James Hardie Industries Plc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of James Hardie Industries Plc (JHX) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: James Hardie Industries Plc vs Its Competitors
- TTM: Trailing 12-month revenue of 3,878M vs 8,702M combined for tracked competitors (30.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+52.1% annualized vs trailing 12 months), vs accelerating (+17.1%) for its tracked peer group.
- Profitability: Its 7.1% net margin compares with 4.3% for the peer group.
- Scale: James Hardie Industries Plc ranks #8 of 37 companies by market capitalization in the Construction Raw Materials industry, holding 5.3% of industry market cap.
- Peer revenue share: James Hardie Industries Plc accounted for 36.7% of combined revenue among its tracked peer group.
- Peer differentiation: Revenue per employee of $1.02M compares with $0.80M for the peer group (1.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
JHX Sales vs. its Competitors, Q1 2026
With a net margin of 7.07 %, James Hardie Industries Plc achieved higher profitability than its competitors (4.29 %).
James Hardie Industries Plc generated 36.67 % of the combined sales of its peer group.
James Hardie Industries Plc vs. its Competitors, Q1 2026
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across James Hardie Industries Plc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| James Hardie Industries Plc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across James Hardie Industries Plc's competitor groups requires a Commercial License.
James Hardie Industries Plc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| James Hardie Industries Plc | - | - | - | Yes |
| Competitors combined (2) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
JHX Stock Performance relative to its Competitors
JHX Stock Performance relative to High-Confidence Competitors
JHX Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ufp Industries inc | 282.9% | Outperformed |
| 2 | Louisiana pacific Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for James Hardie Industries Plc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
James Hardie Industries Plc's Comment on Competition and Industry Peers
Publicly Traded Peers of James Hardie Industries Plc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| James Hardie Industries Plc | 14,788.63 | 3,877.50 |
| Louisiana pacific Corporation | 4,518.50 | 2,468.00 |
| Ufp Industries inc | 4,161.85 | 6,233.65 |
| SUBTOTAL | 23,468.98 | 12,579.15 |
Sources: James Hardie Industries Plc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on James Hardie Industries Plc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
James Hardie Industries Plc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Trex Company Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for James Hardie Industries Plc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
James Hardie Industries Plc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| James Hardie Industries Plc | Siding & Trim 61.27 % |
| Louisiana pacific Corporation | Siding 62.72 % |
| Ufp Industries inc | Prowood 30.16 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
James Hardie Industries Plc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| James Hardie Industries Plc | 14,789 | 1,020,395 | 111,579 |
| Louisiana pacific Corporation | 4,519 | 573,953 | 12,558 |
| Ufp Industries inc | 4,162 | 941,640 | 37,759 |
| PEERS TOTAL | 8,680 | 796,855 | 27,836 |
James Hardie Industries Plc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| James Hardie Industries Plc | United States 73.30 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
James Hardie Industries Plc's Position in Industry Market Structure
Market-capitalization share and concentration across all 35 companies in James Hardie Industries Plc's industry classification, broader than the peer set above. Market cap in millions of $.James Hardie Industries Plc ranks #8 of 35 companies by market capitalization in its industry, holding 5.25 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,089, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Crh Public Limited Company | 56,547 | 19.98 % |
| 2 | Cemex Sab De Cv | 42,748 | 15.10 % |
| 3 | Vulcan Materials Company | 31,884 | 11.27 % |
| 4 | Martin Marietta Materials Inc | 28,966 | 10.23 % |
| 5 | Teck Resources Limited | 1,234 | 5.2% |
| 6 | Amrize Ltd | 1,234 | 5.2% |
| 7 | Chemical and Mining Co Of Chile Inc | 1,234 | 5.2% |
| 8 | James Hardie Industries Plc | 14,865 | 5.25 % |
| 9 | Hecla Mining Company | 1,234 | 5.2% |
| 10 | Eagle Materials Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of James Hardie Industries Plc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-30.
James Hardie Industries Plc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 3 | Vulcan Materials Company | 31,884 | -19.80 % |
| 4 | Martin Marietta Materials Inc | 28,966 | -22.55 % |
| 5 | Teck Resources Limited | 24,450 | 48.16 % |
| 6 | Amrize Ltd | 20,887 | -21.31 % |
| 7 | Chemical and Mining Co Of Chile Inc | 1,234 | 12.3% |
| 8 | James Hardie Industries Plc | 14,865 | 35.25 % |
| 9 | Hecla Mining Company | 1,234 | 12.3% |
| 10 | Eagle Materials Inc | 1,234 | 12.3% |
| 11 | Mdu Resources Group Inc | 1,234 | 12.3% |
| 12 | United States Lime and Minerals Inc | 1,234 | 12.3% |
| 13 | Centrus Energy Corp | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of James Hardie Industries Plc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-30. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
James Hardie Industries Plc's Valuation vs Competitive Position
Valuation multiples vs the Construction Raw Materials industry average (45 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Construction Raw Materials industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.7x | - |
| EV / EBITDA | 9.3x | 14.1x | -4.8x |
| P/B | 3.3x | 2.6x | +0.6x |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | - | 0.69 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
James Hardie Industries Plc's BCG Growth-Share Matrix
Relative market share (vs James Hardie Industries Plc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
James Hardie Industries Plc falls in the Dog quadrant: relative market share of 0.26x vs its largest competitor, in an industry growing revenue 5.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
James Hardie Industries Plc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,089 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See James Hardie Industries Plc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See James Hardie Industries Plc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
James Hardie Industries Plc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
James Hardie Industries Plc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
James Hardie Industries Plc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+52.1% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.26x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (100.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
James Hardie Industries Plc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| James Hardie Industries Plc | 0.39 | 1.73 | 0.66 |
| Louisiana pacific Corporation | 0.95 | 3.03 | 0.20 |
| Ufp Industries inc | 1.56 | 4.41 | 0.07 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
James Hardie Industries Plc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| James Hardie Industries Plc | Q2 2026 | - | - |
| Louisiana pacific Corporation | Q2 2026 | -12.1 % | -51.9 % |
| Ufp Industries inc | Q2 2026 | +2.6 % | -17.5 % |
| PEERS TOTAL | +55.2 % | +37.8 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
James Hardie Industries Plc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| James Hardie Industries Plc | Q2 2026 | +64.5 % | - |
| Louisiana pacific Corporation | Q2 2026 | -4.9 % | -13.2 % |
| Ufp Industries inc | Q2 2026 | +4.6 % | -38.7 % |
James Hardie Industries Plc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| James Hardie Industries Plc | 4.54% | 4.90% | 9.98% |
| Louisiana pacific Corporation | 2.06% | 2.29% | 3.11% |
| Ufp Industries inc | 6.14% | 6.92% | 8.03% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
James Hardie Industries Plc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| James Hardie Industries Plc | 25.83 | 3.81 |
| Louisiana pacific Corporation | 81.71 | 1.83 |
| Ufp Industries inc | 17.71 | 0.67 |
| PEERS AVERAGE | 32.24 | 1.87 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.