James Hardie Industries plc

NYSE:JHX Stock Report

Market Cap: US$12.8b

James Hardie Industries Management

Management criteria checks 3/4

James Hardie Industries' CEO is Aaron Erter, appointed in Sep 2022, has a tenure of 3.75 years. total yearly compensation is $9.26M, comprised of 11.7% salary and 88.3% bonuses, including company stock and options. directly owns 0.045% of the company’s shares, worth $5.72M. The average tenure of the management team and the board of directors is 3.4 years and 2.1 years respectively.

Key information

Aaron Erter

Chief executive officer

US$9.3m

Total compensation

CEO salary percentage11.70%
CEO tenure3.8yrs
CEO ownership0.04%
Management average tenure3.4yrs
Board average tenure2.1yrs

Recent management updates

Recent updates

Seeking Alpha May 20

James Hardie Q4: Hold On To Your Position, But I Wouldn't Add More For Now

Summary James Hardie Industries plc reported mixed Q4 and full-year results, with revenue up 45% y/y but missing estimates and margins under pressure. U.S. Siding & Trim volumes declined organically, and overall group performance saw margin contraction, particularly due to AZEK acquisition expenses. JHX’s balance sheet is more leveraged post-AZEK, but liquidity remains manageable with $269.2M cash and interest coverage above 5x on adjusted EBITDA. I downgrade JHX to Hold due to persistent macro uncertainty, weak U.S. housing demand, and unclear timing for recovery; no need to sell, but not adding. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Aaron Erter's remuneration changed compared to James Hardie Industries's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$104m

Dec 31 2025n/an/a

US$119m

Sep 30 2025n/an/a

US$192m

Jun 30 2025n/an/a

US$331m

Mar 31 2025US$9mUS$1m

US$424m

Dec 31 2024n/an/a

US$436m

Sep 30 2024n/an/a

US$439m

Jun 30 2024n/an/a

US$508m

Mar 31 2024US$15mUS$1m

US$510m

Dec 31 2023n/an/a

US$536m

Sep 30 2023n/an/a

US$491m

Jun 30 2023n/an/a

US$507m

Mar 31 2023US$5mUS$557k

US$512m

Compensation vs Market: Aaron's total compensation ($USD9.26M) is below average for companies of similar size in the US market ($USD14.81M).

Compensation vs Earnings: Aaron's compensation has been consistent with company performance over the past year.


CEO

Aaron Erter (52 yo)

3.8yrs
Tenure
US$9,263,143
Compensation

Mr. Aaron M. Erter serves as Independent Director of Ball Corporation since June 2024. Mr. Erter serves as the Chief Executive Officer of James Hardie Building Products, Inc. He serves as Chief Executive O...


Leadership Team

NamePositionTenureCompensationOwnership
Aaron Erter
CEO & Executive Director3.8yrsUS$9.26m0.045%
$ 5.7m
Ryan Kilcullen
Chief Operations Officer4.1yrsUS$1.69m0.020%
$ 2.6m
Timothy Beastrom
Chief Legal Officer3.4yrsUS$1.56m0.0033%
$ 419.9k
Ryan Lada
Chief Financial Officerless than a yearno data0.0054%
$ 690.1k
David Hill
Chief Accounting Officer & VP of Finance Integration and Transformationless than a yearno datano data
Joe Liu
Chief Technology Officer4.4yrsUS$785.17kno data
James Johnson
Chief Information Officer4.5yrsno datano data
Bill Seymour
Vice President of Investor Relationsno datano datano data
Joel Wasserman
Vice President of Corporate Communications & Global Brand Management3.4yrsno datano data
Samara Toole
Chief Marketing Officerless than a yearno datano data
Christopher Russell
Senior VP of Global Strategy & Corporate Developmentless than a yearno datano data
Farhaj Majeed
Chief Human Resources Officer3.3yrsno data0.0054%
$ 691.4k
3.4yrs
Average Tenure
54yo
Average Age

Experienced Management: JHX's management team is considered experienced (3.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Aaron Erter
CEO & Executive Director3.8yrsUS$9.26m0.045%
$ 5.7m
Nigel Stein
Independent Non-Executive Chairman of the Board6.1yrsUS$276.35k0.0069%
$ 877.0k
Suzanne Rowland
Independent Non-Executive Director5.3yrsUS$254.57k0.0026%
$ 335.4k
Gary Hendrickson
Independent Non-Executive Directorless than a yearno data0.071%
$ 9.1m
Howard Heckes
Independent Non-Executive Directorless than a yearno data0.0049%
$ 632.5k
John Pfeifer
Independent Non-Executive Director2.1yrsUS$220.96k0.00074%
$ 94.7k
Jesse Singh
Non-Executive Directorless than a yearno data0.23%
$ 29.1m
Alan Robert Sindel
Independent Non-Executive Directorno datano data0.000080%
$ 10.2k
Renee Peterson
Independent Non-Executive Director3.6yrsUS$292.87k0.0070%
$ 900.0k
2.1yrs
Average Tenure
61yo
Average Age

Experienced Board: JHX's board of directors are not considered experienced ( 2.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 21:58
End of Day Share Price 2026/06/09 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

James Hardie Industries plc is covered by 30 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Timothy WojsBaird
Matthew BouleyBarclays
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited