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James Hardie Industries (JHX) investor relations material
James Hardie Industries Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary18 Nov, 2025
Executive summary
Q2 FY26 net sales rose 34% to $1.29 billion, driven by the AZEK acquisition, while organic sales declined 1% due to soft market demand in legacy businesses.
Adjusted EBITDA increased 25% to $330 million (25.5% margin), reflecting cost synergies and integration progress with AZEK.
Adjusted diluted EPS was $0.26, down 27% year-over-year.
Year-to-date free cash flow was $58 million, reflecting integration costs and reduced capital spending.
Board and management changes included the appointment of Nigel Steen as Board Chair, Rachel Wilson's departure as CFO, and Ryan Lada's appointment as CFO.
Financial highlights
Q2 FY26 net sales: $1,292 million (+34% YoY), with $345 million from AZEK; organic sales declined 1%.
Adjusted EBITDA was $330 million (25.5% margin); adjusted net income was $154 million; adjusted diluted EPS was $0.26.
Net debt ended the quarter at $4.49 billion, up from $0.56 billion at March 2025, reflecting AZEK acquisition financing; pro forma net leverage at 3.2x, with a target to reduce below 2x within two years.
Free cash flow for the first half of FY26 was $58 million, down from $139.1 million prior year.
Operating income fell 84% to $24 million in Q2 FY26, with a net loss of $55.8 million, mainly due to acquisition-related costs and higher interest expense.
Outlook and guidance
FY26 consolidated net sales guidance updated to $5.3–$5.4 billion, with adjusted EBITDA of $1.20–$1.25 billion and free cash flow of at least $200 million.
Siding & Trim FY26 net sales expected at $2.925–$2.995 billion, adjusted EBITDA $920–$955 million.
Deck, Rail & Accessories FY26 net sales guided at $780–$800 million, adjusted EBITDA $215–$225 million.
CapEx outlook unchanged at $400 million for FY26.
AZEK adjusted EBITDA (Q2–Q4) expected at $114–$122 million.
Quantify AZEK commercial synergy wins
Siding & Trim strategy for market headwinds
Post-AZEK debt reduction timeline
ColorPlus volume doubling plan details
Decking/Railing competitive strategy update
Siding & Trim margin recovery drivers
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Next James Hardie Industries earnings date
Q3 202616 Feb, 2026
Next James Hardie Industries earnings date
Q3 202616 Feb, 2026
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Frequently asked questions
James Hardie Industries plc is globally recognized as the leading producer and marketer of high-performance fiber cement siding and backerboard. The company has established itself as a market leader in Europe for fiber gypsum products. James Hardie's commitment to "Zero Harm," alongside its efforts to positively impact communities and deliver environmentally-responsible solutions, underscores its corporate culture. The company's product portfolio includes a variety of patterned profiles and surface finishes for applications such as external siding, trim, soffit lining, internal linings, walls, facades, floors, and tile underlay. These products cater to residential, commercial, and industrial applications, with primary markets in North America, Europe, Australia, New Zealand, and the Philippines. The company is headquartered in Dublin, Ireland, and its shares are listed on the New York Stock Exchange (NYSE) under the ticker symbol JHX.
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