Louisiana-Pacific Q1 adj EBITDA and EPS beat estimates

Louisiana-Pacific

06/05/2026 11:11

Overview

US engineered wood maker's Q1 adjusted EBITDA and EPS beat analyst expectations despite sales decline

Q1 net sales fell yr/yr, driven by lower OSB prices and reduced siding volumes

Company says lower OSB prices and siding volumes offset by higher siding prices

Outlook

Louisiana-Pacific sees Q2 Siding net sales at $435-445 mln, about 4% lower year-over-year

Company expects full-year Siding net sales of $1.65-1.67 bln, about 2% lower year-over-year

Louisiana-Pacific projects 2026 capital expenditures of about $390 mln

Result Drivers

LOWER OSB PRICES - Co said lower OSB prices reduced net sales and adjusted EBITDA

HIGHER SIDING PRICES - Co said higher siding prices, due to annual price increases and favorable mix, partially offset lower volumes

Company press release: ID:nBwc6TqzBa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Siding Sales
$360 mln
Q1 Adjusted EPS
Beat
$0.38
$0.12 (9 Analysts)
Q1 Adjusted EBITDA
Beat
$82 mln
$53.59 mln (11 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the forest & wood products peer group is "buy"

Wall Street's median 12-month price target for Louisiana-Pacific Corp is $94.50, about 35.5% above its May 5 closing price of $69.75

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 24 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)