James Hardie Reports Preliminary Q2 FY26 Results, Exceeds Expectations

JHX
October 08, 2025
James Hardie Industries plc announced preliminary financial results for its fiscal second quarter ended September 30, 2025, reporting net sales of $1.29 billion to $1.30 billion, adjusted EBITDA of $326 million to $331 million, and adjusted net income of $151 million to $157 million. The company also disclosed an adjusted diluted earnings per share of $0.26 to $0.27 and a net debt balance of $4.5 billion as of the quarter‑end. CEO Aaron Erter said the company’s Siding & Trim sales performance exceeded expectations, noting that organic net sales fell low single digits versus the prior year while distributors and dealers reduced inventory less than anticipated. He highlighted that, despite a challenging repair‑and‑remodel environment, customer demand for James Hardie products remained strong. The press release added that the AZEK acquisition continues to deliver value, with Deck, Rail & Accessories showing mid‑single‑digit growth in both net sales and sell‑through versus the prior year. Early shelf‑space opportunities and cross‑selling into AZEK’s dealer network are expected to drive commercial synergies in the coming year. James Hardie will update its full‑year guidance through March and will hold a second‑quarter earnings call in November, where further details on the company’s outlook will be provided. The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.