s S&P/ASX 200 closed Friday down 0.09% at 9,263.60 after most sectors fell, led by financials. Energy gained as WTI and Brent rose on Iran Strait of Hormuz uncertainty. Woodside agreed to sell its 70% Calypso Project interest to BP. Earnings included ResMed forecast revenue $5.65B and EPS $11.12; Beach Energy received a Bell Potter hold and $0.95 target.

Truist adjusted its price target on James Hardie Industries plc to $40 from $30 and kept a Buy rating, according to Truist. The note cites a composite of factors including valuation and EPS revisions, plus visibility metrics used in its ranking framework.

James Hardie Industries (ASX:JHX) rose 4.95% to A$42.84 after breaking above A$38.50 resistance. The move followed a late-July upgraded outlook for FY27, with net sales expected at US$1.449-1.475B and adjusted EBITDA of US$399-407M, according to the company. Analysts’ consensus target is A$38.02.

ASX 200 ended slightly lower on the day, down 0.09% to 9,263.60, but rose 3.2% for the week. Materials gained 1.32% as gold prices neared $4,300/oz. Gold and lithium stocks led, including Genesis Minerals (GMD), Capricorn Metals (CMM), Vault Minerals (VAU) and Liontown (LTR). ResMed (RMD) and 4DMedical (4DX) fell.

Australia’s S&P/ASX200 slipped 0.09% to 9,263.6 and the All Ordinaries fell 0.07% to 9,445.1 after a five-day winning streak and prior record highs. Energy rose with oil as Iran and Oman discuss Strait of Hormuz reopening. Gold and miners rallied on softer inflation expectations. BHP rose 4.5% to $62.97. RBA meeting and company updates (Coles, James Hardie, Nick Scali, ResMed) were in focus.

James Hardie CEO Aaron Erder and CFO Ryan Latta discussed Q1 2027 results and guidance, citing a broadened Boise Cascade two-step distribution partnership to accelerate revenue synergies across James Hardie, AZEK, and TimberTech. CFO noted normal seasonality and macro uncertainty for back-half EBITDA. They reiterated $80-100m freight cost pressure, quantified $40-50m destocking impact, and guided fiber cement price/mix to normalize to 3.5%-4%.

The S&P/ASX 200 fell 0.10% at lunchtime after two days of record highs, with Brent crude rising toward US$83 a barrel following reports Iran plans to restrict shipping through the Strait of Hormuz. Lithium stocks rose, including PLS Group (+5%) and Liontown (+4%). James Hardie rose 4% on net sales up 64% to US$1.5b and adjusted EBITDA up 79% to US$422.1m; Nick Scali fell 5% after flat written sales orders. Charter Hall Retail REIT profit rose 78% to $389.4m; Woodside agreed to sell its 70% Calyp

James Hardie Industries plc (JHX) reported Q1 profit of $104.3 million, or $0.18 per share, up from $62.6 million, or $0.15, a year earlier. Revenue rose 63.8% to $1.474 billion. Adjusted earnings were $209.3 million, or $0.36 per share. Q2 revenue guidance is $1.485B to $1.575B, and FY revenue guidance is $5.564B to $5.723B.