James Hardie Faces Investigation Post-AZEK Acquisition Amid Sales Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
0mins
Source: Businesswire
- Post-Acquisition Investigation: James Hardie is under investigation for potential securities law violations following its acquisition of AZEK on July 1, 2025, which may undermine investor confidence.
- Sales Decline: On August 19, 2025, James Hardie reported a significant drop in sales in its North America Fiber Cement business, attributing it to 'normalization of channel inventories,' which led to a sharp decline in its stock price.
- Disclosure Issues: The investigation focuses on whether the company made false or misleading statements regarding the strength of its North America Fiber Cement business prior to the merger, potentially impacting investor decisions.
- Investor Rights Protection: Affected shareholders are encouraged to contact the law firm to participate in the investigation and discuss their rights, highlighting the importance of safeguarding investor interests.
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Analyst Views on JHX
Wall Street analysts forecast JHX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JHX is 24.50 USD with a low forecast of 21.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 23.970
Low
21.00
Averages
24.50
High
30.00
Current: 23.970
Low
21.00
Averages
24.50
High
30.00
About JHX
James Hardie Industries plc is an Ireland-based company, which is engaged in providing exterior home and outdoor living solutions, with a portfolio that includes fiber cement, fiber gypsum, and composite and PVC decking and railing products. The Company's segments include North America Fiber Cement, Asia Pacific Fiber Cement and Europe Building Products. The Company's North America Fiber Cement segment manufactures fiber cement interior linings, exterior siding products and related accessories in the United States and these products are sold in the United States and Canada. The Company's Asia Pacific Fiber Cement segment includes fiber cement products manufactured in Australia and sold in Australia and New Zealand. Its Europe Building Products segment includes fiber gypsum products manufactured in Europe, and fiber cement products manufactured in the United States that are sold in Europe. The Company’s brands include Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
James Hardie to Release Q3 FY2026 Financial Results
- Earnings Release Schedule: James Hardie is set to announce its Q3 FY2026 financial results after U.S. market close on February 10 and before the Australian market opens on February 11, reflecting the company's commitment to transparency and investor communication.
- Conference Call Discussion: Following the earnings release, a conference call will be hosted by CEO Aaron Erter and CFO Ryan Lada, aimed at providing an in-depth analysis of the financial results and engaging with investors to bolster confidence.
- Global Market Presence: James Hardie markets its exterior home and outdoor living solutions across North America, Europe, Australia, and New Zealand, with a product portfolio that includes fiber cement and PVC decking, showcasing its strong competitive position in the global market.
- Brand Influence: The company boasts several well-known brands, such as Hardie® and TimberTech®, which are recognized for their beauty, durability, and climate resilience, further solidifying its leadership in the building materials industry.
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James Hardie to Release Q3 Financial Results
- Earnings Release Schedule: James Hardie is set to announce its Q3 financial results for the fiscal year 2026 after the U.S. market closes on February 10, 2026, which may influence investor expectations regarding the company's future performance.
- Conference Call Discussion: Following the earnings release, the company will host a conference call led by CEO Aaron Erter and CFO Ryan Lada, aimed at providing in-depth analysis of the financial results and addressing investor inquiries.
- Webcast Information: The conference call will be webcast live on James Hardie's Investor Relations page, ensuring that global investors can access the latest updates in real-time, thereby enhancing transparency.
- Global Market Presence: James Hardie's products are marketed and sold across North America, Europe, Australia, and New Zealand, showcasing its significant global footprint in the building materials industry.
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