James Hardie Could Beat Annual Earnings Goal -- Market Talk

Dow Jones

10/09

2154 GMT - Is an annual earnings beat by James Hardie Industries on the cards? Morgan Stanley thinks it's possible after the building materials supplier's 2Q profit came in stronger than expected. James Hardie reported preliminary Ebitda of US$326 million-US$331 million for 2Q. That was some 18% ahead of consensus forecasts. Morgan Stanley says it reflected a better-than-expected trend of customers reducing stockpiles and seeking to replenish supplies. "If 2Q run-rate holds, FY 2026 Ebitda could exceed the upper end of guidance," analyst Joseph Michael says. "However, visibility remains low, especially for Siding & Trim, given the wide swings in sales and earnings expectations across recent quarters." In August, James Hardie forecast FY 2026 adjusted Ebitda of US$1.05 billion-US$1.15 billion. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

October 08, 2025 17:54 ET (21:54 GMT)

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That was some 18% ahead of consensus forecasts. Morgan Stanley says it reflected a better-than-expected trend of customers reducing stockpiles and seeking to replenish supplies. \"If 2Q run-rate holds, FY 2026 Ebitda could exceed the upper end of guidance,\" analyst Joseph Michael says. \"However, visibility remains low, especially for Siding &amp; Trim, given the wide swings in sales and earnings expectations across recent quarters.\" In August, James Hardie forecast FY 2026 adjusted Ebitda of US$1.05 billion-US$1.15 billion. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 08, 2025 17:54 ET (21:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>James Hardie Could Beat Annual Earnings Goal -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJames Hardie Could Beat Annual Earnings Goal -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-09 05:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2154 GMT - Is an annual earnings beat by <a href=\"https://laohu8.com/S/JHIUF\">James Hardie</a> Industries on the cards? <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> thinks it's possible after the building materials supplier's 2Q profit came in stronger than expected. <a href=\"https://laohu8.com/S/JHX\">James Hardie</a> reported preliminary Ebitda of US$326 million-US$331 million for 2Q. That was some 18% ahead of consensus forecasts. Morgan Stanley says it reflected a better-than-expected trend of customers reducing stockpiles and seeking to replenish supplies. \"If 2Q run-rate holds, FY 2026 Ebitda could exceed the upper end of guidance,\" analyst Joseph Michael says. \"However, visibility remains low, especially for Siding &amp; Trim, given the wide swings in sales and earnings expectations across recent quarters.\" In August, James Hardie forecast FY 2026 adjusted Ebitda of US$1.05 billion-US$1.15 billion. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 08, 2025 17:54 ET (21:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0234570918.USD","symbol_name":"高盛全球核心股票组合Acc Close","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2574038279","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2574038279","pubTimestamp":1759960440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2154 GMT - Is an annual earnings beat by James Hardie Industries on the cards?Morgan Stanley thinks it's possible after the building materials supplier's 2Q profit came in stronger than expected. James Hardie reported preliminary Ebitda of US$326 million-US$331 million for 2Q. That was some 18% ahead of consensus forecasts. Morgan Stanley says it reflected a better-than-expected trend of customers reducing stockpiles and seeking to replenish supplies. \"If 2Q run-rate holds, FY 2026 Ebitda could exceed the upper end of guidance,\" analyst Joseph Michael says. \"However, visibility remains low, especially for Siding & Trim, given the wide swings in sales and earnings expectations across recent quarters.\" In August, James Hardie forecast FY 2026 adjusted Ebitda of US$1.05 billion-US$1.15 billion. 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Morgan Stanley thinks it's possible after the building materials supplier's 2Q profit came in stronger than expected. James Hardie reported preliminary Ebitda of US$326 million-US$331 million for 2Q. That was some 18% ahead of consensus forecasts. Morgan Stanley says it reflected a better-than-expected trend of customers reducing stockpiles and seeking to replenish supplies. \"If 2Q run-rate holds, FY 2026 Ebitda could exceed the upper end of guidance,\" analyst Joseph Michael says. \"However, visibility remains low, especially for Siding & Trim, given the wide swings in sales and earnings expectations across recent quarters.\" In August, James Hardie forecast FY 2026 adjusted Ebitda of US$1.05 billion-US$1.15 billion. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 08, 2025 17:54 ET (21:54 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}