JHX Earnings

JHX reported its FY2026Q2 earnings on 2025-11-17, showcasing a revenue of 1.29B against an estimate of 1.28B, resulting in a 0.61% surprise. The EPS was 0.26, surpassing the expected 0.25 by 4%. The stock experienced a 6.83% price change on the earnings day and a 11.92% change over the next five days, reflecting market reactions to the results.

Following JHX's FY2026Q2 earnings announcement on 2025-11-17, the stock price moved by 6.83% on the day of the release. Over the subsequent five days, it saw a 11.92% change. Historically, JHX's stock price tends to shift by an average of 6.51% in the 10 days leading up to earnings and -3.56% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate JHX's annual revenue to reach 1.39B, while the EPS is projected at 0.29. These estimates reflect recent revisions, with revenue estimates revised upward by 0.82% and EPS estimates revised upward by 1.76% over the past three months, indicating analyst expectation in the company's performance.

The correlation between JHX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.82%, while EPS estimates moved revised upward by 1.76%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, JHX's stock price typically moves by 6.51% in the 10 days before its earnings and -3.56% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.29 and revenue of 1.39B.

The earnings call presents a mixed picture. While there are positive elements such as modestly raised guidance, price increases, and expected revenue synergies, there are also concerns. The Siding & Trim segment faces sales declines, and margin improvements are partially offset by increased marketing expenses. The Q&A reveals management's reluctance to provide specific details, which could be perceived negatively. Overall, the combination of modest guidance raise and operational challenges suggests a neutral stock price movement over the next two weeks.