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Upturn AI SWOT - About
JHX 
James Hardie Industries PLC ADR (JHX)
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Upturn Advisory Summary
08/12/2025: JHX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $34
1 Year Target Price $34
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.31% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.22B USD | Price to earnings Ratio 28.59 | 1Y Target Price 34 |
Price to earnings Ratio 28.59 | 1Y Target Price 34 | ||
Volume (30-day avg) 2 | Beta 0.89 | 52 Weeks Range 19.72 - 43.57 | Updated Date 08/12/2025 |
52 Weeks Range 19.72 - 43.57 | Updated Date 08/12/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.98 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-19 | When After Market | Estimate 0.29 | Actual - |
Profitability
Profit Margin 10.94% | Operating Margin (TTM) 21.47% |
Management Effectiveness
Return on Assets (TTM) 10.6% | Return on Equity (TTM) 21.09% |
Valuation
Trailing PE 28.59 | Forward PE 23.31 | Enterprise Value 16859257248 | Price to Sales(TTM) 4.18 |
Enterprise Value 16859257248 | Price to Sales(TTM) 4.18 | ||
Enterprise Value to Revenue 4.35 | Enterprise Value to EBITDA 18.68 | Shares Outstanding 578764032 | Shares Floating 428936586 |
Shares Outstanding 578764032 | Shares Floating 428936586 | ||
Percent Insiders - | Percent Institutions 11.34 |
Upturn AI SWOT
James Hardie Industries PLC ADR
Company Overview
History and Background
James Hardie Industries was founded in 1888 in Australia as a leather and hide merchant. It transitioned to manufacturing building materials, particularly fiber cement products. The company is now headquartered in Dublin, Ireland, and listed on the Australian Securities Exchange (ASX) and trades as an ADR in the US.
Core Business Areas
- North America Fiber Cement: This segment manufactures and sells a range of fiber cement siding and backerboard products for residential and commercial construction. It represents the largest portion of James Hardie's revenue.
- International Fiber Cement: This segment includes fiber cement operations outside of North America, primarily in Australia, New Zealand, and Europe.
- Gypsum: Gypsum is a newer segment focusing on interior solutions
Leadership and Structure
The CEO of James Hardie Industries PLC is Aaron Erter. The company has a board of directors overseeing its operations. Its organizational structure is divided by geographic regions and product lines.
Top Products and Market Share
Key Offerings
- HardiePlank Lap Siding: Fiber cement siding designed to look like wood but with greater durability and resistance to fire, pests, and weather. James Hardie is a leader in the fiber cement siding market, estimated to have roughly 50% market share in North America. Competitors include Louisiana-Pacific (LPX) with their SmartSide product and CertainTeed.
- HardieBacker Cement Board: A water-resistant cement backerboard used for tile installations in wet areas like bathrooms and kitchens. James Hardie holds a significant portion of the cement backerboard market. Competitors include USG and National Gypsum.
- HardieTrim Boards: Fiber cement trim and fascia boards that complement HardiePlank siding. Competitors include wood trim manufacturers and PVC trim manufacturers.
Market Dynamics
Industry Overview
The building materials industry is influenced by housing starts, renovation activity, and economic growth. Demand for durable, low-maintenance, and aesthetically pleasing siding products is increasing.
Positioning
James Hardie is a market leader in fiber cement siding, known for its brand reputation, product quality, and extensive distribution network. Its competitive advantages include its manufacturing scale, technological innovation, and strong relationships with builders and contractors.
Total Addressable Market (TAM)
The TAM for siding in North America is estimated to be around $15 billion. James Hardie's current market share positions it well to capture a significant portion of this market, and further growth opportunities exist in expanding into adjacent product categories and geographic regions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Market leadership in fiber cement siding
- Extensive distribution network
- Product innovation
- Durable and low-maintenance products
Weaknesses
- Exposure to housing market cycles
- Reliance on North American market
- Raw material price volatility
- Legal liabilities related to past asbestos use
- Higher price point compared to vinyl siding
Opportunities
- Expanding into new geographic markets
- Developing new product lines
- Increasing market share in existing markets
- Capitalizing on the growing demand for sustainable building materials
- Acquiring complementary businesses
Threats
- Economic downturns
- Increased competition from alternative siding materials
- Changes in building codes and regulations
- Fluctuations in interest rates
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- LPX
- NCS
- CRD.A
Competitive Landscape
James Hardie's advantages include its strong brand and market leadership. Disadvantages may include its higher price point compared to some competitors and exposure to raw material price volatility. LPX could be considered a competitive materials offering. Comparatively, Certainteed is a larger, diversified player in building products, while JHX is focused.
Growth Trajectory and Initiatives
Historical Growth: Historically, James Hardie's growth has been driven by its strong market position in fiber cement siding and the overall growth of the housing market. Key trends would include volume growth, price increases, and expansion into new markets.
Future Projections: Analyst projections would depend on factors such as housing market forecasts, building material trends, and James Hardie's strategic initiatives. Analysts would look at things such as revenue growth, EPS growth, and target prices.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions, and investments in manufacturing capacity.
Summary
James Hardie is a strong company with a leading position in the fiber cement siding market. The company's growth is tied to the housing market, but its brand reputation and product quality provide a competitive advantage. It needs to be cautious of the fluctuations with housing market and competitors looking to gain market share. It is important to monitor market dynamics for long term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Reports
- Company Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly and can drastically alter the performance of a stock or company.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About James Hardie Industries PLC ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 2000-01-03 | CEO & Executive Director Mr. Aaron M. Erter | ||
Sector Basic Materials | Industry Building Materials | Full time employees 6000 | Website https://ir.jameshardie.com.au |
Full time employees 6000 | Website https://ir.jameshardie.com.au | ||
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates in three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. The company offers fiber cement interior linings, exterior siding products, and related accessories. Its fiber cement products are used for a range of external applications, including siding, cladding, trim, soffit, as well as internal applications such as walls, floors, and ceilings. The company also provides fiber gypsum and cement-bonded boards for interior applications, such as dry lining walls, walls in timber frame buildings, and flooring solutions. Its cement-bonded boards are used in exterior and industrial applications, as well as for fire protection. The company offers its products under the HardieTM brand, such as Hardie Plank, Hardie Panel, Hardie Trim, Hardie Backer, Hardie Artisan Siding, and HardieTM Architectural Collection brands, as well as the fermacell and AESTUVER brands. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.
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