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James Hardie Industries
James Hardie Industries (JHX) investor relations material
James Hardie Industries Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary18 Nov, 2025
Executive summary
Q2 FY26 net sales rose 34% to $1.29 billion, driven by the AZEK acquisition, while organic sales declined 1% due to soft market demand in legacy businesses.
Adjusted EBITDA increased 25% to $330 million (25.5% margin), reflecting cost synergies and integration progress with AZEK.
Adjusted diluted EPS was $0.26, down 27% year-over-year.
Operating income fell 84% to $24 million, with a net loss of $55.8 million, mainly due to acquisition-related costs and higher interest expense.
The AZEK acquisition was completed for $8.4 billion, significantly expanding the product portfolio and market reach.
Financial highlights
Q2 FY26 net sales: $1,292 million (+34% YoY), including $345 million from AZEK; organic sales declined 1%.
Adjusted EBITDA was $330 million (25.5% margin); adjusted net income was $154 million; adjusted EPS was $0.26.
Year-to-date free cash flow was $58 million, impacted by transaction and integration costs.
Siding and Trim segment net sales up 10% (including AZEK), but organic net sales declined 3% due to lower volumes.
Deck, Rail & Accessories net sales up 6% year-over-year, with adjusted EBITDA margin of 30.7%.
Australia/New Zealand net sales declined 10%, with adjusted EBITDA margin down to 32.7%.
Europe net sales up 18% (11% in euros), with adjusted EBITDA margin up to 15.3%.
Outlook and guidance
FY26 consolidated net sales guidance updated to $5.3–$5.4 billion, with adjusted EBITDA of $1.20–$1.25 billion and free cash flow of at least $200 million.
Siding & Trim FY26 net sales expected at $2.925–$2.995 billion, adjusted EBITDA $920–$955 million.
Deck, Rail & Accessories FY26 net sales guided at $780–$800 million, adjusted EBITDA $215–$225 million.
CapEx outlook unchanged at ~$400 million for FY26; free cash flow expected at least $200 million.
Net leverage at 3.2x, with a target to reduce below 2x within two years post-close.
Quantify AZEK commercial synergy wins
Siding & Trim strategy for market headwinds
Post-AZEK debt reduction timeline
ColorPlus volume doubling plan details
Decking/Railing competitive strategy update
Siding & Trim margin recovery drivers
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Next James Hardie Industries earnings date
Q3 202610 Feb, 2026
James Hardie Industries
Next James Hardie Industries earnings date
Q3 202610 Feb, 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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