James Hardie Industries PLC

JHX: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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James Hardie: We Downgrade Our Fair Value Estimate and Capital Allocation Rating

Esther Holloway

Sep 30, 2025

James Hardie shares are down by about half since this time a year ago. Two major events have contributed: the acquisition of Azek in July 2025, the largest in its history, and weak earnings guidance for fiscal 2026.

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James Hardie Industries PLC

James Hardie: We Downgrade Our Fair Value Estimate and Capital Allocation Rating

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