$LPX

LOUISIANA-PACIFIC CORP

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No SEC Form 4 filings for $LPX in the last 30 days.

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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.

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.

LPX sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning LPX (LOUISIANA-PACIFIC CORP). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.

Recent LPX coverage spans earnings and financial news.

What's driving LPX

  • 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

  • LPX’s call updates segment-level outlook, with Siding supported by pricing and OSB pressured by weaker pricing and volumes.

    yahoo.com · Aug 8, 2026

  • Analyst model cut after an EPS miss suggests near-term earnings risk, even as revenue forecasts stayed roughly in line.

    simplywall.st · Aug 8, 2026

  • Near-term focus is on Siding normalization and OSB margin pressure, with capex deferral and negative OSB EBITDA guidance shaping risk/reward.

    yahoo.com · Aug 7, 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
$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.

$LPXMed

Louisiana-Pacific Corporation Q2 2026 Earnings Call Summary

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.

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.

Louisiana-Pacific: Q2 Earnings Snapshot

Louisiana-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.

LOUISIANA-PACIFIC CORP (LPX): Results of Operations and Financial Condition

LOUISIANA-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

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