Expert Outlook: James Hardie Industries Through The Eyes Of 4 Analysts
James Hardie Industries (NYSE:JHX) underwent analysis by 4 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 1 | 2 | 1 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 0 | 2 | 1 | 0 | 0 |
Analysts have recently evaluated James Hardie Industries and provided 12-month price targets. The average target is $26.75, accompanied by a high estimate of $30.00 and a low estimate of $21.00. A decline of 4.46% from the prior average price target is evident in the current average.
Deciphering Analyst Ratings: An In-Depth Analysis
In examining recent analyst actions, we gain insights into how financial experts perceive James Hardie Industries. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Keith Hughes | Truist Securities | Raises | Buy | $30.00 | $28.00 |
| Matthew Bouley | Barclays | Announces | Equal-Weight | $21.00 | - |
| Tyler Batory | Oppenheimer | Raises | Outperform | $30.00 | $28.00 |
| Timothy Wojs | Baird | Lowers | Outperform | $26.00 | $28.00 |
Key Insights:
- Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to James Hardie Industries. This offers insight into analysts' perspectives on the current state of the company.
- Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of James Hardie Industries compared to the broader market.
- Price Targets: Analysts predict movements in price targets, offering estimates for James Hardie Industries's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of James Hardie Industries's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on James Hardie Industries analyst ratings.
Discovering James Hardie Industries: A Closer Look
James Hardie is a manufacturer of fiber cement-based building products, selling primarily to the residential construction industry. North America is the primary geography, generating about 80% of group earnings. Here, it is the largest manufacturer of fiber cement, which is mainly used for exterior siding on houses. Following the Azek acquisition in 2025, it also produces wooden composite decking materials, siding trims, and accessories for outdoor areas including stair and deck railing. Businesses in Australia, New Zealand, and Europe, make up the rest of earnings.
A Deep Dive into James Hardie Industries's Financials
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Positive Revenue Trend: Examining James Hardie Industries's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 34.49% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Materials sector.
Net Margin: James Hardie Industries's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -4.32%, the company may face hurdles in effective cost management.
Return on Equity (ROE): James Hardie Industries's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -1.3%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): James Hardie Industries's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -0.54%, the company may face hurdles in achieving optimal financial returns.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.83, caution is advised due to increased financial risk.
Analyst Ratings: Simplified
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.