詹姆斯哈迪 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ____________ to ____________Commission File Number1-15240 JAMES HARDIE INDUSTRIES plc(Exact name of Registrant as specified in its charter) 98-0382260 (I.R.S. Employer Identification No.) 1st Floor, Block AOne Park PlaceUpper Hatch Street, Dublin 2(Address of principal executive offices) D02 FD79, Ireland(Zip Code) Registrant’s telephone number, including area code:353 1411 6924 Securities registered or to be registered pursuant to Section12(b) of the Act: Nameofeachexchange on which registered: Trading Symbol: JHX Ordinary shares, 0.59 Euro par value per share New York Stock Exchange Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports)and (2)has been subject to such filing requirements for the past 90 days.☒Yes☐No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuantto Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrantwas required to submit such files).☒Yes☐No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reportingcompany” and “emerging growth company” in Rule 12b-2 of the Exchange Act. (Check one): Large acceleratedfiler☒Accelerated filer☐Non-accelerated filer☐Smaller reportingcompany☐Emerginggrowthcompany☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).☐Yes☒No As of July 31, 2026, the registrant had 580,522,488 shares of common stock outstanding. TABLE OF CONTENTS PART IFinancial Information2Item 1.Financial Statements (Unaudited)2Condensed Consolidated Balance Sheets (Unaudited)2Condensed Consolidated Statements of Operations and Comprehensive Income(Unaudited)3Condensed Consolidated Statements of Changes in Shareholders’ Equity (Unaudited)4Condensed Consolidated Statements of Cash Flows (Unaudited)5Notes to Condensed Consolidated Financial Statements (Unaudited)6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations19Item 3.Quantitative and Qualitative Disclosures About Market Risk31Item 4.Controls and Procedures31 PART IIOther InformationItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures PART IFINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS (Unaudited) James Hardie Industries plcCondensed Consolidated Balance Sheets James Hardie Industries plcCondensed Consolidated Statements of Changes in Shareholders’ Equity (Unaudited) James Hardie Industries plcCondensed Consolidated Statements of Cash Flows (Unaudited) James Hardie Industries plcNotes to Condensed Consolidated Financial Statements (Unaudited) 1.Organization and Significant Accounting Policies Nature of Operations James Hardie Industries plc (“JHI plc”) and its direct and indirect wholly-owned subsidiaries and variableinterest entity (“VIE”) are collectively referred to as “James Hardie”, or the “Company”, “we”, “our” or “us”. TheCompany is a leading provider of exterior home and outdoor living solutions, with a portfolio that includes fibercement siding and trim, fiber gypsum interior walls and floors, and composite and PVC decking and railingproducts, primarily in the United States, Australia, Europe and New Zealand. On July 1, 2025, the Companycompleted its acquisition of The AZEK Company Inc. (“AZEK”), an industry-leading designer and manufacturerof low maintenance and environmentally sustainable outdoor living products, with manufacturing and recyclingfacilities in the United States. Basis of Presentation The Company operates on a fiscal year ending March 31; the term “$” refers to U.S. dollars; the term “A$”refers to Australian dollars. The accompanying unaudited condensed consolidated financial statements havebeen prepared in accordance with the U.S. generally accepted accounting principles (“GAAP”) for interimfinancial information, and in