| Period | JHX | SPY | Delta |
|---|---|---|---|
| 3M | +20.7% | +11.4% | +9.4% |
| 6M | +17.7% | +8.2% | +9.5% |
| 1Y | -6.3% | +22.9% | -29.2% |
| Metric | FY2026 | FY2025 |
|---|---|---|
| Cash and cash equivalents | $269.2M-52.2% | $562.7M |
| Restricted cash and cash equivalents | $5.0M+0.0% | $5.0M |
| Restricted cash and cash equivalents - Asbestos | $70.2M+85.2% | $37.9M |
| Restricted short-term investments - Asbestos | $198.5M+12.9% | $175.8M |
| Accounts and other receivables, net | $517.3M+32.0% | $391.8M |
| Inventories | $635.7M+83.1% | $347.1M |
| Prepaid expenses and other current assets | $113.6M+12.9% | $100.6M |
| Assets held for sale | $10.9M-85.1% | $73.1M |
| Insurance receivable - Asbestos | $20.8M-10.3% | $23.2M |
| Workers’ compensation - Asbestos | $18.7M+13.3% | $16.5M |
| Total current assets | $1.83B+7.3% | $1.70B |
| Property, plant and equipment, net | $3.08B+42.2% | $2.17B |
| Operating lease right-of-use-assets | $133.4M+89.5% | $70.4M |
| Finance lease right-of-use-assets | $100.8M+3633.3% | $2.7M |
| Goodwill | $4.78B+2367.9% | $193.7M |
| Intangible assets, net | $3.34B+2194.0% | $145.6M |
| Deferred income taxes | $399.7M+230.1% | $121.1M |
| Deferred income taxes - Asbestos | $282.5M-0.7% | $284.5M |
| Other assets | $27.2M+23.1% | $22.1M |
| Total assets | $13.69B+161.7% | $5.23B |
| Accounts payable and accrued liabilities | $712.5M+59.6% | $446.4M |
| Accrued payroll and employee benefits | $167.9M+26.0% | $133.3M |
| Operating lease liabilities | $114.3M+78.9% | $63.9M |
| Finance lease liabilities | $97.9M+5052.6% | $1.9M |
| Long-term debt, current portion | $43.8M+366.0% | $9.4M |
| Accrued product warranties | $53.3M+98.1% | $26.9M |
| Income taxes payable | $13.1M+27.2% | $10.3M |
| Asbestos liability | $880.3M+1.9% | $864.2M |
| Other liabilities | $50.3M-6.2% | $53.6M |
| Total current liabilities | $1.16B+42.9% | $810.2M |
| Long-term debt | $4.49B+304.6% | $1.11B |
| Total liabilities | $7.26B+136.7% | $3.07B |
| Common stock, Euro 0.59 par value, 2.0 billion shares authorized; 580,174,308 shares issued and outstanding at March 31, 2026 and 429,818,781 shares issued and outstanding at March 31, 2025 | $326.7M+47.1% | $222.1M |
| Additional paid-in capital | $4.32B+1487.1% | $271.9M |
| Retained earnings | $1.83B+6.0% | $1.73B |
| Accumulated other comprehensive loss | -$46.3M+20.4% | -$58.2M |
| Total shareholders’ equity | $6.43B+197.3% | $2.16B |
| Total liabilities and shareholders’ equity | $13.69B+161.7% | $5.23B |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
James Hardie beat Q4 FY26 guidance with Adjusted EBITDA of $381M and raised FY27 free cash flow outlook to $500M+
“We delivered Adjusted EBITDA above our guidance range in the fourth quarter, reflecting disciplined execution and the strength of our business model.”
| Trade Date | Filed | Owner | Role | Type | Shares | Price | Value | Owned After | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-02 | 2026-06-03 | Rowland Suzanne B | Director | Purchase | 3,000 | $22.91 | $69K | 15.2K | View |
Informational purposes only, not investment advice.