Louisiana-Pacific (NYSE:LPX) Announces Earnings Results

Louisiana-Pacific (NYSE:LPX) announced its quarterly earnings results on Tuesday. The building manufacturing company reported $0.03 earnings per share for the quarter, beating the consensus estimate of ($0.06) by $0.09, FiscalAI reports. The business had revenue of $567.00 million during the quarter, compared to analysts’ expectations of $589.96 million. Louisiana-Pacific had a net margin of 7.69% and a return on equity of 14.90%. The firm’s revenue for the quarter was down 16.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.03 EPS.

Here are the key takeaways from Louisiana-Pacific’s conference call:

• LP’s siding business grew revenue 8% in 2025 (roughly +4% price, +4% volume) with ExpertFinish volumes surging (Q4 +35%, full year +18%) and ExpertFinish margins improving ~8 points, helping Siding reach a ~26% EBITDA margin for the year.
• OSB faced severe weakness as prices hit multiyear lows (lowest in ~20 years on an inflation-adjusted basis), driving an expected OSB loss of $25–30M in Q1 and lower-than-normal utilization, putting pressure on near-term results.
• Near-term Siding demand is soft: LP expects Q1 volumes down ~15–20% (sheds down 25–30%) due to channel inventory pull-forward and weather, implying Q1 net sales down ~11–13% and a Siding EBITDA margin of ~23–25% before a planned recovery later in the year.
• LP retains strong financial flexibility after generating $382M of operating cash flow in 2025, returning $139M to investors, finishing the year with $292M cash plus a $750M undrawn revolver (over $1 billion in liquidity), and planning ~ $400M of flexible 2026 capex split evenly between sustaining and growth.

Louisiana-Pacific Price Performance

Shares of Louisiana-Pacific stock opened at $89.26 on Wednesday. The company has a market capitalization of $6.22 billion, a price-to-earnings ratio of 28.89 and a beta of 1.81. The company has a quick ratio of 1.72, a current ratio of 2.93 and a debt-to-equity ratio of 0.20. The stock’s 50-day simple moving average is $88.17 and its 200-day simple moving average is $88.56. Louisiana-Pacific has a 52 week low of $73.42 and a 52 week high of $113.12.

Louisiana-Pacific Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a $0.30 dividend. The ex-dividend date is Friday, February 27th. This is a positive change from Louisiana-Pacific’s previous quarterly dividend of $0.28. This represents a $1.20 annualized dividend and a dividend yield of 1.3%. Louisiana-Pacific’s dividend payout ratio (DPR) is presently 36.25%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on LPX. TD Securities dropped their price objective on Louisiana-Pacific from $97.00 to $91.00 and set a “hold” rating for the company in a report on Thursday, November 6th. DA Davidson reiterated a “buy” rating and set a $117.00 target price on shares of Louisiana-Pacific in a report on Wednesday, January 28th. Oppenheimer began coverage on shares of Louisiana-Pacific in a research report on Thursday, February 5th. They set an “outperform” rating on the stock. Truist Financial lifted their price objective on Louisiana-Pacific from $102.00 to $108.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Finally, Royal Bank Of Canada dropped their price target on Louisiana-Pacific from $114.00 to $104.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Seven investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Louisiana-Pacific currently has a consensus rating of “Moderate Buy” and a consensus target price of $106.57.

More Louisiana-Pacific News

Here are the key news stories impacting Louisiana-Pacific this week:

• Positive Sentiment: Q4 EPS beat — LPX reported $0.03 EPS vs. consensus of (‑$0.06), surprising to the upside (helps limit downside). MarketBeat earnings summary
• Positive Sentiment: Dividend hike — the board raised the quarterly dividend to $0.30 (7.1% increase), signaling cash‑flow confidence and supporting yield‑sensitive investors.
• Positive Sentiment: Analysts turned more constructive — at least one firm raised LPX’s price target to $108, providing upside support for investors reassessing valuation. Yahoo Finance
• Neutral Sentiment: Company provided Q1 and full‑year 2026 outlook and hosted an earnings call; investors should review the slide deck and transcript for guidance details that will drive near‑term estimates. BusinessWire press release
• Neutral Sentiment: Earnings call transcript and slides are available for deeper read‑through of margin drivers, segment performance and management commentary. Seeking Alpha transcript
• Negative Sentiment: Revenue miss and OSB weakness — consolidated revenue of $567M missed estimates (~$590M) and OSB net sales fell sharply year‑over‑year, a sign of end‑market softness that pressures near‑term growth. Investing.com
• Negative Sentiment: Rising interest‑rate risk from amended variable‑rate credit facility — LPX disclosed increased exposure to rate volatility, which could raise borrowing costs if rates stay elevated. TipRanks
• Negative Sentiment: Near‑term market reaction — multiple outlets note shares slipped after the release, reflecting investor concern about revenue decline and margin pressure despite the EPS beat. MSN

Insider Transactions at Louisiana-Pacific

In other Louisiana-Pacific news, CEO William Bradley Southern sold 21,252 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $88.19, for a total value of $1,874,213.88. Following the completion of the transaction, the chief executive officer directly owned 460,883 shares in the company, valued at $40,645,271.77. This represents a 4.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Over the last 90 days, insiders sold 141,676 shares of company stock worth $12,648,096. 1.42% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Louisiana-Pacific

Several hedge funds have recently modified their holdings of LPX. Banco Bilbao Vizcaya Argentaria S.A. bought a new position in shares of Louisiana-Pacific during the 3rd quarter valued at about $250,000. CI Investments Inc. lifted its position in shares of Louisiana-Pacific by 56.9% in the fourth quarter. CI Investments Inc. now owns 3,239 shares of the building manufacturing company’s stock worth $262,000 after buying an additional 1,174 shares in the last quarter. Orion Porfolio Solutions LLC lifted its position in shares of Louisiana-Pacific by 27.4% in the third quarter. Orion Porfolio Solutions LLC now owns 3,077 shares of the building manufacturing company’s stock worth $273,000 after buying an additional 661 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in Louisiana-Pacific during the first quarter valued at approximately $273,000. Finally, Tower Research Capital LLC TRC grew its holdings in Louisiana-Pacific by 253.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,917 shares of the building manufacturing company’s stock valued at $337,000 after buying an additional 2,809 shares in the last quarter. Hedge funds and other institutional investors own 94.73% of the company’s stock.

About Louisiana-Pacific

Louisiana-Pacific Corporation (NYSE: LPX) is a leading manufacturer of building materials and engineered wood products for residential, industrial and light commercial construction. The company produces a diverse portfolio of products, including oriented strand board (OSB), engineered wood siding, trim, molding, sheathing panels and subflooring. Its flagship product lines, such as LP® SmartSide® trim and siding, are designed to offer enhanced durability, moisture resistance and ease of installation, helping builders and homeowners achieve long-lasting performance in a variety of climates.

Founded in 1973 as a spin-off from Georgia-Pacific, Louisiana-Pacific established its reputation by pioneering innovative manufacturing techniques for OSB, becoming one of the first companies to bring the product to market in the 1980s.