Louisiana-Pacific Corporation

Informe acción NYSE:LPX

Capitalización de mercado: US$5.5b

Louisiana-Pacific Dirección

Dirección controles de criterios 3/4

El CEO de Louisiana-Pacific es Jason Ringblom , nombrado en Apr 2025, tiene una permanencia de 1.25 años. compensación anual total es $5.39M, compuesta por 13.7% salario y 86.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.16% de las acciones de la empresa, por valor de $8.91M. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 3 años, respectivamente.

Información clave

Jason Ringblom

Chief Executive Officer (CEO)

US$5.4m

Compensación total

Porcentaje del salario del CEO13.67%
Permanencia del CEO1.3yrs
Participación del CEO0.2%
Permanencia media de la dirección2.6yrs
Promedio de permanencia en la Junta Directiva3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 23

LPX: Hard Siding Pricing Power Is Expected To Drive Future Upside

Analysts maintained their $107 fair value estimate for Louisiana Pacific and highlighted a recent research price target of $93. They cited the company's pricing power in hard siding, contractor loyalty, and the potential for valuation multiple expansion as key supports for this updated view.
Artículo de análisis Jun 17

Louisiana-Pacific (LPX) Stock Could Be 15.5% Undervalued After Baron Exit

Louisiana-Pacific (LPX) is in focus after Baron Real Estate Fund fully exited its position, citing a soft residential housing market, weaker wood product pricing, leadership retirements, and a modest full-year siding sales outlook. See our latest analysis for Louisiana-Pacific. The Louisiana-Pacific share price has moved to $77.34, with a 7 day share price return of 6.69% and a 30 day share price return of 10.71%, while the year to date share price return is down 5.37% and the 1 year total...
Actualización de narrativa Jun 05

LPX: Recent Pullback And Margin Discipline Are Expected To Support Upside

The analyst fair value estimate for Louisiana-Pacific has been reset from $115 to $107, as analysts factor in lower Street price targets, slightly higher discount assumptions, and updated views on margins and future P/E multiples. Analyst Commentary Recent Street research around Louisiana-Pacific has centered on a series of price target resets alongside a couple of fresh upgrades, which together paint a mixed but constructive backdrop for the stock.
Actualización de narrativa May 18

LPX: Siding Headwinds And New Products Will Support Future Repricing

Analysts have shifted their view on Louisiana Pacific, with the average price target moving from about $105.88 to $91.50. They cite updated assumptions for future P/E, profit margins, and revenue growth after a series of recent target cuts and a few rating upgrades across the Street.
Artículo de análisis May 08

Louisiana-Pacific Corporation Just Beat EPS By 177%: Here's What Analysts Think Will Happen Next

Investors in Louisiana-Pacific Corporation ( NYSE:LPX ) had a good week, as its shares rose 4.6% to close at US$75.49...
Actualización de narrativa Apr 22

LPX: Siding Destock Is Expected To Recede And Support Margin Resilience

Analysts have trimmed their average price target for Louisiana-Pacific by about $2 to $114, reflecting more cautious near term expectations after siding destocking and lower Street targets from several firms, while still pointing to solid margin assumptions in updated models. Analyst Commentary Bullish analysts are generally framing the recent price target cuts as adjustments to nearer term assumptions rather than a shift in their broader thesis on Louisiana Pacific.
Actualización de narrativa Apr 07

LPX: Siding Destock Headwinds Are Expected To Ease And Support Upside

Analysts have adjusted the price target on Louisiana-Pacific to $115.00, a move shaped by recent cuts and initiations across the Street that balance concerns around Q1 siding destocking with expectations for solid margins and stronger relative growth later in the year. Analyst Commentary Recent research shows that bullish analysts are still constructive on Louisiana-Pacific, even as they adjust price targets to reflect Q1 siding destocking and a more cautious near-term setup.
Actualización de narrativa Mar 23

LPX: Siding Share Gains And 2027 Capacity Are Expected To Drive Upside

Analysts have modestly adjusted price targets for Louisiana-Pacific, with recent revisions clustering between roughly $94 and $114 as they weigh temporary siding destocking against expectations for strong relative growth and solid margins over the rest of the year. Analyst Commentary Bullish analysts acknowledge the Q1 siding destock as a key issue for Louisiana-Pacific but generally frame it as a temporary headwind that sits against a more constructive full year view.
Actualización de narrativa Mar 09

LPX: Siding Share Gains And 2027 Capacity Expansion Will Drive Upside

Narrative Update on Louisiana-Pacific The analyst price target for Louisiana-Pacific has been adjusted modestly lower from $117 to $115 as analysts factor in a weaker near term siding margin outlook, reflected in reduced profit margin assumptions and a higher future P/E, while still citing expectations for solid growth once temporary destocking effects ease. Analyst Commentary Recent research commentary on Louisiana-Pacific points to a mixed but generally constructive tone, with price targets reset in light of near term siding and housing headwinds while still reflecting expectations for execution on margins and growth initiatives over time.
Actualización de narrativa Feb 22

LPX: Siding Share Gains And 2027 Capacity Expansion Will Support Upside

Narrative Update on Louisiana-Pacific The analyst price target for Louisiana-Pacific has shifted to $117 from $131.29 as analysts incorporate updated assumptions for slightly lower profit margins and a reduced future P/E multiple. The target still reflects Street research that highlights supportive views on siding performance and continued, although recalibrated, optimism around the company.
Actualización de narrativa Feb 07

LPX: Siding Strength Will Be Constrained By Housing And 2027 Capacity Risk

Narrative Update The analyst price target for Louisiana Pacific has moved higher by about $1.46, as analysts factor in slightly stronger long term revenue growth, profit margins, and a modestly higher future P/E multiple supported by recent research citing siding strength and constructive views from Oppenheimer, Barclays, and others. Analyst Commentary Recent Street research on Louisiana Pacific has mixed tones.
Actualización de narrativa Jan 24

LPX: Siding Share Gains Will Face Housing And Capacity Execution Risk

Analysts have nudged their price targets for Louisiana Pacific higher overall, reflected in a modest fair value move from about US$73.00 to roughly US$73.85, as they factor in mixed but generally supportive views on housing-exposed demand, siding share gains and updated P/E assumptions. Analyst Commentary Recent research on Louisiana Pacific has highlighted a split view, with some firms lifting price targets and others trimming them as they reassess assumptions around housing related demand, siding volumes and margin resilience against updated P/E inputs.
Actualización de narrativa Jan 10

LPX: Siding Share Gains And Premium P/E Multiple Will Support Upside

Analysts have slightly lifted their fair value estimate for Louisiana Pacific to about $131 from about $131, reflecting mixed price target moves on the stock, expectations for more moderate revenue growth and margins, and a higher assumed future P/E of roughly 28x supported by recent Buy rated coverage and updated targets around $94 to $112. Analyst Commentary Recent research coverage has leaned constructive on Louisiana Pacific, with several bullish analysts updating price targets and reiterating positive views on the company’s positioning and execution.
Actualización de narrativa Dec 26

LPX: Siding Demand And Margin Expansion Will Support Share Price Upside

Analysts have modestly reduced their price target for Louisiana-Pacific to approximately $131 from about $135. This reflects a lower assumed future price to earnings multiple, even as they point to improving revenue growth, expanding profit margins, and supportive recent Buy-rated research as reasons for continued upside.
Actualización de narrativa Dec 12

LPX: Premium Siding Expectations Will Face Execution Risk Into 2025

Analysts have raised their price target on Louisiana Pacific to approximately $73 per share from about $70, citing a modestly lower discount rate, improved long term revenue growth and margin assumptions, as well as supportive peer read through and a new Buy initiation on LP Building Solutions. Analyst Commentary Recent research updates highlight a constructive stance on Louisiana Pacific, with new coverage and positive read throughs from key competitors supporting the improved price target.
Seeking Alpha Dec 10

Louisiana Pacific: Why It's Still Not Attractive

Summary Louisiana-Pacific (LPX) remains a 'HOLD' as the stock approaches my $70 fair value but is still overvalued versus fundamentals. LPX faces headwinds from housing market weakness, tariffs, declining OSB pricing, and a sub-1.4% yield, with EPS expected to drop 55% in 2025E. Despite a 14% share price drop and analyst downgrades, LPX trades at a 29x P/E premium, lacking a defensible valuation or sustainable margin upside. Siding segment resilience is offset by volatility, and alternatives like UPM offer better diversification, yield, and tariff insulation. Read the full article on Seeking Alpha
Artículo de análisis Nov 12

Louisiana-Pacific's (NYSE:LPX) Soft Earnings Don't Show The Whole Picture

Louisiana-Pacific Corporation's ( NYSE:LPX ) earnings announcement last week didn't impress shareholders. However, our...
Actualización de narrativa Nov 07

LPX: Siding Segment Discount Will Narrow Following Recent Competitor Results

Analysts have modestly lowered their price target for Louisiana-Pacific to $105.88 from $109.08. This change reflects updated estimates for growth and profitability, with expectations supported by both competitive industry developments and recent positive outlooks from research coverage.
Actualización de narrativa Oct 24

Demand For Sustainable Materials Will Drive New Momentum In Building Markets

Analysts have raised their price target for Louisiana-Pacific from $105.30 to $109.08. They cite strong industry trends and recent favorable earnings reports that support improved prospects for the company's siding business.
Actualización de narrativa Oct 09

Sustainable Building Trends Will Redefine Construction And Housing

Analysts have raised their price target for Louisiana-Pacific by approximately $3 to $105.30. They cite improved sentiment in the siding business and supportive results from key competitors as justification for the upward revision.
Artículo de análisis Aug 31

We Think Louisiana-Pacific (NYSE:LPX) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Aug 09

Louisiana-Pacific Corporation Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next

NYSE:LPX 1 Year Share Price vs Fair Value Explore Louisiana-Pacific's Fair Values from the Community and select yours...
Artículo de análisis Jul 09

Investors Should Be Encouraged By Louisiana-Pacific's (NYSE:LPX) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Seeking Alpha Feb 26

LP Building Solutions Offers A Promising Long-Term Outlook, But With Some Near-Term Noise

Summary LP Building Solutions has continued to deliver strong execution in the engineered wood siding market, but faces uncertainties with upcoming OSB capacity additions and a still-shaky U.S. housing market. Fourth quarter results were mixed, with the siding business missing EBITDA expectations and the commodity OSB business beating comfortably, and management guided 2025 EBITDA about 6% below consensus. Management's continued investment in siding capacity is a good decision (the business has been growing at a high single-digit rate), as is continuing to develop new higher-value OSB products. A forward EBITDA multiple of 9.75x can support a fair value around $113, but I'd consider investing closer to $90 given multiple market uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Dec 02

Louisiana-Pacific: Superb Execution, But Not Worth This Much

Summary Louisiana-Pacific has shown significant improvement in fundamentals, particularly in Siding, but remains highly volatile due to OSB market fluctuations. Despite operational improvements and strong management, LPX stock is currently overvalued, trading at a 100% premium to its 5-year average. The company is fundamentally safe with low debt and strong FCF, but its valuation metrics suggest a significant downside risk. I recommend a "Hold" rating, with an attractive investment price target around $50/share, considering the current overvaluation and market conditions. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jason Ringblom en comparación con los beneficios de Louisiana-Pacific?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$82m

Dec 31 2025US$5mUS$737k

US$146m

Sep 30 2025n/an/a

US$216m

Jun 30 2025n/an/a

US$298m

Mar 31 2025n/an/a

US$403m

Dec 31 2024US$3mUS$563k

US$420m

Sep 30 2024n/an/a

US$417m

Jun 30 2024n/an/a

US$444m

Mar 31 2024n/an/a

US$265m

Dec 31 2023US$3mUS$541k

US$178m

Sep 30 2023n/an/a

US$109m

Jun 30 2023n/an/a

US$120m

Mar 31 2023n/an/a

US$487m

Dec 31 2022US$2mUS$514k

US$888m

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$2mUS$480k

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$783m

Dec 31 2020US$2mUS$460k

US$487m

Sep 30 2020n/an/a

US$192m

Jun 30 2020n/an/a

US$17m

Mar 31 2020n/an/a

US$1m

Dec 31 2019US$2mUS$402k

-US$5m

Compensación vs. Mercado: La compensación total de Jason($USD5.39M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.35M).

Compensación vs. Ingresos: La compensación de Jason ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.


CEO

Jason Ringblom (43 yo)

1.3yrs
Permanencia
US$5,393,289
Compensación

Mr. Jason P. Ringblom is President of Louisiana-Pacific Corporation from April 7, 2025 and serves as its CEO & Director since February 19, 2026. He served as Executive Vice President & General Manager of S...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jason Ringblom
CEO, President & Director1.3yrsUS$5.39m0.16%
$ 8.9m
Alan J. Haughie
Executive VP & CFO7.5yrsUS$6.21m0.14%
$ 8.0m
Anthony Hamill
Senior VP & COO1.1yrsUS$2.42m0.0072%
$ 399.0k
Nicole Daniel
Senior VP6.8yrsUS$2.67m0.051%
$ 2.8m
Leslie Davis
Chief Accounting Officer1.7yrssin datos0.0058%
$ 322.5k
David Crowe
VP of Corporate Engineering & Director of Technologyno datasin datossin datos
Jeff Yelle
VP & Chief Information Officer3.8yrssin datossin datos
Aaron Howald
Vice President of Investor Relations6.8yrssin datossin datos
Lynn Cobb
Vice President of Marketingless than a yearsin datossin datos
Kaycee Casteel
Vice President of Human Resourcesno datasin datossin datos
Craig Sichling
Senior VP & Chief Commercial Officer1.3yrssin datos0.013%
$ 711.5k
Libby Berman
VP & Chief Tax Officer3.5yrssin datossin datos
2.6yrs
Permanencia media
60yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LPX se considera experimentado (2.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jason Ringblom
CEO, President & Directorless than a yearUS$5.39m0.16%
$ 8.9m
Kelly Barrett
Independent Director1.4yrsUS$252.34k0.00045%
$ 24.9k
Stephen Macadam
Independent Director7.4yrsUS$260.00k0.048%
$ 2.7m
F. Grasberger
Independent Chairperson7.1yrsUS$240.00k0.050%
$ 2.8m
Lizanne Bruce
Independent Director19.7yrsUS$255.00k0.022%
$ 1.2m
Jose Bayardo
Independent Director4.6yrsUS$250.00k0.0089%
$ 495.9k
Jean-Michel Ribiéras
Independent Director1.4yrsUS$264.90k0.00048%
$ 26.6k
Ty Silberhorn
Independent Director1.4yrsUS$264.90ksin datos
3.0yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de LPX se considera experimentada (3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/06 12:41
Precio de las acciones al final del día2026/07/02 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Louisiana-Pacific Corporation está cubierta por 23 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Matthew BouleyBarclays
Ketan MamtoraBMO Capital Markets Equity Research
George StaphosBofA Global Research