James Hardie Industries plc (JHX) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, I'm Aaron Erter, CEO of James Hardie. Today, I want to provide an overview of our first quarter 2026 results. Before I share the results, I would like to share my perspective on our future now that James Hardie and Azac are one company. The combination of these two businesses, now completed, has created a leading provider of exterior home and outdoor living solutions. We have significantly expanded our offer. and in doing so, have strengthened our customer value proposition and positioned James Hardie to capture multiple opportunities for material conversion with a total addressable market more than twice the size of legacy James Hardie. Our team is stronger as one and we are better equipped than ever to serve our customers and create value for all our stakeholders. I am pleased with the focus shown by everyone through pre-integration planning and now into integration execution. And in particular, with an unwavering dedication to working safely each day and serving our customer partners. I should note specifically that we will begin reporting contribution from the ASAC brands with our fiscal second quarter results later this year. It is imperative that we continue to build upon the strong momentum the ASAC team has established by not only maintaining continuity with customers and channel partners, but also achieving alignment across our collective North American organization as we accelerate growth by winning in the market and capturing commercial synergies as one James Hardy. Our integration roadmap starts with the customer, both with how we engage with them and how we support them. We will maintain continuity in terms of the face to our customers, immediately leveraging the entirety of our combined sales force, as well as our portfolio of leading brands, pro...