James Hardie Stock Price, News & Analysis

James Hardie (NYSE: JHX), a leading exterior home and outdoor living solutions provider, has announced its participation in three upcoming investor conferences in September 2025.

CEO Aaron Erter and CFO Rachel Wilson will present at the Jefferies Industrials Conference in New York on September 3rd and attend the Zelman Housing Summit in Boston on September 11th. Additionally, VP of Investor Relations Joe Ahlersmeyer will participate in the RBC Capital Markets Global Industrials Conference in New York on September 16th.

James Hardie (NYSE:JHX) reported Q1 FY26 results and updated guidance following the AZEK acquisition closure. Net sales reached $900 million, with operating income of $139 million and adjusted EBITDA of $226 million. The company saw declines across key metrics, with net sales down 9% and operating income margin decreasing 830bps to 15.4%.

The North American segment experienced a 12% decrease in net sales due to softer market demand and customer inventory management. AZEK's performance exceeded guidance with positive mid-single-digit Deck, Rail & Accessories sell-through growth. The company announced new FY26 guidance including $2.675-$2.850 billion in Siding & Trim sales, $775-$800 million in Deck, Rail & Accessories sales, and total adjusted EBITDA of $1.05-$1.15 billion.

Following the AZEK acquisition closure on July 1, 2025, James Hardie will reorganize into four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe.

James Hardie Building Products Inc. (NYSE:JHX), North America's #1 siding brand, has transformed golf birdies into a new home for a Canton family through its charitable initiatives. The company presented keys to a new Habitat for Humanity® home to Shardae and her four children, funded through the inaugural James Hardie™ Pro Football Hall of Fame Invitational golf tournament.

The home, featuring Hardie® fiber cement siding in "Evening Blue," is one of five Habitat for Humanity® projects funded by the tournament's charitable initiatives across Canton, Palm Beach County, and Chicago. The 2026 tournament is scheduled for March 2-8 at The Old Course at Broken Sound in Boca Raton, featuring 78 PGA TOUR Champions professionals and 26 NFL legends.

James Hardie Building Products Inc. (NYSE: JHX), North America's leading fiber cement siding manufacturer, has announced a new exclusive three-year agreement with Beazer Homes extending through 2028. The deal makes Hardie® siding and trim products the standard for all new Beazer communities nationwide, continuing a partnership that began in 2010.

As the #1 brand of siding in North America, James Hardie's products are engineered for durability, featuring noncombustible materials, moisture and pest resistance, and protection against extreme weather. The collaboration pairs Beazer Homes, America's top energy-efficient builder with a HERS score of 42, with James Hardie's innovative exterior solutions to deliver high-performance home exteriors.

James Hardie Industries (NYSE: JHX) has successfully completed its acquisition of The AZEK Company in a cash-and-stock transaction valued at $8.4 billion. Under the terms, AZEK shareholders received $26.45 in cash and 1.0340 JHX ordinary shares for each AZEK share, totaling $54.18 per share based on JHX's ASX closing price of AU$40.77.

The combined entity creates a leading provider of exterior home and outdoor living solutions, uniting premium brands including Hardie®, TimberTech®, AZEK® Exteriors, Versatex®, StruXure®, Ultralox® and Intex®. The merger aims to accelerate growth rates, enhance profitability, and generate robust cash flow.

Following the acquisition, Aaron Erter continues as CEO and Rachel Wilson as CFO, with several key executive appointments announced. AZEK's stock has been delisted from NYSE, while JHX's ordinary shares are now directly listed on NYSE under the symbol "JHX". The company will provide updated FY2026 guidance, including acquisition impacts, during its Q1 earnings call scheduled for August 19, 2025.

James Hardie Building Products Inc. (NYSE: JHX) has announced a strategic three-year exclusive agreement with Pahlisch Homes to supply Hardie® siding and trim products across new home developments in the Pacific Northwest and Northern Rockies. As North America's #1 siding brand, James Hardie will provide exterior solutions engineered to be non-combustible, resistant to pests and moisture, and designed for varied climates. The collaboration aims to deliver homes with trusted performance, modern aesthetics, and lasting durability. Pahlisch Homes, established in 1983, will implement Hardie® products as their standard exterior solution, offering homeowners a wide variety of colors and finishes for architectural consistency across communities.

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.