Louisiana-Pacific（LPX）株式概要ルイジアナ・パシフィック・コーポレーションは、その子会社とともに、米国、カナダ、南米において、新築住宅、補修・リフォーム、屋外構造物市場向けの建築ソリューションを提供している。 詳細LPX ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績0/6財務の健全性6/6配当金1/6報酬収益は年間52.6%増加すると予測されています アナリストらは、株価が30.5%上昇するだろうとほぼ一致している。 リスク分析1.71%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 利益率(3.2%)は昨年より低い(13.7%) すべてのリスクチェックを見るLPX Community Fair Values Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN23.3% undervaluedAnalystConsensusTarget•4d agoDemand For Sustainable Materials Will Drive New Momentum In Building Markets144012AN39.0% undervaluedAnalystHighTarget•1mo agoSiding Performance Will Fuel Demand In Eco-Friendly Construction3700AN6.9% undervaluedAnalystLowTarget•3mo agoDeclining US Housing And Regulatory Hurdles Will Undermine Value1900Top Analyst NarrativesAN23.3% undervaluedAnalystConsensusTarget•4d agoDemand For Sustainable Materials Will Drive New Momentum In Building Markets144012AN39.0% undervaluedAnalystHighTarget•1mo agoSiding Performance Will Fuel Demand In Eco-Friendly Construction3700AN6.9% undervaluedAnalystLowTarget•3mo agoDeclining US Housing And Regulatory Hurdles Will Undermine Value1900View all narrativesLouisiana-Pacific Corporation 競合他社ConstelliumSymbol: NYSE:CSTMMarket cap: US$4.4bSensient TechnologiesSymbol: NYSE:SXTMarket cap: US$4.9bBalchemSymbol: NasdaqGS:BCPCMarket cap: US$5.2bSonoco ProductsSymbol: NYSE:SONMarket cap: US$4.7b価格と性能株価の高値、安値、推移の概要Louisiana-Pacific過去の株価現在の株価US$70.1452週高値US$102.8652週安値US$66.12ベータ1.591ヶ月の変化-0.81%3ヶ月変化-13.71%1年変化-23.33%3年間の変化17.90%5年間の変化3.07%IPOからの変化2,130.47%最新ニュースナラティブの更新 • May 18LPX: Siding Headwinds And New Products Will Support Future RepricingAnalysts 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.Major Estimate Revision • May 13Consensus 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.分析記事 • May 08Louisiana-Pacific Corporation Just Beat EPS By 177%: Here's What Analysts Think Will Happen NextInvestors in Louisiana-Pacific Corporation ( NYSE:LPX ) had a good week, as its shares rose 4.6% to close at US$75.49...お知らせ • May 08Louisiana-Pacific Corporation Provides Earnings Guidance for the Second Quarter and Updates Earnings Guidance for Full Year of 2026Louisiana-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).ライブニュース • May 08Louisiana-Pacific Tops Q1 Estimates But Cuts 2026 Revenue Guidance as OSB Demand SoftensQ1 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 06First quarter dividend of US$0.30 announcedShareholders 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.最新情報をもっと見るRecent updatesナラティブの更新 • May 18LPX: Siding Headwinds And New Products Will Support Future RepricingAnalysts 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.Major Estimate Revision • May 13Consensus 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.分析記事 • May 08Louisiana-Pacific Corporation Just Beat EPS By 177%: Here's What Analysts Think Will Happen NextInvestors in Louisiana-Pacific Corporation ( NYSE:LPX ) had a good week, as its shares rose 4.6% to close at US$75.49...お知らせ • May 08Louisiana-Pacific Corporation Provides Earnings Guidance for the Second Quarter and Updates Earnings Guidance for Full Year of 2026Louisiana-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).ライブニュース • May 08Louisiana-Pacific Tops Q1 Estimates But Cuts 2026 Revenue Guidance as OSB Demand SoftensQ1 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 06First quarter dividend of US$0.30 announcedShareholders 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 06First quarter 2026 earnings: EPS exceeds analyst expectationsFirst 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.お知らせ • May 02Louisiana-Pacific Corporation Building Solutions Announces Quarterly Dividend, Payable on May 28, 2026Louisiana-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.お知らせ • Apr 30LP Building Solutions Unveils LP SmartSide ExpertFinish Trim and Siding Coastal CapsuleLP 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.ナラティブの更新 • Apr 22LPX: Siding Destock Is Expected To Recede And Support Margin ResilienceAnalysts 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.お知らせ • Apr 08Louisiana-Pacific Corporation to Report Q1, 2026 Results on May 06, 2026Louisiana-Pacific Corporation announced that they will report Q1, 2026 results on May 06, 2026ナラティブの更新 • Apr 07LPX: Siding Destock Headwinds Are Expected To Ease And Support UpsideAnalysts 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.お知らせ • Mar 23Louisiana-Pacific Corporation, Annual General Meeting, May 01, 2026Louisiana-Pacific Corporation, Annual General Meeting, May 01, 2026.ナラティブの更新 • Mar 23LPX: Siding Share Gains And 2027 Capacity Are Expected To Drive UpsideAnalysts 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.ナラティブの更新 • Mar 09LPX: Siding Share Gains And 2027 Capacity Expansion Will Drive UpsideNarrative 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.お知らせ • Mar 03LP Building Solutions Introduces LP BurnGuard FRT OSBLP 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 27Independent Chairperson recently bought US$1.7m worth of stockOn 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 24Consensus 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.ナラティブの更新 • Feb 22LPX: Siding Share Gains And 2027 Capacity Expansion Will Support UpsideNarrative 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.Declared Dividend • Feb 19Fourth quarter dividend increased to US$0.30Dividend 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 17Full year 2025 earnings: EPS misses analyst expectationsFull 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.お知らせ • Feb 17Louisiana-Pacific Corporation Provides Earnings Guidance for the First Quarter and Full Year of 2026Louisiana-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).お知らせ • Feb 13Louisiana-Pacific Corporation Declares an Increased Quarterly Cash Dividend to Common Stockholders, Payable on March 13, 2026Louisiana-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.ナラティブの更新 • Feb 07LPX: Siding Strength Will Be Constrained By Housing And 2027 Capacity RiskNarrative 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.Valuation Update With 7 Day Price Move • Feb 06Investor 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.お知らせ • Jan 28Louisiana-Pacific Corporation Announces Board ChangesLouisiana-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.ナラティブの更新 • Jan 24LPX: Siding Share Gains Will Face Housing And Capacity Execution RiskAnalysts 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.Valuation Update With 7 Day Price Move • Jan 14Investor 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.ナラティブの更新 • Jan 10LPX: Siding Share Gains And Premium P/E Multiple Will Support UpsideAnalysts 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.お知らせ • Jan 08Louisiana-Pacific Corporation to Report Q4, 2025 Results on Feb 17, 2026Louisiana-Pacific Corporation announced that they will report Q4, 2025 results on Feb 17, 2026Price Target Changed • Jan 06Price target decreased by 7.3% to US$101Down 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.ナラティブの更新 • Dec 26LPX: Siding Demand And Margin Expansion Will Support Share Price UpsideAnalysts 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.ナラティブの更新 • Dec 12LPX: Premium Siding Expectations Will Face Execution Risk Into 2025Analysts 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 10Louisiana Pacific: Why It's Still Not AttractiveSummary 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分析記事 • Nov 12Louisiana-Pacific's (NYSE:LPX) Soft Earnings Don't Show The Whole PictureLouisiana-Pacific Corporation's ( NYSE:LPX ) earnings announcement last week didn't impress shareholders. However, our...ナラティブの更新 • Nov 07LPX: Siding Segment Discount Will Narrow Following Recent Competitor ResultsAnalysts 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.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird 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.お知らせ • Nov 06Louisiana-Pacific Corporation Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Louisiana-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.お知らせ • Nov 04LP Building Solutions Announces CEO Changes, Effective February 19, 2026LP 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 02Second quarter dividend of US$0.28 announcedShareholders 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.お知らせ • Oct 31Louisiana-Pacific Corporation Declares Quarterly Cash Dividend to Common Stockholders, Payable on November 21, 2025On 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.ナラティブの更新 • Oct 24Demand For Sustainable Materials Will Drive New Momentum In Building MarketsAnalysts 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.ナラティブの更新 • Oct 09Sustainable Building Trends Will Redefine Construction And HousingAnalysts 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.お知らせ • Oct 08Louisiana-Pacific Corporation to Report Q3, 2025 Results on Nov 05, 2025Louisiana-Pacific Corporation announced that they will report Q3, 2025 results on Nov 05, 2025分析記事 • Aug 31We Think Louisiana-Pacific (NYSE:LPX) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 09Louisiana-Pacific Corporation Just Missed EPS By 21%: Here's What Analysts Think Will Happen NextNYSE:LPX 1 Year Share Price vs Fair Value Explore Louisiana-Pacific's Fair Values from the Community and select yours...Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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.お知らせ • Aug 06Louisiana-Pacific Corporation Provides Financial Guidance for the Third Quarter and Full Year of Fiscal 2025Louisiana-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 04First quarter dividend of US$0.28 announcedShareholders 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.お知らせ • Aug 01Lp Building Solutions Declares Quarterly Cash Dividend, Payable on August 29, 2025LP 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.お知らせ • Jul 09Louisiana-Pacific Corporation to Report Q2, 2025 Results on Aug 06, 2025Louisiana-Pacific Corporation announced that they will report Q2, 2025 results on Aug 06, 2025分析記事 • Jul 09Investors Should Be Encouraged By Louisiana-Pacific's (NYSE:LPX) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • Jun 30+ 5 more updatesLouisiana-Pacific Corporation(NYSE:LPX) dropped from Russell Small Cap Comp Growth IndexLouisiana-Pacific Corporation(NYSE:LPX) dropped from Russell Small Cap Comp Growth Index分析記事 • Jun 24Is There Now An Opportunity In Louisiana-Pacific Corporation (NYSE:LPX)?Louisiana-Pacific Corporation ( NYSE:LPX ), is not the largest company out there, but it received a lot of attention...お知らせ • Jun 19LP Building Solutions Appoints Tony Hamill as Senior Vice President, Chief Operating Officer Effective June 30, 2025LP 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.分析記事 • May 24Here's Why Louisiana-Pacific (NYSE:LPX) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • May 14Louisiana-Pacific Corporation Announces Election of Lizanne C. Gottung to Serve as Class I DirectorThe 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 09First quarter dividend of US$0.28 announcedShareholders 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 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst 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.お知らせ • May 06+ 1 more updateLouisiana-Pacific Corporation Announces Quarterly Dividend, Payable on June 3, 2025Louisiana-Pacific Corporation Announces a quarterly cash dividend of $0.28 per share. The dividend will be payable June 3, 2025 to stockholders of record as of May 20, 2025.お知らせ • Apr 09LP Building Solutions Unveils New Naturals Collection in LP®? SmartSide®? ExpertFinish®? PortfolioLP 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.お知らせ • Apr 08Louisiana-Pacific Corporation to Report Q1, 2025 Results on May 06, 2025Louisiana-Pacific Corporation announced that they will report Q1, 2025 results on May 06, 2025お知らせ • Apr 03LP Building Solutions Announces Management AppointmentsLP 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.お知らせ • Mar 28Louisiana-Pacific Corporation, Annual General Meeting, May 08, 2025Louisiana-Pacific Corporation, Annual General Meeting, May 08, 2025.お知らせ • Feb 28LP Building Solutions Appoints Kelly Barrett to its Board of DirectorsLP 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.Seeking Alpha • Feb 26LP Building Solutions Offers A Promising Long-Term Outlook, But With Some Near-Term NoiseSummary 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 AlphaDeclared Dividend • Feb 19Fourth quarter dividend increased to US$0.28Dividend 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.お知らせ • Feb 19Louisiana-Pacific Corporation Provides Earnings Guidance for the First Quarter and Full Year for 2025Louisiana-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.お知らせ • Feb 15Louisiana-Pacific Corporation Announces Increased Quarterly Dividend, Payable on March 13, 2025Louisiana-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.お知らせ • Feb 10Louisiana-Pacific Corporation Announces Board and Committee AppointmentsOn 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.お知らせ • Jan 22Louisiana-Pacific Corporation to Report Q4, 2024 Results on Feb 19, 2025Louisiana-Pacific Corporation announced that they will report Q4, 2024 results on Feb 19, 2025Seeking Alpha • Dec 02Louisiana-Pacific: Superb Execution, But Not Worth This MuchSummary 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お知らせ • Nov 27Louisiana-Pacific Corporation Announces Derek Doyle Stepped Down as Vice President, Controller, and Chief Accounting OfficerLouisiana-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.お知らせ • Nov 25Lp Building Solutions Appoints Leslie Davis as Vice President, Controller and Chief Accounting OfficerLP 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 08Third quarter dividend of US$0.26 announcedShareholders 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 07Price target increased by 7.2% to US$109Up 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 06Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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.お知らせ • Nov 05Louisiana-Pacific Corporation Provides Sales Guidance for the Fourth Quarter and Full Year of 2024Louisiana-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%.お知らせ • Oct 08Louisiana-Pacific Corporation to Report Q3, 2024 Results on Nov 05, 2024Louisiana-Pacific Corporation announced that they will report Q3, 2024 results on Nov 05, 2024Recent Insider Transactions Derivative • Sep 18Independent Director notifies of intention to sell stockLizanne 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.株主還元LPXUS ForestryUS 市場7D-4.7%-3.5%-0.8%1Y-23.3%-26.1%27.1%株主還元を見る業界別リターン: LPX過去 1 年間で-26.1 % の収益を上げたUS Forestry業界を上回りました。リターン対市場: LPXは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。価格変動Is LPX's price volatile compared to industry and market?LPX volatilityLPX Average Weekly Movement6.4%Forestry Industry Average Movement7.6%Market Average Movement7.2%10% most volatile stocks in US Market16.3%10% least volatile stocks in US Market3.2%安定した株価: LPX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LPXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19724,300Jason Ringblomwww.lpcorp.comルイジアナ・パシフィック・コーポレーションは、その子会社とともに、米国、カナダ、南米において、新築住宅、補修・リフォーム、屋外構造物市場向けの建築ソリューションを提供している。サイディング部門とOSB（Oriented Strand Board）部門がある。サイディング部門は、人工木材サイディング、トリム、ソフィット、筋交い製品、LPスマートサイド・トリム＆サイディング、LPビルダーシリーズ・ラップサイディング、LPアウトドア・ビルディング・ソリューションなどの下地処理製品、LPスマートサイド・エキスパートフィニッシュ・トリム＆サイディングの下地処理製品で構成されている。OSB事業では、LPフレームブロック耐火シージング、LPウェザーロジックエア＆ウォーターバリア、LPテックシールドラジアントバリア、LPレガシープレミアムサブフローリング、LPトップノッチ350デュラブルサブフローリングなどのLPストラクチュアルソリューションズを構成する付加価値の高いOSB製品ポートフォリオを含むOSB構造パネル製品を製造・販売しています。加えて、同社は木材や材木地、その他の小規模な製品、サービス、閉鎖的な事業を含むその他の事業も提供している。同社は主に北米と南米の小売業者、卸売業者、住宅建設業者、産業用事業者に製品を販売している。ルイジアナ・パシフィック・コーポレーションは1972年に設立され、テネシー州ナッシュビルに本社を置いている。もっと見るLouisiana-Pacific Corporation 基礎のまとめLouisiana-Pacific の収益と売上を時価総額と比較するとどうか。LPX 基礎統計学時価総額US$4.89b収益（TTM）US$82.00m売上高(TTM)US$2.56b59.8xPER（株価収益率1.9xP/SレシオLPX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LPX 損益計算書（TTM）収益US$2.56b売上原価US$2.05b売上総利益US$506.00mその他の費用US$424.00m収益US$82.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.17グロス・マージン19.78%純利益率3.21%有利子負債／自己資本比率20.1%LPX の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.7%現在の配当利回り97%配当性向LPX 配当は確実ですか？LPX 配当履歴とベンチマークを見るLPX 、いつまでに購入すれば配当金を受け取れますか？Louisiana-Pacific 配当日配当落ち日May 14 2026配当支払日May 28 2026配当落ちまでの日数8 days配当支払日までの日数6 daysLPX 配当は確実ですか？LPX 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 08:09終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Louisiana-Pacific Corporation 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Matthew BouleyBarclaysKetan MamtoraBMO Capital Markets Equity ResearchGeorge StaphosBofA Global Research19 その他のアナリストを表示
ナラティブの更新 • May 18LPX: Siding Headwinds And New Products Will Support Future RepricingAnalysts 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.
Major Estimate Revision • May 13Consensus 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.
分析記事 • May 08Louisiana-Pacific Corporation Just Beat EPS By 177%: Here's What Analysts Think Will Happen NextInvestors in Louisiana-Pacific Corporation ( NYSE:LPX ) had a good week, as its shares rose 4.6% to close at US$75.49...
お知らせ • May 08Louisiana-Pacific Corporation Provides Earnings Guidance for the Second Quarter and Updates Earnings Guidance for Full Year of 2026Louisiana-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).
ライブニュース • May 08Louisiana-Pacific Tops Q1 Estimates But Cuts 2026 Revenue Guidance as OSB Demand SoftensQ1 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 06First quarter dividend of US$0.30 announcedShareholders 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.
ナラティブの更新 • May 18LPX: Siding Headwinds And New Products Will Support Future RepricingAnalysts 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.
Major Estimate Revision • May 13Consensus 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.
分析記事 • May 08Louisiana-Pacific Corporation Just Beat EPS By 177%: Here's What Analysts Think Will Happen NextInvestors in Louisiana-Pacific Corporation ( NYSE:LPX ) had a good week, as its shares rose 4.6% to close at US$75.49...
お知らせ • May 08Louisiana-Pacific Corporation Provides Earnings Guidance for the Second Quarter and Updates Earnings Guidance for Full Year of 2026Louisiana-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).
ライブニュース • May 08Louisiana-Pacific Tops Q1 Estimates But Cuts 2026 Revenue Guidance as OSB Demand SoftensQ1 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 06First quarter dividend of US$0.30 announcedShareholders 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 06First quarter 2026 earnings: EPS exceeds analyst expectationsFirst 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.
お知らせ • May 02Louisiana-Pacific Corporation Building Solutions Announces Quarterly Dividend, Payable on May 28, 2026Louisiana-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.
お知らせ • Apr 30LP Building Solutions Unveils LP SmartSide ExpertFinish Trim and Siding Coastal CapsuleLP 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.
ナラティブの更新 • Apr 22LPX: Siding Destock Is Expected To Recede And Support Margin ResilienceAnalysts 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.
お知らせ • Apr 08Louisiana-Pacific Corporation to Report Q1, 2026 Results on May 06, 2026Louisiana-Pacific Corporation announced that they will report Q1, 2026 results on May 06, 2026
ナラティブの更新 • Apr 07LPX: Siding Destock Headwinds Are Expected To Ease And Support UpsideAnalysts 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.
お知らせ • Mar 23Louisiana-Pacific Corporation, Annual General Meeting, May 01, 2026Louisiana-Pacific Corporation, Annual General Meeting, May 01, 2026.
ナラティブの更新 • Mar 23LPX: Siding Share Gains And 2027 Capacity Are Expected To Drive UpsideAnalysts 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.
ナラティブの更新 • Mar 09LPX: Siding Share Gains And 2027 Capacity Expansion Will Drive UpsideNarrative 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.
お知らせ • Mar 03LP Building Solutions Introduces LP BurnGuard FRT OSBLP 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 27Independent Chairperson recently bought US$1.7m worth of stockOn 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 24Consensus 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.
ナラティブの更新 • Feb 22LPX: Siding Share Gains And 2027 Capacity Expansion Will Support UpsideNarrative 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.
Declared Dividend • Feb 19Fourth quarter dividend increased to US$0.30Dividend 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 17Full year 2025 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Feb 17Louisiana-Pacific Corporation Provides Earnings Guidance for the First Quarter and Full Year of 2026Louisiana-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).
お知らせ • Feb 13Louisiana-Pacific Corporation Declares an Increased Quarterly Cash Dividend to Common Stockholders, Payable on March 13, 2026Louisiana-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.
ナラティブの更新 • Feb 07LPX: Siding Strength Will Be Constrained By Housing And 2027 Capacity RiskNarrative 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.
Valuation Update With 7 Day Price Move • Feb 06Investor 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.
お知らせ • Jan 28Louisiana-Pacific Corporation Announces Board ChangesLouisiana-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.
ナラティブの更新 • Jan 24LPX: Siding Share Gains Will Face Housing And Capacity Execution RiskAnalysts 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.
Valuation Update With 7 Day Price Move • Jan 14Investor 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.
ナラティブの更新 • Jan 10LPX: Siding Share Gains And Premium P/E Multiple Will Support UpsideAnalysts 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.
お知らせ • Jan 08Louisiana-Pacific Corporation to Report Q4, 2025 Results on Feb 17, 2026Louisiana-Pacific Corporation announced that they will report Q4, 2025 results on Feb 17, 2026
Price Target Changed • Jan 06Price target decreased by 7.3% to US$101Down 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.
ナラティブの更新 • Dec 26LPX: Siding Demand And Margin Expansion Will Support Share Price UpsideAnalysts 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.
ナラティブの更新 • Dec 12LPX: Premium Siding Expectations Will Face Execution Risk Into 2025Analysts 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 10Louisiana Pacific: Why It's Still Not AttractiveSummary 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
分析記事 • Nov 12Louisiana-Pacific's (NYSE:LPX) Soft Earnings Don't Show The Whole PictureLouisiana-Pacific Corporation's ( NYSE:LPX ) earnings announcement last week didn't impress shareholders. However, our...
ナラティブの更新 • Nov 07LPX: Siding Segment Discount Will Narrow Following Recent Competitor ResultsAnalysts 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.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird 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.
お知らせ • Nov 06Louisiana-Pacific Corporation Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Louisiana-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.
お知らせ • Nov 04LP Building Solutions Announces CEO Changes, Effective February 19, 2026LP 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 02Second quarter dividend of US$0.28 announcedShareholders 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.
お知らせ • Oct 31Louisiana-Pacific Corporation Declares Quarterly Cash Dividend to Common Stockholders, Payable on November 21, 2025On 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.
ナラティブの更新 • Oct 24Demand For Sustainable Materials Will Drive New Momentum In Building MarketsAnalysts 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.
ナラティブの更新 • Oct 09Sustainable Building Trends Will Redefine Construction And HousingAnalysts 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.
お知らせ • Oct 08Louisiana-Pacific Corporation to Report Q3, 2025 Results on Nov 05, 2025Louisiana-Pacific Corporation announced that they will report Q3, 2025 results on Nov 05, 2025
分析記事 • Aug 31We Think Louisiana-Pacific (NYSE:LPX) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 09Louisiana-Pacific Corporation Just Missed EPS By 21%: Here's What Analysts Think Will Happen NextNYSE:LPX 1 Year Share Price vs Fair Value Explore Louisiana-Pacific's Fair Values from the Community and select yours...
Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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.
お知らせ • Aug 06Louisiana-Pacific Corporation Provides Financial Guidance for the Third Quarter and Full Year of Fiscal 2025Louisiana-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 04First quarter dividend of US$0.28 announcedShareholders 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.
お知らせ • Aug 01Lp Building Solutions Declares Quarterly Cash Dividend, Payable on August 29, 2025LP 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.
お知らせ • Jul 09Louisiana-Pacific Corporation to Report Q2, 2025 Results on Aug 06, 2025Louisiana-Pacific Corporation announced that they will report Q2, 2025 results on Aug 06, 2025
分析記事 • Jul 09Investors Should Be Encouraged By Louisiana-Pacific's (NYSE:LPX) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • Jun 30+ 5 more updatesLouisiana-Pacific Corporation(NYSE:LPX) dropped from Russell Small Cap Comp Growth IndexLouisiana-Pacific Corporation(NYSE:LPX) dropped from Russell Small Cap Comp Growth Index
分析記事 • Jun 24Is There Now An Opportunity In Louisiana-Pacific Corporation (NYSE:LPX)?Louisiana-Pacific Corporation ( NYSE:LPX ), is not the largest company out there, but it received a lot of attention...
お知らせ • Jun 19LP Building Solutions Appoints Tony Hamill as Senior Vice President, Chief Operating Officer Effective June 30, 2025LP 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.
分析記事 • May 24Here's Why Louisiana-Pacific (NYSE:LPX) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • May 14Louisiana-Pacific Corporation Announces Election of Lizanne C. Gottung to Serve as Class I DirectorThe 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 09First quarter dividend of US$0.28 announcedShareholders 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 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst 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.
お知らせ • May 06+ 1 more updateLouisiana-Pacific Corporation Announces Quarterly Dividend, Payable on June 3, 2025Louisiana-Pacific Corporation Announces a quarterly cash dividend of $0.28 per share. The dividend will be payable June 3, 2025 to stockholders of record as of May 20, 2025.
お知らせ • Apr 09LP Building Solutions Unveils New Naturals Collection in LP®? SmartSide®? ExpertFinish®? PortfolioLP 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.
お知らせ • Apr 08Louisiana-Pacific Corporation to Report Q1, 2025 Results on May 06, 2025Louisiana-Pacific Corporation announced that they will report Q1, 2025 results on May 06, 2025
お知らせ • Apr 03LP Building Solutions Announces Management AppointmentsLP 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.
お知らせ • Mar 28Louisiana-Pacific Corporation, Annual General Meeting, May 08, 2025Louisiana-Pacific Corporation, Annual General Meeting, May 08, 2025.
お知らせ • Feb 28LP Building Solutions Appoints Kelly Barrett to its Board of DirectorsLP 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.
Seeking Alpha • Feb 26LP Building Solutions Offers A Promising Long-Term Outlook, But With Some Near-Term NoiseSummary 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
Declared Dividend • Feb 19Fourth quarter dividend increased to US$0.28Dividend 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.
お知らせ • Feb 19Louisiana-Pacific Corporation Provides Earnings Guidance for the First Quarter and Full Year for 2025Louisiana-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.
お知らせ • Feb 15Louisiana-Pacific Corporation Announces Increased Quarterly Dividend, Payable on March 13, 2025Louisiana-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.
お知らせ • Feb 10Louisiana-Pacific Corporation Announces Board and Committee AppointmentsOn 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.
お知らせ • Jan 22Louisiana-Pacific Corporation to Report Q4, 2024 Results on Feb 19, 2025Louisiana-Pacific Corporation announced that they will report Q4, 2024 results on Feb 19, 2025
Seeking Alpha • Dec 02Louisiana-Pacific: Superb Execution, But Not Worth This MuchSummary 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
お知らせ • Nov 27Louisiana-Pacific Corporation Announces Derek Doyle Stepped Down as Vice President, Controller, and Chief Accounting OfficerLouisiana-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.
お知らせ • Nov 25Lp Building Solutions Appoints Leslie Davis as Vice President, Controller and Chief Accounting OfficerLP 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 08Third quarter dividend of US$0.26 announcedShareholders 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 07Price target increased by 7.2% to US$109Up 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 06Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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.
お知らせ • Nov 05Louisiana-Pacific Corporation Provides Sales Guidance for the Fourth Quarter and Full Year of 2024Louisiana-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%.
お知らせ • Oct 08Louisiana-Pacific Corporation to Report Q3, 2024 Results on Nov 05, 2024Louisiana-Pacific Corporation announced that they will report Q3, 2024 results on Nov 05, 2024
Recent Insider Transactions Derivative • Sep 18Independent Director notifies of intention to sell stockLizanne 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.
