Core Viewpoint - Louisiana-Pacific (LPX) is experiencing a decline in share price and is under scrutiny ahead of its upcoming earnings report, with expectations of lower earnings and revenue compared to the previous year [2][3]. Group 1: Recent Performance - In the latest trading session, LPX closed at $84.20, reflecting a +0.44% change from the previous day, outperforming the S&P 500's gain of 0.13% [1]. - Over the past month, LPX shares have decreased by 10.9%, which is worse than the Construction sector's loss of 7.68% and the S&P 500's loss of 6.3% [1]. Group 2: Earnings Expectations - Louisiana-Pacific is scheduled to release its earnings on May 6, 2025, with an expected EPS of $1.13, indicating a 26.14% decline from the same quarter last year [2]. - The consensus estimate for revenue is projected at $692.85 million, reflecting a 4.3% decrease from the equivalent quarter last year [2]. Group 3: Full Year Projections - For the full year, Zacks Consensus Estimates project earnings of $4.99 per share and revenue of $2.95 billion, showing changes of -15.14% and +0.39% respectively from the previous year [3]. Group 4: Analyst Estimates and Rankings - Recent changes to analyst estimates for Louisiana-Pacific indicate a shift in business outlook, with positive revisions seen as a sign of optimism [3]. - The Zacks Rank system, which evaluates estimated changes, currently ranks Louisiana-Pacific at 4 (Sell), with a consensus EPS projection that has moved 2.44% lower in the past 30 days [5]. Group 5: Valuation Metrics - Louisiana-Pacific has a Forward P/E ratio of 16.8, which is lower than the industry average of 17.1, indicating it is trading at a discount [6]. - The company has a PEG ratio of 1.09, compared to the Building Products - Wood industry's average PEG ratio of 2, suggesting a more favorable valuation relative to growth expectations [7].

Louisiana-Pacific (LPX) closed the latest trading day at $86.38, indicating a +0.86% change from the previous session's end. The stock's change was less than the S&P 500's daily gain of 1.81%. Elsewhere, the Dow gained 1.56%, while the tech-heavy Nasdaq added 2.06%.The home construction supplier's shares have seen a decrease of 4.17% over the last month, surpassing the Construction sector's loss of 7.59% and the S&P 500's loss of 6.14%.Market participants will be closely following the financial results of L ...

Louisiana-Pacific Corporation (LPX) has expanded and enhanced its SmartSide ExpertFinish Trim & Siding portfolio with the launch of the Naturals Collection, a new line of nature-inspired colors.With this new specialized color palette launch, the company has solidified the market presence of its Siding business across North America.LPX stock climbed 10.5% during Wednesday’s trading hours and inched down 0.04% in the after-hours, after announcing its new product line.What Does LPX’s Naturals Collection Offer? ...

Investors interested in Building Products - Wood stocks are likely familiar with Louisiana-Pacific (LPX) and Trex (TREX) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companie ...

Louisiana-Pacific Corporation’s (LPX) , or LP, reported better-than-expected fourth-quarter 2024 results, with earnings and net sales beating the respective Zacks Consensus Estimate. This was driven by robust demand in its Siding segment and disciplined capital management. The metrics also increased on a year-over-year basis. Despite a challenging macroeconomic backdrop, the company’s strategic execution and operational efficiency helped offset pressures from a declining Oriented Strand Board (OSB) market.F ...

Financial Data and Key Metrics Changes - In Q4 2024, Louisiana-Pacific Corporation reported $681 million in sales, $125 million in EBITDA, and $105 million in operating cash flow, with a total of $605 million in operating cash flow for the full year [8][10][28] - For the full year, sales increased by 14% to $2.9 billion, and EBITDA rose by 44% to $688 million, resulting in earnings per share nearly doubling to $5.88 [9][10] - The company ended 2024 with $340 million in cash, zero net debt, and almost $900 million in total liquidity [28] Business Line Data and Key Metrics Changes - Siding sales grew by 9% in Q4 and 17% for the full year, reaching $1.56 billion, contributing significantly to overall revenue growth [8][9][13] - OSB segment faced a decline in prices but managed to achieve EBITDA above long-term cycle averages through efficient cost control and disciplined capacity management [15][26] - Siding achieved a 25% EBITDA margin for the full year, a 500 basis point increase from 2023, driven by volume growth and price increases [24] Market Data and Key Metrics Changes - Total US housing starts were down 4% for the year and 6% in Q4, but single-family starts were up 7% for the full year, indicating a better performance in that segment [12][13] - The repair and remodeling market saw a decline in expenditures estimated to be down low to mid-single digits [12][13] Company Strategy and Development Direction - The company plans to increase investments in new product innovation, demand creation, and capacity expansion to meet customer needs, particularly in siding [16][18] - Significant capital investments of about $200 million are expected in growth capital, primarily in the second half of 2025, to support capacity expansion [35] - The focus for 2025 includes share gains and volume growth in siding, with a healthy order file indicating strong demand [16][30] Management's Comments on Operating Environment and Future Outlook - Management expects 2025 to be another flat year for housing starts, with a modest rebound in repair and remodeling spending anticipated [15][31] - The company is confident in its growth strategy, emphasizing the importance of safety and operational excellence [19][37] - Management highlighted the need for new press capacity in the next two to three years to support siding growth [33] Other Important Information - The company achieved a world-class total incident rate of 0.67% for safety, although management aims for continuous improvement [10][11] - The company has plans for parallel expansion projects to enhance siding production capacity, with a focus on efficiency and innovation [126][135] Q&A Session Summary Question: Comments on siding demand and Lennar pull-through - Management indicated that siding demand is strong, with full contract execution with Lennar meeting or exceeding expectations [42][44] Question: Shift in production to structural solutions - Management confirmed that investments are needed to grow structural solutions, which are more margin-accretive, and that they are managing production effectively [47][48] Question: EBITDA and margin levels in siding for 2025 - Management expects a 25% EBITDA margin for siding, with inflationary pressures and increased marketing expenses impacting margins [54][56] Question: Siding capacity expansion plans - The Holton expansion will add about 300 million feet of volume, with further details on costs to be shared later [62][63] Question: Raw material and freight expectations for 2025 - Management discussed potential raw material inflation and the speculative nature of future costs, with no assumptions made regarding tariffs [76][80] Question: Approach to tariffs and pricing strategy - Management noted that OSB pricing is influenced by market conditions, and they are prepared to adjust supply chains if tariffs impact costs [84][86] Question: Siding sales growth targets - Management indicated that a recovering housing market could allow for higher growth rates beyond the current 7% to 9% target [88][92] Question: Customer inventory management - Management reported improved visibility into customer inventories, which are currently normal for this time of year [117][118]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934: For the Fiscal Year Ended December 31, 2024 Or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-7107 LOUISIANA-PACIFIC CORPORATION (Exact name of registrant as specified in its charter) (State of Incorporation) (I.R.S. Employer 1610 West End ...

Louisiana-Pacific (LPX) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 30.38%. A quarter ago, it was expected that this home construction supplier would post earnings of $0.88 per share when it actually produced earnings of $1.22, delivering a surprise of 38.64%.Over the last four qu ...

LP Building Solutions Reports Fourth Quarter and Full Year 2024 Results, and Provides First Quarter and Full Year Outlook for 2025 NASHVILLE, Tenn. (Feb 19, 2025) - Louisiana-Pacific Corporation (LP) (NYSE: LPX), a leading manufacturer of high-performance building products, today reported its financial results for the fourth quarter and year ended December 31, 2024. Key Highlights for the Fourth Quarter of 2024, Compared to the Fourth Quarter of the Prior Year (2) This is a non-GAAP financial measure. Recon ...

Louisiana-Pacific Corporation (LPX) is scheduled to report fourth-quarter 2024 results on Feb. 19, before market open.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.In the last reported quarter, the company’s earnings and net sales beat the Zacks Consensus Estimate by 38.6% and 3.2%, respectively. However, both metrics declined 20.7% and 0.8%, respectively, on a year-over-year basis.The company’s earnings surpassed the consensus mark in each of the trailing four quarters, with an a ...