JAMES HARDIE INDUSTRIES PLC (JHX)
Share Price Analysis and Chart

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JHX

JHX - JAMES HARDIE INDUSTRIES PLC

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Debt/EBITDA: 1.17
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

James Hardie Industries is a global building materials company and the largest global manufacturer of fibre cement products. Founded in 1888 it first listed on the Sydney Stock Exchange in 1951. It is now dual-listed on the Australian and New York Stock Exchanges. Management operates from Chicago, Illinois, USA.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$29.14

01 Oct
2025

1.060

OPEN

$28.82

3.77%

HIGH

$29.21

1,618,837

LOW

$28.68

TARGET
$35.217 20.9% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BRI . FBR . FBU . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 124.5 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 23.7 xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.03%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.04

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 26/05 - ex-div 32.66c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx150.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx5,946.4 M
Book Value Per Share xxxxxxxxxxxxxxx807.0
Net Operating Cash Flow xxxxxxxxxxxxxxx1,198.9 M
Net Profit Margin xxxxxxxxxxxxxxx10.93 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx20.58 %
Return on Invested Capital xxxxxxxxxxxxxxx12.99 %
Return on Assets xxxxxxxxxxxxxxx8.17 %
Return on Equity xxxxxxxxxxxxxxx20.58 %
Return on Total Capital xxxxxxxxxxxxxxx26.10 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx551.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx52 M
Long Term Debt xxxxxxxxxxxxxxx1,887 M
Total Debt xxxxxxxxxxxxxxx1,939 M
Goodwill - Gross xxxxxxxxxxxxxxx311 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,254 M
Price To Book Value xxxxxxxxxxxxxxx4.77

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx647.5 M
Capex % of Sales xxxxxxxxxxxxxxx10.89 %
Cost of Goods Sold xxxxxxxxxxxxxxx3,638 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx990 M
Research & Development xxxxxxxxxxxxxxx74 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

21/08/2025

5

Downgrade to Sell from Hold

$29.00

-0.48%

Ord Minnett lowers its target price for James Hardie Industries to $29.00 from $41.50 and downgrades to Sell from Hold following June quarter results.

Earnings were well below forecasts by the broker and the market, with North American fibre cement sales down -12% versus expectations for a -1% decline.

Weak housing demand in Texas, Georgia and Florida, along with tighter inventory management by customers, contributed to the shortfall, explains the analyst.

The AZEK acquisition added less to earnings than anticipated by the broker, raising concerns over management’s assumption the transaction would be accretive.

The sales slump also highlights poor earnings visibility and suggests to Ord Minnett James Hardie may be losing market share in the US.

The broker cuts its FY26-FY28 EPS forecasts by -36.5%, -33.0% and -28.4%, respectively, and removes share buybacks from its financial model before FY29.

UBS

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

01/10/2025

2

Overweight

$38.00

30.40%

James Hardie Industries has released its AGM notice with Jarden noting focus on CEO pay, director elections, and a proposed 26% rise in non-executive director fees to US$4.8m.

The broker argues both board and management benefit from the costly Azek acquisition, which raised leverage to 3.5 times earnings (EBITDA) and added governance risks.

Proposed 2026-28 long-term incentives (LTI) are more quantitative, with one-third return on capital employed (ROCE), one-third total shareholder return (TSR) versus the S&P500, and one-third a mixed scorecard. Citi suggests targets appear easier to achieve.

Overweight rating and $38.00 target price.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 120.11 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 198.73 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

Latest Building Products & Services News

1
James Hardie Partly Shielded From Housing Downturn

May 19 2022 - Australia
2
Treasure Chest: Too Soon For Reliance Worldwide

Apr 06 2022 - Treasure Chest
3
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Mar 23 2022 - Small Caps
4
Building Materials Sector To Withstand Higher Rates

Feb 09 2022 - Australia
5
Sturdy Housing Markets Underpin James Hardie

Nov 10 2021 - Australia
6
CSR Builds To Property Segment Momentum

Nov 09 2021 - Australia
7
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Nov 02 2021 - Technicals
8
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Aug 27 2021 - Australia
9
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Jul 08 2021 - Small Caps
10
Treasure Chest: Boral Sale Adds Complexity

Jun 22 2021 - Treasure Chest