James Hardie Industries (JHX) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.42
- Estimate
- $0.37
- Surprise
- +13.1%
- Revenue (period 2026-09-30)
- $1.43B
- Score today
- 5.8/10
Revenue source: xbrl.
How the report landed
James Hardie Industries (JHX) beat the $0.37 estimate with adjusted EPS of $0.42 — a large 13.1% upside surprise.
Coverage in the report window
- James Hardie Reports Second Quarter FY27 Results — fiscal.ai, 2026-11-05
- James Hardie Industries Q2 2027 Earnings Call Transcript — benzinga, 2026-11-05
- James Hardie Industries Sees Q3 Sales $1.058B-$1.140B vs $1.193B Est — benzinga, 2026-11-05
Where TrendMatrix's rating stands now
TrendMatrix currently rates JHX Sell at 5.8/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +13.1% surprise compares with a +6.1% four-quarter average.
What supports the rating
- Strong earnings beat streak (3/4)
- Strong growth profile
What argues against it
- Concentration risk — Supplier: single capped compounds supplier
- Thin upside margin: 6.7%
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $28.12
- Price target
- $30.02
- Stop
- $26.15
- Upside to target
- +6.8%
- Reward-to-risk
- 0.5:1
The stock trades at 114.6× trailing but 18.3× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.
JHX at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Building Materials
- Market cap
- $16.64B
- P/E (fwd)
- 18.3
- P/E (ttm)
- 114.6
- 52-week range
- $16.46–$31.43
- Off 52-week high
- 10.5%
- RSI (14)
- 65
- Volume vs avg
- 0.61×
- Score today
- 5.8/10