{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-036497","form_type":"8-K","ticker":"JHX","cik":"0001159152","company_name":"James Hardie Industries plc","filed_at":"2026-05-19T20:32:38+00:00","discovered_at":"2026-05-19T20:34:02.416302+00:00","generated_at":"2026-05-19T20:51:20.672475+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"James Hardie Q4 Adj EBITDA $381M beats guidance; FY27 targets 4-8% pro forma growth","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-036497","json":"https://secwatch.observer/filing/0001628280-26-036497.json","markdown":"https://secwatch.observer/filing/0001628280-26-036497.md","text":"https://secwatch.observer/filing/0001628280-26-036497.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/0001628280-26-036497-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/jhx-20260519.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-19T20:51:20.672475+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"780464582e45047ed5e870bfb5cfa33d31d9dfa9","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/0001628280-26-036497-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended March 31, 2026"},{"label":"Revenue","value":"Net Sales of $1.40 Billion"},{"label":"Net income","value":"Net Income of $29 Million"},{"label":"EPS","value":"Net Income per common share - Diluted 0.05"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"868fdfbb63d134d936a7f366c10ed4124379807b","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/0001628280-26-036497-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year ended March 31, 2026"},{"label":"Revenue","value":"Net Sales of $4.84 Billion"},{"label":"Net income","value":"Net Income of $104 Million"},{"label":"EPS","value":"Net Income per common share - Diluted 0.19"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}