secwatch.observer — SEC 8-K summary
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Issuer:     James Hardie Industries plc (JHX)
CIK:        0001159152
Form:       8-K
Filed at:   2026-05-19T20:32:38+00:00
Accession:  0001628280-26-036497
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/0001628280-26-036497-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1159152/000162828026036497/jhx-20260519.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-036497

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