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Louisiana-Pacific Corp. (LPX)
NYSE:LPX
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.22Last Year’s EPS
1.27Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong full-year performance driven by Siding (8% revenue growth, $444M Siding EBITDA, margin expansion, Expert Finish momentum) and solid cash generation and liquidity, offset by significant near-term headwinds in OSB (multiyear low prices and expected Q1 losses), sizable expected Siding volume declines in Q1 due to channel inventory pull-forward, and macro uncertainty around housing starts. Management emphasized operational discipline, capacity investments (Green Bay ramp), and confidence in long-term fundamentals but acknowledged short-term demand and price volatility.Company Guidance
Full-Year Financial Results
FY2025 net sales of $2,700,000,000, adjusted EBITDA of $436,000,000, and adjusted EPS of $2.65; operating cash flow of $382,000,000 after $42,000,000 in cash taxes.
Siding Segment Outperformance
Siding revenue grew 8% for the full year (evenly split between +4% selling price and +4% volume), delivering $444,000,000 in EBITDA (up $54,000,000 vs. 2024) and a 26% EBITDA margin (up 1 percentage point).
Fourth Quarter Company Results
Q4 net sales were $567,000,000, Q4 adjusted EBITDA was $50,000,000, and Q4 adjusted diluted EPS was $0.03, reflecting resiliency in a weak housing environment.
Expert Finish Strength and Margin Expansion
Expert Finish volumes increased ~35% in Q4 and ~18% for the full year, with Expert Finish margins improving by about 8 percentage points year-over-year due to volume leverage and manufacturing efficiencies.
Operational Improvements
OSB operating efficiency (OEE) rose 1 point to 79% and total Siding OEE held steady at 77%; Expert Finish OEE improved significantly enabling an earlier exit from allocation.
OSB Full-Year Recovery Despite Market Trough
Although OSB prices hit multiyear lows (inflation-adjusted lowest in 20 years), disciplined cost and capacity management produced a positive OSB segment EBITDA of $7,000,000 for the full year.
Strong Cash Position and Capital Allocation
Year-end cash of $292,000,000 plus an undrawn $750,000,000 revolver (>$1,000,000,000 liquidity); invested $291,000,000 in CapEx, returned $139,000,000 to shareholders ($78,000,000 dividends and $61,000,000 repurchases), with $177,000,000 buyback authorization remaining.
Safety and Recognition
Total incident rate improved to 0.62 for 2025 and LP earned the APA's Safest Company Award for the third consecutive year; two mills reached three years without a recordable injury.
Capacity Expansion Progress
Green Bay 70,000,000-foot SmartSide line scheduled to ramp in early Q2 2026, and LP is executing engineering for additional Expert Finish and Primed capacity projects.
LPX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LPX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $93.62 | $88.86 | -5.08% |
Nov 05, 2025 | $85.02 | $77.89 | -8.38% |
Aug 06, 2025 | $94.34 | $92.64 | -1.81% |
May 06, 2025 | $86.71 | $89.56 | +3.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Louisiana-Pacific Corp. (LPX) report earnings?
Louisiana-Pacific Corp. (LPX) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Louisiana-Pacific Corp. (LPX) earnings time?
Louisiana-Pacific Corp. (LPX) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LPX EPS forecast?
LPX EPS forecast for the fiscal quarter 2026 (Q1) is 0.22.