LPX · Louisiana-Pacific Corp
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Price & Indicators
Up next
Latest documents
LP reported nine-month net income of $76 million versus $154 million and Adjusted EBITDA of $243 million versus $386 million; OSB Adjusted EBITDA declined by $104 million as prices and sales volumes fell.
LP reported Q3 net sales of $691 million and EBITDA of $82 million, raised full-year EBITDA guidance to $270 million to $280 million, and expects siding revenue of $1.66 billion to $1.67 billion.
Louisiana-Pacific Corporation reported third-quarter net income of $23 million, up $14 million, while Siding net sales reached a record $473 million and Adjusted EBITDA was $82 million, flat year over year.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Nov 3, 2026TL;DR. Siding returned to volume growth and record sales, net income increased, the expanded distribution network supports future reach and execution, LP generated $112 million of operating cash flow with approximately $1 billion of liquidity, and consolidated full-year adjusted EBITDA guidance improved to $270 million-$280 million. LP expects 2027 pricing to support healthy price-cost positivity provided raw materials do not change very negatively, while risks include weak year-to-date siding results, lower third-quarter single-family starts, inflation and maintenance pressure, OSB losses and capacity curtailments, and full-year siding revenue guidance of approximately $1.66 billion-$1.67 billion.
- + Siding returned to year-over-year volume growth and set a record for net sales.
- + Net income and diluted EPS increased year over year in the third quarter.
- + The expanded siding distribution network increases geographic reach and exclusivity and is expected to improve execution.
- + Full-year consolidated adjusted EBITDA guidance improved to $270 million-$280 million.
- + Subject to no very negative changes in raw materials, LP expects to be healthily price-cost positive in 2027.
- − Single-family housing starts declined 2% in the third quarter.
- − OSB recorded a $24 million third-quarter EBITDA loss and a $58 million year-to-date loss, with full-year guidance at a $95 million loss.
- − LP is curtailing OSB capacity in response to ongoing softness in market demand.
- − Raw-material, freight, labor, and maintenance costs pressured siding profitability.
- − Full-year siding revenue guidance implies an approximately 1% decline, while fourth-quarter inflation and seasonal maintenance are expected to create cost headwinds.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filingsFigures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LPX
this stock
Louisiana-Pacific Corp
|
$5.30B | -6.1% | -7.9% | 78.2 | 12.4% |
|
TT
Trane Technologies plc
|
$91.50B | +7.4% | +5.6% | 29.5 | 2.2% |
|
JCI
Johnson Controls International plc
|
$83.63B | +16.4% | -4.2% | 29.8 | 1.7% |
|
CARR
CARRIER GLOBAL Corp
|
$44.34B | +2.6% | -3.3% | — | 2.3% |
|
CODGF
Compagnie De Saint Gobain
|
$41.97B | -14.6% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LPX | +0.7% | +8.3% | +3.2% | +3.5% | -6.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.9% | +9.4% | +2.7% | +3.6% | -16.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.