18/11/2025 16:58

James Hardie (JHX) $27.94

JHX +9.8%: One of the few positive stocks on the ASX today with the index down ~2% - the building and construction business jumped after lifting its FY26 EBITDA guidance to US$1.20–1.25bn (from US$1.05–1.15bn), as they signaled improved execution in their U.S segment. Shares in the US overnight rallied as much as 16% following the news, suggesting growing confidence that Hardie’s cyclical low may be behind it. 

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06/11/2025 17:39

James Hardie (JHX) $25.75

JHX -12.65%: hit today following a brutal 30% plunge in U.S. decking peer Trex (TREX US) — the worst single-day move for Trex since 2005.

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08/10/2025 17:23

James Hardie Industries (JHX) $33.24

JHX +9.9%: Released preliminary Q2 FY26 results that point to the start of a turnaround in its North American business with the US-listing performing strongly overnight. 

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20/08/2025 17:29

James Hardie (JHX) $32.00

JHX -27.83%: Had its biggest drop in five years, following a significant 1Q miss and a ~24% downgrade to FY26 EBITDA— not a great outcome following closely on the heels of their $US8.75 billion purchase of AZEK.

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24/07/2025 09:34

James Hardie PLC (JHX) $41.79

JHX is then obvious stock to consider in the segment with over 70% of its revenue coming from the US. The stock has been the naughty corner for almost 18 months, but its huge $US8.75bn takeover of US outdoor living products business AZEK has left it largely friendless amongst local investors.

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21/05/2025 17:33

James Hardie (JHX) $36.11

JHX -6.18%: Hit today on weaker guidance for FY26, following an inline FY25 financial result. 

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21/05/2025 17:23

James Hardie (JHX) $36.11

JHX -6.18: Hit today on weaker guidance for FY26, following an inline FY25 financial result.

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29/04/2025 09:37

James Hardie Plc (JHX) $36.83

JHX sprang out of the blocks on Monday, opening up $1.77, or 4.9%, after the board offered an olive branch to extremely disgruntled shareholders in the form of a promise from Chairman Anne Lloyd stating that “the board has no intention to seek ASX Foreign Exempt Listing status” and, more importantly, will “hold a shareholder vote before making any decision to change our ASX listing status”.

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08/04/2025 09:21

James Hardie (JHX) $34.55

JHX has been hit hard in recent weeks following the company's acquisition of AZEK Company Inc., a U.S.-based manufacturer of outdoor building products, a deal valued at approximately $US8.75 billion.

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28/03/2025 09:54

Active Growth Portfolio – Amendments

We are making two changes to the Active Growth Portfolio today.

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