James Hardie Stock Price, News & Analysis

James Hardie (NYSE/ASX: JHX) appointed Nigel Stein as Chair of the Board, effective November 17, 2025. Mr. Stein is an independent non-executive director and member of the Nominating and Governance Committee.

The company also formed an ad-hoc Integration and Performance Committee to oversee the integration and synergy delivery of the AZEK business; the Committee will be chaired by Jesse Singh and include CEO Aaron Erter, Howard Heckes and Persio Lisboa.

Mr. Stein said he will increase shareholder engagement, travel to Australia to meet investors, identify Australian independent director candidates, and review remuneration practices to better align pay with performance.

James Hardie (NYSE: JHX) reported Q2 FY26 results for the quarter ended September 30, 2025: Net sales $1.292B (+34%), Adjusted EBITDA $329.5M (+25%) and operating income of $24.0M. The company completed the AZEK acquisition on July 1, 2025, for an implied value of $8.4B and says it has exceeded FY26 cost synergy targets ahead of schedule. Management raised FY26 guidance: Total Adjusted EBITDA $1.20–1.25B, Siding & Trim net sales $2.925–2.995B, DR&A net sales $780–800M, and reiterated Free cash flow ≥ $200M.

Q2 headwinds included lower Siding & Trim organic sales and a steep decline in operating income versus prior year.

AZEK Exteriors (JHX) announced that AZEK Trim was named a winner in Good Housekeeping's 2026 Home Reno Awards on November 12, 2025. Good Housekeeping Institute engineers and outside experts evaluated products for quality, value, efficiency, sustainability, and design, including real‑world consumer testing. Judges highlighted AZEK Trim's moisture resistance after a month of submersion, its up to 40% recycled PVC content, and a Class A Flame Spread rating. The release positions AZEK Trim as a durable, low‑maintenance alternative to wood trim.

TimberTech (NYSE: JHX) announced on November 12, 2025 that its Harvest+ Collection from the Advanced PVC Decking line won a Good Housekeeping 2026 Home Reno Award.

The Harvest+ Collection was recognized for realistic aesthetics, long-term performance, and sustainable manufacturing, including being American-made with up to 65% recycled materials (including post-construction vinyl). Key product features cited include moisture and fade protection, enhanced slip resistance, Cool Touch™ technology, fire resistance, a 50-year Fade & Stain Limited Warranty, and a Limited Lifetime Product Warranty.

James Hardie (NYSE:JHX) named Iron Gray its 2026 Color of the Year from the Statement Collection.

Iron Gray is a deep neutral offered with ColorPlus Technology finishes across Hardie products, promoted for versatility with Arctic White trim or monochromatic schemes. The company highlights ColorPlus durability and fade resistance, a 15-year paint and labor finish warranty, and a 30-year non-prorated substrate warranty. Homeowners can preview Iron Gray using the Hardie™ Designer powered by Hover at JamesHardie.com/HardieDesigner and share projects with #JHColorOfTheYear.

James Hardie (NYSE: JHX) announced participation at investor conferences in December 2025 and the timing for its Q2 FY2026 earnings release and call.

Key dates: Q2 FY26 results will be released before U.S. market open on Tuesday, November 18, 2025, followed by a conference call at 8:00 AM EST. Management will attend the UBS Global Industrials & Transportation Conference on December 2, 2025 (CEO Aaron Erter) and the Bernstein Industrials Forum on December 10, 2025 (Joe Ahlersmeyer, VP IR). The results call will be webcast live on the company Investor Relations website with teleconference and webcast registration links provided.