Louisiana-Pacific (NYSE:LPX) Announces Quarterly Earnings Results

Louisiana-Pacific (NYSE:LPX) posted its quarterly earnings data on Tuesday. The building manufacturing company reported $0.39 EPS for the quarter, topping analysts’ consensus estimates of $0.21 by $0.18, Zacks reports. Louisiana-Pacific had a return on equity of 4.67% and a net margin of 2.19%. The company had revenue of $690.00 million for the quarter, compared to analyst estimates of $671.27 million. During the same quarter in the previous year, the firm earned $0.36 earnings per share. The business’s revenue was up 4.2% on a year-over-year basis.

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

• Siding returned to growth in Q3, with volumes up 2% and net sales up 7% to a record $473 million despite a 2% decline in single-family housing starts. LP expects roughly 3% siding growth in Q4 and raised the lower end of its full-year revenue and EBITDA outlook.
• LP’s expanded siding distribution network is intended to improve geographic coverage, partner exclusivity, and sales execution. Management said Q3 sell-through was robust, with ExpertFinish sell-through up 8% year over year and 13% sequentially, while new builder relationships—including Taylor Morrison—could support future share gains.
• OSB remained challenged, posting a $24 million EBITDA loss as average prices were slightly below last year and raw-material and labor inflation persisted. LP indefinitely curtailed its Jasper, Texas, mill and temporarily idled its Maniwaki, Quebec, mill in response to weak demand, with Q4 OSB EBITDA expected to be approximately negative $35 million.
• Inflation continues to pressure profitability, particularly through MDI resin, paper overlay, diesel, and freight costs. Siding absorbed $12 million of raw-material pressure and $6 million of freight pressure in Q3, and management expects Q4 price-cost performance to be more challenging before planned price increases are realized in January 2027.
• LP generated $112 million of operating cash flow in Q3, ended the period with $265 million in cash and more than $1 billion of total liquidity, and maintained investment in SmartSide and ExpertFinish capacity. Full-year company EBITDA guidance was improved to $270 million-$280 million.

Louisiana-Pacific Stock Up 5.4%

Shares of NYSE LPX traded up $3.98 during midday trading on Wednesday, reaching $77.77. The company’s stock had a trading volume of 599,526 shares, compared to its average volume of 1,157,265. The stock has a 50 day simple moving average of $68.54 and a 200-day simple moving average of $75.25. The company has a current ratio of 3.22, a quick ratio of 1.67 and a debt-to-equity ratio of 0.20. The stock has a market capitalization of $5.44 billion, a price-to-earnings ratio of 98.37, a PEG ratio of 5.88 and a beta of 1.67. Louisiana-Pacific has a fifty-two week low of $62.18 and a fifty-two week high of $100.34.

More Louisiana-Pacific News

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

• Positive Sentiment: For the quarter ended September 2026, LPX reported earnings of $0.39 per share, above the $0.21 analyst consensus, and revenue of $690 million, ahead of the $671.3 million estimate. Revenue rose 4.2% year over year. Louisiana-Pacific Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Siding sales reached a record $473 million, an encouraging sign for a key business segment and a likely contributor to investor optimism after the results. Louisiana-Pacific Shares Rise as Q3 Earnings Beat and Siding Sales Reach a Record
• Neutral Sentiment: Truist cut its price target to $84 from $89 but kept its Buy rating. The lower target may temper sentiment, while the unchanged rating indicates the analyst remains constructive. Truist Trims Price Target, Keeps Buy Rating

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Bank of America decreased their target price on Louisiana-Pacific from $100.00 to $85.00 and set a “buy” rating for the company in a research report on Wednesday, October 14th. Barclays lowered their price objective on shares of Louisiana-Pacific from $92.00 to $88.00 and set an “overweight” rating for the company in a research report on Tuesday, October 6th. Oppenheimer decreased their price objective on Louisiana-Pacific from $107.00 to $104.00 and set an “outperform” rating for the company in a research report on Monday, October 26th. Truist Financial reissued a “buy” rating and set a $84.00 target price (down from $89.00) on shares of Louisiana-Pacific in a research note on Wednesday. Finally, Royal Bank Of Canada raised their target price on shares of Louisiana-Pacific from $84.00 to $85.00 and gave the stock an “outperform” rating in a report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Louisiana-Pacific currently has an average rating of “Moderate Buy” and an average target price of $88.67.

Louisiana-Pacific Company Profile

Louisiana-Pacific Corporation (NYSE: LPX) is a manufacturer of building products used in residential, repair and remodeling, and outdoor construction. The company produces engineered wood products designed for use in structural framing, exterior siding, trim, and other building applications.

Its product portfolio includes LP SmartSide siding and trim, oriented strand board and other structural panel products, and solutions for outdoor buildings and construction projects. Louisiana-Pacific markets its products through building-material distributors, retailers, and specialty dealers.

Founded in 1972, Louisiana-Pacific is headquartered in Nashville, Tennessee.