James Hardie Industries (JHX) Panoramica del titolo
James Hardie Industries plc si occupa della produzione e della vendita di pannelli in fibrocemento, gesso e cemento negli Stati Uniti, in Australia, Europa e Nuova Zelanda. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
JHX Community Fair Values
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Analyst Price Targets
Concorrenti di James Hardie Industries plc
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | AU$42.84 |
| Massimo di 52 settimane | AU$44.12 |
| Minimo di 52 settimane | AU$24.41 |
| Beta | 1.03 |
| Variazione di 1 mese | 22.93% |
| Variazione a 3 mesi | 50.58% |
| Variazione di 1 anno | 40.46% |
| Variazione a 3 anni | -2.97% |
| Variazione a 5 anni | -18.65% |
| Variazione dall'IPO | 869.89% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 20
JHX: Elevated Multiple Reliance Will Likely Struggle Against Choppy Housing Demand
Analysts have lifted their blended fair value estimate for James Hardie Industries to A$35.78 from A$26.16, pointing to stronger conviction in the company’s new portfolio momentum, pricing power, and expected commercial synergies, which are reflected in a higher assumed future P/E multiple. Analyst Commentary Recent Street research on James Hardie Industries shows a cluster of higher price targets and supportive views around the company’s portfolio, pricing power, and potential commercial synergies.
Aggiornamento narrativa • Aug 06
JHX: Strong Q1 Execution And Synergies Will Support Future Multiple Rerating
Analysts have lifted the James Hardie Industries price target by about A$1.44 to A$45.86, reflecting updated views on revenue growth, profit margins, and P/E assumptions following recent research that highlighted stronger siding and trim performance, expected merger synergies, and ongoing commercial opportunities, alongside a still cautious stance on new residential demand. Analyst Commentary Recent research on James Hardie Industries points to a generally constructive tone from bullish analysts, who have been adjusting their price targets higher following company updates and sector reviews.Recent updates
Aggiornamento narrativa • Aug 20
JHX: Elevated Multiple Reliance Will Likely Struggle Against Choppy Housing Demand
Analysts have lifted their blended fair value estimate for James Hardie Industries to A$35.78 from A$26.16, pointing to stronger conviction in the company’s new portfolio momentum, pricing power, and expected commercial synergies, which are reflected in a higher assumed future P/E multiple. Analyst Commentary Recent Street research on James Hardie Industries shows a cluster of higher price targets and supportive views around the company’s portfolio, pricing power, and potential commercial synergies.Aggiornamento narrativa • Aug 06
JHX: Strong Q1 Execution And Synergies Will Support Future Multiple Rerating
Analysts have lifted the James Hardie Industries price target by about A$1.44 to A$45.86, reflecting updated views on revenue growth, profit margins, and P/E assumptions following recent research that highlighted stronger siding and trim performance, expected merger synergies, and ongoing commercial opportunities, alongside a still cautious stance on new residential demand. Analyst Commentary Recent research on James Hardie Industries points to a generally constructive tone from bullish analysts, who have been adjusting their price targets higher following company updates and sector reviews.
Aggiornamento narrativa • Jul 23
JHX: Pricing Power And Azek Integration Will Shape Fairly Valued Outlook
James Hardie Industries' fair value estimate has been trimmed slightly to A$35.59 from A$36.41, even as analysts lift published price targets into an A$21 to A$31 range. This reflects mixed views that balance cautious end market conditions with confidence in the company's pricing power and margin profile.Aggiornamento narrativa • Jul 09
JHX: Pricing Power And Synergies Will Support Future Multiple Rerating
James Hardie Industries' analyst price target has moved from A$42.91 to A$44.43 as analysts factor in updated assumptions on fair value, margins, and growth. This is supported by recent research that highlights the company's valuation, EBITDA profile, pricing power, and potential commercial synergies despite a choppy demand backdrop.Aggiornamento narrativa • Jun 24
JHX: Conservative Outlook And End-Market Noise Will Shape Future P/E Repricing
Analysts have trimmed their price target for James Hardie Industries to A$36.41 from A$40.91, citing a more cautious view on growth assumptions and end-market noise highlighted in recent research. Analyst Commentary Recent research on James Hardie Industries points to a more cautious stance on the stock, with the latest A$36.41 price target reflecting what analysts see as a mix of solid company fundamentals and a noisier end market that complicates the growth outlook.Aggiornamento narrativa • Jun 09
JHX: Legal Uncertainty And Weaker End Markets Will Likely Pressure Shares
Analysts have revised their outlook on James Hardie Industries with a slightly higher fair value estimate of A$26.16, while trimming growth and P/E assumptions as they weigh what they describe as a conservative company outlook against ongoing noise from challenged end markets. Analyst Commentary Bearish analysts have trimmed price targets on James Hardie Industries as they reassess the balance between the company’s cautious guidance and the uncertainty tied to weaker end markets.Aggiornamento narrativa • May 26
JHX: Conservative Outlook And Higher Margins Will Support Future Rerating Potential
Analysts have trimmed their fair value estimate for James Hardie Industries from A$45.25 to A$42.91, pointing to lower assumed revenue growth, a reduced future P/E of 23.37 and recent price target cuts such as Barclays moving to A$21, even though updated forecasts incorporate a higher profit margin and a slightly lower discount rate. Analyst Commentary Recent research points to a more cautious stance on James Hardie Industries as some analysts factor in a challenged end market and cut price targets, such as the move to A$21 from A$22.Articolo di analisi • May 22
Earnings Miss: James Hardie Industries plc Missed EPS By 60% And Analysts Are Revising Their Forecasts
It's been a good week for James Hardie Industries plc ( ASX:JHX ) shareholders, because the company has just released...Aggiornamento narrativa • May 03
JHX: Reduced Future P/E Premium Will Likely Pressure Share Performance
Analysts have lowered their James Hardie Industries price target by about A$5, reflecting updated views on fair value, discount rates, growth, margin expectations, and a reduced assumed future P/E multiple following recent research updates from firms such as Barclays and Truist. Analyst Commentary Recent Street research on James Hardie Industries reflects a more cautious tone, with the latest price target move cutting A$4 to A$5 from prior estimates after earlier upward revisions of A$2 and A$5.Aggiornamento narrativa • Apr 19
JHX: Higher Future P/E Assumptions Will Support Earnings Quality Reassessment
Analysts have reduced their fair value estimate for James Hardie Industries from A$46.27 to A$45.25. The change reflects updated assumptions around growth, margins and a higher future P/E multiple following recent price target revisions and commentary from the Street.Aggiornamento narrativa • Apr 05
JHX: Fine Tuned Earnings Assumptions Will Support Future P/E Re Rating
Analysts have nudged their price targets for James Hardie higher, with the latest updates implying only a modest uplift to fair value. This reflects fine tuning of assumptions around revenue growth, profit margins and the P/E multiple rather than a major reset in expectations.Aggiornamento narrativa • Mar 22
JHX: Margin Repricing And Lower P/E Assumptions Will Drive Future Multiple Rerating
Analysts have lifted their price target on James Hardie Industries by A$0.36, reflecting updated assumptions on fair value, profit margins and future P/E, as echoed in recent target increases from firms such as Barclays and Truist. Analyst Commentary Bullish analysts are pointing to the latest price target revisions as a sign of growing confidence in how James Hardie Industries is positioned, especially around margins and the P/E profile that underpins their fair value work.Aggiornamento narrativa • Mar 07
JHX: Higher Earnings Quality And P/E Potential Will Shape Outlook
Analysts have lifted their price targets for James Hardie Industries, with our updated fair value estimate moving from A$34.83 to A$40.29 as they factor in slightly different assumptions for growth, margins and future P/E multiples. Analyst Commentary Recent Street research around James Hardie Industries has focused on why price targets have been raised and how that ties back to the company’s ability to execute, grow, and justify its current P/E multiple.Aggiornamento narrativa • Feb 21
JHX: Elevated Margin Assumptions Will Likely Pressure Future Share Performance
Analysts have lifted their price targets for James Hardie Industries to around A$31, up from roughly A$24.80. They cite updated views on fair value, discount rates, revenue growth, profit margins and future P/E assumptions.Aggiornamento narrativa • Feb 07
JHX: Index Removals Will Set Up Future Multiple Re Rating
Analysts have raised their price target for James Hardie Industries from A$44.29 to A$45.91, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News James Hardie Industries was removed as a constituent of the S&P International 700 index.Aggiornamento narrativa • Jan 23
JHX: Index Removals, Governance Tensions And New CFO Will Shape Outlook
Analysts have nudged their price target for James Hardie Industries slightly higher to A$34.83 from A$34.66, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News James Hardie Industries is being removed from the S&P Global 1200 index, which can affect index fund holdings tied to that benchmark.Aggiornamento narrativa • Jan 09
JHX: Index Removals And New CFO Will Set Up Future Upside
Analysts have made a small trim to their fair value estimate for James Hardie Industries, with the target moving from about A$34.81 to around A$34.66. This reflects updated views on risk and valuation following new Street coverage that came with a Hold rating and a US$23.55 price target.Aggiornamento narrativa • Dec 25
JHX: Fiber Cement Share Gains And Azek Acquisition Will Drive Structural Upside
Analysts have nudged their price target on James Hardie Industries slightly lower to about $44 from roughly $45, reflecting more conservative assumptions for revenue growth and discount rates. This is partly offset by expectations for higher margins and a premium future earnings multiple as fiber cement demand and the Azek acquisition support the long term structural growth story.Aggiornamento narrativa • Dec 11
JHX: Azek Acquisition Will Drive Future Margin Expansion And Share Price Upside
Analysts have modestly reduced their price target for James Hardie Industries to approximately $34.80 from about $36.37, citing a slightly higher perceived risk profile and a marginally lower long term earnings multiple, while maintaining confidence in the company as a structural growth story supported by recent positive coverage and resilient siding demand. Analyst Commentary Bullish analysts highlight James Hardie as a structural growth story, pointing to ongoing share gains for fiber cement siding and the potential for recent strategic moves to support both top line expansion and profitability.Articolo di analisi • Dec 09
We Think James Hardie Industries (ASX:JHX) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Aggiornamento narrativa • Nov 27
JHX: Recent Acquisition Will Drive Share Price Gains And Margin Expansion
Analysts have slightly lowered their price target for James Hardie Industries to approximately $36.37. This adjustment is due to moderated revenue growth projections and a higher discount rate, despite continued optimism around the company’s long-term structural growth prospects.Articolo di analisi • Nov 19
Earnings Miss: James Hardie Industries plc Missed EPS And Analysts Are Revising Their Forecasts
It's been a good week for James Hardie Industries plc ( ASX:JHX ) shareholders, because the company has just released...Articolo di analisi • Nov 15
James Hardie Industries plc (ASX:JHX) Shares Slammed 26% But Getting In Cheap Might Be Difficult Regardless
Unfortunately for some shareholders, the James Hardie Industries plc ( ASX:JHX ) share price has dived 26% in the last...Aggiornamento narrativa • Nov 05
JHX: Shares Will Benefit From Azek Acquisition And Expected Margin Upside
Analysts have modestly increased their fair value estimate for James Hardie Industries from $36.63 to $36.82 per share. This change is based on expectations of higher revenue growth and improved profit margins, supported by recent research coverage and industry developments.Articolo di analisi • Oct 29
Is It Too Late To Consider Buying James Hardie Industries plc (ASX:JHX)?
Let's talk about the popular James Hardie Industries plc ( ASX:JHX ). The company's shares led the ASX gainers with a...Aggiornamento narrativa • Oct 22
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.Aggiornamento narrativa • Oct 08
Operational Efficiency And Merger Integration Will Unlock Market Opportunity
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.Aggiornamento narrativa • Sep 24
Operational Efficiency And Merger Integration Will Unlock Market Opportunity
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.Articolo di analisi • Sep 22
We Think Shareholders May Want To Consider A Review Of James Hardie Industries plc's (ASX:JHX) CEO Compensation Package
Key Insights James Hardie Industries to hold its Annual General Meeting on 29th of September CEO Aaron Erter's total...Aggiornamento narrativa • Sep 04
Operational Efficiency And Merger Integration Will Unlock Market Opportunity
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.Articolo di analisi • Sep 03
What You Can Learn From James Hardie Industries plc's (ASX:JHX) P/E After Its 26% Share Price Crash
The James Hardie Industries plc ( ASX:JHX ) share price has fared very poorly over the last month, falling by a...Articolo di analisi • Aug 26
James Hardie Industries' (ASX:JHX) Anemic Earnings Might Be Worse Than You Think
Investors weren't pleased with the recent soft earnings report from James Hardie Industries plc ( ASX:JHX ). We did...Aggiornamento narrativa • Aug 21
Prattville Expansion And Key Partnerships Will Strengthen Future Market Position In Construction
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.Rendimenti per gli azionisti
| JHX | AU Basic Materials | AU Mercato | |
|---|---|---|---|
| 7D | -2.3% | -1.2% | -0.6% |
| 1Y | 40.5% | -2.8% | 0.04% |
Ritorno vs Industria: JHX ha superato il Australian Basic Materials che ha restituito -2.8 % nell'ultimo anno.
Rendimento vs Mercato: JHX ha superato il mercato Australian che ha restituito 0 % nell'ultimo anno.
Volatilità dei prezzi
| JHX volatility | |
|---|---|
| JHX Average Weekly Movement | 5.4% |
| Basic Materials Industry Average Movement | 5.1% |
| Market Average Movement | 9.8% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.9% |
Prezzo delle azioni stabile: JHX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di JHX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1888 | 7,500 | Aaron Erter | www.jameshardie.com |
James Hardie Industries plc si occupa della produzione e della vendita di pannelli in fibrocemento, gesso e cemento negli Stati Uniti, in Australia, Europa e Nuova Zelanda. Opera attraverso quattro segmenti: Siding & Trim, Deck, Rail & Accessories, Australia e Nuova Zelanda ed Europa. Il segmento Siding & Trim produce rivestimenti in fibrocemento e PVC, modanature, rivestimenti interni e accessori con marchi quali Hardie, AZEK Exteriors e Versatex, utilizzati sia nelle nuove costruzioni residenziali che nelle applicazioni di riparazione e ristrutturazione.
James Hardie Industries plc Riepilogo dei fondamenti
| JHX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | AU$24.87b |
| Utili (TTM) | AU$203.50m |
| Ricavi(TTM) | AU$7.56b |
122.2x
Rapporto P/E3.3x
Rapporto P/SJHX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| JHX Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.41b |
| Costo del fatturato | US$3.42b |
| Profitto lordo | US$1.99b |
| Altre spese | US$1.84b |
| Utili | US$145.70m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.25 |
| Margine lordo | 36.77% |
| Margine di profitto netto | 2.69% |
| Rapporto debito/patrimonio netto | 65.4% |
Come si è comportato JHX nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/21 14:38 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
James Hardie Industries plc è coperta da 32 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Timothy Wojs | Baird |
| Matthew Bouley | Barclays |
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |