James Hardie Industries PLC

JHX: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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James Hardie Earnings: Downturn Worsens and Fair Value Estimate Cut but Shares Cheap

Esther Holloway

Aug 20, 2025

James Hardie's first-quarter fiscal 2026 revenue fell 9% and adjusted EBITDA by 21% to USD 226 million versus a year ago. US weakness, revenue down 12%, reflects weak housing activity and business customer destocking. Guidance was also cut materially, and the shares fell nearly 30%.

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James Hardie Industries PLC

James Hardie Earnings: Downturn Worsens and Fair Value Estimate Cut but Shares Cheap

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