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: 3.8
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

$39.36

15 Sep
2026

0.240

OPEN

$39.78

0.61%

HIGH

$39.78

1,163,611

LOW

$39.35

TARGET
$45.283

-0.33 change from previous day

 15.0% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BRI . FBR . FBU . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY27
Forecast		 FY28
Forecast
EPS (cps) 152.6 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 24.4 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: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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 © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx29.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx7,319.3 M
Book Value Per Share xxxxxxxxxxxxxxx1,617.0
Net Operating Cash Flow xxxxxxxxxxxxxxx883.5 M
Net Profit Margin xxxxxxxxxxxxxxx2.15 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx2.45 %
Return on Invested Capital xxxxxxxxxxxxxxx1.46 %
Return on Assets xxxxxxxxxxxxxxx1.11 %
Return on Equity xxxxxxxxxxxxxxx2.45 %
Return on Total Capital xxxxxxxxxxxxxxx10.03 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx302.4 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx120 M
Long Term Debt xxxxxxxxxxxxxxx6,867 M
Total Debt xxxxxxxxxxxxxxx6,987 M
Goodwill - Gross xxxxxxxxxxxxxxx6,980 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx793 M
Price To Book Value xxxxxxxxxxxxxxx1.61

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx581.1 M
Capex % of Sales xxxxxxxxxxxxxxx7.94 %
Cost of Goods Sold xxxxxxxxxxxxxxx4,701 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,526 M
Research & Development xxxxxxxxxxxxxxx92 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

0.7

No. Of Recommendations

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

Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

16/09/2026

1

Buy

$42.60

8.23%

James Hardie Industries reaffirmed FY27 guidance excluding Europe, while bringing forward -US$42m of annualised cost synergies, potentially adding US$5m-US$15m to FY27 earnings, Citi notes.

Free cash flow (FCF) guidance was upgraded to more than US$600m.

Management provided a range of scenarios to demonstrate sensitivities to various market outcomes. While not guidance, Citi estimates FY28 consensus EPS, adjusted for Europe and including -US$33m of interest costs, is around US$1.48.

This suggests to the analyst James Hardie's US$1.43-US$1.51 scenario range is around –2% to +4% versus FY28 consensus.

Citi sees material upside for AZEK from broader distribution and expansion into Australia.

Management also flagged further complementary bolt-on acquisitions, including opportunities in fasteners and glass fencing.

Buy rating. Target $42.60.

FORECAST
Citi forecasts a full year FY27 dividend of 0.00 cents.
Citi forecasts a full year FY28 dividend of 0.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$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

25/08/2026

3

Neutral

$42.40

7.72%

Jarden maintains its Neutral recommendation for James Hardie Industries with its target price reduced to $42.40 from $44.00 following an agreement to sell Fermacell, including the Fermacell and Aestuver brands, to Holcim for EUR840m (US$980m) in cash alongside intentions to close its European fibre cement business.

The analyst views the transaction as a prudent reallocation of capital given fibre cement never scaled in Europe as intended, accounting for 17% of European net sales in 2025.

The broker's estimates indicate that supplying the region from North American plants means an estimated -2%-3% of North American volume will disappear with the closure.

Updates to forecasts reflect the expected divestiture of Europe, debt paydown, and a buyback, lowering earnings per share estimates by -3%-5%.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
Rudi’s View: Australia Remains Outside The AI Party

Sep 09 2026 - Rudi's View
2
Next Week At A Glance – 31 Aug – 4 Sep 2026

Aug 28 2026 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Aug 25, 2026

Aug 25 2026 - Daily Market Reports
4
Rudi’s View: Beats, Misses And Early AI Signals

Aug 19 2026 - Rudi's View
5
Australian Broker Call *Extra* Edition – Aug 12, 2026

Aug 12 2026 - Daily Market Reports

Latest Building Products & Services News

1
Weak Market, But James Hardie Is Confident

Aug 10 2026 - Australia
2
James Hardie’s Q1 Leaves Questions Unanswered

Jul 28 2026 - Australia
3
Reliance’s Melbourne Exit A Positive

Jun 25 2026 - Small Caps
4
Is FY27 The Inflection Point For James Hardie?

May 25 2026 - Australia
5
Stockland Firing On All Cylinders

Sep 02 2025 - Australia
6
America Not The Main Game For Brickworks

Mar 12 2025 - Small Caps
7
Acrow’s Contact Win & Record Pipeline

Dec 11 2024 - Small Caps
8
Cyclically Challenged Brickworks Prioritises Cash

Oct 01 2024 - Australia
9
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
10
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia