James Hardie Industries plc
No SEC Form 4 filings for $JHX in the last 30 days.
See all $JHX insider activity →Slater and Gordon filed a shareholder class action in Victoria’s Supreme Court against James Hardie Industries (ASX: JHX), alleging its FY26 earnings guidance and ASX disclosures misled investors. The claim covers purchases from May 25 to Aug 19, 2025, and says a later downgrade on Aug 20 triggered a ~34% two-day share fall. Allegations are untested.
Simply Wall St reports James Hardie Industries (ASX:JHX) posted strong fiscal Q1 results, citing better fiber cement sales and an expanded Boise Cascade distribution partnership. It says the company raised full-year 2027 and Q2 2027 revenue guidance. The article compares A$43.84 shares with fair value estimates of A$35.59 and a DCF value of A$59.07.
James Hardie (JHX) reported Q1 FY2027 net sales of $1.47B, up 64% reported and 12% pro forma. Adjusted EBITDA was $422M (28.6% margin) and adjusted EPS $0.36. The company raised FY2027 revenue guidance to $5.564B-$5.723B and adjusted EBITDA to $1.536B-$1.625B, citing outperformance and new distribution partnerships, and redeemed $400M notes to delever.
Over the past 7 days, alphai's AI scored 4 news stories mentioning JHX (James Hardie Industries plc). Coverage has skewed bullish: 3 bullish, 0 neutral, and 1 bearish.
Recent JHX coverage spans financial news, earnings and market movers.
The filing raises litigation overhang risk tied to FY26 guidance and ASX continuous disclosure, which can pressure sentiment and valuation multiples even before any court outcome.
Raised outlook tied to fiber cement strength and expanded distribution should support near-term estimates, but valuation debate remains due to integration and demand risks.
Guidance raise plus deleveraging and distribution expansion are likely to support near-term sentiment, but freight and onboarding costs may cap upside.
Near-term trading is driven by momentum into resistance (A$44) after a guidance upgrade and distribution expansion, but valuation risk rises if the U.S. housing narrative weakens.
The call suggests improved growth visibility and synergy ramp, supporting a re-rating.
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.
Slater and Gordon filed a shareholder class action in Victoria’s Supreme Court against James Hardie Industries (ASX: JHX), alleging its FY26 earnings guidance and ASX disclosures misled investors. The claim covers purchases from May 25 to Aug 19, 2025, and says a later downgrade on Aug 20 triggered a ~34% two-day share fall. Allegations are untested.
4 min readSimply Wall St reports James Hardie Industries (ASX:JHX) posted strong fiscal Q1 results, citing better fiber cement sales and an expanded Boise Cascade distribution partnership. It says the company raised full-year 2027 and Q2 2027 revenue guidance. The article compares A$43.84 shares with fair value estimates of A$35.59 and a DCF value of A$59.07.
4 min readJames Hardie (JHX) reported Q1 FY2027 net sales of $1.47B, up 64% reported and 12% pro forma. Adjusted EBITDA was $422M (28.6% margin) and adjusted EPS $0.36. The company raised FY2027 revenue guidance to $5.564B-$5.723B and adjusted EBITDA to $1.536B-$1.625B, citing outperformance and new distribution partnerships, and redeemed $400M notes to delever.
6 min readJames Hardie (ASX:JHX) shares trade at A$43.68, up 1.18%, after testing A$44 resistance. The stock has gained 24.6% in a month following preliminary Q1 FY27 results that beat prior guidance, prompting an FY27 outlook upgrade. It also expanded distribution with Boise Cascade. Consensus target is A$41.77; RSI 73.6 suggests overbought.
6 min readAnalyst actions on Monday included Bank of America reiterating Nvidia as Buy ahead of earnings, with ~16x CY27 forward P/E. Loop raised FirstCash Holdings to Buy, PT $255, and cut Domino’s to Hold, PT $353. UBS reiterated Micron Buy, PT $1,625. Jefferies downgraded Apple to underperform. Citi reiterated SpaceX Buy, PT $200. Bernstein raised Microsoft PT to $660.
2 min readJames Hardie Industries (ASX:JHX) reported Q1 FY2027 net sales of US$1,474.6 million and net income of US$104.3 million. It raised FY2027 net sales guidance to US$5.564–US$5.723 billion from US$5.25–US$5.41 billion, and set Q2 guidance at US$1.485–US$1.575 billion, citing momentum from AZEK integration and expanded U.S. distribution.
6 min readAnalyst estimates cited by FactSet show James Hardie Industries plc. average 12-month price target increased to $32.6 from $32.37. Forecasts range from $24.91 to $40. Based on the Aug. 7 close, the target implies about 8% upside. Consensus remains “Buy” with 15 Buys, 8 Holds, and 0 Sells.
1 min readJames Hardie (NYSE:JHX) said about one-third of fiber-cement growth came from strategic initiatives, one-third from prior-year destocking comparisons, and the rest from price and mix. June sell-through rose 19%. Deck, Rail & Accessories sales fell 5% to $305.1M with 27.1% Adjusted EBITDA margin. Q2 net sales forecast $1.485B-$1.575B and FY2027 outlook raised; FCF Q1 was $254M and it redeemed $400M notes.
6 min readOppenheimer analyst Tyler Batory reiterated a Buy rating on James Hardie Industries PLC (JHX) and set a $36.00 price target. TipRanks cites Batory’s track record. The article also notes other analyst views (William Blair Buy, Barclays Hold) and reports JHX quarterly revenue of $1.4B and net profit of $28.5M for the quarter ended Mar. 31.
2 min readAnalyst 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.
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