James Hardie Industries Faces 'Superior Growth Outlook' After AZEK Acquisition, Oppenheimer Says

MT Newswires Live

Oct 30

James Hardie Industries (JHX) has a "superior growth outlook" following its $8.75 billion acquisition of outdoor living products maker AZEK in July, Oppenheimer said Wednesday in a report.

Oppenheimer initiated coverage of James Hardie stock with an outperform rating and a price target of $28.

The AZEK transaction is expected to revitalize the company's fiber cement business in North America and set it on an enhanced growth trajectory, the report said.

"An overlapping product portfolio, channel synergies, and complementary geographies make the transaction strategically compelling," Oppenheimer said.

While fiber cement revenue is expected to decline 10% in fiscal 2026 due to soft home improvement demand and lower single-family housing starts, growth is expected to resume in fiscal 2027 as AZEK expands regional and contractor prospects, the report said.

A "conservative" estimate puts fiscal 2027 revenue growth at 8%, Morgan Stanely said.

James Hardie shares fell 1.9% in Wednesday trading.

Price: 21.96, Change: -0.43, Percent Change: -1.92

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