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JHX

James Hardie Industries PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 26.29 Basic Materials - Construction MaterialsAWAIT ENTRY
50

Position levels

Currenttoday
USD 26.29
Buy <=wait / entry
USD 20.33
Trim >=take some off
USD 27.00
Thesis breakA clear break would be two consecutive quarters of negative North American volum...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case15%100 / 10015.0
Base case50%62 / 10031.0
Bear case35%10 / 1003.5
Weighted conviction50 / 100 - OPPORTUNISTIC BUY

Top risks

  • AZEK acquisition closed with integration synergies ahead of schedule and guidance raised
  • Q4 FY2026 earnings beat with EPS $0.30 versus consensus $0.29
  • Siding and Trim adjusted EBITDA guidance modestly raised to $939M-$962M
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.