James Hardie Industries plc · Q2 2026 earnings

Briefing

James Hardie Q3 FY26 net sales rise 30% to $1.24B; adjusted EPS $0.24

James Hardie Industries plc reported third quarter fiscal 2026 results for the period ended December 31, 2025, with net sales of $1.24 billion, up 30% year over year (organic net sales up 1%), and adjusted EBITDA of $329.9 million at a 26.6% margin. Net income was $68.7 million with diluted EPS of $0.12; adjusted diluted EPS was $0.24. Siding & Trim net sales rose 10% to $788.3 million with organic net sales down 2%, while Deck, Rail & Accessories net sales were $194.1 million with mid-single-digit sell-through growth. The company raised FY26 guidance for total adjusted EBITDA to $1.232–$1.263 billion and noted AZEK integration cost synergies are ahead of schedule toward a $125 million target.

• Consolidated net sales reached $1.24 billion, up 30% including AZEK, with organic net sales up 1% and adjusted EBITDA of $329.9 million at a 26.6% margin.
• Siding & Trim net sales were $788.3 million (+10%, organic -2%) with adjusted EBITDA margin of 34.1% and roughly 500 bps of sequential margin expansion.
• Deck, Rail & Accessories net sales were $194.1 million (+2% vs pre-acquisition) with mid-single-digit sell-through growth and a 25.1% adjusted EBITDA margin.
• Net income was $68.7 million with diluted EPS of $0.12; adjusted net income was $142.2 million with adjusted diluted EPS of $0.24.
• FY26 total adjusted EBITDA guidance was raised to $1.232–$1.263 billion; AZEK cost synergies surpassed the FY26 goal and remain on track for $125 million.

Headline financials

Revenue & EPS history

James Hardie raised FY26 guidance: Siding & Trim net sales $2.953–$2.998B, Deck/Rail/Accessories net sales $787–$800M, total adjusted EBITDA $1.232–$1.263B, and free cash flow at least $200M.