LPX
Louisiana-Pacific Corporation84.44
-1.47-1.71%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A affirms sheds, adds capacity color
Q&A largely reaffirmed prepared guidance on Q1 Siding weakness from shed inventory destocking and pull-forward, but surfaced confidence in underlying shed demand stability—last year's 20% surge an inventory anomaly—with new Everyday Flooring and SilverTech launches poised to drive rebound. Expert Finish exited allocation February 1 via OEE gains, beating Green Bay ramp expectations. Early builder wins emerged from integrated OSB-Siding portfolio push. OSB pricing rebound pegged supply-driven via competitor closures. Shed demand holds firm. Management stayed bullish on share gains despite vinyl affordability probes; watch Q2 inventory normalization.
Key Stats
Market Cap
5.88BP/E (TTM)
27.33Basic EPS (TTM)
3.09Dividend Yield
0.01%Recent Filings
8-K
LP Q4 sales drop, siding resilient
Louisiana-Pacific reported Q4 2025 net sales of $567M, down $114M year-over-year, with siding up 6% to $384M on higher prices yet OSB plunging 49% to $136M from price and volume drops. Full-year sales fell to $2.7B, net income to $146M; Adjusted EBITDA slid to $436M. Siding shines. Guides 2026 consolidated Adjusted EBITDA at $430M, OSB breakeven.
10-K
FY2025 results
Louisiana-Pacific posted $2,708M in FY2025 net sales ended December 31, 2025, with Siding at $1,689M (62%), OSB $832M (31%), and Other $187M (7%); quarterly breakdowns not disclosed in the 10-K. In Q4 2025, the Company restructured reporting by folding LPSA into Other as it failed reportable segment criteria, recasting priors with no consolidated impact. No profitability, EPS, margin trends, cash flows, or Q4 momentum metrics provided. No annual guidance disclosed. Commodity pricing swings threaten quarterly OSB volatility.
8-K
LP Board succession completed
Louisiana-Pacific's Board accepted CEO W. Bradley Southern's retirement from the Board and Chairperson role, effective February 19, 2026, electing independent director F. Nicholas Grasberger III as new Chairperson and adding President and CEO-elect Jason Ringblom as Class III director on the same date. This caps a smooth succession plan. Two more directors retire May 1, 2026, leaving eight members, seven independent.
10-Q
Q3 FY2025 results
Louisiana-Pacific's Q3 sales fell 8% y/y to $663M ended September 30, 2025, with OSB down 29% on lower prices and volumes while Siding grew 5% on pricing; operating income dropped to $18M from $116M, hit by $13M impairment on unused equipment. Gross margin slipped to 19.5% from 26.7%, yet Siding delivered steady volumes. Operating cash flow through 9M hit $315M, funding $216M capex; cash sits at $316M with $348M long-term debt (3.625% Senior Notes due 2029) and full $750M revolver availability to March 2032. Diluted EPS of $0.13 reconciles to 70M shares. OSB prices swing wildly.
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