James Hardie - What happens when the Fed cuts ratesJames Hardie (NYSE: JHX) is one of the cleanest cyclical plays on a U.S. housing rebound. The majority of its earnings come from North America, making it highly sensitive to changes in U.S. construction and renovation activity.
U.S. housing is cyclical. It contracts with high interest rates and reb
Compare with James Hardie Industries plc.
Key facts today
James Hardie (JHX) raised FY2027 adjusted EBITDA guidance to $1.536–1.625B. Macquarie forecast $1.637B, citing late-FY27 recovery from multi-family, repair/remodel activity and supply‑chain gains. 1
0.25 USD
104.00 M USD
4.84 B USD
576.91 M
Last report date
Aug 6, 2026
Report period
Q1 2026
EPS
0.36 USD
Revenue
1.47 B USD
Earnings call summary
Q1 results met internal expectations despite a 9% sales decline and ongoing market softness, especially in North America. The AZEK acquisition is progressing well, with early synergy realization and a strong outlook for long-term growth, though near-term demand and inventory headwinds persist.
Details
Sector
Industry
CEO
Aaron M. Erter
Website
Headquarters
Dublin
Founded
2010
ISIN
IE000R94NGM2
FIGI
BBG000C1HL99
Identifiers
ISIN IE000R94NGM2
James Hardie Industries Plc engages in the provision of fiber cement and fiber gypsum building solutions. It operates through the following segments: Siding and Trim; Deck, Rail, and Accessories; Australia and New Zealand; and Europe. The Siding and Trim segment refers to the legacy north America fiber cement segment and the acquired exteriors business from AZEK. The Deck, Rail, and Accessories segment focuses on AZEK's deck, rail, and accessories business. The Australia and New Zealand segment includes fiber cement products manufactured in Australia and sold in Australia and New Zealand. The Europe segment relates to fiber gypsum products and cement bonded boards manufactured in Europe, and fiber cement products manufactured in the United States that are sold in Europe. The company was founded in 1888 and is headquartered in Dublin, Ireland.
Update to our Jamies Hardie recommendationJames Hardie NYSE:JHX is up around 24% since our long recommendation in August . Back then, our view was the market will start looking for exposures to the housing market as the Fed cuts rates and growth starts to slow down.
It seems that the market is now supporting that view. While rate cuts
Potential outside week and bullish potential for JHXEntry conditions:
(i) higher share price for ASX:JHX above the level of the potential outside week noted on 11th December (i.e.: above the level of $30.65).
Stop loss for the trade would be:
(i) below the low of the outside week on 10th December (i.e.: below $28.21), should the trade activate.
Break out?The chart shows James Hardie Industries (ASX: JHX) breaking out of a symmetrical triangle pattern after a period of consolidation.
Breakout confirmation: Price has moved above the upper trendline with increasing momentum, signalling potential bullish continuation.
Fibonacci targets: Initial res
Potential key reversal bottom detected for JHXAwait signals for entry such as DMI/ADX and/or RSI swing to the bullish direction.
Stop loss for the trade involving ASX:JHX (and indication that this trade is an absolute 'no-go') is any trade below the low of the signal day of 21st March (i.e.: any trade below $45.52).
JHX @ 16 NOV 2021Text me if you have any questions/comments for me.
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JHX
- Previous video analysis was done on 13 Nov (red arrow) - Suggested waiting for a retracement and a successful rebound
- Since then, the stock briefly created a new high and currently looks like it’s retracing
- Another healthy test of
JHX @ 27 OCT 2021Text me if you have any questions/comments for me.
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JHX
- Previous analysis was done on 16 Sep (red arrow) - Suggested entry around 54.90 levels if believe the stock can create new all-time highs
- Since then, the stock did not rebound to $54.90 but instead broke through the short- and mid-te
JHX @ 16 SEP 2021Text me if you have any questions/comments for me.
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JHX
- Previous analysis was done on 13 Sep - Suggested entry around 53.90 levels if believe the stock can create new all-time highs
- On 9 Sep, I suggested entry at 53.50 levels -> Today the stock closed almost 3% higher from the suggested e
JHX @ 13 SEP 2021JHX
- Previous analysis was done on 9 Sep - Suggested entry around 53.50 levels
- Recent price retracement has seen the stock test the short-term support and successfully rebounded
- If you missed out the previously suggested entry, current price levels still present some buying opportunities
- R i
JHX @ 1 SEP 2021JHX
- First time doing a written analysis on JHX
- Nice uptrend over the last few months
- Stock is trading near all-time high regions
- A pullback to the short-term support would be better for the overall health of the trend
- A successful rebound look to be around 54 levels
- R is less than 10%
-
See all ideas
Summarizing what the indicators are suggesting.
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An aggregate view of professional's ratings.
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
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Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Neutral
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Strong sellStrong buy
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Displays a symbol's price movements over previous years to identify recurring trends.
Maturity dateJul 31, 2032
Coupon6.13% (Fixed)
See all JHX bonds
Frequently asked questions
The current price of JHX is 30.23 USD — it has increased by 7.96% in the past 24 hours. Watch James Hardie Industries plc. stock price performance more closely on the chart.
Depending on the exchange, the stock ticker may vary. For instance, on NYSE exchange James Hardie Industries plc. stocks are traded under the ticker JHX.
JHX stock has risen by 13.56% compared to the previous week, the month change is a 22.39% rise, over the last year James Hardie Industries plc. has showed a 7.50% increase.
We've gathered analysts' opinions on James Hardie Industries plc. future price: according to them, JHX price has a max estimate of 40.00 USD and a min estimate of 25.12 USD. Watch JHX chart and read a more detailed James Hardie Industries plc. stock forecast: see what analysts think of James Hardie Industries plc. and suggest that you do with its stocks.
JHX stock is 9.24% volatile and has beta coefficient of 1.42. Track James Hardie Industries plc. stock price on the chart and check out the list of the most volatile stocks — is James Hardie Industries plc. there?
Today James Hardie Industries plc. has the market capitalization of 17.55 B, it has increased by 8.51% over the last week.
Yes, you can track James Hardie Industries plc. financials in yearly and quarterly reports right on TradingView.
James Hardie Industries plc. is going to release the next earnings report on Nov 9, 2026. Keep track of upcoming events with our Earnings Calendar.
JHX earnings for the last quarter are 0.36 USD per share, whereas the estimation was 0.32 USD resulting in a 11.08% surprise. The estimated earnings for the next quarter are 0.35 USD per share. See more details about James Hardie Industries plc. earnings.
James Hardie Industries plc. revenue for the last quarter amounts to 1.47 B USD, despite the estimated figure of 1.42 B USD. In the next quarter, revenue is expected to reach 1.48 B USD.
JHX net income for the last quarter is 104.30 M USD, while the quarter before that showed 28.50 M USD of net income which accounts for 0.00% change. Track more James Hardie Industries plc. financial stats to get the full picture.
James Hardie Industries plc. dividend yield was 0.00% in 2025, and payout ratio reached 0.00%. The year before the numbers were 0.00% and 0.00% correspondingly. See high-dividend stocks and find more opportunities for your portfolio.
As of Aug 10, 2026, the company has 7.5 K employees. See our rating of the largest employees — is James Hardie Industries plc. on this list?
EBITDA measures a company's operating performance, its growth signifies an improvement in the efficiency of a company. James Hardie Industries plc. EBITDA is 1.35 B USD, and current EBITDA margin is 25.12%. See more stats in James Hardie Industries plc. financial statements.
Like other stocks, JHX shares are traded on stock exchanges, e.g. Nasdaq, Nyse, Euronext, and the easiest way to buy them is through an online stock broker. To do this, you need to open an account and follow a broker's procedures, then start trading. You can trade James Hardie Industries plc. stock right from TradingView charts — choose your broker and connect to your account.
Investing in stocks requires a comprehensive research: you should carefully study all the available data, e.g. company's financials, related news, and its technical analysis. So James Hardie Industries plc. technincal analysis shows the strong buy rating today, and its 1 week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1 month rating James Hardie Industries plc. stock shows the strong buy signal. See more of James Hardie Industries plc. technicals for a more comprehensive analysis.









