JHX james hardie industries plc

Revenue looks like a miss, eps in line.The outlook is the...

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    Revenue looks like a miss, eps in line.

    The outlook is the important bit for me. Low single digit sales growth for FY26 is not going to cut it imo. That will barely get them back to 2024 numbers. Recovery pushed out another year, u.s looks like it's continuing to slow down.

    Given they are about to take on a lot of debt into a fairly uncertain and detoriating u.s housing market i suspect investors won't be particularly happy right now.
 
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