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.

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