JHXJames Hardie Industries plc
Concrete Products, Except Block & Brick
- Revenue
- $4.8B
- 25% YoY
- Operating margin
- 9.3%
- 45% YoY
- EBITDA
- $941M
- 7.9% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.2×
- $4.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear567% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear35% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.6B | $3.8B | $3.9B | $3.9B | $4.8B | 25% |
| Operating income | $683M | $741M | $767M | $656M | $448M | 32% |
| Net income | $459M | $512M | $510M | $424M | $104M | 75% |
| Operating cash flow | $757M | $608M | $914M | $803M | $590M | 27% |
| Capex | $258M | $591M | $449M | $422M | $384M | 9.1% |
| Stock-based comp | $9M | $16M | $28M | $23M | $38M | 65% |
| Buybacks | $0 | $78M | $271M | $150M | $0 | 100% |
| Dividends | $484M | $130M | $0 | $0 | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $7M | −$2M | 87 | 124 |
| FY2025 | $11M | −$13M | 109 | 107 |
| FY2024 | $11M | $45M | 187 | 115 |