OakChart

James Hardie Industries plc

JHXBasic Materials·Building Materials·Ireland·Large·NYSE·Nov 11 • 11:01 AM ET

28.43-0.61 (-2.12%)
2026-11-11 17:02 CET
Market cap
16,897.05 USD m
Revenue, TTM
5,546.50 USD m
Net income, TTM
352.50 USD m
Free cash flow, TTM
680.18 USD m
EPS diluted, TTM
0.60
P/E
47.17
Compare

Price

JHX against its 20, 50 and 200-day averages
2050200miss
20.0025.0030.0051.0M101.9MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26JHXclose 28.4420-day 27.1950-day 26.81200-day 24.5328.4452w high

9.5% under the 52-week high of 31.43 on 8 Sep 2026. 52-week low 16.46 on 14 Nov 2025. Last 15 sessions, 17.8% high to low

Profile

JHX
52-week range, 80% of the way up
16.4631.43

James Hardie Industries Plc engages in the provision of fiber cement and fiber gypsum building solutions. It operates through the following segments: Siding and Trim; Deck, Rail, and Accessories; Australia and New Zealand; and Europe. The Siding and Trim segment refers to the legacy north America fiber cement segment and the acquired exteriors business from AZEK. The Deck, Rail, and Accessories segment focuses on AZEK's deck, rail, and accessories business. The Australia and New Zealand segment includes fiber cement products manufactured in Australia and sold in Australia and New Zealand. The Europe segment relates to fiber gypsum products and cement bonded boards manufactured in Europe, and fiber cement products manufactured in the United States that are sold in Europe. The company was founded in 1888 and is headquartered in Dublin, Ireland.

Employees7500
IPOOct 22, 2001
Beta1.77
ATR, 14d1.19
Rel volume0.98
Short float3.94%
Insider own0.40%
Inst own63.34%

Snapshot

6 groups

Valuation

Index-
Market Cap16.54B
Enterprise Value20.22B
Income352.50M
Sales5.55B
Book/sh11.57
Cash/sh0.97
Dividend Est.-
Dividend TTM-
Dividend Ex-DateMay 26, 2022
Dividend Gr. 3/5Y- -
Payout0.00%
Employees7500
IPOOct 22, 2001

Ratios

P/E47.17
Forward P/E19.08
PEG1.06
P/S2.98
P/B2.46
P/C29.19
P/FCF24.32
EV/EBITDA13.46
EV/Sales3.65
Quick Ratio1.69
Current Ratio2.11
Debt/Eq0.63
LT Debt/Eq0.62
Option/ShortYes / Yes

Earnings

EPS (ttm)0.60
EPS next Y1.49
EPS next Q0.24
EPS this Y19.16%
EPS next Y14.73%
EPS next 5Y17.99%
EPS past 3/5Y-45.07% -20.29%
Sales past 3/5Y8.59% 10.70%
EPS Y/Y TTM26.44%
Sales Y/Y TTM34.73%
EPS Q/Q366.87%
Sales Q/Q10.52%
EarningsNov 06 BMO
EPS/Sales Surpr.9.83% 1.25%

Ownership

Insider Own0.40%
Insider Trans-28.64%
Inst Own63.34%
Inst Trans8.38%
ROA2.56%
ROE5.38%
ROIC3.24%
Gross Margin37.55%
Oper. Margin15.63%
Profit Margin6.36%
SMA204.58%
SMA506.07%
SMA20015.94%
Trades-

Technical

Shs Outstand581.59M
Shs Float579.30M
Short Float3.94%
Short Ratio2.05
Short Interest22.85M
52W High31.43 -9.53%
52W Low16.46 72.75%
Volatility6.07% 3.68%
ATR (14)1.19
RSI (14)56.14
Beta1.77
Rel Volume0.98
Avg Volume11.14M
Volume2,950,746

Performance

Perf Week-3.68%
Perf Month15.26%
Perf Quarter-7.95%
Perf Half Y42.10%
Perf YTD37.04%
Perf Year66.68%
Perf 3Y-2.72%
Perf 5Y-27.85%
Perf 10Y99.40%
Recom1.68
Target Price31.74
Prev Close29.05
Price28.43
Change %-2.12%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 06, 2026InitiatedMMeliusBuy$36+26.6%
Sep 28, 2026DowngradeCCitigroupBuy → Neutral
Sep 14, 2026InitiatedLLoop CapitalBuy$35+23.1%
Aug 10, 2026UpgradeBBarclaysEqual Weight → Overweight$35+23.1%
Jun 26, 2026InitiatedSStephensOverweight$31+9.0%
Feb 11, 2026UpgradeJJP MorganNeutral → Overweight
Dec 08, 2025InitiatedBBarclaysEqual Weight$21-26.1%
Nov 19, 2025UpgradeVVertical ResearchHold → Buy$21-26.1%
Nov 04, 2025UpgradeCCitigroupNeutral → Buy
Oct 29, 2025InitiatedOOppenheimerOutperform$28-1.5%

Peers

Mkt cap
TickerCompanyMkt cap
TREXTREX Co Inc5.40B
LPXLouisiana-Pacific Corp5.22B
UFPIUFP Industries Inc4.31B
WLKWestlake Corp8.14B
OCOwens Corning9.35B
SSDSimpson Manufacturing Co Inc8.06B
BLDRBuilders Firstsource Inc6.61B
MASMasco Corp16.21B
FBINFortune Brands Innovations Inc5.83B
AWIArmstrong World Industries Inc7.35B

Insider trading

latest 14 of 17
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Skelly JonathanPres. James Hardie NAAug 25 '26Option Exercise11.2350,000561,500359,906Aug 27 07:14 AM
Skelly JonathanPres. James Hardie NAAug 25 '26Sale30.4665,0001,979,750309,906Aug 27 07:14 AM
Skelly JonathanOfficerAug 25 '26Proposed Sale30.4565,0001,979,095Aug 25 05:02 PM
Singh Jesse GDirectorAug 24 '26Option Exercise11.23265,1002,977,073382,128Aug 25 04:10 PM
Singh Jesse GDirectorAug 21 '26Option Exercise11.23265,0002,975,950382,028Aug 25 04:10 PM
Singh Jesse GDirectorAug 24 '26Sale30.23265,1008,013,973117,028Aug 25 04:10 PM
Singh Jesse GDirectorAug 21 '26Sale30.19265,0008,000,350117,028Aug 25 04:10 PM
Singh Jesse GDirectorAug 21 '26Sale30.28221,4576,706,5970Aug 25 04:10 PM
Singh Jesse GDirectorAug 24 '26Sale30.08120,0003,609,600261,683Aug 25 04:10 PM
Jesse SinghDirectorAug 24 '26Proposed Sale30.20120,0003,624,000Aug 24 05:12 PM
Singh Jesse GDirectorAug 24 '26Proposed Sale30.23265,1008,013,617Aug 24 02:54 PM
Jesse SinghDirectorAug 21 '26Proposed Sale30.43221,4576,738,937Aug 21 05:12 PM
Singh Jesse GDirectorAug 21 '26Proposed Sale30.19265,0008,001,532Aug 21 02:24 PM
Lada RyanCFOJun 16 '26Option Exercise24.457,700188,26577,509Jun 17 05:57 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
VXFVanguard Extended Market Index ETFAUM: 30.47B
VBKVanguard Morningstar Small-Cap Growth ETFAUM: 22.34B
DFATU.S. Targeted Value Portfolio-ETF Class Shares-
IWRiShares Russell Mid-Cap ETFAUM: 58.68B
IFRAiShares U.S. Infrastructure ETFAUM: 4.01B
DFACU.S. Core Equity 2 Portfolio-ETF Class Shares-
ITOTiShares Core S&P Total U.S. Stock Market ETFAUM: 95.28B
SCHXSchwab U.S. Large-Cap ETFAUM: 72.93B

News

latest 14 of 206
  • Hardie, TimberTech & AZEK Selected as Good Housekeeping 2027 Home Reno Awards Winners (Business Wire)
  • James Hardie Industries Set to Join S&P MidCap 400 (PR Newswire) +7.50%
  • James Hardie Beats Handily And Lifts Cash Target, But A Deteriorating Housing Outlook Leaves Full-Year Guidance Doing The Heavy Lifting (Earnings Whispers)
  • James Hardie falls on disappointing fiscal 2027 outlook (Investing.com)
  • James Hardie: Fiscal Q2 Earnings Snapshot (Associated Press)
  • Loading…
  • James Hardie Must Prove Its Fiber Cement Rebound Survives The Distribution Shake-Up (Earnings Whispers)
  • James Hardie Announces Timing of Second Quarter FY27 Earnings Release and Conference Call (Business Wire)
  • James Hardie Launches "The Home of Resilient Beauty," Uniting Its Portfolio of Brands to Advance the Future of Resilient Building Products (Business Wire)
  • Top US building products stocks according to Jefferies (Investing.com)
  • Nike downgraded, Home Depot initiated: Wall Street's top analyst calls (The Fly)
  • James Hardie Announces Appointment of New Non-Executive Director (Business Wire)
  • American Savings Bank Raises $129 Million in IPO: NYSE Content Update (PR Newswire)
  • James Hardie Hosts 2026 Investor Day, Outlines Path to Long-term Value Creation (Business Wire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q22026-11-060.4200.3820.2601,4281,41117
2026Q12026-08-060.3600.3240.1791,4751,42115
2025Q42026-05-190.3000.3010.0491,4041,41216
2025Q32026-02-100.2400.2300.1181,2401,21114
2025Q22025-11-170.2600.257-0.0971,2921,28413
2025Q12025-08-190.2900.3340.145899.9952.4411
2024Q42025-05-190.3600.3590.100972986.246
2024Q32025-02-180.3600.3450.329953.3966.017
2024Q22024-11-120.3600.3350.193960.8971.886
2024Q12024-08-120.4100.3880.357991.9997.066
2023Q42024-05-200.4000.4200.1281,005963.476
2023Q32024-02-120.4100.3910.331978.3960.236
2023Q22023-11-070.4100.4060.344998.8976.337
2023Q12023-08-070.3900.3400.356954.3914.156
2022Q42023-05-150.3300.3220.184917.8903.448
2022Q32023-02-130.2900.3560.225860.8924.277

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2018FY0.6800.6830.5172,5072,503
2019FY0.7900.7870.5442,6072,590
2020FY1.0281.0280.5902,9092,908
2021FY1.3901.4011.0303,6153,631
2022FY1.3601.3571.1493,7773,752
2023FY1.6101.6211.1613,9363,939
2024FY1.4901.4950.9813,8783,896
2025FY1.0901.0960.1904,8364,841
2026FY-1.298--5,147
2027FY-1.491--5,435
2028FY-1.785--5,925
2029FY-2.052--6,298

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-11-06141121,1071,0711,130
2026Q3S2026-11-0310191,1341,1031,179
2026Q3S2026-11-0210191,1431,1031,200
2026Q3S2026-10-309181,1391,1031,200
2026Q3S2026-10-218171,1391,1031,200
2026Q3S2026-10-158171,1411,1031,200
2026Q3S2026-10-147161,1431,1031,200
2026Q3S2026-10-126151,1481,1031,200
2026Q3S2026-10-095141,1531,1031,200
2026Q3S2026-10-0715491,2321,1031,340
2026Q3S2026-09-2214481,2281,1031,340
2026Q3S2026-09-1514571,2301,1031,340
2026Q3S2026-09-1114651,2591,1391,340
2026Q3S2026-09-0713651,2571,1391,340

Estimate history

EPS, annual0.330.5170.5440.591.031.1491.1610.9810.1910.6028
Period201720182019202020212022202320242025TTM
EPS, quarterly0.1930.3290.10.145-0.0970.1180.0490.1790.258
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual2054.52506.62606.82908.73614.73777.13936.33877.54835.85546.5
Period201720182019202020212022202320242025TTM
Sales, quarterly960.8953.3971.5899.91292.21239.81403.91474.61428.2
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual441.524442.27443.145444.289445.349442.056433.785429.819580.174581.588
Period201720182019202020212022202320242025MRQ
Shares, quarterly429.44429.787429.819429.866579.186579.883580.174580.354581.588
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue5,546.504,835.803,877.503,936.303,777.103,614.702,908.702,606.802,506.60
Cost of Goods Sold Incl. D&A3,463.803,106.202,372.502,347.902,465.102,301.201,857.001,673.101,675.60
Gross Profit2,082.701,729.601,505.001,588.401,312.001,313.501,051.70933.70831.00
Selling, General and Administrative Excl. Other1,166.201,007.10644.70649.20529.60501.30416.70434.90415.80
Research and Development62.8060.7048.5047.0039.6038.0034.3032.8037.90
Other Operating Expense49.601.300.600.101.30-1.300.100.0015.90
Operating Income866.90721.20859.70939.10781.10813.50634.90498.80399.30
Interest Expense246.60231.1041.0036.4037.0040.3048.5057.5054.20
Unusual Expense100.90273.60203.80181.4085.60144.1052.20225.3022.70
Net Income Before Taxes541.70206.70645.40754.80723.50643.10412.00288.00300.60
Income Taxes190.40102.70221.40244.60211.50184.00149.2046.5071.80
Consolidated Net Income351.30104.00424.00510.20512.00459.10262.80241.50228.80
Net Income From Continuing Operations351.30104.00424.00510.20512.00459.10262.80241.50228.80
Net Income352.50104.00424.00510.20512.00459.10262.80241.50228.80
EPS (Recurring)0.720.541.311.451.281.260.670.900.55
EPS (Basic, Before Extraordinaries)0.610.190.981.161.151.030.590.550.52
EPS (Diluted)0.600.190.981.161.151.030.590.540.52
EBITDA1,502.001,214.701,075.901,124.10953.70975.30767.10627.30518.70
Non-Operating Income (Expense)22.30-9.8030.5033.5065.0014.00-122.2072.00-21.80
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense36.7533.2518.1724.6815.6410.3729.788.65-
Price To Earnings Ratio48.1948.1923.4533.2518.8429.2851.4421.5232.80
Price To Sales Ratio2.672.142.634.522.553.724.682.042.27
Gross Margin37.5535.7738.8140.3534.7436.3436.1635.8233.15
Operating Margin15.6314.9122.1723.8620.6822.5121.8319.1315.93
Net Margin6.362.1510.9312.9613.5612.709.039.269.13
Shares Outstanding581.59580.17429.82433.78442.06445.35444.29443.14442.27
Market Capitalization16,897.0516,897.0510,125.7817,627.909,641.8113,427.1213,586.365,192.455,567.19

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue1,428.201,474.601,403.901,239.801,292.20899.90971.50953.30
Cost of Goods Sold Incl. D&A865.80925.90880.50791.60871.10563.00598.70590.90
Gross Profit562.40548.70523.40448.20421.10336.90372.80362.40
Selling, General and Administrative Excl. Other283.10310.80306.00266.30266.60168.20164.20156.20
Research and Development14.6015.4016.2016.6015.8012.1012.4011.50
Other Operating Expense0.30-1.6050.600.300.200.70137.000.10
Operating Income279.00239.50166.80181.60154.30168.0071.60206.10
Interest Expense54.8061.5062.3068.0067.8037.8011.2011.20
Unusual Expense15.7021.8058.005.40130.3029.409.500.00
Net Income Before Taxes227.40157.3046.40110.60-40.0089.7058.80202.30
Income Taxes77.6053.0017.9041.9015.8027.1015.2060.60
Consolidated Net Income149.80104.3028.5068.70-55.8062.6043.60141.70
Net Income From Continuing Operations149.80104.3028.5068.70-55.8062.6043.60141.70
Net Income151.00104.3028.5068.70-55.8062.6043.60141.70
EPS (Recurring)0.280.200.120.120.060.190.120.33
EPS (Basic, Before Extraordinaries)0.260.180.050.12-0.100.150.100.33
EPS (Diluted)0.260.180.050.12-0.100.150.100.33
EBITDA434.70408.30329.80329.20280.70224.50131.00261.20
Non-Operating Income (Expense)18.901.10-0.102.403.80-11.107.907.40
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense15.9610.501.059.2411.225.450.064.38
Price To Earnings Ratio48.19121.7171.1043.4625.0527.4623.4530.44
Price To Sales Ratio2.672.832.292.752.693.062.653.39
Gross Margin39.3837.2137.2836.1532.5937.4438.3738.02
Operating Margin19.5416.2411.8814.6511.9418.677.3721.62
Net Margin10.577.072.035.54-4.326.964.4914.86
Shares Outstanding581.59580.35580.17579.88579.19429.87429.82429.79
Market Capitalization16,897.0515,193.2211,046.5712,020.3111,114.9411,557.8310,125.7813,231.05

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments542.90781.40594.20326.50391.60345.00207.40141.30351.60
Short Term Receivables520.80397.30371.20336.80373.90324.20353.70250.10200.70
Inventories635.70347.10337.80344.20279.70218.30305.10317.40255.70
Other Current Assets127.40176.00125.2067.6078.8056.1042.2045.3034.60
Total Current Assets1,826.801,701.801,428.401,075.101,124.00943.60908.40754.10842.60
Net Property, Plant & Equipment3,318.802,242.102,101.701,901.001,517.101,421.401,383.901,388.40992.10
Total Investments and Advances0.000.000.0036.200.000.000.000.000.00
Long-Term Note Receivable20.8023.2026.4028.2037.8042.9038.5043.7052.80
Intangible Assets8,120.50339.30341.80350.10362.30383.20363.60375.500.00
Deferred Tax Assets355.80884.90984.401,054.201,179.301,274.201,308.501,442.20412.80
Other Assets45.9038.6029.9034.3022.7023.7025.4028.7050.70
Total Assets13,688.605,229.904,912.604,479.104,243.204,089.004,028.304,032.602,351.00
Short Term Debt Incl. Current Port. of LT Debt82.3032.1027.7018.9013.608.8014.800.000.00
Accounts Payable351.40232.50252.00198.20273.60174.00151.30142.40111.80
Income Tax Payable13.1010.3013.0015.409.506.608.9013.403.20
Other Current Liabilities710.60535.30505.00464.80473.20711.70335.00327.20279.60
Total Current Liabilities1,157.40810.20797.70697.30769.90901.10510.00483.00394.60
Long Term Debt4,703.401,175.901,176.601,121.50941.90913.801,397.501,380.30884.40
Provision for Risks Charges53.3026.9028.9030.2031.0033.6035.400.0074.30
Deferred Tax Liabilities399.70121.10107.5093.6086.9086.3081.9080.4066.40
Other Liabilities949.30934.30943.00925.101,080.601,093.40968.201,114.501,152.80
Total Liabilities7,263.103,068.403,053.702,867.702,910.303,028.202,993.003,058.202,572.50
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity6,425.502,161.501,858.901,611.401,332.901,060.801,035.30974.40-221.50
Total Shareholders Equity6,425.502,161.501,858.901,611.401,332.901,060.801,035.30974.40-221.50
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity6,425.502,161.501,858.901,611.401,332.901,060.801,035.30974.40-221.50
Total Liabilities & Stockholders Equity13,688.605,229.904,912.604,479.104,243.204,089.004,028.304,032.602,351.00
Book Value Per Share11.085.034.293.652.992.392.342.20-0.50
Tangible Book Value Per Share-2.924.243.502.852.181.531.521.35-0.50
Full-Time Employees7,500--------
Price to Book Ratio2.514.829.305.9410.0712.815.025.74-47.96
Return on Assets1.108.3610.8611.7411.026.485.997.176.70
Return on Equity2.4221.0929.4034.7838.3625.0824.0360.78-
Return on Invested Capital0.9312.7016.8118.7320.1813.319.939.7222.04
Quick Ratio1.031.671.371.051.100.801.180.901.49
Current Ratio1.582.101.791.541.461.051.781.562.14

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Net Income352.05104.00424.00510.20512.00459.10262.80241.50228.80
Depreciation642.20493.50216.20185.00172.60161.80135.00131.50119.40
Other Funds (Non Cash)170.02221.00231.80237.0077.40177.30199.30171.3062.30
Funds from Operations1,170.01800.60934.10966.80810.40848.00682.90608.30423.20
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-143.68-216.90-152.30-72.10-211.30-92.7094.50-166.60-141.00
Income Taxes Payable15.822.20-2.70-4.905.500.20-14.70-11.008.80
Cash from Operating Activities1,026.33583.70781.80894.70599.10755.30777.40441.70282.20
Capital Expenditures-346.15-383.90-422.20-449.30-591.30-257.80-110.70-193.80-301.10
Net Assets From Acquisitions22.59-3,919.800.000.000.000.000.000.00-558.70
Sale of Fixed Assets and Businesses109.25108.200.404.2014.100.001.608.000.00
Purchase or Sale of Investments-20.69-6.90-3.90-5.90-74.40-88.50-1.800.000.00
Purchase of Investments-211.33-190.10-183.10-144.20-180.10-114.60-25.000.000.00
Sale Or Maturity of Investments190.63183.20179.20138.30105.7026.1023.200.000.00
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-235.01-4,202.40-425.70-451.00-651.60-346.30-110.90-185.80-859.80
Cash Dividends Paid0.000.000.000.00-129.60-484.000.00-158.60-172.10
Change in Capital Stock13.02-0.40-149.90-271.00-78.200.300.100.000.00
Repurchase of Common Pref Stock0.000.00-149.90-271.40-78.400.000.000.000.00
Sale of Common Pref Stock13.02-0.400.000.400.200.300.100.000.00
Proceedsfrom Stock Options-2.12-2.100.000.400.200.300.100.000.00
Issuance or Reduction of Debt, Net-1,038.973,365.00-8.7065.80188.5036.90-530.80-20.40536.30
Change in Long Term Debt-1,038.973,365.00-8.7065.80188.5036.90-530.80-20.40-
Issuance of Long Term Debt634.904,288.400.00393.80450.00387.900.00330.00-
Reduction of Long Term Debt-1,673.87-923.40-8.70-328.00-261.50-351.00-530.80-350.40-
Net Financing Active Other Cash Flow-9.33-13.70-7.30-4.90-6.10-2.80-9.500.000.00
Other Financing Activities Uses-9.33-13.70-7.30-4.90-6.10-2.80-9.500.000.00
Cash from Financing Activities-1,035.273,350.90-165.90-210.10-25.40-449.60-540.20-179.00364.20
Exchange Rate Effect7.286.60-0.40-3.40-8.40-5.906.30-6.206.60
Net Change in Cash-236.68-261.20189.80230.20-86.30-46.50132.6070.70-206.80
Free Cash Flow680.18199.80359.60445.407.80497.50666.70247.90-18.90
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow21.8051.7128.3139.93-995.8420.4359.58-
Deferred Taxes & Investment Tax Credit--17.9062.1034.6048.4049.8085.8064.0012.70

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments566.70534.90542.90562.20772.002,295.00
Short Term Receivables430.90499.60520.80319.30368.00331.30
Inventories511.70612.10635.70665.80638.00382.90
Other Current Assets1,034.40112.60127.40171.50248.80162.50
Total Current Assets2,543.701,759.201,826.801,718.802,026.803,171.70
Net Property, Plant & Equipment2,829.803,279.403,318.803,328.803,246.802,299.80
Total Investments and Advances0.000.000.000.000.000.00
Intangible Assets7,616.008,036.308,120.508,348.908,368.70365.40
Deferred Tax Assets332.50347.60355.80346.80359.90883.20
Other Assets78.4070.9045.9039.7044.1043.40
Total Assets13,400.4013,493.4013,688.6013,804.5014,069.006,786.70
Short Term Debt Incl. Current Port. of LT Debt91.3083.7082.3080.8077.0021.80
Accounts Payable561.40699.60712.50667.20669.80502.50
Income Tax Payable15.8026.5013.1014.407.1015.10
Other Current Liabilities534.20299.70349.50351.40376.30304.20
Total Current Liabilities1,202.701,109.501,157.401,113.801,130.20843.60
Long Term Debt4,156.704,438.304,703.404,781.205,166.602,588.20
Provision for Risks Charges54.4053.9053.3042.5042.4027.00
Deferred Tax Liabilities376.40426.30399.70564.60479.90129.20
Other Liabilities884.00924.80949.30905.70927.80942.40
Total Liabilities6,674.206,952.807,263.107,407.807,746.904,530.40
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity6,726.206,540.606,425.506,396.706,322.102,256.30
Total Shareholders Equity6,726.206,540.606,425.506,396.706,322.102,256.30
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity6,726.206,540.606,425.506,396.706,322.102,256.30
Total Liabilities & Stockholders Equity13,400.4013,493.4013,688.6013,804.5014,069.006,786.70
Book Value Per Share11.5711.2711.0811.0310.925.25
Tangible Book Value Per Share-1.53-2.58-2.92-3.37-3.534.40
Full-Time Employees--7,500---
Price to Book Ratio2.512.361.721.903.665.35
Return on Assets2.561.441.101.272.025.66
Return on Equity5.383.312.422.804.6315.80
Return on Invested Capital1.390.950.260.61-0.491.29
Quick Ratio1.691.031.030.951.233.31
Current Ratio2.111.591.581.541.793.76

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Net Income149.65104.3028.9369.17-55.7062.60
Depreciation160.85168.80165.26147.29129.2256.50
Other Funds (Non Cash)28.8634.80104.242.1247.2769.50
Funds from Operations341.99336.90274.72216.40114.82202.40
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital4.047.10-138.09-16.73-66.582.40
Income Taxes Payable-3.3513.60-1.206.78-7.954.60
Cash from Operating Activities346.03344.00136.63199.6648.25204.80
Capital Expenditures-67.66-89.80-82.51-106.17-95.72-103.20
Net Assets From Acquisitions0.000.00-8.1630.75-3,980.290.00
Sale of Fixed Assets and Businesses0.000.000.23109.020.000.00
Purchase or Sale of Investments0.07-13.80-6.970.000.000.00
Purchase of Investments-41.18-76.10-49.16-44.89-41.29-56.60
Sale Or Maturity of Investments41.2562.3042.2044.8941.2956.60
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-67.59-103.60-97.4233.59-4,076.01-103.20
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock12.431.00-0.400.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock12.431.00-0.400.000.000.00
Proceedsfrom Stock Options0.000.00-2.120.000.000.00
Issuance or Reduction of Debt, Net-259.82-262.30-76.52-440.332,511.591,402.80
Change in Long Term Debt-259.82-262.30-76.52-440.332,511.591,402.80
Issuance of Long Term Debt-2.80530.0069.3838.322,528.471,693.70
Reduction of Long Term Debt-257.02-792.30-145.91-478.64-16.88-290.90
Net Financing Active Other Cash Flow-1.79-0.10-2.04-5.39-6.400.00
Other Financing Activities Uses-1.79-0.10-2.04-5.39-6.400.00
Cash from Financing Activities-249.18-261.40-78.97-445.722,505.191,402.80
Exchange Rate Effect1.30-1.408.48-1.10-2.511.80
Net Change in Cash30.56-22.40-31.28-213.56-1,525.091,506.20
Free Cash Flow278.37254.2054.1293.49-47.48101.60
Price to Free Cash Flow21.8043.1754.9061.6139.7528.62

Revenue breakdown

Fiber Cement2024: 3.47B
Fiber Gypsum2024: 410.00M
Total Concrete Products, Except Block & Brick revenue2025: 4.84B
Australia2024: 401.10M 2025: 423.30M
Canada2024: 156.10M 2025: 213.80M
Germany2024: 142.90M 2025: 163.90M
New Zealand2024: 92.60M 2025: 97.30M
Other Countries2024: 377.60M 2025: 393.00M
United States2024: 2.71B 2025: 3.54B
Australia & New Zealand2024: 519.90M 2025: 520.60M
Deck, Rail & Accessories2025: 795.20M
Europe2024: 494.30M 2025: 556.90M
Siding & Trim2024: 2.86B 2025: 2.96B

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-303.95%22.9M578.2M9.11M
2026-10-154.46%25.8M578.2M9.21M
2026-09-304.48%25.9M578.2M9.02M
2026-09-152.63%15.2M578.2M7.37M
2026-08-311.78%10.3M578.2M7.20M
2026-08-142.06%11.9M578.0M7.91M
2026-07-312.14%12.4M576.9M7.50M
2026-07-153.37%19.4M576.7M7.48M
2026-06-303.46%20.0M576.7M7.68M
2026-06-153.54%20.4M576.5M7.43M
2026-05-294.87%28.1M576.5M7.16M
2026-05-153.81%22.0M576.5M6.47M
2026-04-303.98%23.1M580.6M6.91M
2026-04-153.61%21.0M580.6M6.84M
2026-03-313.33%19.3M580.9M6.73M
2026-03-132.47%14.3M580.9M6.02M
2026-02-273.01%17.5M580.9M5.91M
2026-02-132.94%17.1M580.9M6.34M
2026-01-302.79%16.2M580.5M6.31M
2026-01-152.36%13.6M576.6M5.78M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call15.0013.0015.400.005.2000.000.000.920-0.1330.007
call17.509.5013.000.004.0580.000.000.903-0.1280.008
call20.007.809.700.002.7960.000.000.876-0.1180.009
call22.505.607.100.001.9100.000.000.844-0.1080.011
call25.003.205.202.801.88010.000.000.782-0.0910.013
call27.500.653.601.251.75219.000.000.619-0.0980.017
call30.000.002.550.991.7711760.000.461-0.1490.018
call32.500.000.950.051.28032.000.000.291-0.1100.015
call35.000.000.750.101.4771.000.000.220-0.1090.013
call37.500.000.750.001.7480.000.000.195-0.1200.012
call40.000.000.550.001.8280.000.000.148-0.1040.010
put15.000.000.750.003.6100.000.00-0.080-0.1320.007
put17.500.000.950.002.9240.000.00-0.099-0.1250.008
put20.000.000.950.002.3090.000.00-0.124-0.1160.009
put22.500.000.750.291.7444.000.00-0.160-0.1040.011
put25.000.000.801.381.1991.000.00-0.221-0.0870.013
put27.500.000.750.350.67510.000.00-0.381-0.0950.017
put30.000.802.051.150.6305000.00-0.539-0.1450.018
put32.502.354.800.001.1900.000.00-0.709-0.1060.015
put35.005.207.300.001.5190.000.00-0.779-0.1050.013
put37.507.009.900.002.0180.000.00-0.803-0.1140.013
put40.0010.1012.300.002.0510.000.00-0.852-0.1000.010

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-058-KCurrent report2026-11-05SEC
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-30SCHEDULE 13G/ASEC
2026-10-053Initial statement of beneficial ownership of securities2026-10-01SEC
2026-10-018-KCurrent report2026-10-01SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-08-274Statement of changes in beneficial ownership of securities2026-08-25SEC
2026-08-25144Filing for proposed sale of securities under Rule 144.SEC
2026-08-254Statement of changes in beneficial ownership of securities2026-08-21SEC
2026-08-24144Filing for proposed sale of securities under Rule 144.SEC
2026-08-24144Filing for proposed sale of securities under Rule 144.SEC
2026-08-244Statement of changes in beneficial ownership of securities2026-08-20SEC
2026-08-21144Filing for proposed sale of securities under Rule 144.SEC
2026-08-21144Filing for proposed sale of securities under Rule 144.SEC
2026-08-218-KCurrent report2026-08-20SEC
2026-08-208-KCurrent report2026-08-20SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-13SCHEDULE 13G/ASEC
2026-08-10DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-08-06DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080028.31M5
2026-070000
2026-0668.73K100
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
WELLINGTON MANAGEMENT GROUP LLP7.04%
FMR LLC6.39%
D1 Capital Partners L.P.4.75%
MILLENNIUM MANAGEMENT LLC2.43%
Invesco Ltd.2.05%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.85%
Alyeska Investment Group, L.P.1.51%
GEODE CAPITAL MANAGEMENT, LLC1.27%
JPMORGAN CHASE & CO1.07%
Slate Path Capital LP1.04%

Funds

Fund% owned
VANGUARD WINDSOR FUND1.82%
Growth Fund of America1.63%
Invesco Small Cap Value Fund1.02%
Invesco Value Opportunities Fund0.82%
Fidelity Series Stock Selector Large Cap Value Fund0.68%
Fidelity Series Large Cap Stock Fund0.64%
VANGUARD EXPLORER FUND0.61%
Strategic Advisers Fidelity U.S. Total Stock Fund0.59%
MFS Mid Cap Value Fund0.57%
SMALLCAP World Fund Inc0.54%

OakChart. JHX. Cached 15 minutes.