James Hardie Industries (NYSE:JHX) Q2 2026 Earnings Call November 18, 2025 08:00 AM ET Company ParticipantsTrevor Allinson - Director of Equity ResearchJon Skelly - PresidentPhil Ng - Managing DirectorAaron Erter - CEOJoe Ahlersmeyer - VP of Investor RelationsAdam Baumgarten - VPKeith Hughes - Managing DirectorConference Call ParticipantsNone - AnalystLee Power - Equity Research AnalystKeith Chau - Senior Basic Industrials AnalystRyan Merkel - Research AnalystOperatorThank you for standing by, and welcome t ...

James Hardie Industries (NYSE:JHX) Q2 2026 Earnings Call November 18, 2025 08:00 AM ET Company ParticipantsTrevor Allinson - Director of Equity ResearchJon Skelly - PresidentPhil Ng - Managing DirectorAaron Erter - CEOJoe Ahlersmeyer - VP of Investor RelationsAdam Baumgarten - VPKeith Hughes - Managing DirectorConference Call ParticipantsNone - AnalystLee Power - Equity Research AnalystKeith Chau - Senior Basic Industrials AnalystRyan Merkel - Research AnalystOperatorThank you for standing by, and welcome t ...

James Hardie Industries (NYSE:JHX) Q2 2026 Earnings Call November 18, 2025 08:00 AM ET Speaker2Thank you for standing by, and welcome to the James Hardie Fiscal Second Quarter 2026 earnings conference call. After prepared remarks by management, there will be an opportunity to ask questions. Please limit yourself to one question and one follow-up. If you have additional questions, please rejoin the queue. I would now like to hand the call over to Joe Ahlersmeyer, Vice President of Investor Relations. Please ...

Core Insights - Aristotle Capital Boston, LLC reported solid results for U.S. small/mid-cap equities in Q3 2025, with a return of 2.57% net of fees, underperforming the Russell 2500 Index's 9.00% total return [1] Company Overview - James Hardie Industries plc (NYSE:JHX) manufactures and supplies fiber cement and fiber gypsum products primarily for residential construction [3] - The company has a market capitalization of $12.122 billion, with shares closing at $20.93 on October 31, 2025 [2] Performance Metrics - James Hardie Industries plc experienced a one-month return of 4.18%, but its shares have lost 34.06% over the past 52 weeks [2] - The stock is not among the 30 most popular stocks among hedge funds, although the number of hedge fund portfolios holding JHX increased from 12 to 32 in the last quarter [4] Strategic Developments - The acquisition of The AZEK Company enhances James Hardie's product offerings and positions the company for market share gains in an expanded addressable market [3] - The company is expected to benefit from operating synergies, merger cost synergies, and enhanced scale efficiencies, which should improve shareholder value creation potential [3]

Core Insights - A class action lawsuit has been filed against James Hardie Industries plc for allegedly making false statements regarding the demand for its North America Fiber Cement segment, which was reportedly experiencing weakening demand due to distributor inventory destocking [3][7] - The lawsuit claims that James Hardie misrepresented the strength of demand and inventory levels, leading to a significant drop in share price of over 34% following the disclosure of a 12% sales decline in the segment [3][7] Allegation Details - The complaint alleges that James Hardie was aware of weakening demand in its key segment by April and May 2025 but failed to disclose this information [3] - The company falsely represented that demand remained strong and inventory levels were "normal" during the class period [3] - On August 19, 2025, James Hardie announced a 12% sales decline in the North America Fiber Cement segment, attributing it to "normalization of channel inventories" and warned of continued weakness [3] - Following this announcement, the company's share price dropped more than 34%, impacting investors significantly [3] Next Steps - Investors who purchased James Hardie shares during the class period and suffered losses are encouraged to contact the law firm Bragar Eagel & Squire for more information on their rights and potential claims [4][7] - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is December 23, 2025 [7]

Core Viewpoint - A class action lawsuit has been filed against James Hardie Industries plc for alleged violations of securities laws, specifically related to misleading statements about demand for its Fiber Cement products in North America [1][2]. Summary by Sections Class Action Details - The class period for the lawsuit is from May 20, 2025, to August 18, 2025, with a deadline for lead plaintiff appointments set for December 23, 2025 [2]. - The complaint alleges that James Hardie made false claims about strong demand for its products while being aware that distributors were reducing inventory levels [2]. - On August 19, 2025, the company reported a 12% sales decline in the Fiber Cement segment, attributing it to "normalization of channel inventories," which contradicts its earlier public statements [2]. Shareholder Participation - Shareholders who purchased shares during the class period are encouraged to contact the law firm for potential participation in the lawsuit, with no cost or obligation to join [3]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the case's progress [3]. Law Firm Background - DJS Law Group specializes in securities class actions and corporate governance litigation, focusing on enhancing investor returns through advocacy [4]. - The firm represents large hedge funds and alternative asset managers, emphasizing the value of litigation claims as significant assets [4].

Core Viewpoint - The article highlights James Hardie (JHX) as a recommended growth stock based on its strong growth metrics and favorable Zacks Rank, indicating potential for solid returns for growth investors [2][10]. Earnings Growth - James Hardie has a historical EPS growth rate of 17.5%, with projected EPS growth of 14.6% this year, significantly outperforming the industry average of 6.6% [5][4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 14.7%, which is substantially higher than the industry average of 3.5% [6]. Additionally, its annualized cash flow growth rate over the past 3-5 years stands at 20.7%, compared to the industry average of 10.1% [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for James Hardie, with the current-year earnings estimates increasing by 0.8% over the past month [8]. Overall Assessment - James Hardie holds a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating it is a solid choice for growth investors and a potential outperformer in the market [10].