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JAMES HARDIE INDUS CDI 8-K Filings

JHIUF OTC

Every 8-K that JAMES HARDIE INDUS CDI (JHIUF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow JHIUF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JHIUF filings page.

Rhea-AI Summary

James Hardie Industries plc (JHX) reports outcomes from the August 20, 2026 annual general meeting and a related amendment to its Articles of Association. Shareholders approved changes to Articles 109(a) and 110 so the classified Board provisions apply consistently to all Directors, including the Chief Executive Officer, with the Board designating by majority vote the class to which any CEO-Director is assigned and the three-year re-election period running from that designation date.

Shareholders elected or re-elected Nigel Stein, Renee Peterson, and Rob Sindel as Directors for terms expiring at the 2029 annual meeting. They recommended holding advisory votes on executive compensation every year and approved the 2026 advisory “say-on-pay” resolution. On a binding basis, shareholders approved a CEO equity grant and the issue of securities under the James Hardie 2020 Non-Executive Director Equity plan, and increased the maximum aggregate annual compensation for non-executive Directors by $700,000 to $4,500,000. Shareholders also approved the financial statements and Board and EY reports for the fiscal year ended March 31, 2026, and ratified EY as external auditor for the fiscal year ending March 31, 2027, including authority for the Board to fix the auditor’s compensation.

Rhea-AI Summary

James Hardie Industries plc (JHX) has agreed to sell its European fibre gypsum and cement-bonded products subsidiaries, including the Fermacell business and the fermacell® and Aestuver® brands, to Holcim for €840 million in cash, subject to customary net debt and working capital adjustments. The deal excludes the Company’s European fiber cement operations, which it intends to wind down before closing.

The transaction is expected to close in the first half of 2027, is expected to be accretive to margin profile and ROIC, and the Company plans to use approximately $600 million of proceeds to repay debt toward a net leverage target below 2.0x by September 30, 2027. The Board also authorized a new $250 million share repurchase program. The Purchase Agreement includes customary conditions, limited post-closing recourse supported by warranty and indemnity insurance, and a potential €15 million termination fee payable by the purchaser in specified circumstances.

Rhea-AI Summary

James Hardie Industries plc reported strong first-quarter FY27 results for the quarter ended June 30, 2026. Net sales were $1,474.6 million, up 64% year over year, and net income was $104.3 million, up 67%. Adjusted EBITDA was $422.1 million with a 28.6% margin, both exceeding original guidance.

Siding & Trim net sales rose 34% to $859.8 million with a 33.5% Adjusted EBITDA margin, while Deck, Rail & Accessories delivered $305.1 million of net sales and a 27.1% Adjusted EBITDA margin. Australia & New Zealand and Europe achieved double-digit net sales growth with EBITDA margins of 34.9% and 19.4%, respectively.

The company raised its FY27 outlook, targeting total net sales of $5.564–$5.723 billion and total Adjusted EBITDA of $1.536–$1.625 billion, and reaffirmed a Free Cash Flow target of at least $500 million, which it states is more than $200 million higher than the prior year.

Rhea-AI 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.

Rhea-AI Summary

James Hardie Industries plc has furnished its fiscal year 2026 Irish Statutory Accounts, which include a Directors’ Report and audited consolidated financial statements prepared under US GAAP adapted for Irish law. These accounts also append the company’s FY2026 US and Australian Annual Report on Form 10-K.

The Directors report a balance of US$161.4 million to be transferred to reserves for the year, compared with US$436.3 million a year earlier. They affirm a going concern basis, noting JHI plc’s net current assets of US$1,511.1 million at 31 March 2026, cash reserves of US$269.2 million, and US$994.1 million of unused external loan facilities accessible via the treasury subsidiary.

The report confirms no significant post‑year‑end events requiring adjustment, outlines board changes and committee structures, and details governance, compliance and non‑financial disclosures on environmental, social, human capital, anti‑bribery, and diversity matters. The attached 10‑K section describes the AZEK acquisition, global operations in siding, trim, decking and fiber gypsum, key markets, risk factors and the long‑term asbestos funding agreement with AICF.

Rhea-AI Summary

James Hardie Industries reported strong top-line growth but sharply lower GAAP profit for the quarter and year ended March 31, 2026, while completing its transformational AZEK acquisition and issuing FY27 guidance. Q4 net sales rose to $1.40 billion, up 45% year over year, with adjusted EBITDA up 42% to $380.9 million, exceeding guidance. However, Q4 net income fell to $28.5 million, down 35%, as acquisition, restructuring and asbestos-related costs weighed on results. For FY26, net sales increased 25% to $4.84 billion, adjusted EBITDA grew 17% to $1.27 billion, but GAAP net income dropped to $104.0 million from $424.0 million.

The AZEK deal significantly expanded the balance sheet, with total assets rising to $13.69 billion and long-term debt climbing to $4.49 billion. Siding & Trim delivered modest sales growth but margin compression, while Deck, Rail & Accessories contributed high-20s adjusted EBITDA margins. ANZ and Europe both posted double-digit reported net sales growth in Q4 with solid profitability.

For FY27, the company targets total net sales of $5.25–$5.41 billion and total adjusted EBITDA of $1.45–$1.50 billion, implying pro forma adjusted EBITDA growth of 4–8%. Free cash flow is expected to be at least $500 million, more than $200 million above FY26, supported by synergy realization, manufacturing cost actions and lower integration and acquisition-related spending.