James Hardie Industries PLC
ir.jameshardie.com.auWhat Do They Do?
Sells fiber cement and PVC siding and trim, plus decking and railing products, for contractors, builders and homeowners.
10-K for FY2026, filed May 19, 2026Our Siding & Trim reportable segment manufactures fiber cement and PVC siding and trim products, as well as mouldings, interior linings…View ↗
We sell our siding and trim products primarily through a network of specialty building products distributors, lumberyards, and home…View ↗
Our Deck, Rail & Accessories reportable segment manufactures decking, railing, cladding, pergolas, cabanas and related accessories in the…View ↗
How Do They Make Money?
Customers buy building products; sales are counted when products ship or arrive, depending on the contract, and payment is generally due soon after invoicing.
10-K for FY2026, filed May 19, 2026
-
10-K for FY2026, filed May 19, 2026
FY2026 revenue by reportable segment ↗
$4.8B
-
10-K for FY2026, filed May 19, 2026
$4.8B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Siding & Trim
Sold outright
10-K for FY2026, filed May 19, 2026 |
61% |
Siding & Trim, FY2026
$3B Sources
|
Sold outright |
|
Deck, Rail & Accessories
Sold outright
10-K for FY2026, filed May 19, 2026 |
16% |
Deck, Rail & Accessories, FY2026
$795.2M Sources
|
Sold outright |
|
Australia & New Zealand
Sold outright
10-K for FY2026, filed May 19, 2026 |
11% |
Australia & New Zealand, FY2026
$520.6M Sources
|
Sold outright |
|
Europe
Sold outright
10-K for FY2026, filed May 19, 2026 |
12% |
Europe, FY2026
$556.9M Sources
|
Sold outright |
Who Are Their Customers?
In North America, distributors, dealers and lumberyards supply contractors, builders and remodelers; Australia and New Zealand sales go mainly through distributors and buying groups. European builder’s merchants and DIY stores resell to applicators and end consumers.
10-K for FY2026, filed May 19, 2026Customers and DistributionView ↗
In Australia and New Zealand, our products servicing the new construction and repair and remodel markets are sold primarily through a…View ↗
In Europe, both new construction and repair and remodel products are primarily sold to builder’s merchants and DIY type stores. These…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 2 cents of every revenue dollar as net income in FY2026 and turned 4 cents into free cash flow.
10-K for FY2026, filed May 19, 2026
$447.6MView ↗
10-K for FY2026, filed May 19, 2026
$104MView ↗
10-K for FY2026, filed May 19, 2026
$205.9MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q1 FY2027, filed Aug 6, 2026
$104.3MView ↗
- ▲ +67%
- vs $62.6M in Q1 FY2026
10-Q for Q1 FY2027, filed Aug 6, 2026
Open tableView ↗
-
Aug 20, 2026
Agreed to sell European fiber gypsum and cement-bonded products business
The agreed price is €840 million; the sale excludes European fiber cement, which the company intends to wind down before closing.
Sources
8-K, filed Aug 20, 2026
On August 20, 2026, James Hardie Industries plc (the "Company"), through its wholly owned subsidiaries, James Hardie International Group…View ↗
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Aug 6, 2026
Raised full-year outlook after first-quarter results
Targets pro forma sales growth of 5.9% to 9.0% and adjusted EBITDA growth of 7.4% to 13.7%; reaffirmed a free cash flow target of $500+ million.
Sources
8-K, filed Aug 6, 2026
Targeting Pro Forma Sales Growth of 5.9% to 9.0% and Pro Forma Adjusted EBITDA Growth of 7.4% to 13.7% for full year FY27; Organic Growth…View ↗
Growing. Revenue grew 34% in 4 years, from $3.6B in FY2022 to $4.8B in FY2026, about 8% a year.
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