James Hardie Could Beat Annual Earnings Goal -- Market Talk

Dow Jones

Oct 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":"LU1720051108.HKD","symbol_name":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4011":"建筑材料","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4516":"特朗普概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1548497426.USD":"安联环球人工智能AT Acc","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4504":"桥水持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4588":"碎股","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","JHX.AU":"JAMES HARDIE INDUSTRIES-CDI","JHX":"詹姆斯哈迪","BK4581":"高盛持仓","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK7044":"建筑材料","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4127":"投资银行业与经纪业","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"translate_title":"詹姆斯·哈迪可能会超越年度盈利目标——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JHX":0.9,"JHX.AU":0.9},"content_text":"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) \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"}}}