LPXLouisiana-Pacific Corp.
Earnings Recap
• Reported GAAP EPS of -$0.13 down -114.61% YoY • Reported revenue of $567M down -16.62% YoY • LP expects Q1 2026 Siding net sales of ~$350-355M (~12% decline) and a $25M OSB Adjusted EBITDA loss. For full year 2026, Louisiana-Pacific Corporation anticipates $430 million in consolidated Adjusted EBITDA.
Bullish
Louisiana-Pacific Corporation demonstrated strong Siding segment performance with increased sales and improved operational efficiency. The company also executed strategic capital allocation, including share repurchases and a raised quarterly dividend.
Bearish
Louisiana-Pacific Corporation experienced a significant decline in OSB net sales and overall profitability in Q4 and FY 2025. The company's Adjusted EBITDA was negatively impacted by lower OSB prices and increased operational costs.