James Hardie Industries plc(JHX)Stock Analysis
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Rank #830 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
JHX Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for James Hardie Industries plc (JHX), a Materials sector company. 13F Pro's AI-powered ranking engine scores JHX at 60.8/100 on a 32-signal composite quality model, placing it at rank #830 of 2,961 stocks — the top half of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), James Hardie Industries plc reports quarterly revenue of $1.5B, net income of $104.3M, free cash flow of $254.2M. 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. James Hardie Industries plc's 13F Pro composite quality score has ranged between 46 and 61 since 2026, currently 60.8 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.5B
Net Income
Q2 2026
$104.3M
Free Cash Flow
Q2 2026
$254.2M
ROIC
Q2 2026
8.0%
D/E Ratio
Q2 2026
0.66
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+24.7% YoYNet Income
-75.5% YoYOperating Income
-31.8% YoYEPS (Diluted)
-80.6% YoYTotal Assets
+161.7% YoYTotal Debt
+305.6% YoYOp. Cash Flow
-26.5% YoYFree Cash Flow
-45.9% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $4.84B +24.7% | $3.88B -1.5% | $3.94B +4.2% | $3.78B +4.5% | $3.61B +24.3% | $2.91B |
| Net Income | $104.0M -75.5% | $424.0M -16.9% | $510.2M -0.4% | $512.0M +11.5% | $459.1M +74.7% | $262.8M |
| Operating Income | $447.6M -31.8% | $655.9M -14.5% | $767.4M +3.5% | $741.4M +8.6% | $682.6M +44.4% | $472.8M |
| EPS (Diluted) | $0.19 -80.6% | $0.98 -15.5% | $1.16 +0.9% | $1.15 +11.7% | $1.03 +74.6% | $0.59 |
| Total Assets | $13.69B +161.7% | $5.23B +6.5% | $4.91B +9.7% | $4.48B +5.6% | $4.24B +3.8% | $4.09B |
| Total Debt | $4.58B +305.6% | $1.13B -0.1% | $1.13B +6.7% | $1.06B +20.7% | $877.3M +2.2% | $858.6M |
| Operating Cash Flow | $589.8M -26.5% | $802.8M -12.2% | $914.2M +50.5% | $607.6M -19.8% | $757.2M -3.8% | $786.9M |
| Free Cash Flow | $205.9M -45.9% | $380.6M -18.1% | $464.9M +2752.1% | $16.3M -96.7% | $499.4M -26.1% | $676.2M |
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Top Institutional Holders of JHX
WELLINGTON MANAGEMENT GROUP LLP
$1.1B40,841,163 shFMR LLC
$989.4M37,790,521 shD1 Capital Partners L.P.
$721.1M27,545,516 shMILLENNIUM MANAGEMENT LLC
$368.8M14,088,186 shInvesco Ltd.
$311.9M11,913,790 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$299.6M10,730,619 shAlyeska Investment Group, L.P.
$228.8M8,737,905 shJPMORGAN CHASE & CO
$164.0M6,205,799 shSlate Path Capital LP
$157.6M6,021,000 shHill City Capital, LP
$149.9M5,723,900 sh
| Fund | Value | Shares |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 40,841,163 |
| FMR LLC | $989.4M | 37,790,521 |
| D1 Capital Partners L.P. | $721.1M | 27,545,516 |
| MILLENNIUM MANAGEMENT LLC | $368.8M | 14,088,186 |
| Invesco Ltd. | $311.9M | 11,913,790 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $299.6M | 10,730,619 |
| Alyeska Investment Group, L.P. | $228.8M | 8,737,905 |
| JPMORGAN CHASE & CO | $164.0M | 6,205,799 |
| Slate Path Capital LP | $157.6M | 6,021,000 |
| Hill City Capital, LP | $149.9M | 5,723,900 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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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. JHX is classified as a large company.
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.