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James Hardie Industries vs Knife River

James Hardie Industries is the larger business, with $4.84bn of revenue in fiscal 2026 against $3.15bn for Knife River (1.5 times as much). James Hardie Industries grew faster (24.7% against 8.5%). Knife River kept more of each dollar of sales as profit: a net margin of 5.0% against 2.2%.

Latest fiscal yearJames Hardie IndustriesJHX, 2026Knife RiverKNF, 2025
Revenue $4.84bn $3.15bn
Revenue growth 24.7% 8.5%
Net income $104m $157m
Operating margin — —
Net margin 2.2% 5.0%
Return on equity 2.4% 10.1%
Free cash flow $206m −$69.6m
Cash $269m $73.8m
Total debt $4.57bn $1.17bn
Debt to equity — —
Dividend per share — —
Dividend yield — —
Share buybacks $0 —
Employees 7,500 5,298
Market value $12.14bn $3.37bn
Price vs our value range Within our value range Above our value range
Moat score — —
Insider trades, 12 months 1 buys, 7 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.