JHX logo

James Hardie Industries plc Stock Price

ASX:JHX Community·AU$24.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 83 Fair Values set on narratives written by author

JHX Share Price Performance

AU$42.84
11.04 (34.72%)
AU$35.59
Fair Value
AU$42.84
11.04 (34.72%)
20.4% overvalued intrinsic discount
AU$35.59
Fair Value
Price AU$42.84
AnalystConsensusTarget AU$35.59
AnalystHighTarget AU$45.86
AnalystLowTarget AU$35.78

JHX Community Narratives

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Fair Value AU$35.59 20.4% overvalued intrinsic discount

Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects

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·
Fair Value AU$45.86 6.6% undervalued intrinsic discount

Urbanization And Sustainability Will Reshape The Exterior Market

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·
Fair Value AU$35.78 19.7% overvalued intrinsic discount

Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins

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AU$35.78
19.7% overvalued intrinsic discount
Revenue
6.93% p.a.
Profit Margin
10.54%
Future PE
27.63x
Price in 2029
AU$46.59
AU$35.59
20.4% overvalued intrinsic discount
Revenue
9.33% p.a.
Profit Margin
14.64%
Future PE
20.42x
Price in 2029
AU$46.46

Trending Discussion

No trending discussion available.

Updated Narratives

JHX logo

JHX: Elevated Multiple Reliance Will Likely Struggle Against Choppy Housing Demand

Fair Value: AU$35.78 19.7% overvalued intrinsic discount
2 users have set this as their fair value
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JHX: Strong Q1 Execution And Synergies Will Support Future Multiple Rerating

Fair Value: AU$45.86 6.6% undervalued intrinsic discount
1 users have set this as their fair value
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JHX: Pricing Power And Azek Integration Will Shape Fairly Valued Outlook

Fair Value: AU$35.59 20.4% overvalued intrinsic discount
35 users have set this as their fair value
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Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

3 Risks
1 Reward

James Hardie Industries plc Key Details

US$5.4b

Revenue

US$3.4b

Cost of Revenue

US$2.0b

Gross Profit

US$1.8b

Other Expenses

US$145.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.25
36.77%
2.69%
65.4%
View Full Analysis

About JHX

Founded
1888
Employees
7500
CEO
Aaron Erter
WebsiteView website
www.jameshardie.com

James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. The Siding & Trim segment manufactures fiber cement and PVC siding and trim products, mouldings, interior linings, and accessories under brands such as Hardie, AZEK Exteriors, and Versatex are used in both residential new construction and repair and remodel applications. The Deck, Rail & Accessories segment produces decking, railing, cladding, pergolas, cabanas, and related accessories, including wood-alternative decking and railing solutions offered under the TimberTech, ULTRALOX, and INTEX brands, as well as functional and decorative outdoor accessories, including drink rails, structural mounting posts, lighting systems and gate kits; and adjustable louvered pergola systems through StruXure. The Australia & New Zealand segment manufactures and sells fiber cement products for residential and commercial applications, including exterior cladding, interior wall linings, flooring, eaves and soffits, and façade systems, primarily under the Hardie brand. The Europe segment produces fiber gypsum products and cement-bonded boards under the fermacell brand, and fiber cement products under the Hardie brand, serving residential and commercial repair, remodel, and new construction markets. The company offers its products through a network of specialty building products distributors, lumberyards, and home improvement retailers to builder’s merchants, remodelers, DIY stores, and professional contractors. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.

Recent JHX News & Updates

Narrative Update 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.

Recent updates

No updates