JHXJames Hardie Industries plc(JHX)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

JHX Stock Analysis & AI Quality Score

AI stock analysis and institutional research for James Hardie Industries plc (JHX), a Materials sector company. JHX is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (FY 2026), James Hardie Industries plc reports quarterly revenue of $4.8B, net income of $104.0M, an operating margin of 9.3%. Top institutional holders of JHX by reported 13-F value include WELLINGTON MANAGEMENT GROUP LLP, FMR, D1 Capital Partners L.P., based on the most recent SEC filings. JHX trades on the NYSE exchange and files with the SEC under CIK 1159152. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JHX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for James Hardie Industries plc directly from SEC EDGAR.

Revenue

FY 2026

$4.8B

Net Income

FY 2026

$104.0M

Free Cash Flow

FY 2026

$205.9M

Operating Margin

FY 2026

9.3%

ROIC

FY 2026

4.1%

D/E Ratio

FY 2026

0.71

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+22.9% YoY
$4.84BFY 2026
FY24 $3.94BFY26 $4.84B

Net Income

-79.6% YoY
$104.0MFY 2026
FY24 $510.2MFY26 $104.0M

Operating Income

-41.7% YoY
$447.6MFY 2026
FY24 $767.4MFY26 $447.6M

EPS (Diluted)

-83.6% YoY
$0.19FY 2026
FY24 $1.16FY26 $0.19

Total Assets

+178.6% YoY
$13.69BFY 2026
FY24 $4.91BFY26 $13.69B

Total Debt

+305.2% YoY
$4.58BFY 2026
FY24 $1.13BFY26 $4.58B

Op. Cash Flow

-35.5% YoY
$589.8MFY 2026
FY24 $914.2MFY26 $589.8M

AI Insight: JHX Financial Trends

James Hardie's debt nearly quadrupled to $4.6B in Q1 2026, while equity more than tripled, signaling a major capital structure shift likely driven by acquisition or financing event.

Total debt surged from $1.1B in Q1 2025 to $4.6B in Q1 2026—a 306% jump in one quarter.

Equity expanded from $2.2B to $6.4B over the same period, nearly tripling alongside debt increase.

Debt-to-equity ratio deteriorated sharply: Q1 2025 at 0.52x rose to 0.71x in Q1 2026. Monitor refinancing capacity and interest coverage.

Absence of Q1 2026 revenue, net income, and operating income data limits visibility into earnings impact of balance sheet restructuring.

AI Insight: JHX Ratio Trends

Leverage reversed course sharply, rising from 0.52 in Q1 2025 to 0.71 in Q1 2026 and TTM, erasing two years of debt reduction.

D/E spiked 36% quarter-over-quarter from Q1 2025 (0.52) to Q1 2026 (0.71), reversing consistent deleveraging.

D/E has oscillated between 0.52 and 0.71 over past year, now back to levels last seen in Q1 2024 (0.61).

Sharp leverage spike in latest quarter suggests debt increase or equity reduction — investigate capital structure shift.

Only D/E metric available; lack of profitability, cash flow, or efficiency ratios limits visibility into underlying drivers.

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Available Research

13F Pro tracks comprehensive data for James Hardie Industries plc including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of JHX

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Is JHX a good stock to buy?

13F Pro's AI-powered analysis of James Hardie Industries plc (JHX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for JHX are available on the JHX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own JHX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling JHX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of James Hardie Industries plc's investment landscape.