James Hardie Industries plc (JHX) Stock Price & Analysis
James Hardie Industries plc (JHX) closed at USD 26.54 on Thursday, October 22, 2026, up 0.91% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 26.54; the Oct 22, 2026 session ranged USD 26.22–26.89 on volume of 10,738,041 shares. Market capitalization is —, with a 52-week range of USD 16.46–31.43 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 11:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JHX.md
Key facts (JHX)
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $28.3M; 2 not under a Rule 10b5-1 plan ($28.3M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $69K; 0 by opportunistic insiders, 0 by routine insiders.
- Total return with dividends: 1Y +20.6% vs S&P 500 +14.9%; 5Y -31.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 0.37, revenue estimate $1.46B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JHX)
| USD | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|
| Revenue | $3.94B | $3.88B | $4.84B | — |
| Gross profit | $1.59B | $1.50B | $1.73B | — |
| Operating income | $767M | $656M | $448M | — |
| Net income | $510M | $424M | $104M | — |
| EPS (diluted) | $1.16 | $0.98 | $0.19 | — |
| Free cash flow | $465M | $381M | $206M | — |
| Gross margin | 40.4% | 38.8% | 35.8% | — |
| Operating margin | 19.5% | 16.9% | 9.3% | — |
| Net margin | 13.0% | 10.9% | 2.2% | — |
| Revenue growth | — | -1.5% | +24.7% | — |
| Cash + short-term investments | $416M | $563M | $269M | — |
| Total debt | — | $1.12B | $4.54B | — |
Fiscal years end Mar. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (JHX)
P/E at fiscal year-ends: Mar 2026 99.3x, Mar 2025 24.0x, Mar 2024 34.9x.
Insider sales (SEC Form 4, open-market, last ~7 months) (JHX)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | Skelly Jonathan | Pres. James Hardie NA | 65,000 | $2.0M | 17.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-21…2026-08-24 | Singh Jesse G | Director | 871,557 | $26.3M | 69.7% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (JHX)
1 purchase, $69K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-02 | Rowland Suzanne B | Director | 3,000 | $69K | 22.91 | Too little history (no open-market trades in 2023–2025) |
Analysts (JHX)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Baird | Target lowered | Outperform | $34 → $32 |
| 2026-10-06 | Melius Research | Initiated | Buy | $36 |
| 2026-09-28 | Citigroup | Downgrade | Buy → Neutral | |
| 2026-09-16 | Oppenheimer | Reiterated | Outperform | $36 |
| 2026-09-14 | Loop Capital | Initiated | Buy | $35 |
| 2026-08-10 | Barclays | Upgrade | Equal-Weight → Overweight | $26 → $35 |
| 2026-08-07 | Stephens & Co. | Target raised | Overweight | $33 → $34 |
| 2026-08-07 | Oppenheimer | Target raised | Outperform | $32 → $36 |
| 2026-08-07 | Truist Securities | Target raised | Buy | $30 → $40 |
| 2026-07-29 | Oppenheimer | Target raised | Outperform | $30 → $32 |
| 2026-07-28 | Stephens & Co. | Target raised | Overweight | $31 → $33 |
| 2026-07-24 | Barclays | Target raised | Equal-Weight | $25 → $26 |
Total return (dividends reinvested) (JHX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +20.6% | -31.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +20.7% | -7.2% |
| Volatility (annualized) | 44.5% | 43.3% |
| Max drawdown | -32.4% (Feb 2026→Mar 2026) | -60.3% (Sep 2024→Nov 2025) |
JHX revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Siding & Trim | $859.8M | 58.3% | +34.0% |
| Deck, Rail & Accessories | $305.1M | 20.7% | — |
| Europe | $156.4M | 10.6% | +14.6% |
| Australia & New Zealand | $153.3M | 10.4% | +26.1% |
| Total revenue | $1.47B | 100% | — |
JHX revenue by region (fiscal year ended Mar 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $3.54B | 73.3% | +30.9% |
| Australia | $423.3M | 8.8% | +5.5% |
| Other Countries | $393.0M | 8.1% | +4.1% |
| Canada | $213.8M | 4.4% | +37.0% |
| Germany | $163.9M | 3.4% | +14.7% |
| New Zealand | $97.3M | 2.0% | +5.1% |
| Total revenue | $4.84B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name JHX in their SEC reports
| Relationship to JHX | Company | Filing | Sentence |
|---|---|---|---|
| customer | Builders FirstSource, Inc. (BLDR) | 10-K Feb 17, 2026 | “Our largest suppliers are national companies such as Boise Cascade Company, Weyerhaeuser Company, West Fraser Timber Co. Ltd., Specialty Building Products, James Hardie Industries plc, and Mitek Industries Inc. We believe marketplace supply allows us to competitively source most of our requirements without reliance on any particular supplier and that our diversity of suppliers affords us purchasing flexibility.” |
JHX customer concentration
In the period ended Mar 31, 2026, a single direct customer accounted for 11.3% of revenue, per the company's 10-K filed May 19, 2026. The company does not name it.
JHX company outlook (results filed Aug 6, 2026)
- “Pro Forma Net Sales Increased 12%, Exceeding Original Guidance Siding & Trim Net Sales of $860 Million;”
- “Adjusted EBITDA of $422 Million, Exceeding Original Guidance Cost Synergies Ahead of Schedule;”
- “Revenue Synergies On Track FY27 Outlook Raising Full-Year Outlook Targeting Pro Forma Sales Growth of 5.9% to 9.0% and Pro Forma Adjusted EBITDA Growth of 7.4% to 13.7% for full year FY27;”
Quoted word-for-word from the SEC 8-K results press release.
JHX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.37 | $0.29 | +29.0% | $1.46B | 8 |
| Next quarter (ends Dec 2026) | $0.25 | $0.28 | -9.6% | $1.20B | 8 |
| Current fiscal year (ends Mar 2027) | $1.35 | $1.32 | +2.0% | $5.50B | 9 |
| Next fiscal year (ends Mar 2028) | $1.58 | $1.63 | -3.4% | $5.72B | 9 |
JHX options: expected move
Options price a move of about ±12.8% (±$3.40) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 3 reports the stock moved ±5.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 54.4% | ±12.8% |
| Dec 18, 2026 | 56 | 49.5% | ±16.1% |
| Jan 15, 2027 | 84 | 50.7% | ±19.9% |
| Mar 19, 2027 | 147 | 46.3% | ±23.7% |
| Jun 17, 2027 | 237 | 46.9% | ±30.2% |
30-day implied volatility 46.6% vs 34.5% realized over the last 30 trading days. Put/call ratio (volume) 0.12. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 11:23 UTC)
| Price | USD 26.54 |
|---|---|
| Change | ▲ 0.91% (up) |
| Previous Close | USD 26.54 |
| Open | USD 26.54 |
| Day Range | USD 26.22 – 26.89 |
| 52-Week Range | USD 16.46 – 31.43 |
| Volume | 10,738,041 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (JHX)
Nexqual's technical model rates JHX "NEUTRAL" based on 3 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 11:23 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 49.05 (neutral) |
| vs SMA50 | Below (USD 27.48) |
| MACD | -0.25 (negative) |
Earnings (JHX)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.37 |
| Revenue Estimate | $1.46B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD 0.3 vs est 0.29 ▲ beat |
| 2025-12-31 | USD 0.24 vs est 0.22 ▲ beat |
| 2025-09-30 | USD 0.26 vs est 0.25 ▲ beat |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
Financials & Fundamentals (JHX)
| Total Revenue | $5.41B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +63.90% |
| Gross Margin | +36.77% |
| Operating Margin | +16.13% |
| Profit Margin | +2.69% |
| ROE | +3.31% |
| Debt / Equity | 0.69 |
| Current Ratio | 1.59 |
| Total Cash | $289.90M |
| Total Debt | $4.52B |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
Ownership (JHX)
| Insider Ownership | +0.42% |
|---|---|
| Institutional Ownership | +50.50% |
| Shares Outstanding | 580.52M |
| Float | 548.80M |
| Short % of Float | +4.48% |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
From James Hardie Industries plc's Latest SEC 10-K Filing (filed 2026-05-19)
Key Strengths & Strategy (as disclosed to the SEC)
- On July 1, 2025, we completed the acquisition of The AZEK Company Inc. ("AZEK"), an industry-leading designer and manufacturer of low maintenance and environmentally sustainable outdoor living products, which has manufacturing and recycling facilities in the United States.
- Our fiber cement products are based on a proprietary technology platform that enables us to produce thicker yet lighter-weight fiber cement products that are generally easier to handle than many traditional building materials.
- We offer a diverse portfolio of industry-leading wood-alternative decking products and are one of the only decking manufacturers to offer both capped wood composite and advanced PVC decking products.
- We also operate under the regulatory requirements of numerous jurisdictions and organizations, including the ASX, Australian Securities and Investments Commission ("ASIC"), the New York Stock Exchange ("NYSE"), the SEC, the Irish Takeover Panel and various other federal, state, local and foreign rulemaking bodies.
Legal & Regulatory Risks (Item 1A, quoted)
- Our ability to sell our products is influenced by legislation and regulations such as local building codes or federal standards which may hinder our ability to compete effectively in certain markets and to increase or maintain our current market share for our products.
- We may incur significant costs, including capital expenditures, in complying with applicable environmental and health and safety laws and regulations.
- Our business operations could suffer if we fail to adequately protect our intellectual property rights, and we may experience claims by third parties that we are violating their intellectual property rights.
- Privacy and data security concerns and regulation could result in additional costs and liabilities.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CX | Cemex, S.A.B. de C.V. Sponsored | USD 10.11 | ▼ 2.69% |
| AMRZ | Amrize Ltd | USD 39.44 | ▲ 1.65% |
| VMC | Vulcan Materials Company (Holdi | USD 268.72 | ▲ 1.54% |
| MLM | Martin Marietta Materials, Inc. | USD 517.67 | ▲ 1.7% |
| EXP | Eagle Materials Inc | USD 178.74 | ▲ 3.09% |
| CRH | CRH PLC | USD 86.43 | ▲ 0.46% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt