James Hardie (JHIUF) beats Q1 FY27 sales and Adjusted EBITDA guidance
Rhea-AI Filing Summary
James Hardie Industries plc released preliminary expected results for the fiscal first quarter ended June 30, 2026, indicating performance above prior guidance. Consolidated net sales are expected between $1.449 billion and $1.475 billion, exceeding the earlier guidance range of $1.315 billion to $1.354 billion. Preliminary consolidated GAAP net income is expected between $102 million and $104 million, and consolidated Adjusted EBITDA between $399 million and $407 million, above the prior guidance range of $354 million to $375 million.
Siding & Trim net sales are expected between $846 million and $860 million, versus prior guidance of $758 million to $781 million, with Adjusted EBITDA of $282 million to $288 million. Deck, Rail & Accessories (DR&A) net sales are expected at $296 million to $305 million, slightly above guidance, with a small GAAP operating loss of about $3.1 million to $3.3 million and Adjusted EBITDA of $79 million to $83 million. Management attributes the outperformance mainly to stronger-than-anticipated Siding & Trim sales and improving DR&A sell-through, and plans to update full-year guidance on the first-quarter earnings call on August 6–7, 2026.
Positive
- Preliminary consolidated net sales of $1.449–$1.475 billion are above the prior guidance range of $1.315–$1.354 billion, reflecting stronger-than-expected demand.
- Preliminary consolidated Adjusted EBITDA of $399–$407 million exceeds the prior guidance range of $354–$375 million, indicating better-than-expected profitability.
- Siding & Trim preliminary net sales of $846–$860 million are well above prior guidance of $758–$781 million, showing particularly strong performance in this core segment.
Negative
- None.
Filing Explained
The filing updates expected first-quarter results, but the figures remain preliminary until closing and review procedures are complete.
Under Item 2.02, this Form 8-K reports a results disclosure rather than a completed quarterly financial statement. The company’s figures for the quarter ended
The estimates are subject to detailed quarter-end closing procedures and adjustments, and the company’s independent registered public accounting firm has not audited, reviewed, or performed procedures on them. The release therefore leaves the quarter’s final results unresolved.
Adjusted EBITDA is identified as a non-GAAP measure; the company says it may not be directly comparable with similarly titled measures. For Section 18 purposes, the Item 2.02 information and Exhibit 99.1 are furnished and are not deemed filed or incorporated by reference unless expressly referenced.
The stated resolution point is the fiscal first-quarter earnings release and conference call scheduled for
8-K Event Classification
2 items: 2.02, 9.01
2 items
Item 2.02
Results of Operations and Financial Condition
Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Consolidated Net Sales Q1 FY27 (prelim): $1.449–$1.475 billion
Prior Net Sales Guidance Q1 FY27: $1.315–$1.354 billion
Consolidated GAAP Net Income Q1 FY27 (prelim): $102–$104 million
+4 more
7 metrics
Consolidated Net Sales Q1 FY27 (prelim)
$1.449–$1.475 billion
Preliminary expected range for fiscal first quarter ended June 30, 2026
Prior Net Sales Guidance Q1 FY27
$1.315–$1.354 billion
Earlier consolidated guidance provided on May 19, 2026
Consolidated GAAP Net Income Q1 FY27 (prelim)
$102–$104 million
Preliminary expected range for fiscal first quarter ended June 30, 2026
Consolidated Adjusted EBITDA Q1 FY27 (prelim)
$399–$407 million
Preliminary expected range for fiscal first quarter; above prior guidance of $354–$375 million
Siding & Trim Net Sales Q1 FY27 (prelim)
$846–$860 million
Segment preliminary range vs prior guidance of $758–$781 million
DR&A Net Sales Q1 FY27 (prelim)
$296–$305 million
Deck, Rail & Accessories preliminary range vs prior guidance of $291–$300 million
DR&A GAAP Operating (Loss) Q1 FY27 (prelim)
$(3.1)–$(3.3) million
Preliminary GAAP operating loss range for DR&A segment
Key Terms
Adjusted EBITDA, non-GAAP financial measures, ASX Listing Rule 3.1, forward-looking statements, +1 more
5 terms
Adjusted EBITDA financial
"Adjusted EBITDA (Consolidated) | $399 to $407 million | $354 to $375 million"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
non-GAAP financial measures financial
"This Press Release includes financial measures that are not considered a measure of financial performance under generally accepted accounting principles in the United States (GAAP), such as Adjusted EBITDA. These non-GAAP financial measures"
Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.
ASX Listing Rule 3.1 regulatory
"The Company is providing this update in accordance with its continuous disclosure obligations under ASX Listing Rule 3.1."
forward-looking statements regulatory
"This Press Release contains forward-looking statements and information that are subject to risks, uncertainties and assumptions."
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
condensed consolidated financial statements financial
"The Company’s condensed consolidated financial statements as of, and for the three months ended, June 30, 2026 are not yet available."
Earnings Snapshot
Consolidated Net Sales: $1.449–$1.475 billion (preliminary) · Guidance included
fiscal first quarter ended June 30, 2026
Consolidated Net Sales
$1.449–$1.475 billion (preliminary)
Expected to exceed the high end of the prior guidance range of $1.315–$1.354 billion
Consolidated Adjusted EBITDA
$399–$407 million (preliminary)
Expected above the prior guidance range of $354–$375 million
Guidance
Management states that first quarter results are expected to exceed prior guidance and that an update on full-year guidance will be provided with the first quarter earnings call on August 6–7, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What preliminary Q1 FY27 net sales did James Hardie (JHIUF) expect?
James Hardie expects consolidated Q1 FY27 net sales of $1.449–$1.475 billion. This exceeds its prior guidance range of $1.315–$1.354 billion, driven primarily by stronger-than-anticipated Siding & Trim sales and improved sell-through in Deck, Rail & Accessories.
How did James Hardie (JHIUF) Q1 FY27 Adjusted EBITDA compare with guidance?
Preliminary consolidated Adjusted EBITDA is expected at $399–$407 million, above the prior guidance range of $354–$375 million. Management attributes this to robust Siding & Trim performance and positive contributions from sales and cost synergies across the portfolio.
What are James Hardie (JHIUF) preliminary Siding & Trim results for Q1 FY27?
For Siding & Trim, James Hardie expects net sales of $846–$860 million, versus prior guidance of $758–$781 million. Segment Adjusted EBITDA is projected at $282–$288 million, reflecting strong sell-through and underlying demand for the company’s exterior solutions.
How did the Deck, Rail & Accessories segment perform for James Hardie (JHIUF)?
Deck, Rail & Accessories preliminary net sales are expected at $296–$305 million, slightly above guidance of $291–$300 million. The segment shows a small GAAP operating loss of about $3.1–$3.3 million but positive Adjusted EBITDA of $79–$83 million, supported by improving sell-through.
When will James Hardie (JHIUF) release full Q1 FY27 results and guidance?
James Hardie plans to release full Q1 FY27 results and discuss outlook on a conference call on August 6, 2026 (US) / August 7, 2026 (AEST). The company also intends to provide an update on its full-year guidance during that earnings call.
Are James Hardie (JHIUF) Q1 FY27 preliminary figures audited or final?
The Q1 FY27 figures are preliminary estimates based on management’s expectations and quarter-end procedures. They are unaudited, subject to change after full closing and review, and may differ, potentially materially, from the final results later disclosed.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
___________________________________
FORM 8-K
___________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (date of earliest event reported): July 22, 2026
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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 12b-2 of the Exchange Act.
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
Item 2.02 - Results of Operations and Financial Condition.
On July 22, 2026, James Hardie Industries plc (the “Company”) released preliminary expected financial results for the fiscal quarter ended June 30, 2026. The Company provided this update in accordance with its continuous disclosure obligations under Australian Stock Exchange Listing Rule 3.1. A copy of the press release is furnished as Exhibit 99.1 to this report.
In accordance with General Instructions B.2 of Form 8-K, the information in this Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 - Financial Statements and Exhibits.
(d) The following exhibits are being filed herewith:
Exhibit No. | Description | |||||||
99.1 | Press release dated July 22, 2026 | |||||||
104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | |||||||
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: July 23, 2026 | JAMES HARDIE INDUSTRIES plc | |||||||
By: | /s/ Ryan Lada | |||||||
Name: | Ryan Lada | |||||||
Title: | Chief Financial Officer | |||||||
Press Release 
July 22, 2026 Exhibit 99.1
James Hardie Announces Preliminary First Quarter FY 2027 Results, Exceeding Prior Guidance on Strength in Siding & Trim and Deck, Rail & Accessories
James Hardie Industries plc (NYSE / ASX: JHX) ("James Hardie" or the "Company"), a leading provider of exterior home and outdoor living solutions, today announced preliminary expected financial results for the fiscal first quarter ended June 30, 2026. The Company is providing this update in accordance with its continuous disclosure obligations under ASX Listing Rule 3.1.
Preliminary results for the quarter exceeded the high end of the Company's prior consolidated guidance range, driven primarily by stronger-than-anticipated Siding & Trim sales.
Preliminary Expected Financial Information
Below are the Company's preliminary expected ranges for selected unaudited financial results for the fiscal first quarter ended June 30, 2026, compared to the prior guidance for the fiscal first quarter ended June 30, 2026, provided on May 19, 2026.
Q1 FY27 Preliminary (Expected Range) | Q1 FY27 Prior Guidance (provided 5/19/26) | |||||||
Net Sales (Consolidated) | $1.449 to $1.475 billion | $1.315 to $1.354 billion | ||||||
GAAP Net Income (Consolidated) | $102 to $104 million | n/a | ||||||
Adjusted EBITDA (Consolidated) | $399 to $407 million | $354 to $375 million | ||||||
Net Sales (Siding & Trim) | $846 to $860 million | $758 to $781 million | ||||||
GAAP Operating Income (Siding & Trim) | $211 to $215 million | n/a | ||||||
Adjusted EBITDA (Siding & Trim) | $282 to $288 million | $256 to $272 million | ||||||
Net Sales (DR&A) | $296 to $305 million | $291 to $300 million | ||||||
GAAP Operating (Loss) (DR&A) | $(3.1) to $(3.3) million | n/a | ||||||
Adjusted EBITDA (DR&A) | $79 to $83 million | $78 to $82 million | ||||||
Note: These estimates are preliminary and subject to the Company’s detailed quarter-end closing procedures. Refer to additional related cautionary notes within this press release for more information. Adjusted EBITDA is a non-GAAP financial measure. See "Cautionary Note and Use of Non-GAAP Financial Measures" below.
Aaron Erter, CEO of James Hardie said, "Our first quarter results are expected to exceed our prior guidance, primarily as a result of better-than-expected sales in Siding & Trim. Siding & Trim net sales reflected strong sell-through and underlying demand for our products. Our performance in Deck, Rail & Accessories was driven by channel inventory normalization and sell-through that improved throughout the quarter."
“We are pleased with our fiscal first quarter preliminary results. We believe our performance reflects our team’s execution and growth above market, rather than a meaningful improvement in the overall U.S. housing market. That said, we are encouraged by the positive traction from our initiatives to grow our fiber cement business, continued conversion in decking and the
positive contribution from sales and cost synergies. We will provide an update on our full year guidance with our first quarter earnings call.”
This Press Release has been authorized by the James Hardie CEO.
Fiscal First Quarter Earnings Release and Conference Call
James Hardie will release fiscal first quarter 2027 results after the market close and hold a conference call to discuss results and outlook on Thursday, August 6, 2026 (6PM EDT) / Friday, August 7, 2026 (8AM AEST). Participants may register for the live webcast and access a replay following the event on the Investor Relations section of the Company's website (ir.jameshardie.com).
About James Hardie
James Hardie Industries plc is the industry leader in exterior home and outdoor living solutions, with a portfolio that includes fiber cement, fiber gypsum, and composite and PVC decking and railing products. Products offered by James Hardie are engineered for beauty, durability, and climate resilience, and include trusted brands like Hardie®, TimberTech®, AZEK® Exteriors, Versatex®, fermacell® and StruXure®. With a global footprint, the James Hardie portfolio is marketed and sold throughout the United States, Canada, Europe, Australia, and New Zealand.
James Hardie Industries plc is incorporated and existing under the laws of Ireland. As an Irish plc, James Hardie is governed by the Irish Companies Act. James Hardie's principal executive offices are located at 1st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland.
Cautionary Note and Use of Non-GAAP Financial Measures
The Company’s condensed consolidated financial statements as of, and for the three months ended, June 30, 2026 are not yet available. Accordingly, the information presented above reflects the Company’s preliminary estimates subject to the completion of the Company’s financial closing procedures and any adjustments that may result from the completion of the quarterly review of the Company’s condensed consolidated financial statements. As a result, these preliminary estimates may differ, and may differ materially, from the actual results that will be reflected in the Company’s condensed consolidated financial statements for the first quarter when they are completed and publicly disclosed. The Company’s expectations with respect to its unaudited results for the period discussed above are based upon management estimates. The Company’s independent registered public accounting firm has not audited, reviewed or performed any procedures with respect to these preliminary estimates and, accordingly, does not express an opinion or any other form of assurance about them.
This Press Release includes financial measures that are not considered a measure of financial performance under generally accepted accounting principles in the United States (GAAP), such as Adjusted EBITDA. These non-GAAP financial measures should not be considered to be more meaningful than the equivalent GAAP measure. Management has included such measures to provide investors with an alternative method for assessing its operating results in a manner that is focused on the performance of its ongoing operations and excludes the impact of certain
legacy items, such as asbestos adjustments, or significant non-recurring items, such as asset impairments, restructuring expenses, acquisition and pre-close financing related costs, as well as adjustments to tax expense. Additionally, management uses such non-GAAP financial measures for the same purposes. However, these non-GAAP financial measures are not prepared in accordance with GAAP, may not be reported by all of the Company’s competitors and may not be directly comparable to similarly titled measures of the Company’s competitors due to potential differences in the exact method of calculation. For more information regarding the Company’s use of non-GAAP financial measures and their limitations, see the section titled “Non-GAAP Financial Measures” within the Company’s Annual Report for the fiscal year ended March 31, 2026.
This Press Release contains forward-looking statements and information that are subject to risks, uncertainties and assumptions. Many factors could cause the actual results, performance or achievements of James Hardie to be materially different from those expressed or implied in this release, including, among others, the risks and uncertainties set forth in Part 1, Item 1A "Risk Factors" in James Hardie’s Annual Report for the fiscal year ended March 31, 2026; changes in general economic, political, governmental and business conditions globally and in the countries in which James Hardie does business; changes in interest rates; changes in inflation rates; changes in exchange rates; the level of construction generally; changes in cement demand and prices; changes in raw material and energy prices; changes in business strategy; the AZEK acquisition and various other factors. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described herein. James Hardie assumes no obligation to update or correct the information contained in this Press Release except as required by law.
Non-GAAP Financial Measures Reconciliations
Investor and Media Contact
Bill Seymour
V.P. Investor Relations
T: +1 312 856 7460
E: investors@jameshardie.com
T: +1 312 856 7460
E: investors@jameshardie.com
Source: James Hardie Industries plc