James Hardie Industries PLC

James Hardie Industries PLC (JHX) Stock Analysis

$26.150

-0.384 (-1.47%)At close

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High
26.660
Open
26.460
VWAP
26.25
Volume
5.59M
Mkt Cap
13.84B
Low
25.930
Amount
146.81M
EV/EBITDA, TTM
12.85

James Hardie Industries plc is a provider of exterior home and outdoor living solutions, with a portfolio that includes fiber cement siding and trim, fiber gypsum interior walls and floors, and composite and PVC decking and railing products. Its portfolio is marketed and sold throughout North America, Europe, Australia and New Zealand. The Siding & Trim segment manufactures fiber cement and PVC exterior siding and trim products, as well as molding, interior linings, and accessories in the United States. The Deck, Rail & Accessories segment manufactures decking, railing, cladding, pergolas, cabanas and related accessories in the United States. The Australia & New Zealand segment includes fiber cement products manufactured in Australia. The Europe segment includes fiber gypsum products and cement bonded boards manufactured in Europe, and fiber cement products manufactured in the United States. Its brands include Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure.

AI analysis of James Hardie Industries PLC (JHX)

Buy

James Hardie Industries PLC (JHX) is a good buy right now due to its recent strong earnings performance, with Q1 EPS of $0.36 exceeding expectations by $0.03, and a robust year-over-year revenue growth of 64.5%, reaching $1.48 billion. Additionally, the forward P/E ratio of 21.79 suggests the stock is reasonably valued for its growth potential. However, the main risk is the recent decline in net income, which dropped to $28.5 million in Q4 2026, down from $68.7 million in Q3 2026, indicating potential volatility in earnings.

Valuation Metrics

The current forward P/E ratio for James Hardie Industries PLC (JHX) is 21.79, compared to its 5-year average forward P/E of 20.43.

Forward P/E

Fair
5Y Average P/E
20.43
Current P/E
21.79
Overvalued
26.13
Undervalued
14.73

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
12.74
Current EV/EBITDA
12.85
Overvalued
15.34
Undervalued
10.14

Forward P/S

Fair
5Y Average P/S
3.03
Current P/S
2.69
Overvalued
3.71
Undervalued
2.34

Alphio AI Price Scenarios for JHX

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%JHX

$24.92

Scenario price

B

Base

Base · 50%JHX

$22.93

Scenario price

B

Bear

Bear · 25%JHX

$19.26

Scenario price

Whales holding JHX

D

D1 Capital Partners L.P.

+ HoldingJHX

+2.26%

3M Return

A

Alyeska Investment Group, L.P.

+ HoldingJHX

+2.00%

3M Return

N

Netwealth Investments Ltd.

+ HoldingJHX

+1.03%

3M Return

M

Maplelane Capital, LLC

+ HoldingJHX

-1.05%

3M Return

K

KKR & Co. Inc.

+ HoldingJHX

-1.42%

3M Return

A

Australian Foundation Investment Company Limited

+ HoldingJHX

-2.35%

3M Return

Events Timeline

2026-09-15 (ET)

16:30:00

Stocks Decline as U.S. 10-Year Treasury Yield Hits 5%

12:00:00

Stocks Decline as Bond Yields Rise

09:00:00

CFO Ryan Lada Reaffirms FY 2027 Sales Guidance and Raises Free Cash Flow Outlook

2026-08-20 (ET)

17:00:00

James Hardie Sells European Operations for €840 Million

News

JHX FAQ — answered by Alphio AI

James Hardie Industries plc is a provider of exterior home and outdoor living solutions, with a portfolio that includes fiber cement siding and trim, fiber gypsum interior walls and floors, and composite and PVC decking and railing products. Its portfolio is marketed and sold throughout North America, Europe, Australia and New Zealand. The Siding & Trim segment manufactures fiber cement and PVC exterior siding and trim products, as well as molding, interior linings, and accessories in the United States. The Deck, Rail & Accessories segment manufactures decking, railing, cladding, pergolas, cabanas and related accessories in the United States. The Australia & New Zealand segment includes fiber cement products manufactured in Australia. The Europe segment includes fiber gypsum products and cement bonded boards manufactured in Europe, and fiber cement products manufactured in the United States. Its brands include Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure. It operates in the Basic Materials sector (CONCRETE PRODUCTS, EXCEPT BLOCK AND BRICK industry).

James Hardie Industries PLC (JHX) is a good buy right now due to its recent strong earnings performance, with Q1 EPS of $0.36 exceeding expectations by $0.03, and a robust year-over-year revenue growth of 64.5%, reaching $1.48 billion. Additionally, the forward P/E ratio of 21.79 suggests the stock is reasonably valued for its growth potential. However, the main risk is the recent decline in net income, which dropped to $28.5 million in Q4 2026, down from $68.7 million in Q3 2026, indicating potential volatility in earnings.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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