Overview

• James Hardie projects Q2 FY26 net sales of $1.29 billion to $1.30 billion, topping the $1.19 billion consensus.
• Adjusted EPS is expected at $0.26 to $0.27, ahead of the $0.16 analyst estimate.
• The company guides adjusted EBITDA to $326 million–$331 million and adjusted net income to $151 million–$157 million, with net debt at $4.5 billion on September 30.
• CEO Aaron Erter said Siding & Trim sales outperformed expectations and organic net sales declined only slightly year over year as distributor destocking was lighter than anticipated.
• Management reported steady progress integrating the AZEK acquisition, citing mid‑single‑digit growth in Deck, Rail & Accessories, and JHX shares rose about 14% premarket to $23.00.