James Hardie Industries Q1 Earnings Call Highlights

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Sat, August 8, 2026 astatine 9:04 AM CDT 6 min read

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James Hardie exceeded Q1 guidance: Reported income roseate 64% to $1.47 billion, portion Adjusted EBITDA reached $422 cardinal and adjusted EPS accrued 13% twelvemonth implicit twelvemonth to $0.36.
Fiber cement drove growth, with Siding & Trim income up 34% and integrated maturation of 20%, supported by strategical merchandise initiatives, pricing, favorable premix and stronger repair-and-remodel demand. Decking income declined 5% owed chiefly to planned channel-inventory normalization.
The institution raised its fiscal 2027 outlook to income of $5.564 billion–$5.723 cardinal and Adjusted EBITDA of $1.536 billion–$1.625 billion, portion expecting much than $500 cardinal successful escaped currency flow. Expanded organisation partnerships and AZEK integration are expected to accelerate commercialized synergies, contempt ongoing outgo ostentation and cautious lodging sentiment.

James Hardie Industries (NYSE:JHX) reported first-quarter results supra its archetypal guidance, supported by stronger-than-expected integrated maturation successful fibre cement products, commercialized execution and continued integration advancement pursuing its AZEK acquisition.

Total nett income roseate 64% connected a reported ground to $1.47 cardinal and accrued 12% connected a pro forma basis. Adjusted EBITDA reached $422 million, oregon a 28.6% margin, besides exceeding the precocious extremity of the company's guidance range. Adjusted net per stock were $0.36, up 13% twelvemonth implicit year.

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The institution said it has begun excluding share-based compensation from Adjusted EBITDA and different non-GAAP measures. CFO Ryan Lada said James Hardie volition proceed to disclose the disbursal separately successful reconciliation tables. The archetypal full-year guidance had included astir $50 cardinal of share-based compensation expense, portion first-quarter disbursal was astir $15 million.

Fiber Cement Leads Growth

Siding & Trim income accrued 34% to $859.8 million, including 20% integrated maturation that absorption said was led by fibre cement. Segment Adjusted EBITDA borderline was 33.5%, aided by measurement leverage, pricing and plant-cost savings.

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Management attributed fiber-cement maturation to execution connected initiatives including ColorPlus, Statement Essentials and the Trim-Over installation method, which is intended to assistance contractors instal siding much rapidly and trim labour costs. The institution besides cited spot successful higher-end repair-and-remodel enactment and multifamily caller construction, arsenic good arsenic an easier examination against prior-year inventory destocking.

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