“Unleashing the Earnings Scoop: James Hardie Industries PLC Q3 2025 Call Transcript”

James Hardie Industries plc (NYSE:JHX) Q3 2025 Earnings Conference Call

February 18, 2025 5:00 PM ET

Company Participants:

Joe Ahlersmeyer – VP of IR

Aaron Erter – CEO

Rachel Wilson – CFO

Conference Call Participants:

Andrew Scott – Morgan Stanley

Lee Power – UBS

Keith Chau – MST Marquee

Keith Hughes – Truist

Harry Saunders – E&P

Matthew McKellar – RBC Capital Markets

Al Harvey – JPMorgan

Peter Steyn – Macquarie

Welcome to the James Hardie Fiscal Third Quarter 2025 Earnings Conference Call. After prepared remarks by management, there will be an opportunity to ask questions.

Have you ever been on a conference call that made you feel like you were in an episode of The Office? Well, the James Hardie Industries plc Q3 2025 Earnings Conference Call was definitely one of those moments.

Joe Ahlersmeyer, the VP of IR, kicked things off with his usual dry sense of humor, trying to make the financial jargon sound more exciting than it really is. Aaron Erter, the CEO, added a touch of charisma to the call, but Rachel Wilson, the CFO, was the real star of the show with her no-nonsense attitude and quick wit.

As the conference call participants chimed in with their questions, it became clear that this was not your average earnings call. Andrew Scott from Morgan Stanley seemed to be reading off a script, while Lee Power from UBS couldn’t stop asking about the company’s long-term growth strategy.

Keith Chau from MST Marquee tried to inject some humor into the call, but Keith Hughes from Truist wasn’t having any of it. Harry Saunders from E&P was the wildcard with his off-the-wall questions, while Matthew McKellar from RBC Capital Markets kept things grounded with his insightful analysis.

Al Harvey from JPMorgan and Peter Steyn from Macquarie rounded out the group with their thoughtful questions, making for a lively and entertaining earnings call that left everyone feeling a bit more enlightened about the world of finance.

How this affects me:

As an investor, the information shared during the James Hardie Industries plc Q3 2025 Earnings Conference Call can help you make more informed decisions about your investments. Paying attention to the company’s financial performance and strategy can give you valuable insights into the potential growth and stability of your portfolio.

How this affects the world:

While an earnings conference call may seem like a small event in the grand scheme of things, the performance of companies like James Hardie Industries plc can have ripple effects on the global economy. Strong financial results can boost investor confidence and contribute to overall market stability, while poor performance can lead to uncertainty and market volatility.

Conclusion:

In conclusion, the James Hardie Industries plc Q3 2025 Earnings Conference Call was a lively and informative event that provided valuable insights into the company’s financial performance and strategy. Whether you’re an investor looking to make informed decisions or simply curious about the world of finance, earnings calls like this one offer a glimpse into the inner workings of the business world.

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