James Hardie Industries（JHA）株式概要ジェームス・ハーディー・インダストリーズ社は、主に米国、オーストラリア、ヨーロッパ、ニュージーランド、フィリピンで、ファイバーセメント、ファイバー石膏、セメント接着の建築用内外装製品の製造・販売を行っている。 詳細JHA ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長4/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より10.5%で取引されている 収益は年間31.63%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 利益率(2.2%)は昨年より低い(10.9%) すべてのリスクチェックを見るJHA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW501,009 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG501,009 investors already sharing narrativesYour Fair Value€Current Price€21.806.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07b2016201920222025202620282031Revenue US$7.2bEarnings US$154.9mAdvancedSet Fair ValueView all narrativesJames Hardie Industries plc 競合他社Heidelberg MaterialsSymbol: XTRA:HEIMarket cap: €30.9bSto SE KGaASymbol: XTRA:STO3Market cap: €600.2mSymriseSymbol: XTRA:SY1Market cap: €12.4bAurubisSymbol: XTRA:NDAMarket cap: €7.8b価格と性能株価の高値、安値、推移の概要James Hardie Industries過去の株価現在の株価AU$21.8052週高値AU$25.0052週安値AU$13.80ベータ1.051ヶ月の変化13.54%3ヶ月変化37.11%1年変化-10.66%3年間の変化-5.22%5年間の変化-21.06%IPOからの変化782.59%最新ニュースBoard Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Rob Sindel was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 29+ 5 more updatesJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth BenchmarkJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth BenchmarkNew Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).お知らせ • May 22James Hardie Industries plc Provides Earnings Guidance for the First Quarter and Full Year Fiscal 2027James Hardie Industries plc provided earnings guidance for the first quarter and full year fiscal 2027. For the quarter, the company expects total Net Sales to be $1.32 to $1.35 billion. For the year, company expects total Net Sales: $5.25 to $5.41 billion.Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.19 (vs US$0.98 in FY 2025)Full year 2026 results: EPS: US$0.19 (down from US$0.98 in FY 2025). Revenue: US$4.84b (up 25% from FY 2025). Net income: US$104.0m (down 76% from FY 2025). Profit margin: 2.2% (down from 11% in FY 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 20James Hardie Industries plc, Annual General Meeting, Aug 20, 2026James Hardie Industries plc, Annual General Meeting, Aug 20, 2026. Location: in james hardies corporate headquarters, 1st floor, block a, one park place, upper hatch street, and, dublin 2, d02 fd79, Australia最新情報をもっと見るRecent updatesBoard Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Rob Sindel was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 29+ 5 more updatesJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth BenchmarkJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth BenchmarkNew Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).お知らせ • May 22James Hardie Industries plc Provides Earnings Guidance for the First Quarter and Full Year Fiscal 2027James Hardie Industries plc provided earnings guidance for the first quarter and full year fiscal 2027. For the quarter, the company expects total Net Sales to be $1.32 to $1.35 billion. For the year, company expects total Net Sales: $5.25 to $5.41 billion.Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.19 (vs US$0.98 in FY 2025)Full year 2026 results: EPS: US$0.19 (down from US$0.98 in FY 2025). Revenue: US$4.84b (up 25% from FY 2025). Net income: US$104.0m (down 76% from FY 2025). Profit margin: 2.2% (down from 11% in FY 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 20James Hardie Industries plc, Annual General Meeting, Aug 20, 2026James Hardie Industries plc, Annual General Meeting, Aug 20, 2026. Location: in james hardies corporate headquarters, 1st floor, block a, one park place, upper hatch street, and, dublin 2, d02 fd79, Australiaお知らせ • May 16James Hardie Industries plc Announces Board ChangesJames Hardie Industries plc announced the appointment of Rob Sindel as an independent non-executive director, effective June 1, 2026. Mr. Sindel, a resident of Australia, is the former Managing Director and Chief Executive Officer of CSR Limited from January 2011 until September 2019. The majority of his 35-year career has been spent in the Global Building Products and Construction materials sector, working in ANZ, the US, the UK and Europe. Mr. Sindel is an engineer by profession who has continued to develop his skills by completing additional study in finance, strategy, leadership and cultural change management. This has enabled him to drive change, M&A and cultural integration in several different businesses and geographies. Mr. Sindel is currently the Chair of Mirvac Limited, an ASX-listed development and construction company, since January 2023, and is also the Chair of Orora Limited (also ASX-listed), since February 2020, a global producer of premium glass bottles with factories in nine global locations. Orora Limited also manufactures aluminum cans in Australia and New Zealand. James Hardie further advises that Persio Lisboa, non-executive director of the Company, has retired from the Board effective May 14, 2026. Board member Gary Hendrickson, who has considerable experience of chairing compensation committees, has agreed to assume that role at James Hardie.お知らせ • Apr 29James Hardie Industries plc to Report Q4, 2026 Results on May 19, 2026James Hardie Industries plc announced that they will report Q4, 2026 results After-Market on May 19, 2026お知らせ • Jan 27James Hardie Industries plc to Report Q3, 2026 Results on Feb 11, 2026James Hardie Industries plc announced that they will report Q3, 2026 results Pre-Market on Feb 11, 2026Buy Or Sell Opportunity • Jan 09Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.5% to €17.20. The fair value is estimated to be €22.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 36% per annum over the same time period.お知らせ • Dec 09James Hardie Announces Key Commercial and Sales Leadership AppointmentsJames Hardie Industries plc announced that Jonathan Skelly has been appointed President and General Manager, James Hardie North America (NA) Building Products Group, which includes the Siding & Trim/Deck, Railing & Accessories reportable segments. Additionally, John Madson has been appointed Chief Sales Officer, James Hardie NA Building Products Group. Both appointments are effective December 8, 2025. In his new role, Mr. Madson will report to Mr. Skelly. The Company also announced that Sean Gadd, President of North America, has decided to depart the Company, effective December 12, 2025, to pursue an external career opportunity. Jonathan Skelly has 25 years of general management, sales, customer service, strategy, mergers and acquisitions, and business development experience. Most recently, Mr. Skelly served as President – AZEK Residential. He previously served as SVP of Customer Experience and SVP of Strategy and Execution. Prior to joining The AZEK Company in January 2018, he served as Vice President of Corporate Development for W.W. Grainger Inc., an industrial supply company from 2010 to December 2017. Earlier, he has held a variety of leadership positions at other leading organizations, including The Home Depot Inc. Mr. Skelly holds a bachelor’s degree in finance from University of Florida, and an M.B.A. from Duke University’s Fuqua School of Business. John Madson brings extensive sales management experience and has held roles of increasing seniority throughout his over 20-year tenure at James Hardie. Most recently, he served as Vice President of Sales – North America, which included Retail, Exterior Sales, and National Accounts. During his tenure at James Hardie, Mr. Madson has had experience in Regional & National Sales leadership roles where he grew category and market share returns for the business within the region. Mr. Madson holds a bachelor’s degree in business administration and management from Virginia Commonwealth University.お知らせ • Nov 18+ 2 more updatesJames Hardie Appoints Nigel Stein as Chair of Its Board of Directors, Effective November 17, 2025James Hardie Industries plc announced the appointment of Nigel Stein as Chair of the James Hardie Board of Directors, effective November 17, 2025. Mr. Stein is an independent non-executive director of James Hardie and serves on the Board’s Nominating and Governance Committee. Consistent with the Company’s commitment to shareholder value creation and supporting the successful integration of the AZEK business, the Company also announced the formation of an ad-hoc Integration and Performance Committee of the Board (the “Committee”) during this important period, which will oversee and support the integration, synergy delivery, and overall business performance. The Committee will be chaired by Jesse Singh, current member of the Board, and will include Aaron Erter, CEO and member of the Board, as well as current Board members Howard Heckes and Persio Lisboa. Mr. Stein has extensive experience in the global automotive and manufacturing sectors. He previously served as Chairman of Inchcape plc (Inchcape), an automotive distribution, retail and financing company, a position he held from May 2018 to May 2024 and as a non-executive director from October 2015 to May 2024. Prior to holding this position, Mr. Stein served as Chief Executive Officer of GKN Ltd. (GKN) (formerly GKN plc) from January 2012 to December 2017. He joined the automotive and aerospace components supplier in 1994 and during his time with GKN held various senior positions in general management and finance including six years as Group Chief Financial Officer. From 2003 until 2011, he served as an independent non-executive director on the Board of Ferguson (formerly Wolseley) plc, the leading specialist distributor of plumbing and heating products in North America. Mr. Stein is a member of the Institute of Chartered Accountants of Scotland.お知らせ • Nov 05TimberTech Unveils New Privacy Screen and Railing Options to Revolutionize Outdoor LivingTimberTech a brand that's part of the James Hardie portfolio announced the launch of two new innovative products designed to enhance outdoor living spaces: Advantage Rail and Impression Privacy Screen. In addition, Fulton Railfrom the TimberTech metal railing lineup is now available for shipment nationwide. These new offerings strengthen the brand's commitment to combining superior aesthetics with advanced functionality for both homeowners and contractors alike. The product lineup addresses growing market demands for streamlined railing installation processes and enhanced privacy solutions as homeowners create backyard retreats. Advantage Rail from TimberTech is a revolutionary new composite railing option that offers unmatched installation efficiency for contractors with its patent-pending SPEEDLoc Technology. A snap-on bottom rail and side-loading balusters allow for faster installation while maintaining optimal baluster spacing. Advantage Rail requires 25% fewer fasteners than leading competitors, streamlining installation for professionals and reducing time on the job. For homeowners, its design features a premium wood-look with hidden hardware, rattle-free construction and color-matched fasteners plus a 25-year limited product warranty and 25-year fade & stain warranty—all at a competitive price point.Impression Privacy Screen is a first-of-its-kind privacy screen solution that provides both decorative screening and functional railing together in one system, offering homeowners a seamless look. An expansion of TimberTech's existing award-winning railing line, Impression Rail Express, Impression Privacy Screen is engineered to work together as a unified system and has been wind-load tested for durability so homeowners can have the cohesive look they want with the performance they need. Its sleek aluminum design complements a range of outdoor styles and is non-combustible which is increasingly important in wildfire-prone regions. Fulton Rail is now available nationwide after its successful regional release earlier this year. This steel railing expands the TimberTech metal railing offering, bringing enhanced fire-resistant solutions to outdoor spaces across the country. Fulton Rail is constructed for durability, offering homeowners and contractors a reliable, non-combustible product that easily fits modern outdoor living needs. All three products will begin shipping in January 2026, with nationwide availability through TimberTech's established dealer and distribution network. The products were unveiled to customers at dealer summit this week where they received positive feedback. The launches coincide with the company's exhibition at the International Builders' Show in February 2026, where the products will be featured prominently.お知らせ • Oct 30James Hardie Industries plc Approves Cessation of Board of DirectorsJames Hardie Industries plc announced that following the Annual Meeting, Anne Lloyd (Chair), Rada Rodriguez and Peter-John Davis have ceased to hold office in accordance with the Company’s Articles of Association.お知らせ • Oct 25James Hardie Industries plc Sued for Securities Fraud by Block & Leviton LLP; December 23 Deadline to Seek to Serve as Lead PlaintiffOn behalf of Laborers' District Council and Contractors' Pension Fund of Ohio, Block & Leviton LLP filed a class action lawsuit against James Hardie Industries plc along with certain individuals, alleging that they violations federal securities laws by issuing false and misleading statements concerning the company's business, operations, and prospects. The complaint alleges that James Hardie Industries plc misleading investors about the strength of its key North America Fiber Cement segment between May 20 and August 18, 2025. Despite knowing by April and early May that distributors were destocking inventory, the company false demand remained strong and that stock levels were "normal." On August 19, 2025, James Hardie disclosed a 12% sales decline in the segment, attributed it to "normalization of channel inventories," and warned of continued weakness. Following this revealed, the company's share price fell more than 34%, causing significant investor losses. The suit was brought in the Northern District of Illinois and was filed by Block & Leviton LLP. The case is caused Laborers' District Council and contractors' Pension Fund of Ohio v. James Hardie Industries plc, No. 1:25-cv-13018 (N.D. Ill.). The suit is brought on behalf of all those who purchased or otherwise acquired James Hardie Industries plc common stock between May 20, 2025, and August 18, 2025, both dates inclusive.お知らせ • Oct 07James Hardie Industries plc Provides Earnings Guidance for the Fiscal Second Quarter Ended September 30, 2025James Hardie Industries plc provided earnings guidance for the fiscal second quarter ended September 30, 2025. For the quarter, the company expects Net Sales in the range of $1.29 billion to 1.30 billion.お知らせ • Oct 04James Hardie Industries Announces Appointment of Samara (Sam) Toole as Chief Marketing OfficerJames Hardie Industries plc announced the appointment of Samara (Sam) Toole as Chief Marketing Officer (CMO). As a member of the executive leadership team, Toole will lead marketing strategy and execution across the company’s portfolio, including the James Hardie®, TimberTech®, and AZEK Exteriors® brands. Toole brings more than two decades of experience driving growth and building purpose-driven brands in the home, lifestyle, and consumer product industries. As CMO of The AZEK Company since 2021, she pioneered a lifestyle marketing approach that transformed the company’s house of brands into a growth engine, significantly accelerating both sales and brand reputation. Prior to AZEK, she served as CMO of California Closets and SVP of Marketing for Serena & Lily, among other senior leadership roles.お知らせ • Sep 11James Hardie Industries plc to Report Q2, 2026 Results on Nov 19, 2025James Hardie Industries plc announced that they will report Q2, 2026 results on Nov 19, 2025お知らせ • Sep 08James Hardie Industries plc, Annual General Meeting, Sep 29, 2025James Hardie Industries plc, Annual General Meeting, Sep 29, 2025. Location: james hardies corporate headquarters, 1st floor, block a, one park place, upper hatch street, dublin Irelandお知らせ • Jul 02+ 2 more updatesJames Hardie Industries plc to Report Q1, 2026 Results on Aug 19, 2025James Hardie Industries plc announced that they will report Q1, 2026 results After-Market on Aug 19, 2025お知らせ • May 21James Hardie Industries plc Provides Earnings Guidance for the Year 2025James Hardie Industries plc provided earnings guidance for the year 2025. For the year, the company expects net Sales of $3.9 billion, down (1%) comparing vs. record results in FY24. GAAP Operating income of $656 million. GAAP Net income of $424 million. GAAP Diluted EPS of $0.98.お知らせ • Apr 15James Hardie Industries plc to Report Q4, 2025 Results on May 20, 2025James Hardie Industries plc announced that they will report Q4, 2025 results After-Market on May 20, 2025お知らせ • Mar 25+ 1 more updateGary Hendrickson, Jesse Singh and Howard Heckes to Join Board of Directors of James Hardie Industries plcOn March 23, 2025, The AZEK Company Inc. entered into an Agreement and Plan of Merger with James Hardie Industries plc and Juno Merger Sub Inc., a Delaware corporation and an indirect wholly owned subsidiary of JHX (Merger Sub"). Pursuant to the Merger Agreement, at the Effective Time, each of Gary Hendrickson, Jesse Singh and Howard Heckes, each of whom is currently a member of the Company's Board of Directors, will be appointed to the Board of Directors of JHX as a director.お知らせ • Jan 16James Hardie Industries plc to Report Q3, 2025 Results on Feb 18, 2025James Hardie Industries plc announced that they will report Q3, 2025 results on Feb 18, 2025Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: US$0.19 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.19 (down from US$0.34 in 2Q 2024). Revenue: US$960.8m (down 3.8% from 2Q 2024). Net income: US$83.4m (down 45% from 2Q 2024). Profit margin: 8.7% (down from 15% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Nov 13James Hardie Industries plc (ASX:JHX) announces an Equity Buyback for $300 million worth of its shares.James Hardie Industries plc (ASX:JHX) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its shares. The program will be valid till October 31, 2025.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €36.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.90 per share.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: US$0.36 (vs US$0.36 in 1Q 2024)First quarter 2025 results: EPS: US$0.36. Revenue: US$991.9m (up 3.9% from 1Q 2024). Net income: US$155.3m (down 1.6% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €32.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.82 per share.お知らせ • Jul 05James Hardie Industries plc, Annual General Meeting, Aug 08, 2024James Hardie Industries plc, Annual General Meeting, Aug 08, 2024. Location: 1st floor, block a, one park place, upper hatch street, dublin 2, d02 fd79, dublin Irelandお知らせ • Jun 20+ 1 more updateJames Hardie Industries plc to Report Q1, 2025 Results on Aug 13, 2024James Hardie Industries plc announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • May 21Full year 2024 earnings released: EPS: US$1.16 (vs US$1.15 in FY 2023)Full year 2024 results: EPS: US$1.16. Revenue: US$3.94b (up 4.2% from FY 2023). Net income: US$510.2m (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe.お知らせ • Apr 11James Hardie Industries plc to Report Q4, 2024 Results on May 21, 2024James Hardie Industries plc announced that they will report Q4, 2024 results on May 21, 2024Buy Or Sell Opportunity • Mar 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €36.80. The fair value is estimated to be €30.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: US$0.33 (vs US$0.23 in 3Q 2023)Third quarter 2024 results: EPS: US$0.33 (up from US$0.23 in 3Q 2023). Revenue: US$978.3m (up 14% from 3Q 2023). Net income: US$145.1m (up 45% from 3Q 2023). Profit margin: 15% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 08James Hardie Industries plc to Report Q3, 2024 Results on Feb 13, 2024James Hardie Industries plc announced that they will report Q3, 2024 results Pre-Market on Feb 13, 2024Buying Opportunity • Dec 12Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €37.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.お知らせ • Nov 09James Hardie Industries plc (ASX:JHX) announces an Equity Buyback for $250 million worth of its shares.James Hardie Industries plc (ASX:JHX) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares. The program will be valid till October 31, 2024.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: US$0.34 (vs US$0.38 in 2Q 2023)Second quarter 2024 results: EPS: US$0.34 (down from US$0.38 in 2Q 2023). Revenue: US$998.8m (flat on 2Q 2023). Net income: US$151.7m (down 9.4% from 2Q 2023). Profit margin: 15% (down from 17% in 2Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 17James Hardie Industries plc Appoints Ms. Rachel Wilson as Chief Financial OfficerJames Hardie Industries plc announced the appointment of Ms. Rachel Wilson as Chief Financial Officer, effective immediately. As a member of the global executive team, Ms. Wilson will report directly to Chief Executive Officer Aaron Erter. Ms. Wilson was appointed after Jason Miele stepped down as Chief Financial Officer. Mr. Miele will remain with the Company for three months as an advisor to the Chief Executive Officer for special projects and will thereafter depart the organization. Ms. Wilson joins James Hardie as Chief Financial Officer from a successful career of over 25 years in the global technology, business services and consumer products industries. Most recently, she served as Executive Vice President, Chief Financial Officer and Treasurer at R1 RCM. Previously, she held leadership positions at global, top-tier companies such as Iron Mountain, Jarden Corporation and Avon Products. Earlier in her career, Ms. Wilson served in corporate finance and M&A investment banking roles at Citigroup and Morgan Stanley. Ms. Wilson received her MBA from Columbia Business School and an MA in International Relations and Economics from the Paul H. Nitze School of Advanced International Studies as part of a BA/MA program from The Johns Hopkins University.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: US$0.36 (vs US$0.37 in 1Q 2023)First quarter 2024 results: EPS: US$0.36 (down from US$0.37 in 1Q 2023). Revenue: US$954.3m (down 4.7% from 1Q 2023). Net income: US$157.8m (down 3.2% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 07+ 2 more updatesJames Hardie Industries plc to Report Q1, 2024 Results on Aug 08, 2023James Hardie Industries plc announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 16Full year 2023 earnings released: EPS: US$1.15 (vs US$1.03 in FY 2022)Full year 2023 results: EPS: US$1.15 (up from US$1.03 in FY 2022). Revenue: US$3.78b (up 4.5% from FY 2022). Net income: US$512.0m (up 12% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: US$0.23 (vs US$0.30 in 3Q 2022)Third quarter 2023 results: EPS: US$0.23 (down from US$0.30 in 3Q 2022). Revenue: US$860.8m (down 4.4% from 3Q 2022). Net income: US$100.1m (down 26% from 3Q 2022). Profit margin: 12% (down from 15% in 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10James Hardie Industries plc Appoints Farhaj Majeed as Chief Human Resources OfficerJames Hardie Industries plc announced the appointment of Farhaj Majeed as Chief Human Resources Officer (CHRO). Farhaj will assume the role effective February 20, he will report directly to Chief Executive Officer Aaron Erter and will serve on the Executive Leadership team. Farhaj will lead all aspects of James Hardie's People, Talent & Rewards, DEI and Culture strategy. Mr. Majeed joins James Hardie with a tremendous career spanning over 20 years in a variety of global and regional HR experiences with top tier companies such as Kraft Foods, Mondelez International, Abbott Laboratories and, most recently with Whirlpool Corporation where he led the Europe and MEA region as VP & CHRO, EMEA. Farhaj has held several leadership roles and led HR teams in North America, Europe, Asia and the Middle East. Mr. Majeed holds a Masters of Business Administration from the Institute of Business Management with an emphasis on Human Resources and Marketing.お知らせ • Jan 17James Hardie Industries plc Announces Management AppointmentsJames Hardie Industries plc announced the appointment of Mr. Tim Beastrom as Chief Legal Counsel, and Mr. Joel Wasserman as Vice President, Corporate Communications and Global Brand Management, effective immediately. As members of the global executive team, Beastrom and Wasserman will report directly to Chief Executive Officer Aaron Erter. Mr. Beastrom joins James Hardie as Legal Counsel from a successful career in corporate governance, securities law, ESG risk oversight, M&A, and commercial law. He has 30 years of legal experience, most recently with Ecolab Inc. where he was Chief Securities Counsel and Assistant Secretary and then Sector General Counsel for corporate functions. Mr. Wasserman joins James Hardie as Vice President, Corporate Communications and Global Brand Management from Sherwin-Williams where he was responsible for strategic planning and brand management for all brands in the consumer brands group. He has more than 35 years of progressive communications and marketing experience that includes work at various agencies and consumer products companies. Mr. Beastrom completed his Juris Doctor at the University of Minnesota Law School and received his undergraduate degree from Gustavus Adolphus College. Mr. Wasserman holds a Bachelor of Science degree in economics from Northern Illinois University.Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Aaron Erter was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: US$0.38 (vs US$0.34 in 2Q 2022)Second quarter 2023 results: EPS: US$0.38 (up from US$0.34 in 2Q 2022). Revenue: US$997.6m (up 11% from 2Q 2022). Net income: US$167.4m (up 12% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Aaron Erter was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Aaron Erter was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 18First quarter 2023 earnings released: EPS: US$0.37 (vs US$0.27 in 1Q 2022)First quarter 2023 results: EPS: US$0.37 (up from US$0.27 in 1Q 2022). Revenue: US$1.00b (up 19% from 1Q 2022). Net income: US$163.1m (up 34% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 4.8% growth forecast for the Basic Materials industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 18Full year 2022 earnings released: EPS: US$1.03 (vs US$0.59 in FY 2021)Full year 2022 results: EPS: US$1.03 (up from US$0.59 in FY 2021). Revenue: US$3.61b (up 24% from FY 2021). Net income: US$459.1m (up 75% from FY 2021). Profit margin: 13% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Buying Opportunity • Mar 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be US$35.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.Buying Opportunity • Feb 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be US$37.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$0.30 (up from US$0.15 in 3Q 2021). Revenue: US$900.0m (up 22% from 3Q 2021). Net income: US$135.4m (up 97% from 3Q 2021). Profit margin: 15% (up from 9.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS US$0.34 (vs US$0.20 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$903.2m (up 23% from 2Q 2021). Net income: US$150.1m (up 73% from 2Q 2021). Profit margin: 17% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Aug 27Independent Non-Executive Director Andrea Joosen has left the companyOn the 26th of August, Andrea Joosen's tenure as Independent Non-Executive Director ended after 6.4 years in the role. As of June 2021, Andrea still personally held 3.92k shares (€111k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years.Reported Earnings • Aug 11First quarter 2022 earnings released: EPS US$0.27 (vs US$0.021 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$843.3m (up 35% from 1Q 2021). Net income: US$121.4m (up US$112.0m from 1Q 2021). Profit margin: 14% (up from 1.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 18Full year 2021 earnings released: EPS US$0.59 (vs US$0.55 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: US$2.91b (up 12% from FY 2020). Net income: US$262.8m (up 8.8% from FY 2020). Profit margin: 9.0% (down from 9.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS US$0.15 (vs US$0.10 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$738.6m (up 20% from 3Q 2020). Net income: US$68.6m (up 50% from 3Q 2020). Profit margin: 9.3% (up from 7.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 16%, compared to a 3.4% growth forecast for the Basic Materials industry in Germany.Is New 90 Day High Low • Feb 06New 90-day high: €24.62The company is up 10.0% from its price of €22.33 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.02 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.02%. Over the next year, revenue is forecast to grow 12%, compared to a 2.4% growth forecast for the Basic Materials industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS US$0.20The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: US$736.8m (up 12% from 2Q 2020). Net income: US$86.8m (down 16% from 2Q 2020). Profit margin: 12% (down from 16% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Nov 05New 90-day high: €22.24The company is up 23% from its price of €18.02 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.86 per share.Is New 90 Day High Low • Oct 16New 90-day high: €22.05The company is up 29% from its price of €17.16 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.16 per share.Is New 90 Day High Low • Sep 28New 90-day high: €19.72The company is up 19% from its price of €16.61 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.26 per share.株主還元JHADE Basic MaterialsDE 市場7D-5.2%4.5%4.3%1Y-10.7%5.4%2.9%株主還元を見る業界別リターン: JHA過去 1 年間で5.4 % の収益を上げたGerman Basic Materials業界を下回りました。リターン対市場: JHAは、過去 1 年間で2.9 % のリターンを上げたGerman市場を下回りました。価格変動Is JHA's price volatile compared to industry and market?JHA volatilityJHA Average Weekly Movement7.8%Basic Materials Industry Average Movement5.1%Market Average Movement5.6%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.7%安定した株価: JHA 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: JHAの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18887,500Aaron Erterwww.jameshardie.comジェームス・ハーディー・インダストリーズ社は、主に米国、オーストラリア、ヨーロッパ、ニュージーランド、フィリピンで、ファイバーセメント、ファイバー石膏、セメント接着の建築用内外装製品の製造・販売を行っている。事業セグメントは3つ：北米ファイバーセメント、アジア太平洋ファイバーセメント、欧州建築製品。ファイバーセメント内張り、外壁サイディング、関連アクセサリー、外壁、内壁、天井、床、下地、フェンス、ファサードなど様々な用途のファイバーセメント製品を提供している。また、木造軸組工法、ドライライニング、DIY、構造用防火用途に使用される繊維石膏ボードやセメント接着ボードも提供している。同社の製品は、住宅の補修・改築、商業・住宅の新築市場で使用されている。ジェームス・ハーディー・インダストリーズ社は1888年に設立され、アイルランドのダブリンに本社を置いている。もっと見るJames Hardie Industries plc 基礎のまとめJames Hardie Industries の収益と売上を時価総額と比較するとどうか。JHA 基礎統計学時価総額€13.09b収益（TTM）€90.90m売上高(TTM)€4.23b144.0xPER（株価収益率3.1xP/SレシオJHA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計JHA 損益計算書（TTM）収益US$4.84b売上原価US$3.06b売上総利益US$1.78bその他の費用US$1.67b収益US$104.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.18グロス・マージン36.76%純利益率2.15%有利子負債／自己資本比率70.6%JHA の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 22:36終値2026/07/06 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋James Hardie Industries plc 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32 アナリスト機関Timothy WojsBairdMatthew BouleyBarclaysBrook Campbell-CrawfordBarrenjoey Markets Pty Limited29 その他のアナリストを表示
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Rob Sindel was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 29+ 5 more updatesJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth BenchmarkJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth Benchmark
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
お知らせ • May 22James Hardie Industries plc Provides Earnings Guidance for the First Quarter and Full Year Fiscal 2027James Hardie Industries plc provided earnings guidance for the first quarter and full year fiscal 2027. For the quarter, the company expects total Net Sales to be $1.32 to $1.35 billion. For the year, company expects total Net Sales: $5.25 to $5.41 billion.
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.19 (vs US$0.98 in FY 2025)Full year 2026 results: EPS: US$0.19 (down from US$0.98 in FY 2025). Revenue: US$4.84b (up 25% from FY 2025). Net income: US$104.0m (down 76% from FY 2025). Profit margin: 2.2% (down from 11% in FY 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 20James Hardie Industries plc, Annual General Meeting, Aug 20, 2026James Hardie Industries plc, Annual General Meeting, Aug 20, 2026. Location: in james hardies corporate headquarters, 1st floor, block a, one park place, upper hatch street, and, dublin 2, d02 fd79, Australia
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Rob Sindel was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 29+ 5 more updatesJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth BenchmarkJames Hardie Industries plc(NYSE:JHX) dropped from Russell Midcap Growth Benchmark
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
お知らせ • May 22James Hardie Industries plc Provides Earnings Guidance for the First Quarter and Full Year Fiscal 2027James Hardie Industries plc provided earnings guidance for the first quarter and full year fiscal 2027. For the quarter, the company expects total Net Sales to be $1.32 to $1.35 billion. For the year, company expects total Net Sales: $5.25 to $5.41 billion.
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.19 (vs US$0.98 in FY 2025)Full year 2026 results: EPS: US$0.19 (down from US$0.98 in FY 2025). Revenue: US$4.84b (up 25% from FY 2025). Net income: US$104.0m (down 76% from FY 2025). Profit margin: 2.2% (down from 11% in FY 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 20James Hardie Industries plc, Annual General Meeting, Aug 20, 2026James Hardie Industries plc, Annual General Meeting, Aug 20, 2026. Location: in james hardies corporate headquarters, 1st floor, block a, one park place, upper hatch street, and, dublin 2, d02 fd79, Australia
お知らせ • May 16James Hardie Industries plc Announces Board ChangesJames Hardie Industries plc announced the appointment of Rob Sindel as an independent non-executive director, effective June 1, 2026. Mr. Sindel, a resident of Australia, is the former Managing Director and Chief Executive Officer of CSR Limited from January 2011 until September 2019. The majority of his 35-year career has been spent in the Global Building Products and Construction materials sector, working in ANZ, the US, the UK and Europe. Mr. Sindel is an engineer by profession who has continued to develop his skills by completing additional study in finance, strategy, leadership and cultural change management. This has enabled him to drive change, M&A and cultural integration in several different businesses and geographies. Mr. Sindel is currently the Chair of Mirvac Limited, an ASX-listed development and construction company, since January 2023, and is also the Chair of Orora Limited (also ASX-listed), since February 2020, a global producer of premium glass bottles with factories in nine global locations. Orora Limited also manufactures aluminum cans in Australia and New Zealand. James Hardie further advises that Persio Lisboa, non-executive director of the Company, has retired from the Board effective May 14, 2026. Board member Gary Hendrickson, who has considerable experience of chairing compensation committees, has agreed to assume that role at James Hardie.
お知らせ • Apr 29James Hardie Industries plc to Report Q4, 2026 Results on May 19, 2026James Hardie Industries plc announced that they will report Q4, 2026 results After-Market on May 19, 2026
お知らせ • Jan 27James Hardie Industries plc to Report Q3, 2026 Results on Feb 11, 2026James Hardie Industries plc announced that they will report Q3, 2026 results Pre-Market on Feb 11, 2026
Buy Or Sell Opportunity • Jan 09Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.5% to €17.20. The fair value is estimated to be €22.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 36% per annum over the same time period.
お知らせ • Dec 09James Hardie Announces Key Commercial and Sales Leadership AppointmentsJames Hardie Industries plc announced that Jonathan Skelly has been appointed President and General Manager, James Hardie North America (NA) Building Products Group, which includes the Siding & Trim/Deck, Railing & Accessories reportable segments. Additionally, John Madson has been appointed Chief Sales Officer, James Hardie NA Building Products Group. Both appointments are effective December 8, 2025. In his new role, Mr. Madson will report to Mr. Skelly. The Company also announced that Sean Gadd, President of North America, has decided to depart the Company, effective December 12, 2025, to pursue an external career opportunity. Jonathan Skelly has 25 years of general management, sales, customer service, strategy, mergers and acquisitions, and business development experience. Most recently, Mr. Skelly served as President – AZEK Residential. He previously served as SVP of Customer Experience and SVP of Strategy and Execution. Prior to joining The AZEK Company in January 2018, he served as Vice President of Corporate Development for W.W. Grainger Inc., an industrial supply company from 2010 to December 2017. Earlier, he has held a variety of leadership positions at other leading organizations, including The Home Depot Inc. Mr. Skelly holds a bachelor’s degree in finance from University of Florida, and an M.B.A. from Duke University’s Fuqua School of Business. John Madson brings extensive sales management experience and has held roles of increasing seniority throughout his over 20-year tenure at James Hardie. Most recently, he served as Vice President of Sales – North America, which included Retail, Exterior Sales, and National Accounts. During his tenure at James Hardie, Mr. Madson has had experience in Regional & National Sales leadership roles where he grew category and market share returns for the business within the region. Mr. Madson holds a bachelor’s degree in business administration and management from Virginia Commonwealth University.
お知らせ • Nov 18+ 2 more updatesJames Hardie Appoints Nigel Stein as Chair of Its Board of Directors, Effective November 17, 2025James Hardie Industries plc announced the appointment of Nigel Stein as Chair of the James Hardie Board of Directors, effective November 17, 2025. Mr. Stein is an independent non-executive director of James Hardie and serves on the Board’s Nominating and Governance Committee. Consistent with the Company’s commitment to shareholder value creation and supporting the successful integration of the AZEK business, the Company also announced the formation of an ad-hoc Integration and Performance Committee of the Board (the “Committee”) during this important period, which will oversee and support the integration, synergy delivery, and overall business performance. The Committee will be chaired by Jesse Singh, current member of the Board, and will include Aaron Erter, CEO and member of the Board, as well as current Board members Howard Heckes and Persio Lisboa. Mr. Stein has extensive experience in the global automotive and manufacturing sectors. He previously served as Chairman of Inchcape plc (Inchcape), an automotive distribution, retail and financing company, a position he held from May 2018 to May 2024 and as a non-executive director from October 2015 to May 2024. Prior to holding this position, Mr. Stein served as Chief Executive Officer of GKN Ltd. (GKN) (formerly GKN plc) from January 2012 to December 2017. He joined the automotive and aerospace components supplier in 1994 and during his time with GKN held various senior positions in general management and finance including six years as Group Chief Financial Officer. From 2003 until 2011, he served as an independent non-executive director on the Board of Ferguson (formerly Wolseley) plc, the leading specialist distributor of plumbing and heating products in North America. Mr. Stein is a member of the Institute of Chartered Accountants of Scotland.
お知らせ • Nov 05TimberTech Unveils New Privacy Screen and Railing Options to Revolutionize Outdoor LivingTimberTech a brand that's part of the James Hardie portfolio announced the launch of two new innovative products designed to enhance outdoor living spaces: Advantage Rail and Impression Privacy Screen. In addition, Fulton Railfrom the TimberTech metal railing lineup is now available for shipment nationwide. These new offerings strengthen the brand's commitment to combining superior aesthetics with advanced functionality for both homeowners and contractors alike. The product lineup addresses growing market demands for streamlined railing installation processes and enhanced privacy solutions as homeowners create backyard retreats. Advantage Rail from TimberTech is a revolutionary new composite railing option that offers unmatched installation efficiency for contractors with its patent-pending SPEEDLoc Technology. A snap-on bottom rail and side-loading balusters allow for faster installation while maintaining optimal baluster spacing. Advantage Rail requires 25% fewer fasteners than leading competitors, streamlining installation for professionals and reducing time on the job. For homeowners, its design features a premium wood-look with hidden hardware, rattle-free construction and color-matched fasteners plus a 25-year limited product warranty and 25-year fade & stain warranty—all at a competitive price point.Impression Privacy Screen is a first-of-its-kind privacy screen solution that provides both decorative screening and functional railing together in one system, offering homeowners a seamless look. An expansion of TimberTech's existing award-winning railing line, Impression Rail Express, Impression Privacy Screen is engineered to work together as a unified system and has been wind-load tested for durability so homeowners can have the cohesive look they want with the performance they need. Its sleek aluminum design complements a range of outdoor styles and is non-combustible which is increasingly important in wildfire-prone regions. Fulton Rail is now available nationwide after its successful regional release earlier this year. This steel railing expands the TimberTech metal railing offering, bringing enhanced fire-resistant solutions to outdoor spaces across the country. Fulton Rail is constructed for durability, offering homeowners and contractors a reliable, non-combustible product that easily fits modern outdoor living needs. All three products will begin shipping in January 2026, with nationwide availability through TimberTech's established dealer and distribution network. The products were unveiled to customers at dealer summit this week where they received positive feedback. The launches coincide with the company's exhibition at the International Builders' Show in February 2026, where the products will be featured prominently.
お知らせ • Oct 30James Hardie Industries plc Approves Cessation of Board of DirectorsJames Hardie Industries plc announced that following the Annual Meeting, Anne Lloyd (Chair), Rada Rodriguez and Peter-John Davis have ceased to hold office in accordance with the Company’s Articles of Association.
お知らせ • Oct 25James Hardie Industries plc Sued for Securities Fraud by Block & Leviton LLP; December 23 Deadline to Seek to Serve as Lead PlaintiffOn behalf of Laborers' District Council and Contractors' Pension Fund of Ohio, Block & Leviton LLP filed a class action lawsuit against James Hardie Industries plc along with certain individuals, alleging that they violations federal securities laws by issuing false and misleading statements concerning the company's business, operations, and prospects. The complaint alleges that James Hardie Industries plc misleading investors about the strength of its key North America Fiber Cement segment between May 20 and August 18, 2025. Despite knowing by April and early May that distributors were destocking inventory, the company false demand remained strong and that stock levels were "normal." On August 19, 2025, James Hardie disclosed a 12% sales decline in the segment, attributed it to "normalization of channel inventories," and warned of continued weakness. Following this revealed, the company's share price fell more than 34%, causing significant investor losses. The suit was brought in the Northern District of Illinois and was filed by Block & Leviton LLP. The case is caused Laborers' District Council and contractors' Pension Fund of Ohio v. James Hardie Industries plc, No. 1:25-cv-13018 (N.D. Ill.). The suit is brought on behalf of all those who purchased or otherwise acquired James Hardie Industries plc common stock between May 20, 2025, and August 18, 2025, both dates inclusive.
お知らせ • Oct 07James Hardie Industries plc Provides Earnings Guidance for the Fiscal Second Quarter Ended September 30, 2025James Hardie Industries plc provided earnings guidance for the fiscal second quarter ended September 30, 2025. For the quarter, the company expects Net Sales in the range of $1.29 billion to 1.30 billion.
お知らせ • Oct 04James Hardie Industries Announces Appointment of Samara (Sam) Toole as Chief Marketing OfficerJames Hardie Industries plc announced the appointment of Samara (Sam) Toole as Chief Marketing Officer (CMO). As a member of the executive leadership team, Toole will lead marketing strategy and execution across the company’s portfolio, including the James Hardie®, TimberTech®, and AZEK Exteriors® brands. Toole brings more than two decades of experience driving growth and building purpose-driven brands in the home, lifestyle, and consumer product industries. As CMO of The AZEK Company since 2021, she pioneered a lifestyle marketing approach that transformed the company’s house of brands into a growth engine, significantly accelerating both sales and brand reputation. Prior to AZEK, she served as CMO of California Closets and SVP of Marketing for Serena & Lily, among other senior leadership roles.
お知らせ • Sep 11James Hardie Industries plc to Report Q2, 2026 Results on Nov 19, 2025James Hardie Industries plc announced that they will report Q2, 2026 results on Nov 19, 2025
お知らせ • Sep 08James Hardie Industries plc, Annual General Meeting, Sep 29, 2025James Hardie Industries plc, Annual General Meeting, Sep 29, 2025. Location: james hardies corporate headquarters, 1st floor, block a, one park place, upper hatch street, dublin Ireland
お知らせ • Jul 02+ 2 more updatesJames Hardie Industries plc to Report Q1, 2026 Results on Aug 19, 2025James Hardie Industries plc announced that they will report Q1, 2026 results After-Market on Aug 19, 2025
お知らせ • May 21James Hardie Industries plc Provides Earnings Guidance for the Year 2025James Hardie Industries plc provided earnings guidance for the year 2025. For the year, the company expects net Sales of $3.9 billion, down (1%) comparing vs. record results in FY24. GAAP Operating income of $656 million. GAAP Net income of $424 million. GAAP Diluted EPS of $0.98.
お知らせ • Apr 15James Hardie Industries plc to Report Q4, 2025 Results on May 20, 2025James Hardie Industries plc announced that they will report Q4, 2025 results After-Market on May 20, 2025
お知らせ • Mar 25+ 1 more updateGary Hendrickson, Jesse Singh and Howard Heckes to Join Board of Directors of James Hardie Industries plcOn March 23, 2025, The AZEK Company Inc. entered into an Agreement and Plan of Merger with James Hardie Industries plc and Juno Merger Sub Inc., a Delaware corporation and an indirect wholly owned subsidiary of JHX (Merger Sub"). Pursuant to the Merger Agreement, at the Effective Time, each of Gary Hendrickson, Jesse Singh and Howard Heckes, each of whom is currently a member of the Company's Board of Directors, will be appointed to the Board of Directors of JHX as a director.
お知らせ • Jan 16James Hardie Industries plc to Report Q3, 2025 Results on Feb 18, 2025James Hardie Industries plc announced that they will report Q3, 2025 results on Feb 18, 2025
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: US$0.19 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.19 (down from US$0.34 in 2Q 2024). Revenue: US$960.8m (down 3.8% from 2Q 2024). Net income: US$83.4m (down 45% from 2Q 2024). Profit margin: 8.7% (down from 15% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Nov 13James Hardie Industries plc (ASX:JHX) announces an Equity Buyback for $300 million worth of its shares.James Hardie Industries plc (ASX:JHX) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its shares. The program will be valid till October 31, 2025.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €36.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.90 per share.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: US$0.36 (vs US$0.36 in 1Q 2024)First quarter 2025 results: EPS: US$0.36. Revenue: US$991.9m (up 3.9% from 1Q 2024). Net income: US$155.3m (down 1.6% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €32.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.82 per share.
お知らせ • Jul 05James Hardie Industries plc, Annual General Meeting, Aug 08, 2024James Hardie Industries plc, Annual General Meeting, Aug 08, 2024. Location: 1st floor, block a, one park place, upper hatch street, dublin 2, d02 fd79, dublin Ireland
お知らせ • Jun 20+ 1 more updateJames Hardie Industries plc to Report Q1, 2025 Results on Aug 13, 2024James Hardie Industries plc announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • May 21Full year 2024 earnings released: EPS: US$1.16 (vs US$1.15 in FY 2023)Full year 2024 results: EPS: US$1.16. Revenue: US$3.94b (up 4.2% from FY 2023). Net income: US$510.2m (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe.
お知らせ • Apr 11James Hardie Industries plc to Report Q4, 2024 Results on May 21, 2024James Hardie Industries plc announced that they will report Q4, 2024 results on May 21, 2024
Buy Or Sell Opportunity • Mar 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €36.80. The fair value is estimated to be €30.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: US$0.33 (vs US$0.23 in 3Q 2023)Third quarter 2024 results: EPS: US$0.33 (up from US$0.23 in 3Q 2023). Revenue: US$978.3m (up 14% from 3Q 2023). Net income: US$145.1m (up 45% from 3Q 2023). Profit margin: 15% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 08James Hardie Industries plc to Report Q3, 2024 Results on Feb 13, 2024James Hardie Industries plc announced that they will report Q3, 2024 results Pre-Market on Feb 13, 2024
Buying Opportunity • Dec 12Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €37.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
お知らせ • Nov 09James Hardie Industries plc (ASX:JHX) announces an Equity Buyback for $250 million worth of its shares.James Hardie Industries plc (ASX:JHX) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares. The program will be valid till October 31, 2024.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: US$0.34 (vs US$0.38 in 2Q 2023)Second quarter 2024 results: EPS: US$0.34 (down from US$0.38 in 2Q 2023). Revenue: US$998.8m (flat on 2Q 2023). Net income: US$151.7m (down 9.4% from 2Q 2023). Profit margin: 15% (down from 17% in 2Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 17James Hardie Industries plc Appoints Ms. Rachel Wilson as Chief Financial OfficerJames Hardie Industries plc announced the appointment of Ms. Rachel Wilson as Chief Financial Officer, effective immediately. As a member of the global executive team, Ms. Wilson will report directly to Chief Executive Officer Aaron Erter. Ms. Wilson was appointed after Jason Miele stepped down as Chief Financial Officer. Mr. Miele will remain with the Company for three months as an advisor to the Chief Executive Officer for special projects and will thereafter depart the organization. Ms. Wilson joins James Hardie as Chief Financial Officer from a successful career of over 25 years in the global technology, business services and consumer products industries. Most recently, she served as Executive Vice President, Chief Financial Officer and Treasurer at R1 RCM. Previously, she held leadership positions at global, top-tier companies such as Iron Mountain, Jarden Corporation and Avon Products. Earlier in her career, Ms. Wilson served in corporate finance and M&A investment banking roles at Citigroup and Morgan Stanley. Ms. Wilson received her MBA from Columbia Business School and an MA in International Relations and Economics from the Paul H. Nitze School of Advanced International Studies as part of a BA/MA program from The Johns Hopkins University.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: US$0.36 (vs US$0.37 in 1Q 2023)First quarter 2024 results: EPS: US$0.36 (down from US$0.37 in 1Q 2023). Revenue: US$954.3m (down 4.7% from 1Q 2023). Net income: US$157.8m (down 3.2% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 07+ 2 more updatesJames Hardie Industries plc to Report Q1, 2024 Results on Aug 08, 2023James Hardie Industries plc announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 16Full year 2023 earnings released: EPS: US$1.15 (vs US$1.03 in FY 2022)Full year 2023 results: EPS: US$1.15 (up from US$1.03 in FY 2022). Revenue: US$3.78b (up 4.5% from FY 2022). Net income: US$512.0m (up 12% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: US$0.23 (vs US$0.30 in 3Q 2022)Third quarter 2023 results: EPS: US$0.23 (down from US$0.30 in 3Q 2022). Revenue: US$860.8m (down 4.4% from 3Q 2022). Net income: US$100.1m (down 26% from 3Q 2022). Profit margin: 12% (down from 15% in 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10James Hardie Industries plc Appoints Farhaj Majeed as Chief Human Resources OfficerJames Hardie Industries plc announced the appointment of Farhaj Majeed as Chief Human Resources Officer (CHRO). Farhaj will assume the role effective February 20, he will report directly to Chief Executive Officer Aaron Erter and will serve on the Executive Leadership team. Farhaj will lead all aspects of James Hardie's People, Talent & Rewards, DEI and Culture strategy. Mr. Majeed joins James Hardie with a tremendous career spanning over 20 years in a variety of global and regional HR experiences with top tier companies such as Kraft Foods, Mondelez International, Abbott Laboratories and, most recently with Whirlpool Corporation where he led the Europe and MEA region as VP & CHRO, EMEA. Farhaj has held several leadership roles and led HR teams in North America, Europe, Asia and the Middle East. Mr. Majeed holds a Masters of Business Administration from the Institute of Business Management with an emphasis on Human Resources and Marketing.
お知らせ • Jan 17James Hardie Industries plc Announces Management AppointmentsJames Hardie Industries plc announced the appointment of Mr. Tim Beastrom as Chief Legal Counsel, and Mr. Joel Wasserman as Vice President, Corporate Communications and Global Brand Management, effective immediately. As members of the global executive team, Beastrom and Wasserman will report directly to Chief Executive Officer Aaron Erter. Mr. Beastrom joins James Hardie as Legal Counsel from a successful career in corporate governance, securities law, ESG risk oversight, M&A, and commercial law. He has 30 years of legal experience, most recently with Ecolab Inc. where he was Chief Securities Counsel and Assistant Secretary and then Sector General Counsel for corporate functions. Mr. Wasserman joins James Hardie as Vice President, Corporate Communications and Global Brand Management from Sherwin-Williams where he was responsible for strategic planning and brand management for all brands in the consumer brands group. He has more than 35 years of progressive communications and marketing experience that includes work at various agencies and consumer products companies. Mr. Beastrom completed his Juris Doctor at the University of Minnesota Law School and received his undergraduate degree from Gustavus Adolphus College. Mr. Wasserman holds a Bachelor of Science degree in economics from Northern Illinois University.
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Aaron Erter was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: US$0.38 (vs US$0.34 in 2Q 2022)Second quarter 2023 results: EPS: US$0.38 (up from US$0.34 in 2Q 2022). Revenue: US$997.6m (up 11% from 2Q 2022). Net income: US$167.4m (up 12% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Aaron Erter was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Aaron Erter was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 18First quarter 2023 earnings released: EPS: US$0.37 (vs US$0.27 in 1Q 2022)First quarter 2023 results: EPS: US$0.37 (up from US$0.27 in 1Q 2022). Revenue: US$1.00b (up 19% from 1Q 2022). Net income: US$163.1m (up 34% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 4.8% growth forecast for the Basic Materials industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 18Full year 2022 earnings released: EPS: US$1.03 (vs US$0.59 in FY 2021)Full year 2022 results: EPS: US$1.03 (up from US$0.59 in FY 2021). Revenue: US$3.61b (up 24% from FY 2021). Net income: US$459.1m (up 75% from FY 2021). Profit margin: 13% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Buying Opportunity • Mar 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be US$35.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.
Buying Opportunity • Feb 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be US$37.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$0.30 (up from US$0.15 in 3Q 2021). Revenue: US$900.0m (up 22% from 3Q 2021). Net income: US$135.4m (up 97% from 3Q 2021). Profit margin: 15% (up from 9.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS US$0.34 (vs US$0.20 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$903.2m (up 23% from 2Q 2021). Net income: US$150.1m (up 73% from 2Q 2021). Profit margin: 17% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Aug 27Independent Non-Executive Director Andrea Joosen has left the companyOn the 26th of August, Andrea Joosen's tenure as Independent Non-Executive Director ended after 6.4 years in the role. As of June 2021, Andrea still personally held 3.92k shares (€111k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years.
Reported Earnings • Aug 11First quarter 2022 earnings released: EPS US$0.27 (vs US$0.021 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$843.3m (up 35% from 1Q 2021). Net income: US$121.4m (up US$112.0m from 1Q 2021). Profit margin: 14% (up from 1.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 18Full year 2021 earnings released: EPS US$0.59 (vs US$0.55 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: US$2.91b (up 12% from FY 2020). Net income: US$262.8m (up 8.8% from FY 2020). Profit margin: 9.0% (down from 9.3% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS US$0.15 (vs US$0.10 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$738.6m (up 20% from 3Q 2020). Net income: US$68.6m (up 50% from 3Q 2020). Profit margin: 9.3% (up from 7.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 16%, compared to a 3.4% growth forecast for the Basic Materials industry in Germany.
Is New 90 Day High Low • Feb 06New 90-day high: €24.62The company is up 10.0% from its price of €22.33 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.02 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.02%. Over the next year, revenue is forecast to grow 12%, compared to a 2.4% growth forecast for the Basic Materials industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS US$0.20The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: US$736.8m (up 12% from 2Q 2020). Net income: US$86.8m (down 16% from 2Q 2020). Profit margin: 12% (down from 16% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Nov 05New 90-day high: €22.24The company is up 23% from its price of €18.02 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.86 per share.
Is New 90 Day High Low • Oct 16New 90-day high: €22.05The company is up 29% from its price of €17.16 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.16 per share.
Is New 90 Day High Low • Sep 28New 90-day high: €19.72The company is up 19% from its price of €16.61 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.26 per share.
