LPX · NYSE · Paper, Lumber & Forest Products

Louisiana-Pacific (LPX)

Makes engineered-wood siding and OSB panels for residential and light-commercial construction.

$67.68
vs last close+2.63 (+4.04%)
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Louisiana-Pacific CorporationLPX
Materials

Sells branded SmartSide siding and oriented strand board, or OSB, structural panels through construction channels. Siding is the larger reportable business, while commodity and value-added OSB retain a material role.

Engineered-wood siding is sold under SmartSide and ExpertFinish, alongside BuilderSeries lap siding and Outdoor Building Solutions. The Siding segment also includes trim, soffit, and fascia for residential and light-commercial construction.

The OSB segment combines commodity OSB with structural products including FlameBlock, WeatherLogic, TechShield, Legacy, and TopNotch. Products reach builders, remodelers, distributors, dealers, and retail home centers across the Americas.

Operations remain tied to North American home construction, with Siding the larger reportable business and OSB retaining a material commodity-panel role. Manufacturing improvement and building performance form part of the company's documented operating framing.

Company facts

CEOJason Ringblom
ListedMar 17, 1980
ExchangeNYSE
HeadquartersNashville, TN
CountryUnited States
Employees4,300
CIK0000060519
ISINUS5463471053

Market cap$4.54B
EPS (ttm)$0.7900
P/E (ttm)82.34
ROE3.1%
P/B2.61
P/S1.84
Dividend yieldDiv yield1.81%
Beta1.18vs XLB 1.12

Price target$93.00+43.0%Average of 24 analysts
ConsensusBuy13 of 24 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026BarclaysReiterate
Rating: Target: $93
Rating: OverweightTarget: $92
Jul 15, 2026Truist FinancialTarget
Target: $93
Target: $91
Jul 14, 2026BarclaysReiterate
Rating: Target: $104
Rating: OverweightTarget: $93
Jun 23, 2026JefferiesInitiate
Rating: Target:
Rating: BuyTarget: $93
May 8, 2026Truist FinancialTarget
Target: $95
Target: $93

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.22
Revenue estimate
$672.1M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.03$1.27$0.99$0.36$0.03$0.38$0.40Pending
Estimate$0.79$1.13$0.97$0.37−$0.06$0.09$0.56$0.22
Surprise+30.4%+12.4%+2.1%−2.7%+150.0%+322.2%−28.1%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$681.0M$724.0M$755.0M$663.0M$567.0M$574.0M$664.0MPending
Estimate$726.1M$776.4M$721.5M$593.8M$588.0M$570.0M$667.3M$672.1M
Surprise−6.2%−6.8%+4.6%+11.7%−3.6%+0.7%−0.5%
Estimate$0.22
ReportedDue Nov 4, 2026
Estimate$672.1M
ReportedDue Nov 4, 2026
View details

Debt to equity21.60%
Current ratio322.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$722.0M$680.0M$724.0M$755.0M$663.0M$567.0M$574.0M$664.0M
Net income$90.0M$62.0M$91.0M$54.0M$9.0M−$8.0M$27.0M$26.0M
Net margin12.5%9.1%12.6%7.2%1.4%0.0%4.7%3.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$116.0M$75.0M$120.0M$80.0M$18.0M$6.0M$37.0M$31.0M
YoY growth−28.0%−15.7%−17.2%−58.8%−84.5%−92.0%−69.2%−61.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $228.0M · Total debt $377.0M · Total assets $2.61B · Shareholders' equity $1.74B

Revenue
$664.0M
Operating income
$31.0M
Net income
$26.0M
View details

Dividend yield
1.81%
Next ex-date
Nov 14, 26
estimated · in 53 days
Annual dividend
$1.18
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.26$0.28$0.28$0.28$0.28$0.30$0.30$0.30
Annual yield0.93%1.07%1.17%1.11%1.49%1.35%1.58%1.60%
Ex-dateNov 20Feb 27May 20Aug 15Nov 14Feb 27May 14Aug 14
Payment dateNov 27Mar 13Jun 3Aug 29Nov 21Mar 13May 28Aug 28
View details

Institutions106.03%74.14M shares
429 holders · as of Jun 30, 2026
Insiders1.58%1.11M shares
18 holders · as of Sep 3, 2026
Adds to107.61%

69.92M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 107.61%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.21%6.44Mas of Jun 30, 2026
Berkshire Hathaway IncInstitution
8.10%5.66Mas of Jun 30, 2026
T. Rowe Price Associates, Inc.Institution
6.19%4.33Mfiled May 15, 2026
59 North Capital Management, LPInstitution
6.02%4.21Mas of Jun 30, 2026
FMR LLCInstitution
4.75%3.32Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 15, 2026Lizanne M. Brucedirector−1,141$78.21
Mar 10, 2026Lizanne M. Brucedirector−1,300$78.59
Feb 19, 2026F. Nicholas Iii Grasbergerdirector+20,000$85.49
Feb 18, 2026William Bradley Southerndirector, officer: Chief Executive Officer−14,166$87.85
Feb 17, 2026William Bradley Southerndirector, officer: Chief Executive Officer−14,166$89.29
View details

Compare

CompanyPriceChange
Louisiana-Pacific$67.68+4.04%$4.54B82.338.21.8−12.1%
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Median31.835.61.7+2.2%