James Hardie Industries (JHX) Stock

James Hardie is experiencing more competition and lower sales, which raises questions about its high market value. In its Q2 2025 report, the company reported a 4% decrease in revenue and an 8% fall in adjusted EBITDA, with profit margins dropping to 38.8%. Although they have raised prices to maintain margins, this approach might not be sustainable due to increasing competition from rivals like Louisiana-Pacific.

James Hardie Industries plc (NYSE:JHX) will hold its Q2 2025 Earnings Conference Call on November 12, 2024, at 5:00 PM ET. The call will feature company representatives, including Joe Ahlersmeyer, Aaron Erter, and Rachel Wilson, along with various conference call participants from different financial institutions. Thank you for joining us, and please note that all participants are currently in listen-only mode.

JHX's financial results for the second quarter show challenges with volume and profit margins in important markets. However, they are benefiting from price hikes, improved operations, and targeted investments.

James Hardie Industries plc, a leader in high-performance building products, has announced advancements in business integration, product durability, and community impact. The company released its annual sustainability report, highlighting progress in its environmental, social, and governance (ESG) strategy, which focuses on Zero Harm, Planet, Innovation, and Communities. "Sustainability is essential to James Hardie," the company stated.

Since my first article in February, James Hardie's shares have fallen by 16%, even though the company's fundamentals are beginning to get better. The latest Q1'25 results revealed an increase in revenue, better profitability, and share buybacks, which may signal a recovery in business performance. I believe the future looks slightly more positive for Q2'25, with good long-term growth opportunities in the fiber cement sector.

James Hardie Industries plc, a top provider of durable and low-maintenance building products, has released its first-quarter results for the period ending June 30, 2024. CEO Aaron Erter commented that the company had a strong beginning to the fiscal year, thanks to the dedication of their teams in ensuring safe delivery of their high-quality products.

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.