James Hardie Industries Plc (NYSE / ASX: JHX) reported its preliminary Q2 FY26 results for the quarter ended 30 September 2025. The Company, one of the world’s leading names in exterior home and outdoor living solutions, expects further improvement in its Siding & Trim segment amid challenges that continue in single-family construction markets.
James Hardie reports improved Q2 FY26 Siding & Trim outlook
What Do The James Hardie Q2 FY26 Results Indicate?
This quarter, the Company projected net sales between $1.29 billion and $1.30 billion for the quarter. The adjusted EBITDA was expected to be in the range of $326 million to $331 million, while the adjusted net income was expected to be, from $151 million to $157 million.
Adjusted diluted EPS is accordingly forecast to fall within the $0.26–$0.27 range, based on diluted weighted average shares outstanding of 582 million. The latest net debt figure as of 30 September 2025 stood at $4.5 billion, which was consistent with James Hardie’s net leverage ratio.
The Company described these as preliminary estimates, subject to final closing adjustments. The adjusted net income assumes that the full-year adjusted effective tax rate will be 20%.
How Did Siding & Trim Perform During The Quarter?
The James Hardie Siding & Trim segment held up well. A low-single-digit sales decline occurred year-on-year, yet distributors and dealers kept lower-than-expected inventories.
Our CEO, Aaron Erter, shared a few words about the segment: “Our Siding & Trim sales performance exceeded expectations. Even as single-family new construction remains challenging, customer commitment to our brand underscores our strong partnerships.”
Erter was also keen on sharing that the outlook for Siding & Trim was somewhat improved and that full-year guidance would be updated during the November official second-quarter earnings call.
Aaron Erter praised strong Siding & Trim performance amid challenges
Integration Of AZEK Driving Growth Opportunities
The integration of AZEK, a key strategic acquisition, continues according to plan. AZEK is reported to have recorded mid-single-digit growth in both net sales and sell-through for Deck, Rail & Accessories against the prior-year numbers.
Erter mentioned that in the 31 December 2025 third fiscal quarter, Deck, Rail & Accessories shipments are usually the smallest seasonal period. It remains crucial as dealer partners plan shelf space for the next selling season.
The Company sees opportunities to introduce James Hardie Siding & Trim into the AZEK dealer network in key repair and remodel markets. This integration is claimed to unlock commercial synergies while the Company would gain from a stronger product reach overall.
What Opportunities Does James Hardie See Ahead?
James Hardie remains optimistic about incremental shelf space opportunities for its Deck, Rail & Accessories products. Early signs, Erter said, are basically “proof points” to back the Company’s confidence in synergies to be realised in the next fiscal.
He emphasised that a full product line, well-known brands, and long-term alliances provide very favourable value to customers. The Company believes that, from the joint strength of James Hardie and AZEK, it will be able to gain from new construction and repair markets on a regional basis.
James Hardie’s Upcoming Earnings Call
Its full Q2 FY26 financial results will be released with a conference call being relayed to the public on Tuesday, 18 November 2025 (EST) / Wednesday, 19 November 2025 (AEDT).
Investors and analysts may register to view the webcast live or watch the replay on the Company’s Investor Relations section of its website (ir.jameshardie.com).
This official release has been authorised by the James Hardie Board of Directors.
James Hardie Industries Plc Share Trend
Why Does James Hardie Remain A Market Leader?
James Hardie boasts its presence across four continents, namely North America, Europe, Australia, and New Zealand. It offers products in fibre cement, fibre gypsum, and composite decking, all of which are tough and climate-resilient.
The brands Hardie®, TimberTech®, AZEK® Exteriors, Versatex®, fermacell®, and StruXure® are trusted and designed to enhance aesthetics alongside long-term performance.
James Hardie Industries plc is registered under the Irish Companies Act and maintains its headquarters in Dublin, Ireland. The Company is further striving to become the global leader in exterior home solutions through continued innovation and integration.
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FAQs
- What are James Hardie’s preliminary Q2 FY26 financial results?
James Hardie reported net sales of $1.29–$1.30 billion, adjusted EBITDA of $326–$331 million, and adjusted net income of $151–$157 million.
- How did Siding & Trim perform in the Q2 FY26?
Selling prices for Siding & Trim fell slightly year-on-year against expectations on the strong dealer demand.
- What is the significance of the AZEK integration?
The integration of AZEK continues to reinforce James Hardie’s presence in the decking, railing, and accessories space, offering growth and symbiotic advantages.
- When will James Hardie announce the final results for Q2 FY26?
The final results will be announced by the Company in the conference call scheduled for mid-November 2025.
