LP Building Solutions' Q2 EPS misses estimates

Louisiana-Pacific

06/08/2025 11:14

Overview

LP Q2 siding sales rise 11% to $460 mln, driven by higher volumes and prices

OSB sales drop significantly, contributing to a $60 mln decline in consolidated sales

Adjusted EBITDA beats expectations, adjusted EPS misses estimates, per LSEG data

Outlook

LP reaffirms full-year siding net sales growth of ~9% to $1.7 bln

Company expects Q3 siding net sales growth of ~3% to $430 mln

LP projects full-year capital expenditures of ~$350 mln

Company anticipates full-year consolidated adjusted EBITDA of ~$405 mln

Result Drivers

SIDING SALES - Increased by $45 mln due to higher volumes and prices

OSB CHALLENGES - Decreased by $101 mln due to lower prices

NET INCOME DECLINE - Impacted by lower OSB prices and additional costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Siding Sales
$460 mln
Q2 Adjusted EPS
Miss
$0.99
$1.05 (10 Analysts)
Q2 EPS
$0.77
Q2 Adjusted EBITDA
Beat
$142 mln
$130.50 mln (8 Analysts)
Q2 Dividend
$0.28


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and 3 "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 $108.00, about 12.1% above its August 5 closing price of $94.96

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw1lvdl7a

(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.)