Louisiana-Pacific Q4 adjusted EPS beats estimates on higher siding sales

Louisiana-Pacific

17/02/2026 11:09

Overview

Building products maker's Q4 siding sales rose 6%, OSB sales fell significantly

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Louisiana-Pacific expects Q1 2026 Siding net sales to decline by 12% to $350-355 mln

Company anticipates full-year 2026 Siding net sales to grow 2% to $1.7 bln

Louisiana-Pacific forecasts 2026 capital expenditures of approximately $400 mln

Result Drivers

SIDING SALES INCREASE - Siding net sales rose 6% to $384 mln, driven by an 8% increase in sales prices, partially offset by a 2% reduction in sales volumes

OSB SALES DECLINE - OSB net sales fell by $132 mln to $136 mln, impacted by lower prices and sales volumes

NET LOSS FACTORS - Net loss of $8 mln was influenced by $74 mln reduction in Adjusted EBITDA, $8 mln in impairment charges, and $9 mln in foreign currency losses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Siding Sales
$384 mln
Q4 Adjusted EPS
Beat
$0.03
$0.01 (10 Analysts)
Q4 Adjusted EBITDA
Beat
$50 mln
$37.69 mln (12 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 $102.00, about 9% above its February 13 closing price of $93.62

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw954BZwa

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(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.)