JHXJames Hardie Industries plc

$30.15

Is the business good?

How good a business is JHX?

James Hardie Industries plc earns 3.3% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

3.3%

Return on invested capital · cost of capital 9.0% · 5.7 points below what the capital costs: growth destroys value

Operating margin
9.3%

Operating margin · Building Materials median 18% · fiscal year to FY2026

Cash conversion
1.98×

Cash conversion · 0.90× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
+26%

Share count, year on year · shareholders own a smaller slice than a year ago

Operating margin by fiscal year
YearOperating margin
FY202116%
FY202219%
FY202320%
FY202420%
FY202517%
FY20269.3%
Details
Gross marginfiscal year to FY2026
36%
Operating marginfiscal year to FY2026
9.3%
Net marginfiscal year to FY2026
2.1%
Free cash flow margin
4.3%
R&D as % of revenue
1.3%
Revenue, trailing twelve months
$4.84B
Free cash flow, trailing twelve months
$206M
Net income, trailing twelve months
$104M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
3.3%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.