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James Hardie Industries
James Hardie Industries (JHX) investor relations material
James Hardie Industries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Feb, 2026
Executive summary
Q3 FY26 net sales reached $1.24 billion, up 30% year-over-year, with strong contributions from the AZEK acquisition and organic net sales up 1%.
Adjusted EBITDA for Q3 FY26 was $330 million, up 26% year-over-year, with a margin of 26.6%.
Integration with AZEK is progressing well, generating meaningful commercial and cost synergies, with a $125 million synergy target reaffirmed.
Adjusted diluted EPS was $0.24, down 31% year-over-year, reflecting higher share count and acquisition-related costs.
Year-to-date free cash flow was $261 million, down 20% year-over-year.
Financial highlights
Total net sales grew 30% to $1.24 billion, including $275 million from AZEK; organic sales up 1%.
Adjusted EBITDA was $330 million (26.6% margin); adjusted net income was $142 million; adjusted EPS $0.24.
Year-to-date free cash flow was $261 million, aided by a land sale; full-year free cash flow expected at least $200 million.
Net debt at $4.3 billion as of December 31, 2025; pro forma net leverage at ~2.87x, with a target to reduce below 2x within two years.
Siding & Trim segment net sales were $788 million, down 2% organically, with volumes down 7% but ASP up 5%.
Outlook and guidance
Raised full-year Siding & Trim net sales guidance to $2.953–$2.998 billion and Adjusted EBITDA to $939–$962 million.
Deck, Rail & Accessories (DR&A) net sales guidance increased to $787–$800 million, with Adjusted EBITDA of $219–$224 million.
Total company full-year FY26 Adjusted EBITDA expected at $1.232–$1.263 billion; free cash flow guidance at least $200 million.
AZEK adjusted EBITDA (Q2–Q4) guided at $267–$275 million.
FY27 focus on returning to organic revenue growth and margin expansion, with additional details to be provided at year-end.
AZEK revenue synergy drivers for FY27 and beyond
Siding & Trim R&R market conversion opportunity
DR&A margin improvement beyond cost synergies
What specific channel wins drive FY27 synergies?
How do regional market trends impact FY27 Siding growth?
How will plant closures optimize supply chain?
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Next James Hardie Industries earnings date
Q4 202628 Apr, 2026
James Hardie Industries
Next James Hardie Industries earnings date
Q4 202628 Apr, 2026
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Frequently asked questions
James Hardie Industries plc is globally recognized as the leading producer and marketer of high-performance fiber cement siding and backerboard. The company has established itself as a market leader in Europe for fiber gypsum products. James Hardie's commitment to "Zero Harm," alongside its efforts to positively impact communities and deliver environmentally-responsible solutions, underscores its corporate culture. The company's product portfolio includes a variety of patterned profiles and surface finishes for applications such as external siding, trim, soffit lining, internal linings, walls, facades, floors, and tile underlay. These products cater to residential, commercial, and industrial applications, with primary markets in North America, Europe, Australia, New Zealand, and the Philippines. The company is headquartered in Dublin, Ireland, and its shares are listed on the New York Stock Exchange (NYSE) under the ticker symbol JHX.
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