Improved James Hardie Earnings Guidance Looks Light

Dow Jones08-10

0111 GMT - Even James Hardie's upgraded earnings guidance appears conservative to Macquarie. Building-products company James Hardie raised FY 2027 adjusted Ebitda guidance to US$1.536 billion-US$1.625 billion. Macquarie forecasts US$1.637 billion. "We expect some late-FY27 recovery in activity, aided by multi-family pipelines and top-of-market R&R [repair and remodel] momentum," the bank says. Macquarie projects so-called commercial synergies to become a key driver of the company's share-price performance. "The evolution of supply chain and channel strategy, manufacturing efficiencies and the impact of sales integration (combined with expanded distributor relationships) all support this narrative," it says. Macquarie has an outperform rating on James Hardie's Australian shares. It raises its price target to A$47.10 from A$41.20. The stock is down 1.3% at A$42.63.

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Macquarie projects so-called commercial synergies to become a key driver of the company's share-price performance. \"The evolution of supply chain and channel strategy, manufacturing efficiencies and the impact of sales integration (combined with expanded distributor relationships) all support this narrative,\" it says. Macquarie has an outperform rating on James Hardie's Australian shares. It raises its price target to A$47.10 from A$41.20. The stock is down 1.3% at A$42.63.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\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>Improved James Hardie Earnings Guidance Looks Light</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\">\nImproved James Hardie Earnings Guidance Looks Light\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\">2026-08-10 09:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>0111 GMT - Even <a href=\"https://laohu8.com/S/JHIUF\">James Hardie</a>'s upgraded earnings guidance appears conservative to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>. Building-products company <a href=\"https://laohu8.com/S/JHX\">James Hardie</a> raised FY 2027 adjusted Ebitda guidance to US$1.536 billion-US$1.625 billion. Macquarie forecasts US$1.637 billion. \"We expect some late-FY27 recovery in activity, aided by multi-family pipelines and top-of-market R&amp;R [repair and remodel] momentum,\" the bank says. Macquarie projects so-called commercial synergies to become a key driver of the company's share-price performance. \"The evolution of supply chain and channel strategy, manufacturing efficiencies and the impact of sales integration (combined with expanded distributor relationships) all support this narrative,\" it says. Macquarie has an outperform rating on James Hardie's Australian shares. It raises its price target to A$47.10 from A$41.20. 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