--- title: "James Hardie Ind NV | 8-K: FY2027 Q1 Revenue Beats Estimate at USD 1.475 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/295152162.md" datetime: "2026-08-06T22:24:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295152162.md) - [en](https://longbridge.com/en/news/295152162.md) - [zh-HK](https://longbridge.com/zh-HK/news/295152162.md) --- # James Hardie Ind NV | 8-K: FY2027 Q1 Revenue Beats Estimate at USD 1.475 B Revenue: As of FY2027 Q1, the actual value is USD 1.475 B, beating the estimate of USD 1.43 B. EPS: As of FY2027 Q1, the actual value is USD 0.18, missing the estimate of USD 0.2617. EBIT: As of FY2027 Q1, the actual value is USD 218.8 M. ### Overall Company Performance (Q1 FY27 vs Q1 FY26) #### Net Sales James Hardie Industries plc reported net sales of $1,474.6 million for Q1 FY27, a 64% increase from $899.9 million in Q1 FY26. Pro forma net sales increased by 12%. #### Operating Income Operating income was $217.7 million in Q1 FY27, up 57% from $138.6 million in Q1 FY26. The operating income margin was 14.8% in Q1 FY27, a decrease of -60 basis points from 15.4% in Q1 FY26. #### Net Income Net income increased by 67% to $104.3 million in Q1 FY27, compared to $62.6 million in Q1 FY26. The net income margin was 7.1% in Q1 FY27, an increase of +10 basis points from 7.0% in Q1 FY26. #### Adjusted Net Income Adjusted net income grew 54% to $209.3 million in Q1 FY27 from $136.1 million in Q1 FY26. #### Adjusted EBITDA Adjusted EBITDA for Q1 FY27 was $422.1 million, a 79% increase from $236.4 million in Q1 FY26. The adjusted EBITDA margin was 28.6% in Q1 FY27, an increase of +230 basis points from 26.3% in Q1 FY26. ### Segment Performance (Q1 FY27 vs Q1 FY26) #### Siding & Trim Net sales for Siding & Trim were $859.8 million in Q1 FY27, a 34% increase from $641.8 million in Q1 FY26. Organic net sales increased by 20%. Operating income was $214.9 million in Q1 FY27, up 33% from $161.2 million in Q1 FY26, with an operating income margin of 25.0%, a decrease of -10 basis points from 25.1%. Adjusted EBITDA increased by 40% to $287.7 million in Q1 FY27 from $205.8 million in Q1 FY26, and the adjusted EBITDA margin was 33.5%, an increase of +140 basis points from 32.1%. #### Deck, Rail & Accessories (DR&A) Net sales for DR&A were $305.1 million in Q1 FY27, a -5% decrease on a pro forma basis compared to Q1 FY26. The segment reported an operating loss of -$3.3 million in Q1 FY27, resulting in an operating loss margin of -1.1%. Adjusted EBITDA was $82.8 million, with an adjusted EBITDA margin of 27.1% in Q1 FY27. #### Australia & New Zealand (ANZ) Net sales were $153.3 million in Q1 FY27, a 26% increase (14% in Australian dollars) from $121.6 million in Q1 FY26. Operating income was $46.8 million in Q1 FY27, up 24% from $37.8 million in Q1 FY26, with an operating income margin of 30.5%, a decrease of -60 basis points from 31.1%. EBITDA was $53.5 million in Q1 FY27, up 24% from $43.0 million in Q1 FY26, and the EBITDA margin was 34.9%, a decrease of -50 basis points from 35.4%. #### Europe Net sales were $156.4 million in Q1 FY27, a 15% increase (12% in Euros) from $136.5 million in Q1 FY26. Operating income was $20.2 million in Q1 FY27, up 34% from $15.1 million in Q1 FY26, with an operating income margin of 12.9%, an increase of +180 basis points from 11.1%. EBITDA was $30.4 million in Q1 FY27, up 39% from $21.9 million in Q1 FY26, and the EBITDA margin was 19.4%, an increase of +340 basis points from 16.0%. ### Cash Flow (Q1 FY27 vs Q1 FY26) #### Operating Cash Flow Operating cash flow totaled $344.0 million in Q1 FY27, up from $206.9 million a year ago. #### Capital Expenditures Capital expenditures were $89.8 million in Q1 FY27, down from $103.2 million in Q1 FY26. #### Free Cash Flow Free cash flow was $254.2 million in Q1 FY27, more than double the $103.7 million from the prior year. ### Outlook / Guidance James Hardie Industries plc raised its full-year FY27 outlook, targeting pro forma sales growth of 5.9% to 9.0% and pro forma adjusted EBITDA growth of 7.4% to 13.7%. The company reaffirmed its FY27 free cash flow target of at least $500 million, representing an increase of more than $200 million year over year. For Q2 FY27, James Hardie Industries plc anticipates total net sales between $1,485 million and $1,575 million, and total adjusted EBITDA between $420 million and $455 million. ### Related Stocks - [JHX.US](https://longbridge.com/en/quote/JHX.US.md) ## Related News & Research - [Royal Bank of Canada Sells 120,301 Shares of James Hardie Industries PLC. $JHX](https://longbridge.com/en/news/296198424.md) - [Slater & Gordon files shareholder class action against James Hardie over FY26 guidance disclosures](https://longbridge.com/en/news/296039947.md) - [Ord Minnett upgrades James Hardie (JHIUF) to a Buy](https://longbridge.com/en/news/295340750.md) - [James Hardie Industries Analysts Boost Their Forecasts Following Better-Than-Expected Q1 Earnings](https://longbridge.com/en/news/295272175.md) - [Segall Bryant & Hamill LLC Grows Position in James Hardie Industries PLC. $JHX](https://longbridge.com/en/news/294670369.md)