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James Hardie Industries (JHX) guidance and outlook
James Hardie Industries (JHX) raised its guidance on Nov 5, 2026: Free cash flow $650M for FY2027; Free cash flow $650M for FY2027; Revenue $758M–$800M for Q3 FY2027; EBITDA $245M–$262M for Q3 FY2027. James Hardie Industries' 10-Q filed Nov 5, 2026 makes 8 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Free cash flow | FY2027 | $650M | reaffirmed |
| Free cash flow | FY2027 | $650M | raised |
| Revenue | Q3 FY2027 | $758M–$800M | new |
| EBITDA | Q3 FY2027 | $245M–$262M | new |
| Revenue | FY2027 | $3.2B–$3.3B | reaffirmed |
| EBITDA | FY2027 | $1.0B–$1.1B | raised |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- • expectations concerning the costs associated with the significant capital expenditure projects at any of the Company’s plants and future plans with respect to any such projects;
- In August 2026, the Company announced the strategic divestiture of its European operations which is expected to close in the first half of calendar 2027, and the intended closure of its European fiber cement business.
- Other income, net increased due to a $19.4 million non-cash gain on the foreign currency forward contracts entered into to hedge our exposure to fluctuations in exchange rates associated with the anticipated Euro-denominated proceeds from the sale of our Fermacell business.
- Because of these limitations, none of these metrics should be considered indicative of discretionary cash available to us to invest in the growth of our business or as measures of cash that will be available to us to meet our obligations.
- During the first half of calendar year 2027 we expect to receive approximately $980.0 million (as of the date of the announcement), of cash proceeds related to the sale of our Fermacell business, subject to customary adjustments for net debt and working capital as of closing.
- Management expects these proceeds to further enhance the Company's liquidity position and expects to apply approximately $600.0 million of the proceeds toward debt repayment, with the remainder available for general corporate purposes, including share repurchases and working capital needs.
- Based on our existing cash balances, together with anticipated operating cash flows and unutilized credit facilities, we anticipate we will have sufficient funds to meet our planned working capital and other expected cash requirements for the next twelve months.
- During fiscal year 2027, we will contribute A$128.2 million to AICF, excluding interest, in quarterly installments.
James Hardie Industries' latest quarter
James Hardie Industries, Q2 FY27: revenue $1.4B (+24% year over year), operating margin 18.4%, net earnings $151M, operating cash flow $350M. The chart follows the revenue to costs, profit and cash.
Questions
Did James Hardie Industries raise or lower its guidance?
James Hardie Industries (JHX) raised its guidance on Nov 5, 2026: Free cash flow $650M for FY2027; Free cash flow $650M for FY2027; Revenue $758M–$800M for Q3 FY2027; EBITDA $245M–$262M for Q3 FY2027.
What does James Hardie Industries expect?
• expectations concerning the costs associated with the significant capital expenditure projects at any of the Company’s plants and future plans with respect to any such projects; In August 2026, the Company announced the strategic divestiture of its European operations which is expected to close in the first half of calendar 2027, and the intended closure of its European fiber cement business. Other income, net increased due to a $19.4 million non-cash gain on the foreign currency forward contracts entered into to hedge our exposure to fluctuations in exchange rates associated with the antici
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.