LP Building Solutions remains a disciplined, returns-driven player, but faces near-term headwinds from a weak U.S. housing market and OSB pricing pressures. LPX's Q4 showed better-than-expected EBITDA, but housing-driven OSB volumes and pricing remain challenged; siding continues as a growth driver with strong margins. Management's 2026 EBITDA guidance is potentially conservative at $430M, with potential upside if housing rebounds; normalized EBITDA valuation supports a $106/share target.
Louisiana-Pacific Corporation (LPX) Q4 2025 Earnings Call Transcript
Louisiana-Pacific (LPX) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to earnings of $1.03 per share a year ago.
| Paper & Forest Products Industry | Materials Sector | Alan J. Haughie CEO | XFRA Exchange | US5463471053 ISIN |
| US Country | 4,300 Employees | 27 Feb 2026 Last Dividend | 9 Jun 1993 Last Split | 4 Jan 1982 IPO Date |
Louisiana-Pacific Corporation, with its subsidiaries, plays a vital role in the building industry, focusing on delivering comprehensive solutions for new home construction, repair, remodeling, and the development of outdoor structures. The company operates through distinct segments: Siding, Oriented Strand Board, LP South America, and Other segments, catering to a versatile range of market needs. Based in Nashville, Tennessee, since its inception in 1972, Louisiana-Pacific Corporation has established a strong market presence, offering its products to a wide array of customers, including retailers, wholesalers, and businesses involved in homebuilding and industrial sectors, across North and South America, Asia, Australia, and Europe.