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James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript
2026-05-20 · via All Articles on Seeking Alpha

James Hardie Industries plc (JHX) Q4 2026 Earnings Call May 19, 2026 6:00 PM EDT

Company Participants

Christopher Russell - Senior VP of Global Strategy & Corporate Development
Aaron Erter - CEO & Executive Director
Ryan Lada - Chief Financial Officer
Jonathan Skelly - President & GM of James Hardie North America (NA) Building Products Group

Conference Call Participants

Philip Ng - Jefferies LLC, Research Division
Lee Power - JPMorgan Chase & Co, Research Division
Ryan Merkel - William Blair & Company L.L.C., Research Division
Samuel Seow - Citigroup Inc., Research Division
Keith Hughes - Truist Securities, Inc., Research Division
Peter Steyn - Macquarie Research
Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division
Keith Chau - MST Financial Services Pty Limited, Research Division
Trevor Allinson - Wolfe Research, LLC
Daniel Sykes - Jarden Limited, Research Division

Presentation

Operator

Welcome to the James Hardie Fiscal Fourth Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Chris Russell, Senior Vice President of Global Strategy and Corporate Development. Please go ahead.

Christopher Russell
Senior VP of Global Strategy & Corporate Development

Thank you, operator, and thank you to everyone for joining today's call. I am joined today by Aaron Erter, Chief Executive Officer of James Hardie; Ryan Lada, Chief Financial Officer of James Hardie; and Jon Skelly, President and General Manager of James Hardie, North America Building Products.

Before we begin the call, please note that during prepared remarks and Q&A, we 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 of our earnings presentation for more information. Forward-looking statements made during today's conference call and in the earnings 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

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