James Hardie Industries Beats Fiscal Q2 2027 Estimates as Revenue Rises 11% to $1.43B
Revenue of $1.43B vs. $1.39B expected and adjusted EPS of $0.42 vs. $0.38; revenue up 11% from a year earlier.
James Hardie Industries (JHX) beat estimates for the fiscal second quarter of 2027 on both revenue and adjusted EPS. Revenue was $1.43 billion, up 11% from a year earlier, above the $1.39 billion estimate, and adjusted EPS was $0.42, up 62% from a year earlier, above the $0.38 estimate.
Shares fell 6.8% in after-hours trading as of 5:26 p.m. ET, to $26.70 from a $28.66 close.
Fiscal Q2 2027 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $0.38 | $0.42 | Beat by 9.5% |
| Revenue | $1.39B | $1.43B | Beat by 2.7% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▲ 62% | ▲ 17% |
| Revenue | ▲ 11% | ▼ 3.1% |
By our calculation, revenue was $37.7 million above the estimate and adjusted EPS was $0.04 above it. The QoQ column compares with the previous quarter's revenue of $1.47 billion and adjusted EPS of $0.36. The YoY column compares with $1.29 billion and $0.26 in the same quarter a year earlier.
GAAP results
- GAAP EPS. GAAP diluted EPS was $0.26, against -$0.10 a year earlier.
- Net income. The company reported net income of $151.0 million on a GAAP basis, compared with a net loss of $55.8 million a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 4 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 4 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $1.29 billion, $1.24 billion, $1.40 billion, $1.47 billion and $1.43 billion.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $0.26 and revenue of $1.18 billion next quarter, based on 5 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 11% increase to $1.43 billion.
- Estimate record. Whether James Hardie Industries extends a record of beating EPS estimates in 4 of its last 8 reports.
- Related coverage. See our reports on Wheaton Precious Metals, Willdan, Westrock Coffee and StepStone.
Sources: Results are from James Hardie Industries's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from James Hardie Industries's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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