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JHX

James Hardie Industries PLC

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 27.56 Basic Materials - Construction MaterialsAWAIT ENTRY
ACTIONABLEMethodology gates passed
51

Position levels

Currenttoday
USD 27.56
Buy <=wait / entry
USD 20.33
Trim >=take some off
USD 28.00
Thesis breakThe thesis would be invalidated by AZEK synergies materially underperforming gui...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case17%100 / 10017.0
Base case49%62 / 10030.4
Bear case34%10 / 1003.4
Weighted conviction51 / 100 - OPPORTUNISTIC BUY

Top risks

  • Successful AZEK integration with cost and commercial synergies ahead of schedule, doubling addressable market
  • Raised FY2027 free cash flow guidance to $600M+
  • Q4 2026 revenue $1.40B, +44.51% YoY including $445M from AZEK acquisition
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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