James Hardie Industries PLC（JHX）資訊與事件JHXJames Hardie Industries PLC

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

Stocks closed lower after the yield on the U.S. 10-year Treasury note rose for a fifth consecutive session, hitting the closely watched 5% threshold for the first time since 2007. The yield climbed as high as 5.04% before easing slightly to 5.01%. The renewed rise in oil prices continues to cloud the inflation outlook, particularly as tensions in the Middle East remain elevated and risks to oil supplies increase. The Fed is widely expected to raise interest rates for the first time since 2023 on Wednesday and investors will also closely scrutinize the Fed's updated economic projections, particularly its outlook for inflation and rates.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Micronfaces escalating labor risk in Taiwan as unions threaten a strike,Waystaris exploring strategic options, including a potential sale,Enovashares fell after the companyfor the proposed acquisition of Grasshopper BancorpDave & Buster'sreportedthat fell short of expectationsDoorDashwilland make a long-term investment in Wonder as part of its Series D round2. WALL STREET CALLS:Eli Lillyto Buy at BerenbergRapid7to Underweight at JPMorganEtsyto Outperform at OppenheimerJPMorganAptiv, Magnaand Learto NeutralNew York Timesto Buy at Guggenheim on digital advertising momentum3. AROUND THE WEB:Nvidiaand Booz Allen Hamiltonare limiting Fable use as Anthropic doesn't guarantee zero data retention, The Information saysChipotlebeefing up its board in bid to quell concerns about potential activist scrutiny, Semafor saysSoftBanksecured an $11.87B loan to support its investment in OpenAI, Bloomberg saysApple TV's"Widow's Bay" swept every category it was nominated for at the 78th Emmy Awards, collecting 14 awards, WSJ reportsAmerican oil executives have warned a global fuel crisis has arrived due to the prolonged closure of the Strait of Hormuz, WSJ says4. MOVERS:Radiant Logisticsadvanced after, with EPS and revenue higher year-over-yearNokiagained after stock wasat RosenblattAlignment Healthcaredeclined afterat Baird conferenceMach Natural Resourcesfell afteran 8M share offeringHyperliquid Strategiesdeclined after160M shares5. EARNINGS/GUIDANCE:Vera Bradleyreportedand backed its outlook for FY27James Hardiereaffirmed itsfor Q2 and FY27Forgent Power Solutionsreported, with EPS and revenue beating consensusBoot Barnprovidedfor Q2Children's Placereported, with EPS and revenue missing consensusINDEXES:The Dow fell 328.09, or 0.63%, to 52,093.11, the Nasdaq lost 204.84, or 0.78%, to 25,981.57, and the S&P 500 declined 34.25, or 0.45%, to 7,585.73.

Stocks Decline as Bond Yields Rise

Stocks were lower on Tuesday, extending the pullback from the previous session on further pressure from higher bond yields. Long-maturity yields rose further as the escalation of strikes in the Middle East worsened the outlook on energy supply from the region, magnifying inflation risks and a hawkish response from the Federal Reserve. Market participants widely expect the Fed to hike rates by 25 basis points tomorrow as higher fuel prices have driven traction in underlying inflation.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Micronfaces escalating labor risk in Taiwan as, Reuters reportsWaystaris, including a potential sale, Reuters reportsEnovashares are falling after the companyfor the proposed acquisition of Grasshopper BancorpDave & Buster'sthat fell short of expectationsDoorDashGrubhub Campus Dining business and make a long-term investment in Wonder as part of its Series D round2. WALL STREET CALLS:Eli Lillyto Buy at BerenbergRapid7to Underweight at JPMorganEtsyto Outperform at OppenheimerJPMorganauto suppliers Aptiv, Magnaand Learto NeutralNew York Timesto Buy at Guggenheim on digital advertising momentum3. AROUND THE WEB:Nvidiaand Booz Allen Hamiltonare limiting Fable use as Anthropic doesn't guarantee zero data retention, The Information saysEuronextCEO Stephane Boujnah says he is open to a deal with German rival Deutsche Boerse, saying that combining the stock exchange businesses would make sense, FT reportsSoftBanksecured an $11.87B loan to support its investment in OpenAI, Bloomberg saysApple TV's"Widow's Bay" swept every category it was nominated for at the 78th Emmy Awards, collecting 14 awards, WSJ reportsAmerican oil executives have warned a global fuel crisis has arrived due to the prolonged closure of the Strait of Hormuz, WSJ says. Publicly traded companies in the space include BP, Chevron, ConocoPhillips, Exxon Mobil, Shelland TotalEnergies4. MOVERS:Radiant Logisticshigher afterwith EPS and revenue higher year-over-yearNokiagains in New York afterto deploy 800G coherent pluggable opticsAlignment Healthcaredeclines after not commenting on itsat the Baird conferenceMach Natural Resourcesfalls after announcing anHyperliquid Strategieslower after filing to5. EARNINGS/GUIDANCE:Vera Bradleyand backed its outlook for FY27James Hardiefor Q2 and FY27Forgent Power Solutions, with EPS and revenue beating consensusBoot BarnChildren's Place, with EPS and revenue missing consensusINDEXES:Near midday, the Dow was down 471.41, or 0.90%, to 51,949.79, the Nasdaq was down 187.06, or 0.71%, to 25,999.36, and the S&P 500 was down 37.33, or 0.49%, to 7,582.65.

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

"Today, we are outlining a clear path to compounding earnings and cash flow, and to creating long-term shareholder value," said Ryan Lada, CFO. "We are seeing consistent demand for our products and are executing well in the areas we can control. This gives us confidence to reaffirm our second quarter and fiscal 2027 sales and Adjusted EBITDA guidance and raise our fiscal 2027 Free Cash Flow guidance, despite the continued challenging macro backdrop. We also now expect to achieve our original $125M cost synergy target approximately one year ahead of schedule. Our improving Free Cash Flow allows us to de-lever while enhancing capital allocation optionality."