---
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"
generated_at: "2026-05-19T20:51:20.672475+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-036497
- JSON: https://secwatch.observer/filing/0001628280-26-036497.json
- Plain text: https://secwatch.observer/filing/0001628280-26-036497.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/0001628280-26-036497-index.htm
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/0001628280-26-036497-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.