Louisiana-Pacific Corp. (LPX)
NYSE:LPX
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.71Last Year’s EPS
0.99Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of positive operating and strategic developments (safety excellence, pricing power and margin resilience in Siding, ExpertFinish capacity expansion, new builder partnerships, maintained liquidity and dividend returns) alongside significant near-term headwinds driven by OSB price declines, volume destocking (notably in sheds), reduced EBITDA and cash flow, and macro uncertainty that prompted downward guidance adjustments. Management emphasized long-term confidence in SmartSide and capacity investments while being appropriately cautious on near-term demand and commodity volatility.Company Guidance
Q1 EBITDA and EPS Delivery
Reported adjusted EBITDA of $82 million for Q1 2026 and adjusted EPS of $0.38; performance exceeded the high end of prior guidance for the quarter.
Strong Safety Performance
North America team worked over 1.5 million hours with a total incident rate of 0.26; Segola (MI) Siding mill achieved two years without a recordable injury.
Siding Price Realization and Margin Resilience
Siding selling prices increased roughly 9% year over year (primed +8%, ExpertFinish +10%), helping offset lower volumes; Siding EBITDA fell only ~$5 million despite a ~10% decline in net sales and delivered a 28% EBITDA margin (versus ~26% last year).
ExpertFinish Growth and Capacity Expansion
ExpertFinish accounted for ~12% of Siding volume and ~18% of Siding revenue in Q1; full-year ExpertFinish volume growth expected in the mid-single-digits. New ExpertFinish capacity: Green Bay adds ~50 million sq ft (~25% uplift), Bath to add ~20 million sq ft later this year, and land acquired in North Branch, MN for future capacity.
Builder Partnerships and Cross-Sell Opportunity
Secured two new national builder partnerships; expect to supply ~100 million sq ft of SmartSide to 15 of the top 25 U.S. homebuilders in 2026 (a high-single-digit share of those builders' exteriors market and a similar high-single-digit portion of overall SmartSide volume), supporting long-term share gains in new construction.
Strategic Growth Capex Allocation
Maintained ~$200 million strategic growth capex plan, with roughly $100 million allocated to ExpertFinish expansion and another $20–30 million for the next major Siding mill (~$130 million total Siding capacity expansion; ~75% focused on ExpertFinish).
Liquidity and Capital Returns
Ended the quarter with $164 million in cash and $900 million in total liquidity (including an undrawn revolver); returned $21 million to shareholders via dividends in the quarter.
Operational Agility on Energy/Inflation
Minimal Q1 impact from crude oil volatility due to supply-chain agility and algorithmic pricing in supply contracts; management provided sensitivities for modeling freight and raw-material impacts going forward.
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 |
|---|---|---|---|
May 06, 2026 | $69.75 | $72.49 | +3.93% |
Feb 17, 2026 | $93.28 | $88.54 | -5.08% |
Nov 05, 2025 | $84.71 | $77.61 | -8.38% |
Aug 06, 2025 | $94.01 | $92.30 | -1.81% |
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 Aug 12, 2026, Before Open (Confirmed).
What is Louisiana-Pacific Corp. (LPX) earnings time?
Louisiana-Pacific Corp. (LPX) earnings time is at Aug 12, 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 (Q2) is 0.71.