James Hardie IndustriesNYSE: JHX

James Hardie faces increasing competition and declining volumes, leading to doubts about its premium valuation and market position. The company's Q2 2025 results showed a 4% revenue decline and an 8% drop in adjusted EBITDA, with margins falling to 38.8%. Despite price hikes to protect margins, the strategy may be reaching its limits, especially with rising competition from peers like Louisiana-Pacific.

James Hardie Industries plc (NYSE:JHX ) Q2 2025 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Joe Ahlersmeyer - Vice President, Investor Relations Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Keith Chau - MST Peter Steyn - Macquarie Daniel Kang - CLSA Brook Campbell-Crawford - Barrenjoey Harry Saunders - E&P Andrew Scott - Morgan Stanley Niraj Shah - Goldman Sachs Shaurya Visen - Bank of America Lee Power - UBS Liam Schofield - Morgans Financial Harry Saunders - E&P Sam Seow - Citi Operator Thank you for standing by, and welcome to the James Hardie Q2 FY '25 Results Call. All participants are in a listen-only mode.

JHX's fiscal second-quarter results reflect volume and margin pressures across key markets. Yet, price increases, operational efficiencies, and focused investments are tailwinds.

Company announces progress in business integration, product resiliency and community impact SYDNEY and CHICAGO , Aug. 19, 2024 /PRNewswire/ -- James Hardie Industries plc (ASX: JHX; NYSE: JHX), ("James Hardie" or the "Company"), a leader in providing high-performance, low-maintenance building products and solutions, and a company inspiring how communities design, build and grow, today released its latest annual sustainability report detailing progress across the four primary pillars of the company's environmental, social and governance (ESG) strategy: Zero Harm, Planet, Innovation and Communities. "Sustainability is foundational at James Hardie.

James Hardie's shares have dropped 16% since my initial write-up in February, despite fundamentals starting to improve. The recent Q1'25 results showed revenue growth (albeit no volume growth), improved profitability, and share repurchases, indicating a potential bottom in business results. I think the outlook suggests marginally better performance in Q2'25, with long-term growth potential in the fiber cement industry.

CHICAGO & SYDNEY--(BUSINESS WIRE)--James Hardie Industries plc (ASX / NYSE: JHX) ("James Hardie" or the "Company"), a leader in providing high performance, low maintenance building products and solutions, and a company inspiring how communities design build and grow, today announced results for its first quarter ending June 30, 2024. Speaking to the results, James Hardie CEO Aaron Erter said, “We achieved a solid start to our fiscal year, enabled by our teams' focus on safely delivering the hig.

James Hardie's outlook contrasts rival siding company Louisana-Pacific's outlook. Both companies are attractive stocks to play a housing market recovery, but that will require a lower interest rate environment.

James Hardie Industries plc (NYSE:JHX ) Q4 2024 Results Conference Call May 20, 2024 7:00 PM ET Company Participants Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Keith Chau - MST Lee Power - UBS Harry Saunders - E&P Andrew Scott - Morgan Stanley Brook Campbell-Crawford - Barrenjoey Daniel Kang - CLSA Shaurya Visen - Bank of America Simon Thackray - Jefferies Sam Seow - Citi Operator Thank you for standing by, and welcome to the James Hardie Q4 FY '24 Results Call. [Operator Instructions] There will be a presentation followed by a question-and-answer session.

James Hardie sales were a little short of expectations in the most recent quarter. The company expects the overall market to underperform in 2023.