James Hardie Industries plc SEC Filings

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.

FMR LLC and Abigail P. Johnson report updated passive ownership of James Hardie Industries plc common stock on an amended Schedule 13G. As of June 30, 2026, they each report beneficial ownership of 40,574,661.12 shares, representing 7.0% of the common stock.

FMR LLC reports sole voting power over 37,172,400.81 shares and sole dispositive power over 40,574,661.12 shares, with no shared voting or dispositive power. Abigail P. Johnson reports no voting power but sole dispositive power over the same 40,574,661.12 shares. One or more other persons may receive dividends or sale proceeds from these shares, but no such person holds more than five percent of the class.

Hill David Lawrence reported acquisition or exercise transactions in this Form 4 filing.

James Hardie Industries plc reported that Chief Accounting Officer David Lawrence Hill received an award of 3,802 ordinary shares in the form of restricted stock units at $26.30 per share on July 15, 2026. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service. After this grant, Hill directly holds 13,833 ordinary shares.

James Hardie Industries plc is asking shareholders at its August 20, 2026 AGM to vote on director elections, executive pay, a CEO equity grant, a higher non-executive director fee pool, auditor ratification and amendments to apply classified board terms consistently to all directors.

The proxy highlights fiscal 2026 net sales of $4.8 billion, net income of $104 million, Adjusted EBITDA of $1.3 billion, cash from operations of $590 million and free cash flow of $314 million. It also emphasizes progress integrating the 2025 AZEK acquisition, board refreshment and a redesigned FY27 compensation program that increases equity-based, performance-linked incentives following extensive shareholder engagement after a weak 2025 say‑on‑pay vote.

James Hardie Industries plc disclosed that its wholly owned subsidiary, James Hardie International Finance Designated Activity Company, has redeemed its US$400 million aggregate principal amount of 5.00% Senior Unsecured Notes due 2028. The redemption occurred on June 25, 2026, at a price equal to 100% of the principal amount plus accrued and unpaid interest up to, but excluding, the Redemption Date.

After the Redemption Date, the notes are no longer outstanding and no further interest accrues. The company states that payment of the redemption price was made through Deutsche Bank Trust & Agency Operations, and it furnished the related press release as an exhibit under a Regulation FD disclosure.

James Hardie Industries plc is soliciting shareholder votes at its Annual General Meeting on August 20, 2026 for director elections, advisory votes on executive compensation frequency and say-on-pay, a CEO equity grant, non-executive director equity issuance, a $700,000 increase to the non-executive director fee pool, approval of fiscal 2026 financial statements, ratification of Ernst & Young as auditor, and amendments to the Articles to apply classified board provisions consistently.

The company highlights fiscal 2026 results including $4.8B net sales, $104M net income, $1.3B adjusted EBITDA, $590M cash from operations and $314M free cash flow, and describes ongoing integration activities following the July 2025 combination with The AZEK Company.

James Hardie Industries plc reported a Form 4 for Chief Legal Officer Timothy Beastrom showing compensation-related equity grants, not open-market trading. He received 6,952 ordinary shares in the form of restricted stock units that were granted at no cash cost and will vest in three equal annual installments starting on the first anniversary of the grant date, subject to continued service. Following this grant, he directly holds 19,633 ordinary shares. He was also granted non-qualified employee stock options on 8,663 underlying ordinary shares at an exercise price of $25.17 per share, expiring on June 15, 2036, which vest in three equal annual installments beginning one year after the grant date.

James Hardie Industries CFO Lada Ryan reported several equity compensation transactions. On June 15, 2026, she acquired 11,422 ordinary shares as a grant and received non-qualified stock options for 14,232 ordinary shares with an exercise price of $25.17 per share, expiring on June 15, 2036.

On June 16, 2026, she exercised employee stock options to acquire 7,700 ordinary shares at $24.45 per share. In connection with this exercise, 7,495 ordinary shares were withheld by the company to cover the exercise price and tax obligations. Following these transactions, she directly holds 70,014 ordinary shares.