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James Hardie Industries (JHX) earnings and revenue breakdown

Latest: Q2 FY27 · 10-Q filed Nov 5, 2026 · James Hardie Industries (JHX) Q2 FY27 earnings results →

Q2 FY27 Revenue up 24% year over year to $1.4B · 11¢ of every $1 of revenue kept as net profit · operating margin 18.4%

James Hardie Industries made $1.4B in Q2 FY27 (+24% Y/Y): Siding & Trim $880M, Deck, Rail & Accessories $387M, Australia & New Zealand $161M. Operating margin 18.4%, net earnings $151M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$1.4B
Year over year+24%
Operating margin18.4%
Net earnings$151M
Operating cash flow$350M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

James Hardie Industries Q2 FY27 revenue breakdown: Sankey diagram of revenue (Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand), costs, profit and cash flow
James Hardie Industries Q2 FY27 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.4B in Q2 FY27, up 24% year over year and down 3% from the previous quarter. Siding & Trim was the largest line at 62% of revenue. Deck, Rail & Accessories added $0.13B year over year (up 51%), 48% of the total change.

Gross margin was 39.4%, up 6.6 points from a year earlier. Operating profit was $0.26B, a 18.4% margin (up 17.4 points year over year). Of the extra revenue versus a year earlier, 92% reached operating profit, above the 1% margin then. Operating expenses fell 18% while revenue rose 24%. The fastest-growing cost line was SG&A (+21%). Net earnings were $0.15B. The effective tax rate was 33.9%.

Operating cash flow was $0.35B (up 638% year over year), 232% of net earnings. Non-cash charges added back $0.16B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items added $0.02B. Capital expenditures of $0.07B left free cash flow of $0.28B.

Quarterly history

James Hardie Industries revenue by quarterJames Hardie Industries revenue by quarter$1.5BQ1 FY27$1.4BQ2 FY27
James Hardie Industries net earnings by quarterJames Hardie Industries net earnings by quarter$104MQ1 FY27$151MQ2 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 FY2710-QNov 5, 2026$1.4B+24%18.4%$151M$350M
Q1 FY2710-QAug 6, 2026$1.5B+64%14.8%$104M$344M

Charts

James Hardie Industries: where the cash came from (+) and went (−), TTM to Q2 FY27James Hardie Industries: where the cash came from (+) and went (−), TTM to Q2 FY27Operating cash flow$1.0BNet borrowing (+) / repaid (−)−$872MCapital spending−$346MCash drawn (+) / kept (−)$234MOther financing−$145MOther investing$86.5MShares issued$15.2MTaxes on employees’ shares−$9.3MNot reconciled$7.2M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
James Hardie Industries: profit against cash, quarter by quarterJames Hardie Industries: profit against cash, quarter by quarterNet incomeOperating cash flow$62.6M$207MQ1 FY26−$55.8M$47.4MQ2 FY26$104M$344MQ1 FY27$151M$350MQ2 FY27
Latest (Q2 FY27): Net income $151M, Operating cash flow $350M.
James Hardie Industries: diluted shares by fiscal yearJames Hardie Industries: diluted shares by fiscal year445MFY21446MFY22446MFY23440MFY24432MFY25546MFY26
+22.5% since FY21: more shares outstanding (issuance, stock pay).
James Hardie Industries: long-term debt falling due (FY26)James Hardie Industries: long-term debt falling due (FY26)$43.8M2027$477M2028$838M2029$87.5M2030$2.1B2031$1.0BLater
Cash $265M, short-term investments —, long-term debt $4.5B at 2026-03-31.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About James Hardie Industries

Except as the context otherwise may require, references in this Annual Report on Form 10-K (this “Annual Report”) to “James Hardie,” the “James Hardie Group,” the “Company,” “JHI plc,” “we,” “our” or “us” refer to James Hardie Industries plc, together with its direct and indirect wholly owned subsidiaries as of the time relevant to the applicable reference. The term “fiscal year” refers to our fiscal year ended March 31 of such year; the term “$” refers to US dollars; the term “A$” refers to Australian dollars; and the term “€” refers to Euros.

In its own words, from its 10-K, filed May 19, 2026.

James Hardie Industries against its Concrete Products, Except Block & Brick peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +24% against the peers' median +24%. Operating margin: 18.4% against the peers' median 8.5%.

CompanyQuarterRevenueY/YOp. margin
JHX James Hardie IndustriesQ2 FY27$1.4B+24%18.4%
RMIX SuncreteQ2 2026$97.2M+146%-9.0%
SMID Smith MidlandQ2 2026$23.4M-11%8.5%

Source: James Hardie Industries 10-Q on SEC EDGAR · CIK 1159152 · Concrete Products, Except Block & Brick

Guidance and outlook

James Hardie Industries Revenue: guidance against what was reportedJames Hardie Industries Revenue: guidance against what was reportedguided rangereported (above / within / below)FY27Q1 FY27$1.5BQ2 FY27$1.4BQ3 FY27
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
James Hardie Industries: what its forward-looking statements are about (10-Q filed 2026-11-05)James Hardie Industries: what its forward-looking statements are about (10-Q filed 2026-11-05)Financing2Other2Costs1Deals1The economy1Capital spending1
8 statements; tone +0.25 (−1 all cautious, +1 all confident); 1 hedged.
James Hardie Industries: outlook statements against the filing beforeJames Hardie Industries: outlook statements against the filing beforeConfident2

More on JHX

History

Every quarter: Q2 FY27 results · Q1 FY27 results

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