Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects

Analysts have raised James Hardie Industries' fair value estimate from $35.01 to $36.63. This adjustment is attributed to improving revenue growth and profit margin forecasts, supported by recent coverage updates and expectations of accelerated growth from strategic acquisitions.

James Hardie Industries' analyst fair value price target has increased from $33.92 to $35.01, as analysts point to improving profit margins as well as positive sentiment around recent results and structural growth opportunities. Analyst Commentary Recent analyst research on James Hardie Industries has highlighted both encouraging developments and ongoing concerns impacting the company’s outlook and valuation.

James Hardie Industries’ consensus price target has edged lower to A$33.92 as bearish analysts downgrade expectations due to weaker Q1 results, lowered North American guidance, and headwinds in housing demand, while bulls remain optimistic about long-term growth and synergies from the Azek acquisition. Analyst Commentary Bearish analysts cite weaker-than-expected Q1 earnings, lowered North American guidance, and a challenging demand environment due to high interest rates, tariff volatility, and home affordability issues impacting homebuilder activity.

James Hardie Industries' consensus price target has edged down to A$34.17 as weaker-than-expected Q1 results and guidance—mainly driven by reduced North American siding volume amid soft homebuilder demand—have led to market share concerns, despite analysts highlighting long-term growth potential and the strategic Azek acquisition. Analyst Commentary Q1 earnings and FY26 guidance missed consensus expectations, mainly due to a sharp decline in North American siding volume, driven by weak homebuilder demand, high interest rates, tariff volatility, and ongoing home affordability issues.

Following weaker-than-expected Q1 results, cautious FY26 guidance, and renewed concerns over North American market share and demand, analysts have trimmed their outlook for James Hardie Industries despite the growth potential from the Azek acquisition, resulting in a substantial reduction in the consensus price target from A$43.66 to A$36.16. Analyst Commentary Bullish analysts highlight James Hardie's market leadership in fast-growing siding and composite decking segments, with strong brand recognition and dominant North American market positions.

AnalystConsensusTarget has increased revenue growth from 8.3% to 12.1%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 8.9% to 12.6% and decreased future PE multiple from 20.5x to 16.6x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 12.1% to 9.0%, increased future PE multiple from 16.1x to 20.5x and decreased shares outstanding growth rate from -0.0% to -0.0%.