LPX
LOUISIANA-PACIFIC CORP
Next earnings Aug 4, 2026 · consensus $0.65 EPS, $686M rev
Last earnings +3.9% on 2026-05-06
$82.38
▲ +0.96%$82.38▼ -3.50%
over 1Y
L $67.02EODHDH $101.28
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+1.0%
1W+8.8%
1M+9.5%
3M+16.1%
YTD+1.6%
1Y-3.5%
Hold
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 17 analysts
Buy
Quality siding franchise plus cyclical OSB in a down year; great balance sheet, but 37x on trough earnings prices in recovery.
The read
Middling fundamentals and a rich price (~79% above fair value) leave little margin of safety — a wait-and-see.
Louisiana-Pacific is a building-products maker straddling two very different businesses: a growing, branded engineered-wood Siding franchise and a commodity oriented-strand-board (OSB) segment. FY2025 was a cyclical down year — revenue fell 7.9% to $2.71B, gross profit dropped 29.2%, operating income fell 60.6% to $209M, and net income collapsed 65.2% to $146M ($2.08 diluted EPS, -64.7%). The swing is characteristic of OSB's commodity volatility: the five-year history runs from $1.38B net income (FY2021 OSB super-cycle) down to $178M (FY2023), back to $420M (FY2024) and now $146M. Margins compressed to a 21.8% gross and 7.7% operating margin.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.92B | $3.85B | $2.58B | $2.94B | $2.71B |
| Gross profit | $1.96B | $1.50B | $593M | $832M | $589M |
| Operating income | $1.73B | $1.25B | $287M | $530M | $209M |
| Net income | $1.38B | $1.09B | $178M | $420M | $146M |
| Diluted EPS | $14.09 | $13.87 | $2.46 | $5.89 | $2.08 |
| Net margin | 35.2% | 28.2% | 6.9% | 14.3% | 5.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$5.81B
EV / EBITDA16.4
EV / Sales2.1
EV / FCF63.8
P / FCF63.2
PEG (trailing)—
Earnings yield2.5%
FCF yield1.6%
Quality & risk
ROIC (est.)7.9%
Free cash flow$91.0M
Total debt$348M
Net cash-$56.0M
Altman Z-Score6.25 safe
Piotroski F-Score4/9
Capital returns
Buyback yield1.1%
Dividend yield (est.)1.4%
Shareholder yield2.4%
Shares Δ YoY+0.2%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗11-KPeriod ending 2025-12-312026-06-26open ↗4Period ending 2026-06-152026-06-16open ↗144Filing2026-06-15open ↗8-KPeriod ending 2026-05-272026-06-01open ↗SCHEDULE 13GFiling2026-05-15open ↗SCHEDULE 13G/AFiling2026-05-15open ↗4Period ending 2026-05-082026-05-11open ↗4Period ending 2026-05-082026-05-11open ↗4Period ending 2026-05-082026-05-11open ↗4Period ending 2026-05-082026-05-11open ↗4Period ending 2026-05-082026-05-11open ↗4Period ending 2026-05-082026-05-11open ↗
Frequently asked
- Is LOUISIANA-PACIFIC CORP (LPX) a buy?
- LPX currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Quality siding franchise plus cyclical OSB in a down year; great balance sheet, but 37x on trough earnings prices in recovery.
- What is LPX's fair value?
- A Modified-Graham model based on LPX's SEC fundamentals estimates a fair value of about $17.68. It is an estimate from reported earnings, not a price target.
- Is LPX overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, LPX currently appears overvalued relative to its SEC-grounded earnings power.
- What is LOUISIANA-PACIFIC CORP's quality score?
- LPX scores 57.196078431372555/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000060519, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 9:02:08 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.