Earnings summaries and quarterly performance for LOUISIANA-PACIFIC.
Executive leadership at LOUISIANA-PACIFIC.
Brad Southern
Detailed
Chief Executive Officer
CEO
Alan Haughie
Detailed
Executive Vice President, Chief Financial Officer
Jason Ringblom
Detailed
President
Leslie Davis
Detailed
Vice President, Controller & Chief Accounting Officer
Nicole Daniel
Detailed
Senior Vice President, General Counsel & Corporate Secretary
Tony Hamill
Detailed
Senior Vice President, Chief Operating Officer
Board of directors at LOUISIANA-PACIFIC.
Research analysts who have asked questions during LOUISIANA-PACIFIC earnings calls.
Ketan Mamtora
BMO Capital Markets
5 questions for LPX
Also covers: ALH, AZEK, BCC +8 more
Kurt Yinger
D.A. Davidson & Co.
5 questions for LPX
Also covers: BCC, BLD, BXC +8 more
Mark Weintraub
Seaport Research Partners
5 questions for LPX
Also covers: GPK, IP, PCH +5 more
Matthew McKellar
RBC Capital Markets
5 questions for LPX
Also covers: CLW, IP, JHX +8 more
Michael Roxland
Truist Securities
5 questions for LPX
Also covers: AMBP, AMCR, AVY +16 more
Sean Steuart
TD Securities
5 questions for LPX
Also covers: AQN, BEP, BEPC +2 more
Steven Ramsey
Thompson Research Group
5 questions for LPX
Also covers: ALTG, AMWD, BLDR +14 more
Susan Maklari
Goldman Sachs Group Inc.
5 questions for LPX
Also covers: ALH, AOS, AWI +24 more
George Staphos
Bank of America
3 questions for LPX
Also covers: AMBP, AMCR, ATR +18 more
Jeffrey Stevenson
Loop Capital Markets LLC
1 question for LPX
Also covers: BCC, BLD, BLDR +8 more
Recent press releases and 8-K filings for LPX.
LPX Reports Q3 2025 Results, Updates Guidance, and Announces CEO Transition
LPX
Earnings
Guidance Update
Management Change
- LPX reported Q3 2025 total sales were down 8% year-over-year and EBITDA was $82 million, primarily impacted by an extended trough in OSB prices.
- The company updated its full-year 2025 total company EBITDA guidance to $420 million and increased its full-year Siding EBITDA margin guide to about 26%.
- CEO Brad Southern announced his retirement in February, with President Jason Ringblum named as his successor.
- LPX is exploring the conversion of its Maniwaki, Quebec OSB mill to Siding production, potentially offering additional capacity with greater capital efficiency, and has consequently cut its CapEx guidance.
- Siding sales revenue increased 5% in Q3 2025, driven by price and mix, including a 17% year-over-year increase in ExpertFinish volumes, and the company announced a 3%-4% net price increase for 2026.
Nov 5, 2025, 4:00 PM
LP Building Solutions announces Q3 2025 results
LPX
Earnings
Guidance Update
Demand Weakening
- LP Building Solutions reported Q3 2025 Net Sales of $663 million and Adjusted EBITDA of $82 million, with Adjusted Diluted EPS at $0.36.
- Siding sales increased by 5% in Q3 2025, while the OSB segment recorded net sales of $179 million and an Adjusted EBITDA of $(27) million.
- For the full year 2025, the company projects Total LP Adjusted EBITDA of ~$420 million and Total Capital Expenditures of ~$315 million.
- As of September 30, 2025, LP Building Solutions had 70 million shares outstanding and $1.1 billion in total liquidity.
Nov 5, 2025, 4:00 PM
Louisiana-Pacific Reports Q3 2025 Results and Reaffirms Full-Year Siding Adjusted EBITDA Guidance
LPX
Earnings
Guidance Update
Dividends
- Louisiana-Pacific Corporation reported consolidated net sales decreased by $59 million to $663 million and net income was $9 million, a decrease of $82 million, for the third quarter of 2025 compared to the prior-year period.
- In Q3 2025, Siding net sales increased by 5% to $443 million, while Oriented Strand Board (OSB) net sales decreased by $74 million to $179 million.
- For the first nine months of 2025, consolidated net sales decreased by $119 million to $2.1 billion, and net income was $154 million, a decrease of $204 million year-over-year.
- The company reaffirmed its full-year 2025 Siding Adjusted EBITDA guidance of ~$430 million and provided a Consolidated Adjusted EBITDA guidance of ~$420 million.
- During the third quarter of 2025, LP invested $84 million in capital expenditures and paid $19 million in cash dividends, with total liquidity at $1.1 billion as of September 30, 2025.
Nov 5, 2025, 11:00 AM
LP Building Solutions Reports Q3 2025 Results and Reaffirms Siding Full-Year Adjusted EBITDA Guidance
LPX
Earnings
Guidance Update
Demand Weakening
- LP Building Solutions reported Q3 2025 consolidated net sales of $663 million, a decrease of $59 million compared to the prior-year period, with net income at $9 million and Adjusted EBITDA at $82 million.
- In Q3 2025, Siding net sales increased by $22 million (5%) to $443 million, primarily due to higher selling prices, while Oriented Strand Board (OSB) net sales decreased by $74 million to $179 million, driven by lower prices.
- For the full year 2025, the company reaffirms guidance for Siding Adjusted EBITDA of approximately $430 million and projects consolidated Adjusted EBITDA of approximately $420 million.
- The company generated $89 million in cash provided by operating activities and invested $84 million in capital expenditures during Q3 2025, maintaining total liquidity of $1.1 billion as of September 30, 2025.
Nov 5, 2025, 2:12 AM
Louisiana-Pacific Reports Q1 2025 Earnings Results & Guidance
LPX
Earnings
Guidance Update
Share Buyback
Dividends
- Consolidated net sales of $724M remained flat, with net income of $91M and diluted EPS of $1.30 .
- The Siding segment delivered strong performance with $402M in net sales (up by $41M, approx. 11%) and $106M in Adjusted EBITDA, offsetting lower OSB prices .
- The OSB segment underperformed with $267M in net sales (down by $46M, approx. 15%) and recorded Adjusted EBITDA of $54M .
- Q1 EBITDA was impacted by approximately $20M, with tariffs contributing about $2M (potential to hit $12M for the full year) .
- Guidance update: Q2 siding revenue is expected to range between $445M and $455M (yielding $110–$120M EBITDA at a 26% margin) while full-year guidance anticipates siding revenue of about $1.7B and EBITDA between $425–$435M .
- The company maintained strong liquidity with $1B in liquidity (ending the quarter with $256M in cash), supporting $20M in dividends (quarterly dividend of $0.28 per share) and $61M in share repurchases .
May 6, 2025, 3:01 PM
Louisiana-Pacific Amends Credit Agreement
LPX
Debt Issuance
- On March 26, 2025, Louisiana-Pacific Corporation entered into a First Amendment to its Second Amended and Restated Credit Agreement, marking a key update to its debt facility structure.
- The amendment increases the senior secured revolving credit facility from $550M to $750M and raises the letters of credit sub-limit from $60M to $75M.
- The changes also include adjustments to the interest rate, an extension of the maturity date to March 26, 2032, and a revision of the capitalization ratio covenant to a maximum of 65%.
Mar 28, 2025, 12:00 AM
Quarterly earnings call transcripts for LOUISIANA-PACIFIC.
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