James Hardie Industries (JHX) · wyniki II kw. 2026 i wycena

Przy wzroście 8,6% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $0.70 na akcję — kurs jest o 3894% powyżej niej. Obecna cena zakłada wzrost o 29,6% rocznie.

1. Prognoza

   JHX expects Q2 net sales of $1.485 billion to $1.575 billion, representing a growth of 14.9% to 21.9%.

   Cytat ze źródła

   “In Q2, we expect net sales of $1.485 billion to $1.575 billion, or growth of 14.9% to 21.9%.”

2. Prognoza

   JHX expects free cash flow to exceed $500 million for the full year and capital expenditures to be approximately 6% to 7% of net sales.

   Cytat ze źródła

   “We expect free cash flow to exceed $500 million for the full year and capital expenditures to be approximately 6% to 7% of net sales.”

3. Liczba

   James Hardie's outperformance in the quarter was broad-based, but it was led by its fiber cement business, where organic growth of 20%…

4. Słabnie

   Net sales of $1.4 billion and adjusted EBITDA of $381 million came in ahead of expectations despite a challenging construction market.

   Cytat ze źródła

   “For the fourth quarter, we delivered net sales of $1.4 billion and adjusted EBITDA of $381 million ahead of expectations. Despite a challenging construction market The result of staying focused on what we can control execution, cost, and serving our customers. With adjusted EBITDA margin of 27.1%.”

Script and answers carried a similar tone, so the script's message held up under questioning.

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