Company Analysis

James Hardie Industries plc (JHX)

NYSE: JHX · Concrete Products, Except Block & Brick · Dublin, IE · filing with the SEC since 2002
Grade5.5
◀ Past 6.5● Present 5.1▶ Future 5.0
1 est.

The grade of James Hardie Industries plc

Nine metrics read from its own filings, by tense
Headline grade
5.5/10
◀ Past6.530% of the headline
● Present5.140% of the headline
▶ Future5.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.5/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.3/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 73rd percentile among 15 sector filers · read for itself

From the record

James Hardie Industries plc's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.7/10

What has it actually done, year after year?

+10.8% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 77th percentile among 14 sector filers · read for its customers

From the record

James Hardie Industries plc's 10 filed years say what it did: revenue went from $1.9 billion in fiscal 2017 to $4.8 billion in fiscal 2026, up 10.8% a year; it rose in 8 of 9 years; the deepest fall was 1% from fiscal 2024 to fiscal 2025; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span10.8%top 18% of its family
  • the share of years revenue rosetop 25% of its family
  • the share of filed years with a profittop 32% of its family
  • the deepest fall from a revenue peak1.5%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.1/10

How has it treated the people who own it?

Share count grew 7.0% a year. 18% of cash flow returned. Insiders: 7 sales, 1 purchases.

weight 22% of this tense · 31st percentile among 13 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-03-31, James Hardie Industries plc's diluted share count grew about 7.0% a year, and dividends and buybacks returned about 18% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 7 sales and 1 purchase of their own stock on the open market in the year to 2026-09-30, buying about $69 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 4% of its family
  • cash returned against operating cash flowtop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.1/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
2.7/10

Is it financially healthy right now?

ROE 2%: 2¢ of profit per shareholder dollar. Leverage 53%: owes 53¢ per asset dollar.

weight 45% of this tense · 27th percentile among 14 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-03-31, James Hardie Industries plc earned about 2 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 53 cents per dollar of assets, and net share issuance: its share count grew 26.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 39% of its family
  • return on equitybottom 25% of its family
  • gross profit against assetsbottom 18% of its family
  • the share count against the year beforebottom 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.4/10

How strong is its position in its industry?

top 46% of 14 in its family; net margin 2.2%.

weight 33% of this tense · 54th percentile among 14 sector filers · read for its customers

From the record

James Hardie Industries plc's standing among 14 graded names in its industry family: revenue of $4.8 billion in fiscal 2026 ranks in the top 46% by size; a net margin of 2.2% ranks in the bottom 32%; revenue growth of 8.6% a year over the last 3 filed years ranks in the top 25% (its annual reports).

What it rests on

  • revenue against the family$4.84Btop 46% of its family
  • net margin2.2%bottom 32% of its family
  • three-year revenue growth8.6%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.5/10

What are the people in charge doing?

SI estimate 9.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 95th percentile among 10 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 5% of 10 in its family; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 10 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: James Hardie Industries plc's leadership is put at 9.5 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 5% of 10 in its family; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.3/10

How much room does it have to grow?

bottom 43% of 14 in its family for room to expand.

weight 45% of this tense · 43rd percentile among 14 sector filers · read for itself

From the record

James Hardie Industries plc's room to grow, from the newest filed statements (fiscal 2026): cash of $269 million against debt of $4.5 billion leaves -30.8% of its assets as net cash, bottom 25% of its family; cash from operations less capital spending is 4.3% of revenue (bottom 32%); a gross margin of 35.8% (top 25%); research spending of 1.3% of revenue (bottom 42%) (its annual report).

What it rests on

  • cash less debt against assets-30.8%bottom 25% of its family
  • cash from operations less capital spending against revenue4.3%bottom 32% of its family
  • gross margin35.8%top 25% of its family
  • research spending against revenue1.3%bottom 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.3/10

What could actually drive growth from here?

top 37% of 14 in its family for growth drivers.

weight 33% of this tense · 63rd percentile among 14 sector filers · read for its customers

From the record

James Hardie Industries plc's growth drivers, from the filed years to fiscal 2026: revenue grew 8.6% a year over the last three filed years against 10.8% over all 10, slowing (top 46% of its family); the newest year grew 24.7% (top 11%); research spending grew 15.3% a year (top 10%); capital spending grew -13.4% a year (bottom 18%) (its annual reports). James Hardie Industries plc reported 4 lines of business in fiscal 2026: Siding Trim at $3.0 billion (61%), Deck Rail Accessories at $795 million (16%), Europe at $557 million (12%), and 1 more; 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-2.2 points a yeartop 46% of its family
  • the newest year's revenue growth24.7%top 11% of its family
  • three-year growth of research spending15.3%top 10% of its family
  • three-year growth of capital spending-13.4%bottom 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.5/10

Did its newest year beat what its own record pointed to?

bottom 45% of 13 in its family for expectations against reality.

weight 22% of this tense · 45th percentile among 13 sector filers · read for its shareholders

From the record

James Hardie Industries plc's newest year against its own record: revenue of $4.8 billion in fiscal 2026 came in 23.1% above the $3.9 billion its prior three years' pace pointed to (top 12% of its family); net income of $104 million against a prior three-year average of $482 million (bottom 27%); a net margin of 2.2% against 12.5% before (bottom 19%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace23.1%top 12% of its family
  • net income against the prior three years' average-78%bottom 27% of its family
  • net margin against its prior average-10.3 pointsbottom 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton JHX · research, not advice