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JHX 资讯
JHX 事件
James Hardie Sells European Operations for €840 Million
James Hardie (JHX) announced a strategic divestiture of its European operations to further align the Company's portfolio with its long-term growth strategy. The Company has entered into an agreement to sell its sustainable walling and flooring solutions business Fermacell in Europe, including the fermacell(R) and Aestuver(R) brands, to Holcim (HCMLY) for EUR 840 million, or currently approximately $980M, in cash. James Hardie also intends to close its European fiber cement business, subject to customary legal, regulatory and employee (including competent works council) consultation requirements. The transaction is expected to be accretive to margin profile and return on invested capital post-close. The Company intends to deploy the transaction proceeds to accelerate deleveraging and return capital to shareholders. Approximately $600 million is expected to be used to repay debt, accelerating the Company's progress toward its stated target of net leverage below 2.0x by September 30, 2027. In addition, James Hardie's Board of Directors has authorized a new $250 million share repurchase program. Repurchases may be effected through open-market purchases, accelerated share repurchases or other methods as determined by the Company, subject to market conditions and other relevant considerations. The transaction is expected to close in the first half of calendar 2027.
Boise Cascade Expands Partnership with James Hardie
Boise Cascade (BCC) and James Hardie Building Products, a wholly-owned subsidiary of James Hardie Industries (JHX), announced an expansion of their partnership under which Boise Cascade's Building Materials Distribution division will become the sole nationwide distributor of James Hardie's and its North American affiliates' complete portfolio of exterior building products through its extensive network of strategically located distribution facilities across the United States, effective July 31, 2026. Under the expanded agreement, Boise Cascade will distribute James Hardie's comprehensive portfolio of products - including Hardie siding and trim, and now adding AZEK trim and moulding and TimberTech decking and railing - through its nationwide network of distribution centers. As the two companies fully align their focus and resources, Boise Cascade will transition away from distributing competitive siding, trim, and exterior moulding products.
James Hardie Raises Q1 Adjusted EBITDA Outlook to $399M-$407M
Consensus $1.34B. Raises Q1 adjusted EBITDA view to $399M-$407M from $354M-$375M. Aaron Erter, CEO of James Hardie said, "Our first quarter results are expected to exceed our prior guidance, primarily as a result of better-than-expected sales in Siding & Trim. Siding & Trim net sales reflected strong sell-through and underlying demand for our products. Our performance in Deck, Rail & Accessories was driven by channel inventory normalization and sell-through that improved throughout the quarter. We are pleased with our fiscal first quarter preliminary results. We believe our performance reflects our team's execution and growth above market, rather than a meaningful improvement in the overall U.S. housing market. That said, we are encouraged by the positive traction from our initiatives to grow our fiber cement business, continued conversion in decking and the positive contribution from sales and cost synergies. We will provide an update on our full year guidance with our first quarter earnings call."
Major Averages Close Broadly Higher as Oil Prices Slip Below $100
The major averages closed broadly higher, cutting into this week's previous losses as oil prices slipped to below $100 per barrel. Semiconductor stocks rebounded after several sessions dominated by rising yields and inflation fears, with the market fully focused on tonight's highly anticipated Nvidia earnings report.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Targetreportedand reiterated its FY26 outlookLowe'sreportedand backed its FY26 guidanceTJXprovided areport for Q1Hasbroreportedand provided its outlook for FY26Intuitwill streamline operations, including laying off 17% of its staff,2. WALL STREET CALLS:Etsyto Buy from Neutral at AreteNorthlandXponential Fitnesson potential for near-term dealOppenheimerRubrikto Outperform on sector, product strengthPhreesiato Equal Weight at Wells FargoCignato Hold at Deutsche Bank3. AROUND THE WEB:Paramount Skydanceis aiming to finalize its takeover of Warner Bros. Discoveryas soon as July, NY Post reportsPepsiCoplans to increase to increase prices on some of its smaller bags of chips by 10c-20c, Bloomberg saysGoogleDeepMind has agreed to hire more than 20 researchers from AI startup Contextual AI and license its technology in a deal valued at approximately $100M, including the addition of co-founder and CEO Douwe Kiela to the DeepMind team, Bloomberg reportsIntelis asking its leading PC partners, including those in the U.S., China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes, Nikkei Asia saysNvidiahas committed $90B to dealmaking in the AI industry over the past 16 months, FT says4. MOVERS:Roivant Scienceshigher after, with EPS beating consensusImmunityBioincreases after the FDA accepted aMedlinefalls afterMayville Envineeringlower after announcing aGDS Holdingsand Kanzhundecline after5. EARNINGS/GUIDANCE:VF Corp., with EPS and revenue beating consensusAnalog Devices, with CEO Vincent Roche commenting, "ADI's second quarter revenue and earnings were above the high end of our outlook"James Hardie, with CEO James Hardie commenting, "We delivered Adjusted EBITDA above our guidance range in the fourth quarter, reflecting disciplined execution and the strength of our business model"Red Robinand reaffirmed guidance for FY26Cava Group, with EPS and revenue beating consensusINDEXES:The Dow rose 645.47, or 1.31%, to 50,009.35, the Nasdaq gained 399.65, or 1.54%, to 26,270.36, and the S&P 500 advanced 79.36, or 1.08%, to 7,432.97.
Major Averages Rise as Semiconductor Stocks Rebound
The major averages were broadly higher near noon, curtailing some of this week's previous losses as oil prices slip. Semiconductor stocks are rebounding ahead of results that many traders see as the next major test for the AI-driven market rally. Markets are attempting to stabilize after several sessions dominated by rising yields and inflation fears, with investors now fully focused on tonight's highly anticipated Nvidia earnings report.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Targetreportedand reiterated its FY26 outlookLowe'sreportedand backed its FY26 guidanceTJXprovided areport for Q1Hasbroreportedand provided its outlook for FY26Intuitwill streamline operations, including laying off 17% of its staff,2. WALL STREET CALLS:Etsyto Buy from Neutral at AreteNorthlandXponential Fitnesson potential for near-term dealOppenheimerRubrikto Outperform on sector, product strengthPhreesiato Equal Weight at Wells FargoCignato Hold at Deutsche Bank3. AROUND THE WEB:GoogleDeepMind has agreed to hire more than 20 researchers from AI startup Contextual AI and license its technology in a deal valued at approximately $100M, including the addition of co-founder and CEO Douwe Kiela to the DeepMind team, Bloomberg reportsIntelis asking its leading PC partners, including those in the U.S., China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes, Nikkei Asia saysApproximately 48,000 workers at Samsungare scheduled to begin an 18-day strike over bonus payments, posing a potential risk to South Korea's economy and global chip supply, Reuters reportsChina intends to purchase 200 Boeingjets and seek an extension of a trade truce with the U.S. set to expire in November, Bloomberg saysNvidiahas committed $90B to dealmaking in the AI industry over the past 16 months, FT says4. MOVERS:Roivant Scienceshigher after, with EPS beating consensusImmunityBioincreases after the FDA accepted aMedlinefalls after filing toMayville Envineeringlower after announcing aGDS Holdingsand Kanzhundecline after5. EARNINGS/GUIDANCE:VF Corp., with EPS and revenue beating consensusAnalog Devices, with CEO Vincent Roche commenting, "ADI's second quarter revenue and earnings were above the high end of our outlook"James Hardie, with CEO James Hardie commenting, "We delivered Adjusted EBITDA above our guidance range in the fourth quarter, reflecting disciplined execution and the strength of our business model"Red Robinand reaffirmed guidance for FY26Cava Group, with EPS and revenue beating consensusINDEXES:Near midday, the Dow was up 1.00%, or 495.27, to 49,859.15, the Nasdaq was up 1.29%, or 333.82, to 26,204.53, and the S&P 500 was up 0.93%, or 68.51, to 7,422.12.
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