Major Estimate Revision • May 13
Consensus EPS estimates fall by 24% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$2.65b to US$2.56b. EPS estimate also fell from US$2.62 per share to US$1.99 per share. Net income forecast to grow 117% next year vs 65% growth forecast for Forestry industry in the US. Consensus price target down from US$94.75 to US$91.50. Share price rose 2.9% to US$71.75 over the past week. Ankündigung • May 08
Louisiana-Pacific Corporation Provides Earnings Guidance for the Second Quarter and Updates Earnings Guidance for Full Year of 2026 Louisiana-Pacific Corporation provided earnings guidance for the second quarter and updated earnings guidance for full year of 2026. For the quarter, the company expects Siding Net Sales Year-Over-Year Growth to be $435 million - $445 million (approximately 4% decline).
For the year, the company expects Siding Net Sales Year-Over-Year Growth to be $1.65 billion - $1.67 billion (approximately 2% decline). Live-Nachrichten • May 08
Louisiana-Pacific Tops Q1 Estimates But Cuts 2026 Revenue Guidance as OSB Demand Softens Q1 2026 earnings of $0.38 per share and revenue of $574 million were both above consensus estimates.
SmartSide Siding pricing helped offset weaker OSB volumes and softer commodity prices, while new national homebuilder partnerships and ExpertFinish expansion supported volumes.
Full-year 2026 revenue guidance was cut, with management citing softer expected demand, especially for OSB, and revenue projections for Q2 and the full year now below analyst estimates.
For you as an investor, the quarter shows a mixed picture. Operationally, LPX delivered better-than-expected earnings and revenue, helped by pricing in its SmartSide Siding segment and contributions from new homebuilder relationships and product extensions like ExpertFinish. At the same time, net income moved from $91 million a year earlier to $27 million, which points to pressure on profitability despite the EBITDA result coming in above the high end of guidance.
The reduced 2026 revenue outlook and specific caution around OSB demand set a more conservative tone for the rest of the year. That reset in expectations, along with unfavorable earnings revisions and the current Zacks Rank #4 (Sell), indicates that analysts are more cautious on the stock for now. If you follow LPX, the key issues to watch will likely be how siding volumes compare with the mid-single-digit growth expectations and whether OSB demand stabilizes enough to support overall revenue and earnings quality. Declared Dividend • May 06
First quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 14th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 268% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 06
First quarter 2026 earnings: EPS exceeds analyst expectations First quarter 2026 results: EPS: US$0.39 (down from US$1.30 in 1Q 2025). Revenue: US$574.0m (down 21% from 1Q 2025). Net income: US$27.0m (down 70% from 1Q 2025). Profit margin: 4.7% (down from 13% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 177%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Ankündigung • May 02
Louisiana-Pacific Corporation Building Solutions Announces Quarterly Dividend, Payable on May 28, 2026 Louisiana-Pacific Corporation announced that its Board of Directors has declared a quarterly cash dividend to common stockholders of $0.30 per share. The dividend will be payable on May 28, 2026, to stockholders of record as of May 14, 2026. Ankündigung • Apr 30
LP Building Solutions Unveils LP SmartSide ExpertFinish Trim and Siding Coastal Capsule LP Building Solutions, a manufacturer of high-performance building products, announced the launch of the LP SmartSide ExpertFinish Trim & Siding Coastal Capsule. This seaside-inspired color collection offers homeowners and builders a curated set of sophisticated hues that enhance curb appeal while delivering durability in coastal environments. Developed by LP’s color specialists, the Coastal Capsule features a selection of seaside-inspired tones that are designed to pair effortlessly with today’s most popular architectural styles. Available in a brushed smooth texture, this collection includes six hues from the core 16-color LP SmartSide ExpertFinish portfolio. These include Snowscape White, Sand Dunes, Desert Stone, Quarry Gray, Summit Blue, and Rapids Blue. The Coastal Capsule expands the versatility of LP SmartSide ExpertFinish Trim & Siding. This gives builders, remodelers, and homeowners greater creative freedom to design with confidence. Each color is engineered to perform in a wide range of climates, helping resist impacts from hail, moisture, and many other weather conditions that are commonly found in coastal regions. The collection is available along the Mid-Atlantic coast from North Carolina to Florida and west across the Gulf Coast, including Texas, Louisiana, Mississippi, and Alabama. Each color in the capsule is factory finished using the proven LP SmartSide ExpertFinish formula, offering consistent application, strong adhesion, and fade resistance. The product is also backed by LP’s industry-leading 5/15/50-year limited warranty, which provides added peace of mind for builders and homeowners. Ankündigung • Apr 08
Louisiana-Pacific Corporation to Report Q1, 2026 Results on May 06, 2026 Louisiana-Pacific Corporation announced that they will report Q1, 2026 results on May 06, 2026 Ankündigung • Mar 23
Louisiana-Pacific Corporation, Annual General Meeting, May 01, 2026 Louisiana-Pacific Corporation, Annual General Meeting, May 01, 2026. Ankündigung • Mar 03
LP Building Solutions Introduces LP BurnGuard FRT OSB LP Building Solutions announced the launch of LP BurnGuard Fire-Retardant-Treated (FRT) Oriented Strand Board (OSB), the first commercialized fire-retardant-treated OSB certified to meet the International Building Code (IBC) and International Residential Code (IRC) definitions for FRT wood structural panels. The new panel expands LP’s portfolio of fire-rated solutions, reinforcing the company’s long-term product innovation strategy and commitment to helping builders meet evolving code requirements. Designed for multifamily and other fire-rated applications, LP BurnGuard FRT OSB features fire-retardant protection fully integrated throughout the panel. The treatment is blended directly onto the wood strands before forming and pressing, delivering consistent performance through the entire thickness of the panel. Since the protection is built into the panel itself, LP BurnGuard FRT OSB installs in the same manner as standard OSB sheathing, allowing builders to meet fire-resistance requirements without changing installation methods or workflow. LP BurnGuard FRT OSB has already earned industry recognition, including designation as a Building Design + Construction Top 75 Building Product and finalist honors in the NAHB International Builders’ Show Best of IBS Awards this last February. Manufactured entirely in-house at LP facilities, the product carries a single LP-backed limited warranty. Unlike pressure-treated fire-retardant panels finished by third parties, LP BurnGuard FRT OSB incorporates the treatment during the manufacturing process. This proprietary technology developed by LP is patent pending. Engineered for versatility, the 4 by 8 foot panels are approved as APA Rated Sheathing in both 7/16 and 15/32 performance categories. The 7/16 panel carries a Wall-24 span rating and maintains full shear wall capacity for wall-only applications. The 15/32 panel supports wall applications without reduction and roof sheathing applications with a 24/16 span rating, expanding structural options for builders. LP BurnGuard FRT OSB is approved for exterior walls of Type III construction, nonbearing partitions and nonbearing exterior walls in Type I and II construction. It is also approved for other interior applications for which FRT wood sheathing is permitted by building code. The panel is designed to complement other LP fire-rated offerings, including LP FlameBlock Fire-Rated Sheathing. Recent Insider Transactions • Feb 27
Independent Chairperson recently bought US$1.7m worth of stock On the 19th of February, F. Grasberger bought around 20k shares on-market at roughly US$85.49 per share. This transaction increased F.'s direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was F.'s only on-market trade for the last 12 months. Major Estimate Revision • Feb 24
Consensus EPS estimates fall by 19% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$2.87b to US$2.69b. EPS estimate also fell from US$3.58 per share to US$2.90 per share. Net income forecast to grow 46% next year vs 51% growth forecast for Forestry industry in the US. Consensus price target broadly unchanged at US$102. Share price fell 13% to US$81.40 over the past week. Declared Dividend • Feb 19
Fourth quarter dividend increased to US$0.30 Dividend of US$0.30 is 7.1% higher than last year. Ex-date: 27th February 2026 Payment date: 13th March 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 11% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 149% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 17
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$2.09 (down from US$5.92 in FY 2024). Revenue: US$2.71b (down 7.9% from FY 2024). Net income: US$146.0m (down 65% from FY 2024). Profit margin: 5.4% (down from 14% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Ankündigung • Feb 17
Louisiana-Pacific Corporation Provides Earnings Guidance for the First Quarter and Full Year of 2026 Louisiana-Pacific Corporation provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expected Siding Net Sales Year-Over-Year Growth to be ~$350 million -355 million (~12% decline).
For the year, the company expected Siding Net Sales Year-Over-Year Growth to be ~ $1.7 billion (~2% growth). Ankündigung • Feb 13
Louisiana-Pacific Corporation Declares an Increased Quarterly Cash Dividend to Common Stockholders, Payable on March 13, 2026 Louisiana-Pacific Corporation announced that its Board of Directors has declared an increased quarterly cash dividend to common stockholders of $0.30 per share, up 7% from its previous $0.28 per share quarterly dividend. The dividend will be payable on March 13, 2026, to stockholders of record as of February 27, 2026. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$96.97, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 5x in the Forestry industry in North America. Total returns to shareholders of 54% over the past three years. Ankündigung • Jan 28
Louisiana-Pacific Corporation Announces Board Changes Louisiana-Pacific Corporation announced its Board of Directors (Board) has elected F. Nicholas Grasberger III as independent Chairperson of the Board, effective February 19, 2026. Grasberger’s appointment follows current Chairperson and Chief Executive Officer (CEO) W. Bradley Southern’s decision to retire from the Board, including his role as director and Chairperson, on the same date. Grasberger has served on LP’s Board since 2019 and currently serves on its Compensation, Finance and Audit, and Governance and Corporate Responsibility Committees. Grasberger is Chairman, President and CEO of Enviri Corporation. Grasberger joined Enviri in 2013 as Chief Financial Officer and was named President and CEO in 2014. He became Chairman of Enviri in 2018. The Board also appointed LP President and CEO-elect Jason P. Ringblom as a Class III director, effective February 19, 2026. In his current role as President, Ringblom oversees all global manufacturing and commercial operations and has played a central role in shaping LP’s strategy and integrating key business functions. He joined LP in 2004 and has held several leadership roles, including Executive Vice President and General Manager of the company’s OSB and Siding businesses. Ozey K. Horton Jr. and McCoy will retire from the Board effective May 1, 2026, the date of LP’s annual meeting of stockholders. Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$91.99, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 5x in the Forestry industry in North America. Total returns to shareholders of 52% over the past three years. Ankündigung • Jan 08
Louisiana-Pacific Corporation to Report Q4, 2025 Results on Feb 17, 2026 Louisiana-Pacific Corporation announced that they will report Q4, 2025 results on Feb 17, 2026 Price Target Changed • Jan 06
Price target decreased by 7.3% to US$101 Down from US$109, the current price target is an average from 11 analysts. New target price is 21% above last closing price of US$83.89. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$2.18 for next year compared to US$5.92 last year. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: US$0.13 (down from US$1.29 in 3Q 2024). Revenue: US$663.0m (down 8.2% from 3Q 2024). Net income: US$9.00m (down 90% from 3Q 2024). Profit margin: 1.4% (down from 13% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 66%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Ankündigung • Nov 06
Louisiana-Pacific Corporation Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025 Louisiana-Pacific Corporation provided earnings guidance for the fourth quarter and full year of 2025. However, for the fourth quarter, the market has continued to weaken, so the company anticipates slightly softer growth. The company still expect a year-over-year revenue increase in the coming quarter, but of about 3% and this mostly from price. And much like the third quarter, the company expects an outsized contribution from ExpertFinish to both volume and price. Therefore, guiding to fourth quarter revenue of about $370 million.
Now this slightly reduces full year revenue growth rate from 9% to 8% for revenue of roughly $1.68 billion, while increasing full year EBITDA margin guide to about 26%. Therefore, total company EBITDA for the fourth quarter and full year are both expected to be about $5 million lower than the sum of the Siding in OSB. Ankündigung • Nov 04
LP Building Solutions Announces CEO Changes, Effective February 19, 2026 LP Building Solutions (LP) announced that Chief Executive Officer Brad Southern will retire effective February 19, 2026, after leading the company since 2017. The Board of Directors has appointed LP President Jason Ringblom to succeed Southern as Chief Executive Officer, effective February 19, 2026. The transition concludes a comprehensive succession process led by the Board in partnership with Southern. A 21-year LP veteran, including eight years on the Executive Team, Ringblom has extensive expertise in sales, marketing, and operations. Before becoming President, he served as Executive Vice President and General Manager of LP’s OSB and Siding businesses prior to their integration. He now oversees all global manufacturing and commercial operations, driving alignment and performance across the organization. Ringblom joined LP in 2004 and holds a bachelor’s degree in Forest Products Marketing and Business Management from the University of Minnesota. As the company enters this next chapter of leadership, LP will continue to act with purpose—driving sustainable growth, delivering long-term value for shareholders, and supporting its team members and communities. Declared Dividend • Nov 02
Second quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 14th November 2025 Payment date: 21st November 2025 Dividend yield will be 1.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 10% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Ankündigung • Oct 31
Louisiana-Pacific Corporation Declares Quarterly Cash Dividend to Common Stockholders, Payable on November 21, 2025 On October 30, 2025, Louisiana-Pacific Corporation announced that its Board of Directors has declared a quarterly cash dividend to common stockholders of $0.28 per share. The dividend will be payable November 21, 2025, to stockholders of record as of November 14, 2025. Ankündigung • Oct 08
Louisiana-Pacific Corporation to Report Q3, 2025 Results on Nov 05, 2025 Louisiana-Pacific Corporation announced that they will report Q3, 2025 results on Nov 05, 2025 Reported Earnings • Aug 06
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: EPS: US$0.77 (down from US$2.22 in 2Q 2024). Revenue: US$755.0m (down 7.2% from 2Q 2024). Net income: US$54.0m (down 66% from 2Q 2024). Profit margin: 7.2% (down from 20% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Ankündigung • Aug 06
Louisiana-Pacific Corporation Provides Financial Guidance for the Third Quarter and Full Year of Fiscal 2025 Louisiana-Pacific Corporation provides financial guidance for the third quarter and full year of fiscal 2025. For the quarter, the company expects siding net sales year-over-year growth to be approximately $430 million (approximately 3% growth).
For the full year, the company expects siding net sales year-over-year growth to be approximately $1.7 billion (approximately 9% growth). Declared Dividend • Aug 04
First quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 15th August 2025 Payment date: 29th August 2025 Dividend yield will be 1.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Ankündigung • Aug 01
Lp Building Solutions Declares Quarterly Cash Dividend, Payable on August 29, 2025 LP Building Solutions announced that its Board of Directors has declared a quarterly cash dividend to common stockholders of $0.28 per share. The dividend will be payable on August 29, 2025, to stockholders of record as of August 15, 2025. Ankündigung • Jul 09
Louisiana-Pacific Corporation to Report Q2, 2025 Results on Aug 06, 2025 Louisiana-Pacific Corporation announced that they will report Q2, 2025 results on Aug 06, 2025 Ankündigung • Jun 19
LP Building Solutions Appoints Tony Hamill as Senior Vice President, Chief Operating Officer Effective June 30, 2025 LP Building Solutions announced the appointment of Tony Hamill as Senior Vice President, Chief Operating Officer, effective June 30, 2025. Tony Hamill, a registered professional engineer, joined LP in 2013 and has held progressively senior leadership roles, including Vice President of Engineering and Vice President of Siding Manufacturing. He has led major initiatives to increase LP SmartSide Trim & Siding capacity, including four strategic mill conversions and the growth of the company’s ExpertFinish operations. Prior to joining LP, Hamill held leadership roles at Stantec, a global engineering firm, and served as Chief Operations Officer at Roseburg Forest Products, where he directed manufacturing operations, engineering, and sales and marketing. He holds a Bachelor of Science in Electrical Engineering from the University of New Brunswick. Ankündigung • May 14
Louisiana-Pacific Corporation Announces Election of Lizanne C. Gottung to Serve as Class I Director The annual meeting of the stockholders of Louisiana-Pacific Corporation was held on May 8, 2025. Election of Lizanne C. Gottung to serve as Class I director of the Company until the 2028 annual meeting of stockholders and until their successors are duly elected and qualified. Declared Dividend • May 09
First quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 20th May 2025 Payment date: 3rd June 2025 Dividend yield will be 1.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 07
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$1.30 (down from US$1.50 in 1Q 2024). Revenue: US$724.0m (flat on 1Q 2024). Net income: US$91.0m (down 16% from 1Q 2024). Profit margin: 13% (down from 15% in 1Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Forestry industry in the US. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Ankündigung • Apr 09
LP Building Solutions Unveils New Naturals Collection in LP®? SmartSide®? ExpertFinish®? Portfolio LP Building Solutions (LP) announced the launch of its Naturals Collection™--a new line of nature-inspired colors within the LP® SmartSide® Expert finish® Trim & Siding portfolio. Unveiled at the 2025 NAHB International Builders' Show®?, the Naturals Collection offers six versatile pre finished colors designed to capture the look of stained wood, available in both cedar and brushed smooth finishes. This marks the first specialized color palette introduced since the Expert finish®? product line launched in 2020. The new Naturals palette includes Bonsai Black, Weathered Walnut, Aged Amber, Saffron Cedar, Smoky Slate, and Washed White. Each prefinished option is engineered for durability and backed by LP's 5/15/50-year limited warranty, giving builders and homeowners added peace of mind. The Naturals Collection will be available through LP's extensive network of contractors and dealers across North America throughout 2025. With this expansion, LP reinforces its role as an industry leader in resilient, contemporary siding solutions--offering a combination of beauty, strength, and lasting performance. Ankündigung • Apr 08
Louisiana-Pacific Corporation to Report Q1, 2025 Results on May 06, 2025 Louisiana-Pacific Corporation announced that they will report Q1, 2025 results on May 06, 2025 Ankündigung • Apr 03
LP Building Solutions Announces Management Appointments LP Building Solutions announced the appointment of Executive Vice President, General Manager of Siding Jason Ringblom to the newly created role of President, overseeing all manufacturing and commercial operations, effective April 7, 2025. This leadership transition is part of LP’s long-term succession planning, ensuring continuity of strong leadership and positioning the company for its next phase of growth. With this new structure, LP has eliminated the North American Business General Manager positions, and Ringblom will continue reporting to LP Chair & CEO Brad Southern. As President, Ringblom will lead this transition, defining the new structure, appointing leadership, and aligning processes to ensure a seamless integration. As part of these changes, LP General Manager of South America Frederick Price will now report to Ringblom. With more than 20 years at LP, including eight years on the Executive Team, Ringblom brings extensive expertise in sales, marketing, and operations. Having progressed through key leadership roles at the company—including General Sales Manager, Vice President of OSB Sales & Marketing, Executive Vice President & General Manager of OSB, and most recently, Executive Vice President & General Manager of Siding—he is well-equipped to drive this transformation. His collaborative leadership style, strategic vision, and ability to drive results position LP for continued success. In addition to Ringblom’s appointment as President, LP has also appointed Craig Sichling to the newly created role of Senior Vice President, Chief Commercial Officer and named three new Vice Presidents, including Vice President of National Accounts Jeremy Sellers, Vice President of Field Sales Mitch Kingston, and Vice President of Supply Chain & Customer Experience Cody Austell. These changes are designed to strengthen LP’s commitment to serving customers, ensuring the company continues to deliver high-quality building products and innovative solutions to meet their evolving needs. Ankündigung • Mar 28
Louisiana-Pacific Corporation, Annual General Meeting, May 08, 2025 Louisiana-Pacific Corporation, Annual General Meeting, May 08, 2025. Ankündigung • Feb 28
LP Building Solutions Appoints Kelly Barrett to its Board of Directors LP Building Solutions announced the appointment of Kelly Barrett to its Board of Directors, effective February 25, 2025. Barrett brings extensive leadership experience, having held several senior roles during her 16-year tenure at The Home Depot Inc. Her positions included Vice President and Corporate Controller, Vice President of Internal Audit and Corporate Compliance, and most recently, Senior Vice President of Home Services. Prior to joining The Home Depot, she served as Senior Vice President and Chief Financial Officer of Cousins Properties Inc. for over a decade and began her career as an Audit Manager at Arthur Andersen LLP. Beyond her professional achievements, Barrett is an active leader in corporate governance and community service. She serves on the Georgia Institute of Technology Board of Trustees, the Advisory Board of the Scheller College of Business, and the YMCA of Greater Atlanta Board of Directors. In recognition of her contributions, she received the YMCA’s highest honor, the Bransby Christian Leadership Award. She is also a board member of the National Association of Corporate Directors, where she previously served as Program Chair. Barrett holds a Bachelor of Science in Industrial Management from Georgia Institute of Technology, where she was recently honored with the 2023 Joseph Mayo Pettit Distinguished Service Award. Declared Dividend • Feb 19
Fourth quarter dividend increased to US$0.28 Dividend of US$0.28 is 7.7% higher than last year. Ex-date: 27th February 2025 Payment date: 13th March 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 10% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Ankündigung • Feb 19
Louisiana-Pacific Corporation Provides Earnings Guidance for the First Quarter and Full Year for 2025 Louisiana-Pacific Corporation provided earnings guidance for the first quarter and for the full year 2025. For the first quarter, the company expects Siding Net sales year-over-year growth of $390 million to $400 million.
For the year, the company expects Siding Net sales year-over-year growth of $1,650 million to $1,700 million. Ankündigung • Feb 15
Louisiana-Pacific Corporation Announces Increased Quarterly Dividend, Payable on March 13, 2025 Louisiana-Pacific Corporation announced that its Board of Directors has declared an increased quarterly cash dividend to common stockholders of $0.28 per share, up 8% from its previous $0.26 per share quarterly dividend. The dividend will be payable on March 13, 2025, to stockholders of record as of February 27, 2025. Ankündigung • Feb 10
Louisiana-Pacific Corporation Announces Board and Committee Appointments On February 6, 2025, the Board of Directors (the “Board”) of Louisiana-Pacific Corporation appointed each of Jean-Michel Ribiéras and Ty R. Silberhorn as a director of the Company, effective February 6, 2025. Mr. Ribiéras will serve as a Class II director with a term expiring at the 2026 annual meeting of the Company’s stockholders, and Mr. Silberhorn will serve as a Class III director with a term expiring at the 2027 annual meeting of the Company’s stockholders. Mr. Ribiéras will serve on the Finance and Audit Committee and the Governance and Corporate Responsibility Committee of the Board, and Mr. Silberhorn will serve on the Compensation Committee and the Governance and Corporate Responsibility Committee of the Board. Ribiéras was named Chair and Chief Executive Officer of Sylvamo, a global paper company operating across Europe, Latin America, and North America, following its spinoff from International Paper in 2021. With more than 35 years of experience in the manufacturing industry including nearly three decades at International Paper, where he rose to the position of Senior Vice President of Global Paper Ribiéras has developed extensive global expertise. He has led business operations across three continents and held key leadership positions, demonstrating a strong track record of strategic and operational success. In addition to his professional achievements, Ribiéras is an active leader in industry organizations. He serves on the boards of the American Forest & Paper Association and the U.S.-Brazil CEO Forum, and he previously contributed as a board member of the Brazil Pulp & Paper Association. Ribiéras earned an MBA in Marketing from the Barney School of Business at the University of Hartford and a Bachelor of Science in Business Management from Ecole Superieure des Dirigeants d'Entreprise in France. Silberhorn serves as Chief Executive Officer and a member of the Board of Directors at Apogee Enterprises Inc. Prior to this, Silberhorn spent over 20 years at 3M, where he held several senior leadership positions, including Senior Vice President of Transformation Technologies and Services, Division President of 3M Industrial Adhesives and Tapes, Division President of 3M Display Materials and Systems, and Division President of Consumer Health Care. In these capacities, he championed process and digital innovation to drive growth and productivity, establishing a strong record of operational excellence. Beyond his professional work, Silberhorn is an active board member for the University of Minnesota Foundation and Friends of the Saint Paul Public Library and serves on the Dean's Advisory Council at Indiana University's Kelley School of Business. He holds an MBA in Marketing and Operations Management from the Carlson School of Management at the University of Minnesota and a Bachelor of Science in Marketing from Indiana University. Ankündigung • Jan 22
Louisiana-Pacific Corporation to Report Q4, 2024 Results on Feb 19, 2025 Louisiana-Pacific Corporation announced that they will report Q4, 2024 results on Feb 19, 2025 Ankündigung • Nov 27
Louisiana-Pacific Corporation Announces Derek Doyle Stepped Down as Vice President, Controller, and Chief Accounting Officer Louisiana-Pacific Corporation announced In connection with an internal reorganization, Derek Doyle stepped down from his position as Vice President, Controller, and Chief Accounting Officer of the company on November 25, 2024. Mr. Doyle’s departure is not the result of any disagreement with the Company with respect to any matter relating to the Company’s financial reporting or operations, policies or practices. Mr. Doyle will remain with the Company in an advisory capacity through December 31, 2024. Ankündigung • Nov 25
Lp Building Solutions Appoints Leslie Davis as Vice President, Controller and Chief Accounting Officer LP Building Solutions (LP) announced the appointment of Leslie Davis to Controller and Chief Accounting Officer, effective immediately. In her new role, Davis will oversee LP’s accounting, internal controls, and financial reporting. She will also be responsible for ensuring compliance with governance standards and managing both internal and external financial disclosures. Davis joined LP in 2020 as Assistant Controller and was promoted to Senior Director of Internal Audit the following year. She brings more than 15 years of experience in financial reporting, having held key roles at EY and KPMG before joining LP. A Certified Public Accountant, Davis earned her Master of Science in Accounting and a Bachelor of Science in Accounting from the University of Kentucky. Declared Dividend • Nov 08
Third quarter dividend of US$0.26 announced Shareholders will receive a dividend of US$0.26. Ex-date: 20th November 2024 Payment date: 27th November 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 10% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Price Target Changed • Nov 07
Price target increased by 7.2% to US$109 Up from US$101, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$109. Stock is up 90% over the past year. The company is forecast to post earnings per share of US$5.70 for next year compared to US$2.47 last year. Reported Earnings • Nov 06
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: US$1.29 (down from US$1.64 in 3Q 2023). Revenue: US$722.0m (flat on 3Q 2023). Net income: US$90.0m (down 24% from 3Q 2023). Profit margin: 13% (down from 16% in 3Q 2023). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Forestry industry in North America. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Ankündigung • Nov 05
Louisiana-Pacific Corporation Provides Sales Guidance for the Fourth Quarter and Full Year of 2024 Louisiana-Pacific Corporation provided sales guidance for the fourth quarter and full year of 2024. For the quarter, the company expects Siding Net sales year-over-year growth of 9% to 10%.
For the year, the company expects Siding Net sales year-over-year growth of 17%. Ankündigung • Oct 08
Louisiana-Pacific Corporation to Report Q3, 2024 Results on Nov 05, 2024 Louisiana-Pacific Corporation announced that they will report Q3, 2024 results on Nov 05, 2024 Recent Insider Transactions Derivative • Sep 18
Independent Director notifies of intention to sell stock Lizanne Gottung intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of September. If the sale is conducted around the recent share price of US$97.92, it would amount to US$490k. Since December 2023, Lizanne's direct individual holding has decreased from 26.31k shares to 21.95k. Company insiders have collectively sold US$7.5m more than they bought, via options and on-market transactions in the last 12 months.