James Hardie Industries plc. (JHX) Stock Analysis
Basic Materials · Building Materials
Sell if holding. Analyst target reached at $25.09 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit.
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand,... Read more
Sell if holding. Analyst target reached at $25.09 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.1/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 64d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About James Hardie Industries plc.
About James Hardie Industries plc.
James Hardie Industries operates 32 active manufacturing and recycling facilities across the United States, Europe, and Australia, producing fiber cement siding, composite decking, and fiber gypsum boards for residential new construction, repair and remodel, and outdoor living end-markets. The July 1, 2025 acquisition of AZEK added TimberTech, AZEK Exteriors, and Versatex brands to the portfolio. Key raw materials include cellulose fiber, silica, cement, and polyethylene and PVC resins — inputs subject to price and availability risk from global supply chain conditions.
James Hardie generates revenue from four segments: Siding & Trim (fiber cement planks, trim, and PVC products sold through specialty distributors, lumberyards, and home centers in the U.S. and Canada under Hardie and AZEK Exteriors brands); Deck, Rail & Accessories (composite and PVC decking under TimberTech sold primarily in North America); Australia & New Zealand (fiber cement under the Hardie brand for residential construction); and Europe (fiber gypsum boards under the fermacell brand plus fiber cement). The largest customer accounted for approximately 11% of net sales for the year ended March 31, 2026, the only customer above the 10% threshold. Raw material supplier contracts are typically short-term, ranging from one to three years; the company does not rely on a single supplier for the majority of materials but does rely on a single supplier for critical capped compounds used in decking and railing products, with no redundant supply arrangement in place. Competition in North America includes vinyl, engineered wood, stucco, masonry, and other fiber cement and wood-alternative decking manufacturers.
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The most specific supply chain exposure disclosed in the 10-K is James Hardie's reliance on a single supplier for critical capped compounds used in its decking and railing products, with no redundant or second-source supply arrangements in place. Separately, the ongoing AZEK integration — completed July 1, 2025 — may not achieve expected targets on the anticipated timeline; the 10-K states the integration "has required and will continue to require significant management attention." These two factors — a single-source compound input and a complex post-acquisition integration — could weigh on the Deck, Rail & Accessories segment's production continuity and margin profile if either disruption materializes.
See also: Basic Materials · Building Materials
From James Hardie Industries plc.'s most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-06-15Recent Developments — James Hardie Industries plc.
Latest news
- NEWS James Hardie Industries plc stock (AU000000JHX1): Q4 earnings highlight growth and leverage after AZ - AD HOC NEWS — AD HOC NEWS positive
- NEWS James Hardie (ASX:JHX) Reports Higher Sales As Profit Softens Following AZEK Integration - Kalkine Media — Kalkine Media neutral
- NEWS James Hardie shares tumble on FY26 profit crunch - The Motley Fool Australia — The Motley Fool Australia negative
- NEWS James Hardie Industries (NYSE:JHX) Stock Price Down 5.7% - Here's Why - MarketBeat — MarketBeat negative
- NEWS James Hardie Industries plc stock (AU000000JHX1): Recent price drop highlights volatility - AD HOC NEWS — AD HOC NEWS negative
Generated 2026-06-17T09:12:24Z.
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $25.09 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $23.35. Score 5.1/10, moderate confidence.
Take-profit target: $24.84 (-1.1% upside). Prior stop was $23.35. Stop-loss: $23.35.
Analyst target reached - limited upside remaining.
James Hardie Industries plc. trades at a P/E of 127.0 (forward 14.1). TrendMatrix value score: 5.3/10. Verdict: Sell.
17 analysts cover JHX with a consensus score of 4.0/5. Average price target: $28.
What does James Hardie Industries plc. do?James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards...
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. The Siding & Trim segment manufactures fiber cement and PVC siding and trim products, mouldings, interior linings, and accessories under brands such as Hardie, AZEK Exteriors, and Versatex are used in both residential new construction and repair and remodel applications. The Deck, Rail & Accessories segment produces decking, railing, cladding, pergolas, cabanas, and related accessories, including wood-alternative decking and railing solutions offered under the TimberTech, ULTRALOX, and INTEX brands, as well as functional and decorative outdoor accessories, including drink rails, structural mounting posts, lighting systems and gate kits; and adjustable louvered pergola systems through StruXure. The Australia & New Zealand segment manufactures and sells fiber cement products for residential and commercial applications, including exterior cladding, interior wall linings, flooring, eaves and soffits, and façade systems, primarily under the Hardie brand. The Europe segment produces fiber gypsum products and cement-bonded boards under the fermacell brand, and fiber cement products under the Hardie brand, serving residential and commercial repair, remodel, and new construction markets. The company offers its products through a network of specialty building products distributors, lumberyards, and home improvement retailers to builder's merchants, remodelers, DIY stores, and professional contractors. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.