James Hardie Industries plc. Ordinary Shares (JHX)

FairStock Score: 32/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at James Hardie as a cyclical building-products company, not a predictable compounder. It makes fiber cement, siding, trim, and related products under Hardie, AZEK Exteriors, and Versatex. In fiscal Q1 2027, the quarter ended 2026-06-30, revenue was $1.5B, net income was $104.3M, and diluted EPS was $0.18. That improved from fiscal Q1 2026, the quarter ended 2025-06-30, when revenue was $899.9M, net income was $62.6M, and diluted EPS was $0.15. But the annual record is weaker: in FY2026, the year ended 2026-03-31, revenue was $4.8B, net income was $104.0M, and diluted EPS was $0.19. In FY2025, revenue was $3.9B, net income was $424.0M, and diluted EPS was $0.98. So sales grew while profits collapsed. FairStock's calculated ROE of 3.31% and ROCE of 5.17% show how little the business is earning on capital. Debt/equity is 0.69, and the Altman Z-Score of 1.66 is not a strong safety cushion. At the 2026-10-13 close of $24.67, FairStock calculates a P/E of 112.14, P/B of 2.19, FCF yield of 2.5%, and EV/EBITDA of 16.35. Its Graham Number is $7.47, so the margin of safety is -230.25%. The Piotroski F-Score of 7/9 and TTM free cash flow of $352.4M are positives, but the market price already assumes a sharp recovery. As a CYCLICAL — Building Materials stock, this is a business whose earnings follow the economic cycle, and the annual numbers do not yet support the valuation. The FairStock Score is 32/100.

In plain English: James Hardie makes fiber cement, siding, and trim products for homes and buildings. The business looks mixed: sales rose sharply in the latest quarter, but annual profits fell a lot and the company earns low returns on its invested money. At the 2026-10-13 close of $24.67, the shares look expensive compared with those recent profits.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2025-06-30) · FY2026 10-K (period ended 2026-03-31) · FY2025 10-K (period ended 2025-03-31) · FY2024 10-K (period ended 2024-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer