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James Hardie Industries plc Stock Price

ASX:JHX Community·AU$23.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 87 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

JHX Share Price Performance

AU$0
-29.50 (-100.00%)
​
AU$35.59
Fair Value
AU$0
-29.50 (-100.00%)
​
Price AU$0
Thu, 23 Jul 26
Fair ValueAU$35.59
Share Pricen/a

JHX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value AU$35.59 12.3% overvalued intrinsic discount

Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects

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37users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value AU$35.78 11.6% overvalued intrinsic discount

Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins

0users have liked this narrative
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3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value AU$50.12 20.3% undervalued intrinsic discount

Urbanization And Sustainability Will Reshape The Exterior Market

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0users have commented on this narrative
2users have followed this narrative
JHX logo
James Hardie Industries
12.3% overvalued intrinsic discount

Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 23 Jul
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JHX logo
James Hardie Industries
20.3% undervalued intrinsic discount

Urbanization And Sustainability Will Reshape The Exterior Market

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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JHX logo
James Hardie Industries
11.6% overvalued intrinsic discount

Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
JHX logo

JHX: Pricing Power And Commercial Synergies Will Support Future Multiple Rerating

Fair Value: AU$50.12 20.3% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
JHX logo

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

Fair Value: AU$35.78 11.6% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
JHX logo

JHX: Pricing Power And Azek Integration Will Shape Fairly Valued Outlook

Fair Value: AU$35.59 12.3% overvalued intrinsic discount
37 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

3 Risks
1 Reward
View Full Analysis

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

User avatar
Narrative Update • Sep 03

JHX: Pricing Power And Commercial Synergies Will Support Future Multiple Rerating

The updated analyst price target for James Hardie Industries has shifted from A$45.86 to A$50.12, with analysts pointing to above market growth from prior initiatives, pricing power and expected commercial synergies as key supports for the revised fair value and a slightly higher assumed P/E multiple. Analyst Commentary Recent research on James Hardie Industries points to a cluster of higher price targets and supportive commentary around the business model, margin profile, and execution on prior growth initiatives.
User avatar
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

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