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Companies · JHX

JHX Reported this cycle

James Hardie

Dublin, Ireland Building Products

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Latest analysis

Updated Aug 21, 2026

James Hardie shareholders approve classified board governance reforms and FY2026 compensation.

James Hardie held its annual shareholder meeting on August 20, 2026, with strong approval across all governance and compensation proposals. The company completed a transition to apply classified board provisions uniformly to all directors, including the CEO, ending a carve-out that had excluded the chief executive. Shareholders also endorsed the company's executive compensation framework and approved a $700,000 annual increase to the non-executive director fee pool, raising the maximum aggregate to $4.5 million. The voting results show broad support: the advisory say-on-pay passed with 96.3% affirmative votes, and the governance amendments garnered 97.3% support.

Tone: neutral

Revenue

$4.8B

JHX 10-K · FY 2026

Employees

7,500

Revenue growth YoY

+25%

Headquarters

Dublin, Ireland

Profile

JHX 10-K Item 1 · May 19, 2026

James Hardie Industries plc is a leading manufacturer of exterior building products, including fiber cement siding and trim, fiber gypsum interior systems, and composite and PVC decking and railing. The company serves new home construction, repair and remodel, and outdoor living markets across North America, Australia, New Zealand, and Europe. Following the July 2025 acquisition of The AZEK Company, James Hardie now operates four reportable segments: Siding & Trim, Deck Rail & Accessories, Australia & New Zealand, and Europe.

Read filing description ↓

James Hardie Industries plc is a leading provider of exterior home and outdoor living solutions, with a portfolio that includes fiber cement siding and trim, fiber gypsum interior walls and floors, and composite and PVC decking and railing products. Our products are engineered for beauty, durability and climate resilience, and include trusted brands like Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure. We have a global footprint; our portfolio is marketed and sold throughout North America, Europe, Australia and New Zealand. Over our more than 135 year history, we have developed our reputation as a leader in our categories by leveraging our scaled and localized manufacturing footprint, research and development expertise, brand recognition and customer-focused team. Our strategy is to operate a scaled exterior building products platform by driving material conversion away from inferior products, expanding channel access, investing in sales and marketing to increase downstream conversion, and continually innovating with new product launches. We focus heavily on replacing traditional materials, such as wood and other lower-durability alternatives, with high-performance fiber cement and advanced composite and PVC solutions that offer durability, aesthetic flexibility, fire resistance, and reduced maintenance requirements to capitalize on secular growth trends driving material conversion. We complement our focus on material conversion with disciplined channel expansion initiatives. We seek to deepen our relationships with national and regional builders, specialty dealers, home centers, and distribution partners.

Primary products

  • Fiber cement siding and trim
  • PVC trim products
  • Composite decking
  • PVC decking
  • Railing systems
  • Fiber gypsum interior walls and floors

Business segments

Siding & Trim Deck, Rail & Accessories Australia & New Zealand Europe

End markets

New home construction Repair and remodel Outdoor living Residential construction Commercial construction

Geographies

United States Canada Australia New Zealand Europe

Named competitors

Conventional lumber suppliers Vinyl siding manufacturers Engineered wood siding manufacturers Traditional wood siding manufacturers Other fiber cement siding manufacturers Wood-alternative decking and railing manufacturers Traditional masonry (brick) and render system suppliers Plaster board manufacturers
“We believe we can continue to increase our market share from our competing products through targeted marketing programs designed to educate distributors, builders, contractors, installers and homeowners on our brands and the performance, design and cost advantages of some of our products.” Competitive position, as stated in the filing

Revenue commentary · FY 2026

Net sales increased 25% primarily due to the AZEK acquisition, which contributed net sales of $1,065.0 million, as well as higher net sales in Europe, partially offset by lower net sales in the North America fiber cement business.

The rest of JHX is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 12 diligence answers 2 M&A transactions SWOT