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James Hardie Industries (JHX) investor relations material
James Hardie Industries Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025
Company overview and growth strategy
Focused on fiber cement siding and premium exterior solutions, with North America representing 80% of business.
Recent merger with AZAC more than doubled addressable market to $23B, positioning as a leader in outdoor living and exterior solutions.
Strong brands include James Hardie (siding), TimberTech (decking), and AZAC, all leading in their categories.
Go-to-market strategy centers on material conversion, targeting contractors, dealers, and homeowners through training, service, and direct marketing.
Long-term growth algorithm targets double-digit CAGR, with growth from market outperformance, price/mix, and revenue synergies.
Merger integration and synergy realization
Integration with AZAC is progressing well, emphasizing a merger of equals and cultural alignment.
Early cost synergy targets are being met or exceeded, with revenue synergies showing strong customer reception.
Joint sales efforts and cross-selling are generating optimism and early wins, especially through winter buy programs.
Contractor adoption of both product lines is incentivized, with lead sharing and success stories emerging.
Commercial synergy benefits are not yet included in current guidance.
Market dynamics, guidance, and forecasting
Guidance reflects a conservative approach due to a dynamic environment, with destocking and soft spring selling season impacting forecasts.
Legacy AZAC and international businesses are performing well, while North American fiber cement faces new construction headwinds.
Demand forecasting leverages a large sales force, macroeconomic data, and statistical models, with guidance extending through March.
Inventory management is cautious, assuming continued market decline and defensive customer positioning.
AZEK's impact on JH regional penetration
Strategies to reduce total fiber cement job cost
JH's strategy for industry consolidation
Explain fiber cement growth strategy in NE/MW
Detail efforts to reduce total fiber cement job cost
JH's strategy for industry consolidation?
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Next James Hardie Industries earnings date
AGM 202529 Oct, 2025
Next James Hardie Industries earnings date
AGM 202529 Oct, 2025
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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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