James Hardie Stock Price, News & Analysis

James Hardie (JHX) reported its Q4 and FY25 results, with FY25 highlights including GAAP Operating Income of $656M and Adjusted EBITDA of $1.1B. The company achieved its FY25 guidance despite challenging market conditions. Q4 net sales were $972M, down 3% with Adjusted EBITDA of $269M. The company announced plans to acquire AZEK, expecting $500M in commercial synergies and $125M in cost synergies. For FY26, JHX forecasts organic sales growth in low single-digits for North America, with EBITDA margin ~35.0%. The company expects to generate at least $500M in free cash flow in FY26, up 30%. North American business demonstrated strength with a 10% CAGR over five years and 400bps EBITDA margin expansion.

James Hardie Building Products Inc. (NYSE: JHX), North America's leading fiber cement siding manufacturer, has secured a three-year exclusive agreement with Davidson Homes to supply Hardie® siding and trim products. The deal covers Davidson Homes' new housing developments across Alabama, Arizona, Georgia, Tennessee and Texas through 2028.

Davidson Homes, ranked No. 46 on Builder magazine's 2025 Builder 100 list, reported 1,558 closings and $605 million in revenue in 2024. The partnership will make Hardie® products the standard for Davidson Homes' new constructions, offering homeowners access to non-combustible, pest-resistant, and weather-resistant siding solutions with various design options.

James Hardie Building Products Inc. (NYSE: JHX), North America's leading fiber cement siding manufacturer, has secured a three-year exclusive agreement with McKinley Homes to supply Hardie® siding and trim products for all new residential developments across five southeastern states through 2027. McKinley Homes, a major developer with over 6,000 lots and projects across multiple states, will implement Hardie® products across their communities in Alabama, Tennessee, Georgia, Texas, and North Carolina. The partnership combines James Hardie's reputation for durable, non-combustible siding products with McKinley Homes' commitment to quality construction. This strategic collaboration aims to enhance the curb appeal and durability of McKinley's new residential developments while expanding James Hardie's market presence in the Southeast.

James Hardie Building Products Inc. (NYSE: JHX) has announced a strategic alliance with CBH Homes, making CBH the first production builder in Idaho to offer a complete range of Hardie® siding and trim products. As the #1 siding brand in North America, James Hardie will provide CBH Homes with their innovative fiber cement technology that offers enhanced protection against pests, water damage, and extreme weather while being non-combustible. The partnership aims to deliver high-quality, durable homes with versatile design options while maintaining affordability for homebuyers. CBH Homes, Idaho's #1 Builder for 19 years with over 26,000 homeowners, will integrate these premium exterior solutions into their developing communities.

James Hardie Building Products has secured a major exclusive agreement with three homebuilding subsidiaries of Daiwa House USA Holdings: Stanley Martin Homes, CastleRock Communities, and Trumark Homes. The multi-year deal, extending through 2027, establishes James Hardie as the exclusive siding and trim supplier for new housing developments across their combined national footprint.

Key highlights:

• James Hardie is North America's #1 brand of siding and largest home siding company
• The agreement covers Hardie siding and trim products for select new homes
• Products feature noncombustible materials and resistance to pests, water, and extreme weather
• Partnership spans multiple regions through Stanley Martin (Maryland to Florida), Trumark (California and Colorado), and CastleRock (Texas, Arizona, and Tennessee)

This strategic collaboration aims to elevate homebuilding standards by combining James Hardie's innovative exterior solutions with the extensive reach of Daiwa House USA's homebuilding network. The partnership focuses on delivering premium quality homes while maintaining affordability for buyers.

James Hardie Building Products (NYSE: JHX) has launched Hardie™ Designer, an AI-powered design tool in collaboration with Hover, making it the first siding manufacturer to adopt Hover's flagship design product. The tool allows homeowners to visualize exterior renovation designs using Hardie® products through a single photo upload on JamesHardie.com.

The innovative platform enables real-time visualization of different design styles, from Farmhouse to Contemporary, with instant editing capabilities for Hardie® profiles and colors. As the #1 brand of siding in North America, James Hardie aims to transform the home renovation planning process by offering photorealistic, immediate visualization of their products on customers' actual homes.

James Hardie (JHX) and AZEK have announced a definitive agreement to combine in a transaction valued at $8.75 billion, including AZEK's net debt of $386 million. Under the agreement, AZEK shareholders will receive $26.45 in cash and 1.0340 JHX ordinary shares for each AZEK share, representing a total value of $56.88 per share and a 26% premium.

The merger creates a leading exterior and outdoor living building products platform, uniting complementary products across siding, exterior trim, decking, railing, and pergolas. Post-transaction, JHX and AZEK shareholders will own approximately 74% and 26% of the combined company, respectively.

Key financial highlights include:

• Expected generation of at least $350 million in additional annual adjusted EBITDA from synergies
• Combined net sales of $5.9 billion and adjusted EBITDA of $1.8 billion
• Cost synergies of $125 million and commercial synergies of $500 million
• Projected annual free cash flow exceeding $1 billion once synergies are realized

The transaction is expected to close in the second half of 2025, subject to regulatory approvals and AZEK shareholder approval.

James Hardie Industries (ASX: JHX; NYSE: JHX) has unveiled the TimberHue™ Collection, a new premium siding line combining natural wood aesthetics with fiber cement durability. The collection features eight curated colors and will launch nationwide in spring 2026.

The TimberHue™ Collection incorporates ColorPlus® Technology finishes, offering a two-tone wood appearance and will be available on Hardie® Plank, Panel, Soffit, and Trim Batten products. The siding is engineered to withstand harsh weather conditions, resist moisture, humidity, pests, and external fire.

As North America's #1 siding brand, James Hardie's new collection aims to provide homeowners with design flexibility while maintaining the company's reputation for durability and low maintenance. The product features superior color consistency, adhesion, and fade resistance through its factory-applied, baked-on finish.

James Hardie (JHX) reported Q3 FY25 results with net sales of $953 million, down 3% year-over-year. The company achieved GAAP operating income of $206 million with a 21.6% operating margin, and Adjusted EBITDA of $262 million with a 27.5% margin.

In North America, net sales decreased 1% with volumes declining 3%, primarily due to weakness in multi-family housing. The segment maintained strong EBIT margin of 29.1%. Asia Pacific saw a 13% decrease in net sales (in AUD), while Europe Building Products experienced a 1% decline in net sales (in Euros).

The company reaffirmed its FY25 guidance, including North America volumes of at least 2.95 billion standard feet and EBIT margin of at least 29.3%. For FY26, management is planning for sales growth and Adjusted EBITDA margin expansion across all segments.