Shared on21 Aug 25Fair value Decreased 20%
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.
Shared on23 Apr 25Fair value Increased 13%
AnalystConsensusTarget has increased revenue growth from 8.3% to 12.1%.
Shared on09 Apr 25Fair value Decreased 8.93%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 3.02%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 11%
AnalystConsensusTarget has increased revenue growth from 8.9% to 12.6% and decreased future PE multiple from 20.5x to 16.6x.
Shared on19 Mar 25Fair value Decreased 0.054%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on13 Mar 25Fair value Increased 28%
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%.