JHX
James Hardie Industries plcBasic Materials · $15.1B market cap
Verdict
Share price
$24.99
close of Oct 3, 2026
Fair value
$17.37
Sticker Price
Payback Price
$6.95
buy price
JHX is Overpriced: at $24.99 it trades 44% above its fair value of $17.37. Its buy price (Payback Price) is $6.95, 72% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold JHX. In Q2 2026, 1 added and 1 sold out. Who we track
Insider activity
Since Jun 15, 2026: no open-market purchases, 7 sales worth $28.3M and 38 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Skelly Jonathan
Pres. James Hardie NA · 2026-08-25
Sold
$457K
Skelly Jonathan
Pres. James Hardie NA · 2026-08-25
Sold
$1.5M
Singh Jesse G
director · 2026-08-24
Sold
$8.0M
Singh Jesse G
director · 2026-08-24
Sold
$3.6M
Singh Jesse G
director · 2026-08-21
Sold
$3.1M
Show all 7 salesShow fewer
Singh Jesse G
director · 2026-08-21
Sold
$8.0M
Singh Jesse G
director · 2026-08-21
Sold
$3.6M
Other filings
Sindel Alan Robert Harold
director · 2026-09-15
Award
1,224 shares
Pfeifer John C
director · 2026-09-15
Award
751 shares
HECKES HOWARD C
director · 2026-09-15
Award
1,268 shares
Singh Jesse G
director · 2026-09-15
Award
744 shares
Stein Nigel
director · 2026-09-15
Award
903 shares
Show all 38 other filingsShow fewer
Rowland Suzanne B
director · 2026-09-15
Award
748 shares
Hendrickson Gary E
director · 2026-09-15
Award
1,140 shares
PETERSON RENEE J
director · 2026-09-15
Award
743 shares
Skelly Jonathan
Pres. James Hardie NA · 2026-08-25
Option exercise
$562K
Singh Jesse G
director · 2026-08-24
Option exercise
$3.0M
Singh Jesse G
director · 2026-08-21
Option exercise
$3.0M
ERTER AARON M
CEO · 2026-08-20
Award
$1.9M
ERTER AARON M
CEO · 2026-08-20
Award
60,588 shares
Kilcullen Ryan
Chief Operations Officer · 2026-08-17
Tax withholding
$65K
Kilcullen Ryan
Chief Operations Officer · 2026-08-17
Award
7,327 shares
Hill David Lawrence
CAO · 2026-08-17
Tax withholding
$28K
ERTER AARON M
CEO · 2026-08-17
Tax withholding
$767K
ERTER AARON M
CEO · 2026-08-17
Award
59,972 shares
Beastrom Timothy
Chief Legal Officer · 2026-08-17
Tax withholding
$42K
Beastrom Timothy
Chief Legal Officer · 2026-08-17
Award
4,509 shares
Hill David Lawrence
CAO · 2026-07-15
Award
$100K
Lada Ryan
CFO · 2026-06-16
Tax withholding
$191K
Lada Ryan
CFO · 2026-06-16
Option exercise
$188K
Rowland Suzanne B
director · 2026-06-15
Award
1,076 shares
PETERSON RENEE J
director · 2026-06-15
Award
1,069 shares
Hendrickson Gary E
director · 2026-06-15
Award
2,099 shares
Pfeifer John C
director · 2026-06-15
Award
1,081 shares
Stein Nigel
director · 2026-06-15
Award
1,301 shares
HECKES HOWARD C
director · 2026-06-15
Award
1,824 shares
Singh Jesse G
director · 2026-06-15
Award
1,070 shares
Skelly Jonathan
Pres. James Hardie NA · 2026-06-15
Award
$358K
Skelly Jonathan
Pres. James Hardie NA · 2026-06-15
Award
11,422 shares
Kilcullen Ryan
Chief Operations Officer · 2026-06-15
Award
$249K
Kilcullen Ryan
Chief Operations Officer · 2026-06-15
Award
7,945 shares
Lada Ryan
CFO · 2026-06-15
Award
$358K
Lada Ryan
CFO · 2026-06-15
Award
11,422 shares
Beastrom Timothy
Chief Legal Officer · 2026-06-15
Award
$218K
Beastrom Timothy
Chief Legal Officer · 2026-06-15
Award
6,952 shares
About James Hardie Industries plc
James Hardie Industries plc (JHX) operates as a prominent global producer and supplier of construction materials, focusing on fiber cement, fiber gypsum, and cement-bonded solutions. These products are utilized for both internal and external building applications across key markets including the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company's activities are organized into…
Construction Materials
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works