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Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
James Hardie Industries
James Hardie Industries (JHX) investor relations material
James Hardie Industries Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary6 Aug, 2026
Executive summary
Net sales for Q1 FY27 reached $1.475 billion, up 64% year-over-year, exceeding guidance, driven by strong Siding & Trim performance and AZEK integration.
Adjusted EBITDA was $422 million (28.6% margin), up 79%, with synergy realization ahead of schedule.
Free cash flow increased 145% to $254 million, supporting deleveraging and future growth.
Europe and Australia & New Zealand delivered double-digit revenue growth.
Expanded partnerships with Boise Cascade and major regional distributors to drive channel reach and revenue synergies.
Financial highlights
Adjusted diluted EPS rose 13% to $0.36, with adjusted net income up 54% to $209 million.
Free cash flow for the quarter was $254 million, driven by higher profitability and lower capex.
Adjusted EBITDA margin improved 230bps to 28.6%.
Net leverage reduced to 2.7x after redeeming $400 million in senior unsecured notes.
Adjusted effective tax rate was 21.7%.
Outlook and guidance
Q2 FY27 net sales guidance: $1.485–$1.575 billion; adjusted EBITDA: $420–$455 million.
Full-year FY27 sales outlook raised to $5.564–$5.723 billion (5.9%–9% pro forma growth); adjusted EBITDA expected at $1.536–$1.625 billion.
Free cash flow for FY27 expected to exceed $500 million; capex at 6–7% of net sales.
Siding & Trim and Deck, Rail & Accessories segments both expected to deliver organic growth.
Explain DR&A segment sell-through vs shipments
Discuss ANZ transition to whole-home solutions
Rationale for excluding share-based compensation
Amortization impact on Deck segment results
US class action details on inventory destocking
Tax deduction impact of AICF contributions
Boise Cascade partnership impact on synergies
Rationale for excluding SBC from Adjusted EBITDA
Role of Trim-Over method in vinyl conversion
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Latest events from James Hardie Industries
- Redesigned CEO equity grant and improved compensation structure headline annual meeting proposals.JHX
Proxy filing6 Aug 2026 - Record Q1 EBITDA and 4% sales growth achieved; FY25 guidance reaffirmed amid market headwinds.JHXQ1 20258 Jul 2026
- Shareholders will vote on board, pay, auditor, and governance changes after a year of major transformation.JHXProxy filing1 Jul 2026
- Director elections, say-on-pay, auditor ratification, and governance amendments up for vote.JHXProxy filing1 Jul 2026
- Major acquisition, board refresh, and executive pay overhaul highlight FY26 governance and strategy.JHXProxy filing18 Jun 2026
- AZEK acquisition and synergy gains drove strong sales and EBITDA growth, with FY27 targets raised.JHXQ4 202620 May 2026
- Net sales up 30% to $1.24B, with higher EBITDA and raised FY26 guidance amid synergy progress.JHXQ3 202613 Apr 2026
- Q2 FY26 sales jumped 34% on AZEK deal; margins fell, but FY26 outlook and synergies improved.JHXQ2 20263 Feb 2026
- H1 EBITDA topped $500m, FY25 guidance and buybacks raised despite lower sales.JHXQ2 202514 Jan 2026
Next James Hardie Industries earnings date
CMD 202614 Sep, 2026
James Hardie Industries
Next James Hardie Industries earnings date
CMD 202614 Sep, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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