James Hardie Industries plc(JHX)Stock Analysis
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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% YoYNet Income
-79.6% YoYOperating Income
-41.7% YoYEPS (Diluted)
-83.6% YoYTotal Assets
+178.6% YoYTotal Debt
+305.2% YoYOp. Cash Flow
-35.5% YoY| Metric | FY 2026 | FY 2024 |
|---|---|---|
| Revenue | $4.84B +22.9% | $3.94B |
| Net Income | $104.0M -79.6% | $510.2M |
| Operating Income | $447.6M -41.7% | $767.4M |
| EPS (Diluted) | $0.19 -83.6% | $1.16 |
| Total Assets | $13.69B +178.6% | $4.91B |
| Total Debt | $4.58B +305.2% | $1.13B |
| Operating Cash Flow | $589.8M -35.5% | $914.2M |
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:
Top Institutional Holders of JHX
WELLINGTON MANAGEMENT GROUP LLP
$1.0B52,803,225 shFMR LLC
$592.0M31,254,722 shD1 Capital Partners L.P.
$536.0M28,300,283 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$236.6M11,606,567 shAlyeska Investment Group, L.P.
$147.4M7,783,588 shPoint72 Asset Management, L.P.
$118.9M6,275,375 shHill City Capital, LP
$106.5M5,621,700 shBlackRock, Inc.
$106.4M5,615,163 shPhoenix Financial Ltd.
$103.2M5,449,639 shSlate Path Capital LP
$101.6M5,364,500 sh
| Fund | Value | Shares |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $1.0B | 52,803,225 |
| FMR LLC | $592.0M | 31,254,722 |
| D1 Capital Partners L.P. | $536.0M | 28,300,283 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $236.6M | 11,606,567 |
| Alyeska Investment Group, L.P. | $147.4M | 7,783,588 |
| Point72 Asset Management, L.P. | $118.9M | 6,275,375 |
| Hill City Capital, LP | $106.5M | 5,621,700 |
| BlackRock, Inc. | $106.4M | 5,615,163 |
| Phoenix Financial Ltd. | $103.2M | 5,449,639 |
| Slate Path Capital LP | $101.6M | 5,364,500 |
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Popular Research
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.