James Hardie Industries plc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
20.4%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$5.7Bnext fiscal year
Monitoring Framework
Key Performance Indicators
Consolidated Net Sales Quarterly4.8BTarget: High-single to low-double digit normalized growth
Adjusted EBITDA Margin Quarterly2,620.0%Target: Low 30s% normalized margin
Free Cash Flow Annually314MTarget: Exceeding $500 million in FY27
AZEK Cost Synergies Delivered Annually37MTarget: $125 million in three years
Watch Items
- AZEK Integration and Synergy CaptureTrigger: Deferred synergy timelines or failure to capture commercial cross-selling winsAction: Re-evaluate the pro-forma valuation multiples and adjust the long-term growth rate downward.
- North American Repair & Remodel (R&R) DemandTrigger: Sustained decline in organic fiber cement volumes or tightening channel inventoriesAction: Reduce near-term revenue and EBITDA forecasts for the Siding & Trim segment.
- Fiduciary Duty Investigation and Inventory DisclosuresTrigger: Adverse findings regarding past communication around demand and destockingAction: Apply a governance risk discount to the target P/E multiple and reassess management credibility.
Research as of 2 Sep 2026