James Hardie Industries plc (NYSE: JHX) reported Q3 EPS of $0.24, $0.02 better than the analyst estimate of $0.22. Revenue for the quarter came in at $1.2 billion versus the consensus estimate of $1.21 billion.

FY26 Guidance

With respect to FY26 guidance, Ryan Lada, CFO, said, “For Siding & Trim, market conditions remain challenged, consistent with our prior expectations; however, channel inventories have normalized. As a result, we are allowing our stronger-than-expected third-quarter performance to flow through to full-year results, resulting in a modest increase in the guidance range for the segment. We continue to expect the broader Exteriors market to remain mixed in the near term. For Deck, Rail & Accessories, mid-single-digit sell-through growth continued through the third quarter and into early Q4. We expect channel partner inventories to remain at seasonally normal levels for the remainder of the fiscal year.\"

Net Sales for Siding & Trim: $2.953 to $2.998 billion (prev. $2.925 to $2.995 billion)
Net Sales for Deck, Rail & Accessories: $787 to $800 million (prev. $780 to $800 million)
Adjusted EBITDA for Siding & Trim: $939 to $962 million (prev. $920 to $955 million)
Adjusted EBITDA for Deck, Rail & Accessories: $219 to $224 million (prev. $215 to $225 million)
Total Adjusted EBITDA: $1.232 to $1.263 billion (prev. $1.20 to $1.25 billion)
Free Cash Flow: At Least $200 million (unchanged)

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