James Hardie Industries plc (JHX) Analyst/Investor Day Transcript

James Hardie Industries plc ( JHX ) Analyst/Investor Day September 15, 2026 8:30 AM EDT Company Participants Bill Seymour - Vice President of Investor Relations Aaron Erter - CEO & Executive Director Jonathan Skelly - President & GM of James Hardie North America ( NA ) Building Products Group John Madson - Chief Sales Officer of James Hardie NA Building Products Group Joanna Barney - Executive Vice President, Building Materials Distribution Samara Toole - Chief Marketing Officer Ryan Kilcullen - Chief Operations Officer Ryan Lada - Chief Financial Officer Conference Call Participants Michael Rehaut Keith Hughes - Truist Securities, Inc., Research Division Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Philip Ng - Jefferies LLC, Research Division Matthew Bouley - Barclays Bank PLC, Research Division Rafe Jadrosich - BofA Securities, Research Division Ryan Merkel - William Blair & Company L.L.C., Research Division Peter Steyn - Macquarie Research Samuel Seow - Citigroup Inc., Research Division Keith Chau - MST Financial Services Pty Limited, Research Division Jeffrey Stevenson - Loop Capital Markets LLC, Research Division Ketan Mamtora - BMO Capital Markets Equity Research Daniel Sykes - Jarden Limited, Research Division Trevor Allinson - Wolfe Research, LLC Presentation Bill Seymour Vice President of Investor Relations All right. Good morning, and welcome to James Hardie's 2026 Investor Day. Thank you for everyone that's joining us in person today. It was a huge turnout. We've got an extra room over there for the spillover, and thanks to everyone for joining online. A big thanks to those people who traveled far. We've got a pretty big contingent from Australia with us today. Let's see here. Safety note. So you came in these doors right here. There's an emergency exit to the left there, and the convenience staff will be there to help you if needed. And let's go through the FLS, the fun stuff. Please note that today, we may refer to non-GAAP financial measures and make