James Hardie Industries (ADR) (JHX)
Makes exterior building and outdoor-living products across fiber cement, decking, railing and trim.
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Produces fiber-cement and fiber-gypsum building products alongside composite and PVC decking, railing and exterior trim. The portfolio spans North America, Europe and Asia-Pacific, while AZEK integration and the long-term asbestos-compensation funding framework remain structural obligations.
Produces exterior-home and outdoor-living materials spanning fiber cement, fiber gypsum, composite and PVC decking, railing and exterior trim. The portfolio includes Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure brands.
Operations extend across North America, Europe and Asia-Pacific, with most employees based in the United States. The operating model centers on contractor and customer demand creation and converting that demand into material sales.
The AZEK acquisition broadened the group beyond its fiber-cement core and made integration central to the current portfolio. The business also carries an ongoing funding and reporting obligation tied to asbestos claims against former entities that manufactured asbestos-containing products.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Loop Capital Markets | Initiate | Rating: — | |
| Aug 10, 2026 | Raymond James | Target | Target: $21 | Target: $35 |
| Aug 10, 2026 | Barclays | Upgrade | ||
| Aug 7, 2026 | Truist Financial | Target | Target: $30 | Target: $40 |
| Aug 7, 2026 | Robert W. Baird | Target | Target: $32 | Target: $34 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $289.9M · Total debt $4.52B · Total assets $13.49B · Shareholders' equity $6.54B
- Revenue
- $1.47B
- Operating income
- $217.7M
- Net income
- $104.3M
HistoryDividendAnnual yield
| Institutions | ≈ 49.47% | 287.19M ADS | |
|---|---|---|---|
| 356 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.28% | 1.61M ADS | |
| 16 holders · as of Sep 17, 2026 | |||
| Strategic holders | 3.62% | 21.03M ADS | |
| 1 holder · as of Jan 21, 2022 | |||
| Other | ≈ 46.63% | 270.69M ADS | |
| remainder | |||
580.52M ADS as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Wellington Management Group LLPInstitution | 7.04% | 40.84M ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 6.51% | 37.79M ADS | as of Jun 30, 2026 |
Vanguard Capital ManagementInstitution | 5.00% | 29.01M | filed Apr 28, 2026 |
D1 Capital Partners L.P.Institution | 4.74% | 27.55M ADS | as of Jun 30, 2026 |
Colonial Holding Company LimitedStrategic | 3.62% | 21.03M | filed Jan 21, 2022 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Jonathan Skelly | officer: Pres. James Hardie NA | −65,000 | $30.46 |
| Aug 24, 2026 | Jesse G. Singh | director | −385,100 | $30.18 |
| Aug 21, 2026 | Jesse G. Singh | director | −486,457 | $30.23 |
- Louisiana-Pacific
Leading engineered-wood alternative in North American siding
- Trex Company
Largest direct rival in composite decking and railing
- Fortune Brands Innovations
Fiberon overlaps in composite decking, railing, and cladding
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| James Hardie Industries (ADR) | $27.13 | −0.79% | $15.87B | 108.4 | 19.8 | 2.9 | +63.9% |
| Louisiana-Pacific | $67.36 | −0.97% | $4.75B | 86.1 | 38.0 | 1.9 | −12.1% |
| Trex Company | $43.99 | −0.32% | $4.59B | 26.3 | 22.9 | 3.8 | +7.8% |
| Fortune Brands Innovations | $39.33 | −2.23% | $4.80B | 32.7 | 13.0 | 1.1 | −4.1% |
| Median | 32.7 | 22.9 | 1.9 | −4.1% |