James Hardie Industries plc (JHX) Q1 2026 Earnings Call Transcript


James Hardie Industries plc (NYSE:JHX) Q1 2026 Earnings Conference Call August 19, 2025 6:00 PM ET

Company Participants

Aaron M. Erter – CEO & Executive Director
Joe Ahlersmeyer – Vice President of Investor Relations
Rachel Wilson – Chief Financial Officer

Conference Call Participants

Keith Brian Hughes – Truist Securities, Inc., Research Division
Keith Chau – MST Financial Services Pty Limited, Research Division
Lee Power – JPMorgan Chase & Co, Research Division
Peter Steyn – Macquarie Research
Philip H. Ng – Jefferies LLC, Research Division
Ryan James Merkel – William Blair & Company L.L.C., Research Division
Timothy Ronald Wojs – Robert W. Baird & Co. Incorporated, Research Division

Operator

Thank you for standing by, and welcome to the James Hardie First Quarter Fiscal Year ’26 Results. [Operator Instructions] I would now like to hand the conference over to Joe Ahlersmeyer, Vice President of Investor Relations. Please go ahead.

Joe Ahlersmeyer

Thank you, operator, and thank you to everyone for joining today’s call. Please note that during the course of prepared remarks and Q&A, management may refer to non-GAAP financial measures and make forward-looking statements. You can refer to several related cautionary and other notes on Slide 2 for more information.

Forward-looking statements made during today’s conference call and in the presentation materials speak only as of the date of this presentation. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Accordingly, investors are cautioned not to place undue reliance on forward-looking statements. Also, unless otherwise indicated, our materials and comments refer to figures in U.S. dollars and any comparisons made are to the corresponding period in the prior fiscal year.

I’m now pleased to hand the call over to our Chief Executive Officer, Mr. Aaron Erter.

Aaron M. Erter



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