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Dec 31, 2025
James Hardie Q3 2026 Earnings Report
James Hardie reported strong top-line growth in Q3 FY26 driven by the AZEK acquisition, with higher sales but lower net income year over year.
Key Takeaways
James Hardie delivered Q3 FY26 net sales of 1239800000 dollars, up 30% year over year, supported by acquisition contributions, while net income declined to 68700000 dollars due to higher interest and acquisition-related costs.
Net sales increased 30% year over year to 1239800000 dollars.
Operating income declined to 176200000 dollars, with margin of 14.2%.
Adjusted EBITDA rose 26% to 329900000 dollars.
Net income decreased to 68700000 dollars, with diluted EPS of 0.12 dollars.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company modestly raised FY26 guidance for key segments and expects total Adjusted EBITDA between 1232000000 and 1263000000 dollars, with free cash flow of at least 200000000 dollars.
Positive Outlook
- FY26 Siding & Trim net sales expected between 2953000000 and 2998000000 dollars.
- FY26 Deck, Rail & Accessories net sales expected between 787000000 and 800000000 dollars.
- Total FY26 Adjusted EBITDA expected between 1232000000 and 1263000000 dollars.
- Free cash flow expected to be at least 200000000 dollars.
- Integration synergies progressing ahead of schedule.
Challenges Ahead
- Market conditions remain challenged in Siding & Trim.
- Mixed macroeconomic backdrop impacting demand.
- Higher interest expense of 65600000 dollars in the quarter.
- Operating margin declined 740 basis points year over year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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