Louisiana-Pacific (NYSE:LPX) Announces Earnings Results, Beats Estimates By $0.24 EPS

Louisiana-Pacific (NYSE:LPX) posted its quarterly earnings results on Wednesday. The building manufacturing company reported $0.38 earnings per share for the quarter, topping analysts’ consensus estimates of $0.14 by $0.24, FiscalAI reports. Louisiana-Pacific had a net margin of 3.20% and a return on equity of 7.03%. The firm had revenue of $574.00 million for the quarter, compared to analyst estimates of $569.99 million. During the same period in the previous year, the business posted $1.27 earnings per share. Louisiana-Pacific’s quarterly revenue was down 20.7% on a year-over-year basis.

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

• LP reported Q1 adjusted EBITDA of $82 million (down about $80M YoY), with a $66 million reduction attributed to lower OSB prices; adjusted EPS was $0.38 and the company returned $21M in dividends.
• SmartSide price realization outperformed expectations and ExpertFinish is growing (12% of siding volume, 18% of siding revenue); LP is expanding ExpertFinish capacity (Green Bay +50M sq ft, Bath +20M, land in North Branch) and has secured ~100M sq ft of SmartSide programs with 15 of the top 25 U.S. builders.
• OSB remains the principal headwind — prices are ~28% lower YoY, have been near/below EBITDA breakeven, caused the $66M Q1 impact, and LP expects an OSB EBITDA loss of about $10M in Q2 if current prices persist.
• Management provided crude-oil sensitivities: each $10/barrel increase roughly equates to ~$1M/year in freight and ~$6–8M/year in raw-material costs (about 75/25 siding/OSB); guidance was prepared without forecasting future oil moves but incorporates current input trends.
• Updated outlook: full-year siding revenue of $1.64–1.66B and siding EBITDA of $410–425M; Q1 cash was $164M with ~$900M total liquidity, while management tempered second-half expectations given housing and macro uncertainty.

Louisiana-Pacific Trading Up 4.3%

Shares of Louisiana-Pacific stock traded up $3.13 on Thursday, reaching $75.62. The company had a trading volume of 2,401,760 shares, compared to its average volume of 1,334,729. The firm’s 50 day moving average price is $75.15 and its two-hundred day moving average price is $82.00. The firm has a market cap of $5.28 billion, a PE ratio of 64.08, a PEG ratio of 1.11 and a beta of 1.60. Louisiana-Pacific has a 52-week low of $66.68 and a 52-week high of $102.86. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.53 and a current ratio of 3.26.

Louisiana-Pacific Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th will be given a dividend of $0.30 per share. The ex-dividend date is Thursday, May 14th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.6%. Louisiana-Pacific’s dividend payout ratio (DPR) is currently 53.59%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Barclays decreased their target price on shares of Louisiana-Pacific from $104.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 8th. TD raised Louisiana-Pacific from a “hold” rating to a “buy” rating and set a $86.00 price target for the company in a report on Thursday. Zacks Research downgraded Louisiana-Pacific from a “hold” rating to a “strong sell” rating in a research report on Thursday, March 5th. TD Securities raised shares of Louisiana-Pacific from a “hold” rating to a “buy” rating in a research note on Thursday. Finally, BMO Capital Markets raised shares of Louisiana-Pacific from a “market perform” rating to an “outperform” rating and set a $94.00 price target for the company in a research note on Thursday. Nine analysts have rated the stock with a Buy rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $99.25.

Insider Buying and Selling

In other Louisiana-Pacific news, Director Lizanne M. Bruce sold 1,300 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $78.59, for a total transaction of $102,167.00. Following the transaction, the director directly owned 17,160 shares in the company, valued at $1,348,604.40. This represents a 7.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO William Bradley Southern sold 14,166 shares of Louisiana-Pacific stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $89.29, for a total value of $1,264,882.14. Following the completion of the sale, the chief executive officer directly owned 461,719 shares of the company’s stock, valued at $41,226,889.51. The trade was a 2.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.65% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. WINTON GROUP Ltd grew its stake in shares of Louisiana-Pacific by 2.7% in the third quarter. WINTON GROUP Ltd now owns 6,877 shares of the building manufacturing company’s stock worth $611,000 after acquiring an additional 183 shares in the last quarter. Tidal Investments LLC raised its position in shares of Louisiana-Pacific by 1.2% during the 2nd quarter. Tidal Investments LLC now owns 21,339 shares of the building manufacturing company’s stock worth $1,835,000 after acquiring an additional 247 shares in the last quarter. Wealthspire Advisors LLC raised its position in shares of Louisiana-Pacific by 4.1% during the 4th quarter. Wealthspire Advisors LLC now owns 6,465 shares of the building manufacturing company’s stock worth $522,000 after acquiring an additional 256 shares in the last quarter. Sei Investments Co. lifted its stake in Louisiana-Pacific by 3.1% during the second quarter. Sei Investments Co. now owns 8,584 shares of the building manufacturing company’s stock worth $738,000 after purchasing an additional 257 shares during the last quarter. Finally, North Ridge Wealth Advisors Inc. purchased a new stake in Louisiana-Pacific during the second quarter worth approximately $26,000. Institutional investors and hedge funds own 94.73% of the company’s stock.

Key Headlines Impacting Louisiana-Pacific

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

• Positive Sentiment: Q1 earnings beat — LPX reported $0.38 EPS vs. consensus ~ $0.14 and revenue of $574M (slightly above expectations), evidence of better-than-expected near-term profitability. LP Building Solutions Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrades — BMO upgraded LPX to “outperform” with a $94 target, reflecting investor confidence from a major shop. BMO upgrade coverage
• Positive Sentiment: TD Securities upgraded LPX from “hold” to “buy” and set an $86 target, adding buy-side momentum that supports the stock’s uptick. TD upgrade coverage
• Neutral Sentiment: Oppenheimer adjusted its price target down from $115 to $107 but maintained an “outperform” rating — still implying substantial upside despite the PT cut. Oppenheimer price target note
• Neutral Sentiment: Earnings call and transcripts are available for detail on management’s commentary (helpful for judging sustainability of margins and demand trends). Q1 2026 Earnings Call Transcript
• Negative Sentiment: Significantly lowered guidance — LPX cut Q2 and full?year revenue guidance sharply (Q2: $435M–$445M vs. consensus ~ $721M; FY: ~$1.7B vs. consensus ~ $2.7B), signaling weak demand and driving caution. Guidance update press release
• Negative Sentiment: Revenue and outlook weakness — Q1 revenue was down ~20.7% year-over-year and some coverage noted the stock “slipped” on the mixed print despite the EPS beat, underscoring the demand slowdown risk. Coverage: slips despite earnings beat

Louisiana-Pacific Company Profile

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.