James Hardie (JHX) is held by 13 ASX ETFs. Over the last year it rose 9.0%: on $10,000, +$900. We explain 14 big moves in that time.
About JHX
- SectorMaterials
- IndustryMaterials
- Size$20.3b
- Held by13 ETFs
- Big moves14 in 1Y
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −5.2%peak −6.1%16 Sep 2026· Takeover / M&A
James Hardie shares fell sharply as investors sold into positive news flow around the AZEK merger integration and a US$980m asset sale, with broader sector and market weakness adding pressure.
- +5.8%7 Aug 2026· Guidance Up
James Hardie lifted FY27 sales guidance due to AZEK integration and positive siding volumes.
- +6.1%peak +8.7%23 Jul 2026· Earnings Beat
James Hardie's share price surged after releasing strong preliminary Q1 FY2027 results, with revenue forecasted at $1.48B, beating market expectations and driving investor optimism about US housing demand recovery.
- +5.2%25 Jun 2026· Sector Flow
Housing-linked growth optimism returned to the sector, driving a broad rally in James Hardie shares.
- +5.4%21 May 2026· Earnings Beat
James Hardie's FY26 results beat expectations, driving a strong share price rebound after an initial earnings-related selloff.
- −4.9%30 Apr 2026· Unknown
No clear cause identified; news articles are post-move commentary, not a specific trigger for the decline.
- −4.3%17 Apr 2026· Sector Flow
James Hardie shares fell 4.27% on April 16, 2026, amid a broader rotation out of cyclical stocks into tech shares, as highlighted by The Bull's article that day.
- +6.2%8 Apr 2026· Sector Flow
Downward pressure from AustralianSuper trimming its position, but a broader market rebound driven by value-seeking commentary lifted the stock.
- −6.7%9 Mar 2026· Unknown
Insufficient evidence to determine the cause of the price move.
- +10.9%11 Feb 2026· Earnings Beat
James Hardie reported a strong FY26 Q3 result, with sales up 30% boosted by the AZEK acquisition, driving the share price up over 10%.
- +4.8%12 Jan 2026· Unknown
Insufficient evidence from news articles to determine the cause of the price move.
- +7.1%11 Dec 2025· Sector Flow
The rally appears coincidental with no direct supporting news; likely driven by sector flow or broader market moves on the historical date.
- +9.9%18 Nov 2025· Unknown
JHX rose 9.87% on 2025-11-17 despite a broad ASX 200 tech-led selloff, but no specific company news explains the move.
- −12.7%6 Nov 2025· Operational
James Hardie's shares plunged following a response to an ASX price query and reports of worsening company woes, likely driven by a negative operational update or earnings miss.
Held by 13 ETFs
Of every $10,000 in each fund, how much is in JHX today.
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$1111.11%
- GEARBetaShares Geared Australian Equities Complex ETF$920.92%
- SFYSTATE STREET SPDR S&P/ASX 50 ETF$550.55%
- VASVanguard Australian Shares Index ETF$480.48%
- QOZBetaShares FTSE RAFI Australia 200 ETF$480.48%
- AYLDGlobal X S&P/ASX 200 Covered Call Complex ETF$450.45%
- AECVBETASHARES AUSTRALIAN SHARES CATHOLIC VALUES ETF$430.43%
- STWSTATE STREET SPDR S&P/ASX 200 ETF$430.43%
- IOZiShares Core S&P/ASX 200 ETF$420.42%
- AUSTBetaShares Managed Risk Australian Shares Complex ETF$420.42%
Why did JHX fall 9.4% on 21 Aug 2025?
James Hardie
James Hardie shares plunged after reporting a shock full-year earnings result that fell below expectations, sparking fears of a potential capital raise.
The news articles directly attribute the price drop to an 'earnings shocker' and a 'shock result' on the day before the price move, indicating results below expectations. The mention of a potential capital raise is a consequence of the poor earnings, not the primary driver. The stock-specific nature of the news and the large price move confirm an earnings miss as the cause.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 13 ETFs holding JHX
On $10,000 in each fund, at the weight it holds today
- EX201.11% of the fund−$10
- GEAR0.92% of the fund−$9
- SFY0.55% of the fund−$5
- VAS0.48% of the fund−$5
- QOZ0.48% of the fund−$5
- AYLD0.45% of the fund−$4
- AECV0.43% of the fund−$4
- STW0.43% of the fund−$4
- IOZ0.42% of the fund−$4
- AUST0.42% of the fund−$4
The 10 that hold it most. All 13 are listed on the page under Held by.