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How Is James Hardie Navigating 30% Sales Growth Amid Operating Income Decline?

8:14am on Wednesday 11th of February, 2026 AEDT Building Materials
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How Is James Hardie Navigating 30% Sales Growth Amid Operating Income Decline?

8:14am on Wednesday 11th of February, 2026 AEDT
Key Points
  • Q3 FY26 net sales rose 30% to $1.24 billion, boosted by AZEK acquisition
  • Operating income fell 15% to $176 million due to acquisition expenses and margin pressures
  • Adjusted EBITDA increased 26% to $330 million, reflecting synergy progress
  • Integration and cost synergies ahead of schedule, targeting $125 million cost savings
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