James Hardie Q4 Adj EBITDA $381M beats guidance; FY27 targets 4-8% pro forma growth

James Hardie Industries plc

2026-FY EPS reported $0.19 revenue$4,835,800,000

Q4 net sales $1.40B (+45% reported, organic -1%); net income $29M, Adj EBITDA $381M above guidance.
FY26 net sales $4.84B (+25%); Adj EBITDA $1.27B (+17%); organic net sales declined 2%.
FY27 outlook: pro forma Adj EBITDA growth 4-8%; free cash flow >$500M (increase >$200M YoY).
Siding & Trim organic net sales -7% in Q4; Adj EBITDA margin 33.0%; AZEK cost synergies ahead of schedule.
DR&A Q4 net sales $345M (+5% vs pre-acquisition); Adj EBITDA margin 28.2%; early buy orders and weather impact.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

James Hardie Industries plc reported fourth quarter ended March 31, 2026 results: revenue Net Sales of $1.40 Billion, net income Net Income of $29 Million, EPS Net Income per common share - Diluted 0.05. Guidance initiated.

Period: fourth quarter ended March 31, 2026
Revenue: Net Sales of $1.40 Billion
Net income: Net Income of $29 Million
EPS: Net Income per common share - Diluted 0.05
Guidance: initiated
Result: reported results

Exact text from the filing

Net Sales of $1.40 Billion, an Increase of 45% Year Over Year; Organic Net Sales Decreased 1% Net Income of $29 Million, Adjusted EBITDA of $381 Million, Exceeding Guidance and Expectations

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

James Hardie Industries plc reported fiscal year ended March 31, 2026 results: revenue Net Sales of $4.84 Billion, net income Net Income of $104 Million, EPS Net Income per common share - Diluted 0.19. Guidance initiated.

Period: fiscal year ended March 31, 2026
Revenue: Net Sales of $4.84 Billion
Net income: Net Income of $104 Million
EPS: Net Income per common share - Diluted 0.19
Guidance: initiated
Result: reported results

Exact text from the filing

Full Year Highlights Net Sales of $4.84 Billion, an Increase of 25% Year Over Year; Organic Net Sales Decreased 2% Net Income of $104 Million, Adjusted EBITDA of $1.27 Billion, Exceeding Guidance and Expectations

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Source: SEC EDGAR

accession 0001628280-26-036497

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