James Hardie Industries plc
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
James Hardie raised its fiscal 2027 free-cash-flow target to US$600M but kept sales and adjusted EBITDA forecasts unchanged. Shares fell 5.1% to A$37.37. The company expects to reach AZEK cost-synergy targets earlier. Investors await evidence of organic growth and demand validation.
James Hardie Industries plc shares fell 5.08% to $37.36 on the ASX as rising bond yields impacted high-multiple, rate-sensitive stocks. The company, which trades at a P/E ratio over 100, is sensitive to interest rates due to its focus on housing and construction. Recent earnings beat expectations, but analysts remain divided on its valuation. The company is selling its European Fermacell business to focus on higher-growth markets. FY2026 revenue was $4.84B, up 25%, but earnings fell 75% due to a
James Hardie Industries (JHX) presented its growth strategy at an investor day, targeting 4-7% growth above market. The company expects $500M in revenue synergies and raised its fiscal 2027 free cash flow guidance. It also accelerated its $125M cost synergy target by one year. Shares were down 1% in pre-market trading.
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning JHX (James Hardie Industries plc). Coverage has skewed bullish: 3 bullish, 0 neutral, and 2 bearish.
Recent JHX coverage spans financial news, insider activity and earnings.
In the last 30 days, JHX insiders filed 7 SEC Form 4 transactions — no purchases and 7 sales ($28.3M). The most active reporter was Singh Jesse G with 5 filings.
Higher cash‑flow guidance improves the company's leverage outlook, potentially supporting the stock price despite unchanged earnings forecasts.
The price drop reflects heightened sensitivity to interest‑rate expectations; no new company‑specific data was released.
Guidance upgrade suggests stronger earnings and cash flow, likely supporting the stock price.
New coverage may support price.
Potential upside for James Hardie shareholders and integration synergies for Holcim.
AlphAI scores every news story that mentions JHX with an AI model for sentiment and relevance, and aggregates insider trades from James Hardie Industries plc's SEC EDGAR Form 4 filings. Figures refresh continuously.
James Hardie raised its fiscal 2027 free-cash-flow target to US$600M but kept sales and adjusted EBITDA forecasts unchanged. Shares fell 5.1% to A$37.37. The company expects to reach AZEK cost-synergy targets earlier. Investors await evidence of organic growth and demand validation.
2 min readJames Hardie Industries plc shares fell 5.08% to $37.36 on the ASX as rising bond yields impacted high-multiple, rate-sensitive stocks. The company, which trades at a P/E ratio over 100, is sensitive to interest rates due to its focus on housing and construction. Recent earnings beat expectations, but analysts remain divided on its valuation. The company is selling its European Fermacell business to focus on higher-growth markets. FY2026 revenue was $4.84B, up 25%, but earnings fell 75% due to a
2 min readJames Hardie Industries (JHX) presented its growth strategy at an investor day, targeting 4-7% growth above market. The company expects $500M in revenue synergies and raised its fiscal 2027 free cash flow guidance. It also accelerated its $125M cost synergy target by one year. Shares were down 1% in pre-market trading.
2 min readAnalysts updated ratings and price targets for multiple companies. Evercore raised Netflix's target to $110. JPMorgan noted Apple's iPhone 18 deliveries are tracking lower. UBS upgraded Allegiant to buy. Bernstein reiterated Nvidia and Broadcom as outperform. Baird named Valvoline a fresh pick. Melius downgraded GE Aerospace and Honeywell Aerospace to hold. JPMorgan upgraded Iren due to its Nvidia partnership. Wolfe upgraded Affirm to outperform. Berenberg initiated On Holding as buy. Rothschild
3 min readHolcim agreed to acquire Fermacell, a gypsum fiberboard specialist, from James Hardie Industries. The deal follows Holcim's recent integration of Xella International AG. No financial terms were disclosed.
1 min readJames Hardie (JHX) President Jonathan Skelly exercised 50,000 employee stock options at $11.23 per share and sold 65,000 shares at $30.45-$30.46, totaling $1.98M. The options were assumed during the AZEK Company acquisition. Skelly holds 287,721 options and 309,906 shares post-transaction.
1 min readSkelly Jonathan (Pres. James Hardie NA) sold 65,000 shares of James Hardie Industries plc (JHX) at an average of $30.46 ($30.45–$30.46, $1.98M total) across 2 trades on 2026-08-25.
1 min readJames Hardie (JHX) director Jesse G. Singh exercised 530,100 employee stock options at $11.23 per share and sold 871,557 ordinary shares at an average price of $30 per share on August 21 and 24, 2026. The sales included shares held by trusts where Singh or his spouse serve as trustees.
1 min readSingh Jesse G sold 530,100 shares of James Hardie Industries plc (JHX) at an average of $30.21 ($30.19–$30.23, $16.01M total) across 2 trades over 2026-08-21 to 2026-08-24.
1 min readSingh Jesse G sold 341,457 indirectly-held shares of James Hardie Industries plc (JHX) at an average of $30.21 ($30.08–$30.34, $10.32M total) across 3 trades over 2026-08-21 to 2026-08-24.
1 min read
