Louisiana-Pacific (NYSE:LPX) Releases Earnings Results, Beats Expectations By $0.29 EPS

Louisiana-Pacific (NYSE:LPX) issued its quarterly earnings data on Wednesday. The building manufacturing company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of $0.09 by $0.29, FiscalAI reports. Louisiana-Pacific had a return on equity of 7.03% and a net margin of 3.20%.The business had revenue of $574.00 million during the quarter, compared to analysts’ expectations of $569.99 million. During the same period in the previous year, the firm posted $1.27 earnings per share. The company’s 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 Stock Up 0.2%

NYSE LPX traded up $0.13 during trading on Friday, reaching $75.62. 367,267 shares of the company’s stock were exchanged, compared to its average volume of 1,140,123. The stock has a market cap of $5.28 billion, a P/E ratio of 64.21, a price-to-earnings-growth ratio of 1.11 and a beta of 1.60. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.53 and a current ratio of 3.26. The company has a 50 day moving average price of $75.15 and a two-hundred day moving average price of $82.00. Louisiana-Pacific has a 1 year low of $66.68 and a 1 year high of $102.86.

Louisiana-Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Thursday, May 14th. Louisiana-Pacific’s payout ratio is 101.69%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on LPX shares. BMO Capital Markets raised Louisiana-Pacific from a “market perform” rating to an “outperform” rating and set a $94.00 price objective for the company in a research note on Thursday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $104.00 price objective on shares of Louisiana-Pacific in a research note on Wednesday, February 18th. DA Davidson reissued a “buy” rating and set a $114.00 target price on shares of Louisiana-Pacific in a research note on Tuesday. TD Securities raised Louisiana-Pacific from a “hold” rating to a “buy” rating in a research note on Thursday. Finally, Weiss Ratings cut Louisiana-Pacific from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, April 21st. Nine research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $99.13.

Insiders Place Their Bets

In other Louisiana-Pacific news, Director F Nicholas Grasberger III purchased 20,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was bought at an average cost of $85.49 per share, with a total value of $1,709,800.00. Following the acquisition, the director directly owned 38,954 shares of the company’s stock, valued at approximately $3,330,177.46. This represents a 105.52% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO William Bradley Southern sold 14,166 shares of Louisiana-Pacific stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $89.29, for a total value of $1,264,882.14. Following the sale, the chief executive officer directly owned 461,719 shares of the company’s stock, valued at $41,226,889.51. This trade represents a 2.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.65% of the stock is owned by company insiders.

Institutional Trading of Louisiana-Pacific

A number of institutional investors have recently bought and sold shares of the business. WINTON GROUP Ltd lifted its holdings in Louisiana-Pacific by 2.7% during the 3rd quarter. WINTON GROUP Ltd now owns 6,877 shares of the building manufacturing company’s stock worth $611,000 after buying an additional 183 shares during the last quarter. Tidal Investments LLC lifted its holdings in 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 buying an additional 247 shares during the last quarter. Wealthspire Advisors LLC lifted its holdings in 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 buying an additional 256 shares during the last quarter. Sei Investments Co. lifted its holdings in Louisiana-Pacific by 3.1% during the 2nd quarter. Sei Investments Co. now owns 8,584 shares of the building manufacturing company’s stock worth $738,000 after buying an additional 257 shares during the last quarter. Finally, North Ridge Wealth Advisors Inc. purchased a new stake in shares of Louisiana-Pacific in the 2nd quarter valued at about $26,000. 94.73% of the stock is owned by hedge funds and other institutional investors.

Key Louisiana-Pacific News

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

• Positive Sentiment: Q1 earnings beat — LPX reported EPS of $0.38, well above street expectations, which supports the case for operational resilience despite cyclical pressure. Earnings Call Transcript
• Positive Sentiment: TD upgraded LPX from “hold” to “buy” with an $86 price target — signals dealer confidence in near‑term upside (~13.5% from recent prices). TD Upgrade
• Positive Sentiment: BMO upgraded to “outperform” with a $94 target — another constructive broker view implying meaningful upside if recovery continues. BMO Upgrade
• Positive Sentiment: Zacks moved LPX from “strong sell” to “hold” — a downgrade in negative stance that can reduce selling pressure. Zacks Note
• Neutral Sentiment: Oppenheimer trimmed its price target from $115 to $107 but kept an “outperform” rating — still a bullish stance, but the cut signals slightly reduced conviction on peak upside. Oppenheimer Note
• Negative Sentiment: Revenue and outlook concerns — revenue declined year-over-year and commentary/forward signals were viewed as disappointing by some outlets, which can temper the positive EPS surprise and pressure the share price. Revenue/Outlook Coverage

About Louisiana-Pacific

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.