James Hardie SEC Filings

James Hardie Industries plc director Suzanne B. Rowland bought additional company stock on the open market. On this date, she purchased 3,000 ordinary shares in an open‑market transaction at a price of $22.91 per share. After this buy, she directly owns 15,225 ordinary shares of James Hardie Industries.

James Hardie Industries plc has furnished its fiscal year 2026 Irish Statutory Accounts, which include a Directors’ Report and audited consolidated financial statements prepared under US GAAP adapted for Irish law. These accounts also append the company’s FY2026 US and Australian Annual Report on Form 10-K.

The Directors report a balance of US$161.4 million to be transferred to reserves for the year, compared with US$436.3 million a year earlier. They affirm a going concern basis, noting JHI plc’s net current assets of US$1,511.1 million at 31 March 2026, cash reserves of US$269.2 million, and US$994.1 million of unused external loan facilities accessible via the treasury subsidiary.

The report confirms no significant post‑year‑end events requiring adjustment, outlines board changes and committee structures, and details governance, compliance and non‑financial disclosures on environmental, social, human capital, anti‑bribery, and diversity matters. The attached 10‑K section describes the AZEK acquisition, global operations in siding, trim, decking and fiber gypsum, key markets, risk factors and the long‑term asbestos funding agreement with AICF.

James Hardie Industries plc filed its annual report describing a global building products business focused on fiber cement, fiber gypsum and composite/PVC outdoor living solutions. The company completed the acquisition of The AZEK Company Inc. on July 1, 2025, adding TimberTech, AZEK Exteriors and related brands.

The report outlines four segments across North America, Australia & New Zealand and Europe, with strategy centered on material conversion away from wood, channel expansion, innovation and brand-driven marketing. As of September 30, 2025, non‑affiliate equity market value was about $11.1 billion, and shares outstanding were 580,314,579 as of April 30, 2026.

Key risks highlighted include cyclic exposure to housing and repair/remodel markets, raw material and energy cost volatility, integration and execution risks for AZEK and new plants, significant indebtedness of $4,567.2 million, environmental and silica regulations, cybersecurity threats, labor and union dynamics, changing building codes and long‑term asbestos funding obligations through the Asbestos Injuries Compensation Fund structure.

James Hardie Industries reported strong top-line growth but sharply lower GAAP profit for the quarter and year ended March 31, 2026, while completing its transformational AZEK acquisition and issuing FY27 guidance. Q4 net sales rose to $1.40 billion, up 45% year over year, with adjusted EBITDA up 42% to $380.9 million, exceeding guidance. However, Q4 net income fell to $28.5 million, down 35%, as acquisition, restructuring and asbestos-related costs weighed on results. For FY26, net sales increased 25% to $4.84 billion, adjusted EBITDA grew 17% to $1.27 billion, but GAAP net income dropped to $104.0 million from $424.0 million.

The AZEK deal significantly expanded the balance sheet, with total assets rising to $13.69 billion and long-term debt climbing to $4.49 billion. Siding & Trim delivered modest sales growth but margin compression, while Deck, Rail & Accessories contributed high-20s adjusted EBITDA margins. ANZ and Europe both posted double-digit reported net sales growth in Q4 with solid profitability.

For FY27, the company targets total net sales of $5.25–$5.41 billion and total adjusted EBITDA of $1.45–$1.50 billion, implying pro forma adjusted EBITDA growth of 4–8%. Free cash flow is expected to be at least $500 million, more than $200 million above FY26, supported by synergy realization, manufacturing cost actions and lower integration and acquisition-related spending.

James Hardie Industries plc has refreshed its board, appointing Rob Sindel as an independent Class II director effective June 1, 2026, and adding him to the Nominating and Governance Committee. Sindel, age 61, brings a 35-year career in global building products, including serving as Managing Director and CEO of CSR Limited from 2011 to 2019 and current chair roles at ASX-listed Mirvac Limited and Orora Limited.

Persio Lisboa has resigned from the board effective May 14, 2026, after eight years of service. His departure is expressly stated not to result from any dispute or disagreement with the company or the board. Existing director Gary Hendrickson will assume leadership of the People and Remuneration Committee following Lisboa’s retirement. Sindel will receive the standard non-employee director compensation and enter into the company’s usual deed of access, insurance and indemnity.

James Hardie Industries plc: Massachusetts Financial Services Company reports a 13G beneficial-ownership stake. Massachusetts Financial Services Company reports beneficial ownership of 34,335,971 shares of Common Stock, representing 5.9% of the class as of 03/31/2026. The filing shows sole voting power for 32,395,506 shares and sole dispositive power for 34,335,971 shares. The filing is signed by the filer’s Compliance Director on 05/14/2026.

James Hardie Industries plc ownership disclosure: FMR LLC reports beneficial ownership of 34,029,542.96 shares of Common Stock, representing 5.9% of the class as of 03/31/2026. The filing lists sole voting power of 31,526,852.03 and sole dispositive power of 34,029,542.96. The schedule is filed under a power of attorney executed April 13, 2026, with signatures dated May 5, 2026.

James Hardie Industries PLC reports that Vanguard Capital Management beneficially owned 29,009,091 shares of Common Stock, representing 5% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 29,009,091 shares and sole voting power over 12,827,922 shares. The filing attributes holdings to Vanguard Capital Management and affiliated Vanguard entities, and is signed on 04/28/2026.

James Hardie Industries plc executive David Lawrence Hill, the company’s CAO, has filed an initial Form 3 showing his beneficial ownership in the company’s ordinary shares. The filing reports a direct holding of 10,031 ordinary shares, including 7,707 restricted stock units.

The 7,707 RSUs are scheduled to vest over several future dates: 2,532 on August 17, 2026, 2,032 on December 9, 2026, 1,782 on August 17, 2027, and 1,361 on August 17, 2028. This schedule outlines when these stock-based awards will convert into ordinary shares if service conditions are met.