James Hardie's Repair & Remodel Outlook Surprises RBC -- Market Talk

Dow Jones

05-21

2308 GMT - James Hardie Industries' updated FY 2026 outlook catches RBC Capital Markets a little off guard. James Hardie is planning for market volumes in North America to contract in FY 2026, including a fourth consecutive year of declines in large-ticket repair & remodel activity. North America represents around three-quarters of James Hardie's net sales. "We view its comments on R&R markets being worse than new construction as somewhat surprising," analyst Matthew McKellar says. RBC expects a mid-single digit decline in single-family starts in 2025. It also projects slight growth in repair & remodel activity. "Although we appreciate there could be additional pressure on large-ticket R&R in an uncertain macro environment," RBC says. It has a "neutral" call on James Hardie. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 20, 2025 19:08 ET (23:08 GMT)

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James Hardie is planning for market volumes in North America to contract in FY 2026, including a fourth consecutive year of declines in large-ticket repair & remodel activity. North America represents around three-quarters of James Hardie's net sales. \"We view its comments on R&R markets being worse than new construction as somewhat surprising,\" analyst Matthew McKellar says. RBC expects a mid-single digit decline in single-family starts in 2025. It also projects slight growth in repair & remodel activity. \"Although we appreciate there could be additional pressure on large-ticket R&R in an uncertain macro environment,\" RBC says. It has a \"neutral\" call on James Hardie. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"詹姆斯·哈迪(James Hardie)的维修和改造前景令加拿大皇家银行(RBC)感到惊讶——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JHX":0.9,"JHX.AU":0.9},"content_text":"2308 GMT - James Hardie Industries' updated FY 2026 outlook catches RBC Capital Markets a little off guard. James Hardie is planning for market volumes in North America to contract in FY 2026, including a fourth consecutive year of declines in large-ticket repair & remodel activity. North America represents around three-quarters of James Hardie's net sales. \"We view its comments on R&R markets being worse than new construction as somewhat surprising,\" analyst Matthew McKellar says. RBC expects a mid-single digit decline in single-family starts in 2025. It also projects slight growth in repair & remodel activity. \"Although we appreciate there could be additional pressure on large-ticket R&R in an uncertain macro environment,\" RBC says. It has a \"neutral\" call on James Hardie. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 20, 2025 19:08 ET (23:08 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}