Eagle Materials vs James Hardie Industries
James Hardie Industries is the larger business, with $4.84bn of revenue in fiscal 2026 against $2.31bn for Eagle Materials (2.1 times as much). James Hardie Industries grew faster (24.7% against 2.1%). Eagle Materials kept more of each dollar of sales as profit: a net margin of 18.4% against 2.2%.
| Latest fiscal year | Eagle MaterialsEXP, 2026 | James Hardie IndustriesJHX, 2026 |
|---|---|---|
| Revenue | $2.31bn | $4.84bn |
| Revenue growth | 2.1% | 24.7% |
| Net income | $424m | $104m |
| Operating margin | — | — |
| Net margin | 18.4% | 2.2% |
| Return on equity | 28.9% | 2.4% |
| Free cash flow | $197m | $206m |
| Cash | $298m | $269m |
| Total debt | $1.78bn | $4.57bn |
| Debt to equity | 120.8% | — |
| Dividend per share | $1.00 | — |
| Dividend yield | 0.5% | — |
| Share buybacks | $382m | $0 |
| Employees | 2,800 | 7,500 |
| Market value | $5.94bn | $12.14bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 82 (Strong) | — |
| Insider trades, 12 months | 1 buys, 5 sales | 1 buys, 7 sales |