$LPX

LOUISIANA-PACIFIC CORP

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Louisiana-Pacific (LPX) investment analysis: trough-cycle bet or value trap

Louisiana-Pacific (LPX) is trading near its 52-week low at $67.52, down 28.1% over a year, but analysts set a $99 price target. Q2 2026 earnings missed expectations, with revenue at $664M and EBITDA down 44% YoY. The company curtailed its Jasper OSB facility due to soft demand. LPX operates two segments: commodity OSB and premium SmartSide Siding. Analysts debate its valuation, with some seeing a trough-cycle opportunity and others cautioning about timing risks tied to the housing market.

Wayfair highlighted as Zacks Bull and Louisiana-Pacific Bear of the Day

Wayfair reported Q2 revenue of $3.52B, up 7.5%, and adjusted EPS of $0.95, exceeding estimates. The company guided to high-single-digit revenue growth for Q3. Louisiana-Pacific missed Q2 earnings by 31%, with revenue down 12.1% YoY, and cut full-year guidance.

Bear of the Day: Louisiana-Pacific (LPX)

Louisiana-Pacific (LPX) reported Q2 earnings of $0.40 per share, missing estimates by 31% and down 60% YoY. Sales declined 12.1% YoY. Management expects OSB segment to lose $120M in EBITDA for the year. LPX trades at a forward P/E of 62, above industry average. Zacks ranks the stock as Strong Sell.

LPX sentiment & insider activity

Recent LPX coverage spans earnings and financial news.

What's driving LPX

  • Earnings disappointment and capacity cut may pressure the stock short term while the higher‑margin SmartSide siding business offers upside.

    investing.com · Sep 10, 2026

  • Weak earnings, sharply negative segment guidance, and estimate cuts argue for downside or underperformance positioning in LPX.

    finance.yahoo.com · Aug 27, 2026

  • Earnings miss and negative guidance likely pressure LPX stock lower.

    zacks.com · Aug 27, 2026

  • Reaffirmed Siding guidance partially offsets weaker consolidated earnings, keeping the market focused on Siding execution versus ongoing OSB pricing pressure.

    simplywall.st · Aug 11, 2026

  • Siding strength is being used to offset a sharp OSB deterioration, with guidance implying continued consolidated pressure until OSB stabilizes.

    theglobeandmail.com · Aug 11, 2026

AlphAI scores every news story that mentions LPX with an AI model for sentiment and relevance, and aggregates insider trades from LOUISIANA-PACIFIC CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LPX

Score
$LPXMed

Louisiana-Pacific (LPX) investment analysis: trough-cycle bet or value trap

Louisiana-Pacific (LPX) is trading near its 52-week low at $67.52, down 28.1% over a year, but analysts set a $99 price target. Q2 2026 earnings missed expectations, with revenue at $664M and EBITDA down 44% YoY. The company curtailed its Jasper OSB facility due to soft demand. LPX operates two segments: commodity OSB and premium SmartSide Siding. Analysts debate its valuation, with some seeing a trough-cycle opportunity and others cautioning about timing risks tied to the housing market.

$LPXMed

Bear of the Day: Louisiana-Pacific (LPX)

Louisiana-Pacific (LPX) reported Q2 earnings of $0.40 per share, missing estimates by 31% and down 60% YoY. Sales declined 12.1% YoY. Management expects OSB segment to lose $120M in EBITDA for the year. LPX trades at a forward P/E of 62, above industry average. Zacks ranks the stock as Strong Sell.

$LPXMedAI 8/10

Louisiana-Pacific Earnings Call: Siding Strength, OSB Drag

Louisiana-Pacific (LPX) reported Q2 results on an earnings call, highlighting resilient Siding pricing and margins but sharp OSB weakness. Net sales fell to $664M and EBITDA to $79M. Adjusted EPS was $0.40. Siding Q3 guidance is $460–$470M revenue and $110–$120M EBITDA. OSB outlook calls for negative EBITDA in Q3 and full year if pricing holds.

$LPXMedAI 8/10

Louisiana-Pacific Q2 Earnings Call Highlights

Louisiana-Pacific (NYSE:LPX) reported Q2 siding volume down 12% for primed siding and up 1% for ExpertFinish. CFO Alan Haughie said higher prices added $27M to siding revenue and EBITDA, while lower volumes cut $46M revenue and $24M EBITDA. LP guided Q3 siding revenue $460M-$470M and EBITDA $110M-$120M, reaffirming full-year siding guidance. OSB prices missed guidance by about $15; LP expects negative OSB EBITDA.

Analysts Offer Insights on Industrial Goods Companies: Louisiana-Pacific (LPX), Axon Enterprise (AXON) and Primoris Services (PRIM)

Barclays analyst Matthew Bouley reiterated a Buy on Louisiana-Pacific (LPX) with a $92 target; shares closed at $77.36. Barclays analyst Tim Long reiterated a Buy on Axon Enterprise (AXON) with a $688 target; shares closed at $609.49. KeyBanc analyst Sangita Jain kept Primoris Services (PRIM) at Hold; shares closed at $83.40. Consensus targets suggest upside for LPX and AXON, mixed for PRIM.

$LPXMedAI 8/10

Louisiana-Pacific (LPX) Q2 2026 Earnings Call Transcript

Louisiana-Pacific (LPX) reported Q2 2026 net sales of $664 million, down $90 million year over year, with adjusted EBITDA of $79 million and adjusted EPS of $0.40. Siding revenue rose 4% while OSB revenue and EBITDA fell $67 million and $46 million. Q3 siding guidance is $460-$470 million revenue and $110-$120 million EBITDA; OSB EBITDA is forecast as a loss of $45 million.

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