LOUISIANA-PACIFIC CORP
No SEC Form 4 filings for $LPX in the last 30 days.
Louisiana-Pacific (LP) reported Q2 2026 siding revenue up 4% year over year, driven by a 7% price increase that offset an 11% volume decline attributed to normalized channel inventories after late-2025 sales pull-forward. OSB demand was soft, with lower prices and negative OSB EBITDA expected through year-end. Q3 guidance calls for YoY siding volume and revenue growth. Capex guidance cut $70 million to $320 million.
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.
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.
Over the past 7 days, alphai's AI scored 6 news stories mentioning LPX (LOUISIANA-PACIFIC CORP). Coverage has been balanced: 1 bullish, 4 neutral, and 1 bearish.
Recent LPX coverage spans earnings and financial news.
Near-term focus is on Siding normalization and OSB margin pressure, with capex deferral and negative OSB EBITDA guidance shaping risk/reward.
Analyst target reiteration supports a mildly bullish bias, but the article provides no new fundamentals beyond the rating and target.
LPX’s updated segment guidance implies siding strength but continued OSB weakness, with a reduced full-year capex plan.
Guidance confirmation with specific Q3 and FY26 ranges can drive near-term estimate revisions and sentiment around housing-related building products demand and margins.
Earnings miss plus specific Q3 and full-year revenue guidance likely shifts near-term expectations for LPX’s housing-supply demand and margin outlook.
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.
Louisiana-Pacific (LP) reported Q2 2026 siding revenue up 4% year over year, driven by a 7% price increase that offset an 11% volume decline attributed to normalized channel inventories after late-2025 sales pull-forward. OSB demand was soft, with lower prices and negative OSB EBITDA expected through year-end. Q3 guidance calls for YoY siding volume and revenue growth. Capex guidance cut $70 million to $320 million.
6 min readBarclays 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.
3 min readLouisiana-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.
6 min readLouisiana-Pacific (LPX) confirmed its guidance alongside its Q2 results. For Q3 2026, it expects siding net sales of $460-470 million and adjusted EBITDA of $110-120 million. For FY26, it forecasts siding net sales of $1.65-1.67 billion and adjusted EBITDA of $410-425 million. In pre-market trading, LPX was $73.99, down 3.63% on the NYSE.
1 min readLouisiana-Pacific Corp. (LPX) reported Q2 net income of $26 million, or 38 cents per share. Adjusted earnings were 40 cents per share versus a Zacks-surveyed analyst average of 58 cents. Revenue was $664 million. For Q3 ending September, it expects $460 million to $470 million revenue, and full-year revenue of $1.65 billion to $1.67 billion.
3 min readLOUISIANA-PACIFIC CORP (LPX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026ex991pressrelease.htm EX-99.1 Document LP Building Solutions Reports Second Quarter 2026 Results, Affirms Siding Full-Year Guidance, Anticipates Return to Siding Growth in the Third Quarter of 2026 NASHVILLE, Tenn. (August 5, 2026) – Louisiana-Pacific Corporation
6 min readLP Building Solutions (NYSE: LPX) said CFO Alan Haughie plans to retire and will be replaced by Aaron Howald, effective Sept. 1, 2026. Haughie will remain as an adviser through Feb. 2027 to support completion of the company’s 2026 Annual Report process, according to the company.
2 min readLouisiana-Pacific Corp director Ty R. Silberhorn was awarded 1,863 shares of common stock as stock-based compensation on May 8, 2026, increasing his direct holdings to 3,698 shares. These restricted stock units (RSUs) are part of the company’s 2022 Omnibus Stock Award Plan and will vest fully on May 8, 2027. Silberhorn has opted to defer the settlement of these RSUs into deferred stock units (DSUs), which will be delivered after his board service concludes or upon a change of control, also including 25 additional shares from dividend equivalents.
2 min readDA Davidson has reduced its price target for Louisiana-Pacific Corp (NYSE:LPX) to $114 from $117, maintaining a Buy rating despite a disappointing first-quarter 2026 siding destock. The firm expects the destock to be temporary, anticipating above-market growth and strong margins, supported by potential builder wins and momentum in ExpertFinish. Although InvestingPro analysis suggests the stock is overvalued, the company recently exceeded Q4 2025 EPS forecasts but missed revenue expectations.
3 min readWilliam Southern, CEO of a Louisiana-Pacific Corp (LPX) subsidiary, sold 28,332 shares of the company on February 3, 2026, and now owns 460,883 shares. Over the last year, Southern has sold 141,676 shares with no purchases, contributing to a total of 1 insider buy and 5 insider sells for LPX in the same period. The stock is currently trading at $87.43, with a price-to-GF-Value ratio of 1.06, suggesting it is modestly overvalued.
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