Louisiana-Pacific (LPX): Is the Housing Slowdown Already Priced In?
Louisiana-Pacific (LPX) is navigating a complex U.S. housing market characterized by high mortgage rates and volatile lumber costs, countered by a strategic shift toward higher-margin siding products. While the company faces cyclical pressures, its strong free cash flow and focus on value-added structural solutions provide a buffer for long-term investors tracking the residential construction recovery.
Analysts Offer Insights on Industrial Goods Companies: RB Global (RBA), Louisiana-Pacific (LPX) and Hillman Solutions (HLMN)
This article highlights bullish sentiments from financial analysts on three industrial goods companies: RB Global (RBA), Louisiana-Pacific (LPX), and Hillman Solutions (HLMN). RBC Capital maintained a Buy rating on RB Global with a $146.00 price target and reiterated a Buy rating on Louisiana-Pacific with a $104.00 price target. Canaccord Genuity also maintained a Buy rating on Hillman Solutions with a $14.00 price target.
Louisiana-Pacific CEO Southern sells $2.5 million in stock
Louisiana-Pacific CEO William Bradley Southern sold 19,232 shares of common stock on February 17 and 18, 2026, totaling over $2.5 million. The sales were carried out under a Rule 10b5-1 trading plan. This comes as the company reported Q4 2025 earnings that exceeded EPS expectations but missed revenue forecasts.
Louisiana-Pacific (NYSE:LPX) CEO William Bradley Southern Sells 14,166 Shares
Louisiana-Pacific (NYSE:LPX) CEO William Bradley Southern sold 14,166 shares of the company's stock on February 17th, reducing his stake by nearly 3%. This sale follows several other transactions made by Southern in recent months. The company recently reported Q4 EPS that beat analyst estimates but missed on revenue, with the stock trading down approximately 2.8% intraday.
Louisiana-Pacific CEO Southern sells $2.5 million in stock
Louisiana-Pacific CEO William Bradley Southern sold 19,232 shares of company stock for a total of $2.5 million between February 17 and 18, 2026, as per a Rule 10b5-1 trading plan. Following these transactions, Southern directly owns 447,553 shares of Louisiana-Pacific. This news follows Louisiana-Pacific's Q4 2025 earnings report, which beat EPS expectations but missed revenue forecasts.
Louisiana-Pacific Corporation (NYSE:LPX) Q4 2025 Earnings Call Transcript
Louisiana-Pacific Corporation (LPX) reported Q4 2025 results, missing EPS expectations due to a difficult year for homebuilding. Despite challenges, the Siding business grew 8% for the full year, while OSB results tracked housing demand more closely, with prices experiencing multiyear lows. The company is confident in its long-term strategy, focusing on Siding growth, operational efficiency, and strategic capital allocation, and anticipates demand improvement after a challenging Q1 2026.
Engineered siding rises, OSB slumps: inside LP’s $2.7B year, 2026 outlook
LP Building Solutions (LPX) reported its financial results for the full year 2025, with consolidated net sales decreasing to $2.7 billion. While Siding net sales increased by 8% to $1.7 billion, OSB net sales saw a significant decline of $352 million. The company provided its 2026 outlook, projecting $430 million in consolidated Adjusted EBITDA and outlining capital allocation plans including share repurchases and increased dividends.
Louisiana-Pacific (LPX) Earnings Call Transcript
Louisiana-Pacific (LPX) reported full-year financial performance, with Siding revenue growth and margin expansion offsetting declines in OSB. Management highlighted challenging Q1 guidance due to elevated Siding inventories and weaker order files, particularly in the shed segment, but expects sequential improvement through 2026. The company remains focused on strategic growth in Siding and flexible capital allocation.
LOUISIANA-PACIFIC CORP SEC 10-K Report
Louisiana-Pacific Corporation (LP) has released its annual Form 10-K report, detailing a decrease in net sales and net income due to lower OSB prices and increased costs, despite an 8% increase in its Siding segment sales. The company plans strategic investments in its Siding business, including increased production capacity and international expansion, while facing challenges from a competitive industry, operational and cyber risks, and market fluctuations. LP aims to mitigate these risks through focusing on efficiency, strategic acquisitions, and diversification.
Earnings call transcript: Louisiana-Pacific Q4 2025 beats EPS expectations
Louisiana-Pacific (LPX) reported strong Q4 2025 earnings, with EPS of $0.03 significantly beating forecasts. However, revenue of $567 million fell short of expectations, leading to a 3.88% stock decline in pre-market trading. The company's siding business showed robust growth, while the OSB segment faced challenges from historically low prices.
Louisiana-Pacific earnings beat by $0.03, revenue fell short of estimates
Louisiana-Pacific (NYSE: LPX) reported fourth-quarter EPS of $0.03, surpassing analyst estimates by $0.03, but its revenue of $567 million fell short of the consensus estimate of $594.64 million. The company's stock has seen a 25.41% increase in the last three months but a 17.11% decrease over the last 12 months. InvestingPro assesses Louisiana-Pacific's financial health as "good performance."
Louisiana-Pacific: Q4 Earnings Snapshot
Louisiana-Pacific Corp. (LPX) reported a fourth-quarter loss of $8 million, or 11 cents per share, which exceeded Wall Street's expectation of a 6-cent loss per share. The home construction supplier also posted revenue of $567 million, falling short of analyst forecasts. For the full year, the company achieved a profit of $146 million on $2.71 billion in revenue.
LP Building Solutions Reports Fourth Quarter and Full Year 2025 Results
LP Building Solutions (LPX) reported its financial results for Q4 and full-year 2025, showing a net loss of $8 million in Q4 2025 and a full-year net income of $146 million, both down from the previous year. While the OSB segment experienced significant declines in sales and pricing, the Siding segment saw growth through higher sales volumes and increased selling prices. The company also provided an outlook for 2026, anticipating growth in Siding net sales and a breakeven in OSB Adjusted EBITDA.
Louisiana-Pacific: Q4 Earnings Snapshot
Louisiana-Pacific Corp. (LPX) reported a Q4 loss of $8 million, or 11 cents per share, which adjusted to 3 cents per share, surpassed analyst expectations for a loss. However, the home construction supplier's revenue of $567 million fell short of Street forecasts. For the full year, the company had a profit of $146 million on revenue of $2.71 billion.
Louisiana-Pacific: Q4 Earnings Snapshot
Louisiana-Pacific Corp. (LPX) reported a Q4 loss of $8 million, or 11 cents per share, which adjusted to 3 cents per share, beating Wall Street expectations. The home construction supplier's revenue for the quarter was $567 million, falling short of analysts' estimates. For the full year, the company posted a profit of $146 million on $2.71 billion in revenue.
Louisiana-Pacific Corporation (LPX) Price Target Increased to $108 as Analysts Turn Constructive
Barclays has raised its price target for Louisiana-Pacific Corporation (NYSE: LPX) to $108 from $100, reiterating an Overweight rating. This increase reflects the firm's constructive view on certain building product names despite overall market challenges, along with Louisiana-Pacific's strong operational performance and updated full-year EBITDA guidance of $425 million. The company, a leading manufacturer of engineered wood products, is positioned as a compelling investment due to its exposure to new residential construction and remodeling activity.
Louisiana-Pacific raises quarterly dividend by 7% to $0.30 per share
Louisiana-Pacific Corporation has announced a 7% increase in its quarterly cash dividend to $0.30 per share, marking its 8th consecutive year of dividend increases. The company, which manufactures engineered wood products, has a market capitalization of approximately $6.56 billion and an "GOOD" overall financial health score according to InvestingPro. This dividend hike is part of LP Building Solutions' capital allocation strategy, which also includes share buybacks, and comes just before their scheduled earnings report on February 17, 2026.
LP Building Solutions Announces Increased Quarterly Dividend
LP Building Solutions (NYSE: LPX) has announced that its Board of Directors declared an increased quarterly cash dividend of $0.30 per share for common stockholders. This represents a 7% increase from the previous dividend of $0.28 per share. The dividend is scheduled to be paid on March 13, 2026, to stockholders of record as of February 27, 2026.
Louisiana-Pacific Corp: LPX Stock Tests New Highs As Housing Tailwinds Meet Cautious Wall Street
Louisiana-Pacific Corp's stock (LPX) is testing new highs, reflecting a market caught between strong housing demand and cautious Wall Street sentiment. The company has seen impressive performance over the past year, driven by solid earnings and a strategic shift toward high-margin siding products. Analysts are constructive but wary of macro headwinds, with targets suggesting moderate upside from current levels.
Louisiana-Pacific Corp: LPX Stock Tests New Highs As Housing Tailwinds Meet Cautious Wall Street
Louisiana-Pacific Corp's stock (LPX) is testing new highs, reflecting a tension between strong housing demand and cautious Wall Street sentiment. The company has delivered impressive performance for investors over the past year, driven by strong quarterly results and a strategic shift toward high-margin siding products. While analysts are constructive, they remain wary of macro headwinds like higher mortgage rates.
Oppenheimer Starts Louisiana-Pacific Corp (LPX) at Outperform
Oppenheimer analyst Tyler Batory initiated coverage on Louisiana-Pacific Corp (LPX) with an Outperform rating. The article, which is premium-only, indicates a price target was also set for the company. This action reflects a positive outlook for Louisiana-Pacific from Oppenheimer.
Insider Sell: William Southern Sells Shares of Louisiana-Pacific Corp (LPX)
William Southern, CEO of a Louisiana-Pacific Corp (LPX) subsidiary, sold 28,332 shares of the company on February 3, 2026, and now owns 460,883 shares. Over the last year, Southern has sold 141,676 shares with no purchases, contributing to a total of 1 insider buy and 5 insider sells for LPX in the same period. The stock is currently trading at $87.43, with a price-to-GF-Value ratio of 1.06, suggesting it is modestly overvalued.
Louisiana-Pacific plans $157M North Branch manufacturing plant, seeks state aid
Louisiana-Pacific Corp. is planning a new $157 million manufacturing plant in North Branch, Minnesota, to produce siding materials and other products. This major production facility is expected to create 100 jobs within five years, and the company is seeking state aid for the project. The plant will be located approximately 45 miles north of the Twin Cities.
Will Louisiana-Pacific’s New Independent Chair Shift LPX’s Balance Between Oversight And Execution?
Louisiana-Pacific Corporation announced a leadership change, effective February 19, 2026, with F. Nicholas Grasberger III becoming independent Chairperson and Jason P. Ringblom taking over as President and CEO. This strategic move aims to enhance the separation between oversight and management within the company. While it represents a governance upgrade that might de-risk execution, it is unlikely to immediately resolve issues like margin pressures or fully justify current stock valuation.
Louisiana-Pacific proposes $157M plant in North Branch, Minnesota
Louisiana-Pacific Corp. is proposing a $157 million manufacturing plant in North Branch, Minnesota, which could receive up to $10 million in state funding from the Minnesota Forward Fund program. The facility, ranging from 250,000 to 350,000 square feet, would produce pre-finished siding products like "Smartside" and "ExpertFinish." The project is planned for a 120-acre site within North Branch’s Interstate Business Park.
LP Building Solutions elects F. Nicholas Grasberger III as independent chairperson
LP Building Solutions has elected F. Nicholas Grasberger III as independent Chairperson of the Board, effective February 19, 2026. This follows current Chairperson and CEO W. Bradley Southern's decision to retire. The Board also appointed LP President and CEO-elect Jason P. Ringblom as a Class III director, aligning with the company's succession plan.
Board shakeup at Louisiana-Pacific (NYSE: LPX) as new independent chair named
Louisiana-Pacific Corporation announced a significant board leadership transition, with Chairperson and CEO W. Bradley Southern retiring on February 19, 2026. F. Nicholas Grasberger III, a long-serving director, will succeed him as the independent chairperson, and CEO-elect Jason Ringblom will join the board as a Class III director. These changes, alongside additional retirements, are part of the company's succession planning, aiming to maintain a board with a strong independent majority.
Deep Dive Into Louisiana-Pacific Stock: Analyst Perspectives (6 Ratings)
Six analysts have provided ratings for Louisiana-Pacific (NYSE: LPX) over the last three months, with opinions ranging from bullish to somewhat bullish. The average 12-month price target for LPX is $109.0, slightly lower than the previous average. Despite a recent revenue decline, the company boasts a strong market capitalization and impressive net margin, ROE, and ROA, indicating robust financial health.
Louisiana-Pacific (LPX) Stock Sinks As Market Gains: Here's Why
Louisiana-Pacific (LPX) stock fell by 1.47% in its latest trading session while the overall market saw gains. Despite a recent monthly increase of 12.19%, the company is projected to report a significant year-over-year decline in earnings and revenue in its upcoming February 17, 2026, earnings report. LPX currently holds a Zacks Rank of #5 (Strong Sell) due to recent downward revisions in analyst estimates.
Louisiana-Pacific Corp Is Quietly Going Viral – But Is LPX Actually Worth Your Money?
Louisiana-Pacific Corp (LPX), a building materials company, is gaining unexpected attention on social media due to its connection to housing market discussions. The article explores whether LPX is a worthwhile investment, highlighting its stock performance, focus on building products like siding and engineered wood, and its steady-ish risk profile tied to housing cycles. It concludes that LPX could be a solid long-term investment for those seeking a real-economy play in construction, rather than a volatile "meme stock."
Louisiana-Pacific Corp Is Quietly Going Viral – But Is LPX Actually Worth Your Money?
Louisiana-Pacific Corp (LPX), a building materials company specializing in siding and engineered wood, is gaining attention on social media platforms like TikTok and YouTube due to its connection with the housing market. The article discusses whether LPX is a worthwhile investment, highlighting its trading characteristics as a mid-cap industrial stock influenced by housing demand and interest rates, and comparing it to competitors. It concludes that LPX is a legitimate, long-term real-economy play tied to construction, suitable for diversified portfolios rather than those seeking meme-stock volatility.
Louisiana-Pacific Corporation (NYSE:LPX) Receives Average Recommendation of "Moderate Buy" from Brokerages
Louisiana-Pacific Corporation (NYSE:LPX) has received a "Moderate Buy" rating from brokerages, based on analysis from ten analysts with an average 12-month price target of $106.57. Despite missing recent earnings estimates slightly with $0.36 EPS vs. $0.37 expected and $663M revenue, the company has seen increased institutional ownership. Insider transactions include CEO William Bradley Southern selling 55,346 shares and a director buying 3,200 shares.
Louisiana-Pacific CEO Southern sells $6.39 million in stock By Investing.com
Louisiana-Pacific CEO William Bradley Southern sold 69,212 shares of LPX stock on January 14 and 15, 226, totaling $6.39 million through a pre-arranged trading plan. Despite these insider sales, the company is actively buying back shares and has consistently raised its dividend, maintaining strong financial health. Analyst ratings vary, with some highlighting potential market share gains while others express caution regarding near-term market outlook.
Insider Selling: Louisiana-Pacific (NYSE:LPX) CEO Sells 14,166 Shares of Stock
Louisiana-Pacific's CEO, William Bradley Southern, sold 14,166 shares of LPX stock on January 15th for approximately $1.32 million, reducing his stake by 2.81%. This sale is part of a series of recent insider transactions totaling 113,344 shares sold for about $10.17 million. The company recently missed quarterly EPS expectations and has a "Moderate Buy" consensus rating from analysts.
Investors Heavily Search Louisiana-Pacific Corporation (LPX): Here is What You Need to Know
Louisiana-Pacific Corporation (LPX) has been a highly searched stock on Zacks.com, showing an 8.9% return in the past month. Despite this, the company currently holds a Zacks Rank #5 (Strong Sell) due to recent negative revisions in its earnings estimates. Investors are advised to consider fundamental factors like earnings projections and revenue growth, alongside valuation metrics, when evaluating LPX's future performance.
SG Americas Securities LLC Purchases 39,727 Shares of Louisiana-Pacific Corporation $LPX
SG Americas Securities LLC significantly increased its stake in Louisiana-Pacific Corporation (NYSE:LPX), purchasing 39,727 additional shares and boosting its total to 61,330 shares valued at approximately $5.45 million. The building materials manufacturer has a "Moderate Buy" consensus rating from analysts with an average target price of $105.43, despite some recent target adjustments. Institutional investors hold a large portion of the stock at 94.73%, while insider activity and a quarterly dividend of $0.28 were also noted.
LP Building Solutions to Announce Q4 and Full-Year Earnings
LP Building Solutions (LPX) is set to announce its Q4 and full-year earnings on February 17, 2026, with its stock trending up by 8.93% amid positive market sentiment. Analysts from Truist and BofA have raised price targets to $108 and $94, respectively, indicating confidence in the company's growth, particularly in its Siding segment, despite challenges in packaging volumes and subdued housing trends. The company exhibits robust financial health with strong profitability margins and a prudent debt management strategy.
LP Building Solutions Boosts Price Target Amid Earnings Announcement
Louisiana-Pacific Corporation (LPX) has seen its stock rise by 8.96% following positive sentiment and increased price targets from analysts, with Truist raising its target to $108. Despite a revenue contraction and high P/E ratio, the company demonstrates financial strength through low debt and strong interest coverage. Technical analysis indicates a bullish trend, and upcoming Q4 earnings are anticipated to provide further insight into the company's performance and strategic initiatives.
LP Building Solutions Stock Poised for Earnings Announcement Surge
LP Building Solutions (LPX) stock has seen an 8.96% increase and is positioned for a potential surge following its upcoming Q4 and full-year 2025 earnings report on February 17, 2026. The company benefits from strong financial fundamentals, leadership recognition, and positive analyst sentiment, despite challenges in the broader construction sector. Its resilience in the Siding market and robust balance sheet contribute to favorable future prospects.
Press Release: LP Building Solutions to Announce Fourth Quarter and Full Year 2025 Earnings on February 17, 2026
LP Building Solutions (LPX) is scheduled to announce its fourth-quarter and full-year 2025 earnings on February 17, 2026. This announcement follows Unity Software (U.US) reporting strong Q4 results with a 35% year-over-year revenue increase to $609 million, surpassing analyst estimates. However, Unity also reported a quarterly loss of 66 cents per share.
LP Building Solutions to Announce Fourth Quarter and Full Year 2025 Earnings on February 17, 2026
LP Building Solutions (NYSE: LPX) announced it will release its financial results for the fourth quarter and full year ended December 31, 2025, on Tuesday, February 17, 2026. The company will host a live conference call and webcast on the same day at 11 a.m. ET to discuss these results. Interested parties can register for the call or access the webcast through LP’s Investor Relations website.
Why a single HR leader now oversees all of LP Building Solutions
LP Building Solutions has appointed Kaycee Casteel as Vice President of Human Resources, effective immediately. In this role, Casteel will unify all HR functions, including workforce strategy, compliance, and talent management, aligning with the company's 2025 integration strategy. Her extensive experience in various HR leadership roles within LP Building Solutions positions her to support the company's growth.
Bank of America Securities Keeps Their Buy Rating on Louisiana-Pacific (LPX)
Bank of America Securities has maintained a Buy rating on Louisiana-Pacific (LPX) with a price target of $94.00, following an earlier Buy rating from RBC Capital with a $104.00 price target. The company reported $663 million in quarterly revenue and a $9 million net profit, with positive corporate insider sentiment showing increased insider buying, including a recent large purchase by a director.
Bank of America Securities Keeps Their Buy Rating on Louisiana-Pacific (LPX)
Bank of America Securities analyst George Staphos maintained a Buy rating on Louisiana-Pacific (LPX) with a $94.00 price target. This follows RBC Capital's recent Buy rating with a $104.00 price target. Despite a quarter-over-quarter drop in revenue and net profit, insider sentiment for LPX remains positive, with recent insider buying activity.
LP Building Solutions Names Kaycee Casteel as Vice President, Human Resources
LP Building Solutions announced the appointment of Kaycee Casteel as Vice President of Human Resources, effective immediately. Casteel will oversee all HR functions, including workforce strategy, compliance, and talent management, consolidating HR leadership under a single executive. Her promotion is a result of her strong leadership and deep understanding of the business, having held various HR roles since joining the company in 2018.
LP Building Solutions Names New Vice President, Human Resources
LP Building Solutions has appointed Kaycee Casteel as Vice President of Human Resources, effective immediately. In this role, Casteel will oversee all HR functions, aligning with LP’s companywide integration strategy introduced in 2025. She has held various HR leadership positions since joining LP in 2018 and brings extensive experience in talent management and strategic HR program implementation.
Louisiana-Pacific Corp: LPX stock tests investors’ patience as housing tailwinds meet a cooling ch
Louisiana-Pacific Corp's (LPX) stock has been in a consolidation phase recently, showing mild fatigue after strong gains over the past year. While housing demand stabilizes and engineered wood margins normalize, investors are weighing whether the stock will break out again or enter a prolonged consolidation. Wall Street's sentiment is guardedly constructive, with a consensus leaning towards a "Hold" with a slight tilt to "Buy," indicating cautious optimism tied to macro and housing data.
Louisiana-Pacific Corp: LPX stock tests investors’ patience as housing tailwinds meet a cooling ch
Louisiana-Pacific Corp's LPX stock has shown solid gains over the past year despite a recent modest slip, testing investors' patience as housing tailwinds meet a cooling chart. The stock is currently in a consolidation phase, with analysts providing a guardedly constructive view, leaning towards a "Hold" with a slight "Buy" tilt. Future performance will depend on interest rates, product mix shift, capital allocation, and the trend towards sustainability and energy efficiency in building materials.
Louisiana-Pacific (LPX) suffers a larger drop than the general market: Key insights
This article analyzes Louisiana-Pacific (LPX) stock performance, noting its larger decline compared to the general market. It suggests potential investor curiosity behind this underperformance. The insights aim to provide context for this market movement.
Louisiana-Pacific Corporation (NYSE:LPX) Given Consensus Rating of "Moderate Buy" by Brokerages
Louisiana-Pacific Corporation (NYSE:LPX) has received a consensus "Moderate Buy" rating from ten analysts, with an average 1-year price target of $105.43, significantly higher than its current trading price of $82.55. The company recently missed quarterly EPS estimates by $0.01 and reported an 8.2% year-over-year decrease in revenue to $663.0 million. Insider activity shows the CEO sold shares while a director bought shares, and institutional investors hold a substantial 94.73% of the stock.
