@ BUILDING SOLUTIONS Q2 2022 RESULTS August 9, 2022 FORWARD-LOOKING STATEMENTS This presentation contains statements concerning Louisiana-Pacific Corporation's (LP) future results and performance that are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Factors that could cause actual results to differ materially from those expressed or implied by the forward-looking statements include, but are not limited to, the following, which may be amplified by the ...

@ BUILDING SOLUTIONS Q1 2022 RESULTS May 3, 2022 FORWARD-LOOKING STATEMENTS This presentation contains statements concerning Louisiana-Pacific Corporation's (LP) future results and performance that are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Factors that could cause actual results to differ materially from those expressed or implied by the forward-looking statements include, but are not limited to, the following, which may be amplified by the in ...

Financial Data and Key Metrics Changes - The company reported record quarterly net sales of $1.34 billion and EBITDA of $636 million for Q1 2022, with adjusted diluted earnings per share reaching a record of $5.08 [7][23]. - EBITDA increased by $174 million year-over-year, with $130 million attributed to higher OSB prices [21][23]. - Operating cash flow was $425 million, with $92 million spent on capital expenditures [21][32]. Business Line Data and Key Metrics Changes - The Siding Solutions segment achieved sales of $330 million, representing a year-over-year growth rate of 17%, driven by a 12% price increase and 4% volume growth [8][24]. - The OSB segment generated over $500 million in EBITDA, primarily due to increased prices and a shift towards Structural Solutions, which accounted for 55% of total OSB volume [16][27]. - Engineered Wood Products (EWP) generated $170 million in revenue and $38 million in EBITDA, with strong demand for I-Joist and Laminated Veneer Lumber [18]. Market Data and Key Metrics Changes - The company noted strong order activity across all North American businesses, with lean inventories reported by distributors [40]. - In South America, market conditions remained strong, with good demand and resilient pricing despite political turmoil [45]. Company Strategy and Development Direction - The company is focused on expanding capacity in the Siding segment, with ongoing investments in new facilities and mill conversions to meet growing demand [12][34]. - The strategic transformation towards specialty building products is emphasized, with a target of increasing the Structural Solutions mix to 75% over the next three years [81]. - The company aims to enhance its innovative product offerings, with expectations for the percentage of innovative products in the Siding portfolio to grow from 11% to 20-30% [51]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for housing and construction, despite potential headwinds from rising mortgage rates and inflation [40]. - The company anticipates continued challenges from raw material and freight cost inflation but believes its strategic focus on specialty products will mitigate these impacts [31][36]. - For Q2 2022, the company expects consolidated EBITDA to be at least $540 million, with a year-over-year growth in siding revenue of at least 20% [36]. Other Important Information - The company has initiated share repurchases, reducing the share count significantly over the past year, and plans to continue returning cash to shareholders [34][23]. - The company is also addressing supply chain challenges, particularly in logistics, but has not faced significant supply input challenges recently [78]. Q&A Session Summary Question: Insights on housing repair and remodeling markets - Management noted strong order activity across all businesses, with lean inventories and positive outlooks from builder and distributor partners [40]. Question: Factors driving increased siding growth outlook - The increase is attributed to strong demand and successful startup of new production capacity, with ongoing planning for future projects [41][42]. Question: Market conditions in South America - Demand remains strong, with resilient pricing and ongoing capacity investments planned [45]. Question: Innovative products growth in siding - Management sees potential for innovative products to grow significantly, targeting 20-30% of the total siding portfolio [51]. Question: Input cost inflation details - Most inflation is driven by oil-based materials, particularly resins, with no significant supply issues reported [80]. Question: Structural Solutions mix target - The company aims for a 75% mix of Structural Solutions, with ongoing efforts to enhance margins and reduce volatility [81]. Question: Performance of Entekra - Entekra is seeing good order intake but progress is slower than desired, with revenues around $93 million for the last 12 months [103].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q | Title of each class | Trading Symbol | Name of each exchange on which registered | | --- | --- | --- | | Common Stock, $1 par value | LPX | New York Stock Exchange | Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such re ...

Louisiana-Pacific Corporation (NYSE:LPX) Q4 2021 Earnings Conference Call February 22, 2022 11:00 AM ET Company Participants Brad Southern - Chief Executive Officer Alan Haughie - Chief Financial Officer Aaron Howald - Investor Relations Conference Call Participants John Babcock - Bank of America Ketan Mamtora - BMO Capital Markets Mark Connelly - Stephens Paul Quinn - RBC Capital Markets Operator Good day and thank you for standing by. Welcome to the Fourth Quarter and full-year 2021, Louisiana Pacifi ...

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, 2021 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) Delaware 93-0609074 (Stat ...

@ BUILDING SOLUTIONS Q4 AND FULL-YEAR 2021 RESULTS February 22, 2022 FORWARD-LOOKING STATEMENTS This presentation contains statements concerning Louisiana-Pacific Corporation's (LP) future results and performance that are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Factors that could cause actual results to differ materially from those expressed or implied by the forward-looking statements include, but are not limited to, the following: impacts from ...

@ BUILDING SOLUTIONS Q3 RESULTS November 2, 2021 FORWARD-LOOKING STATEMENTS This news release contains statements concerning LP's future results and performance that are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Factors that could cause actual results to differ materially from those expressed or implied by the forward-looking statements include, but are not limited to, the following: impacts from public health issues (including global pandemics, s ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2021 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-7107 Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the pre ...

Louisiana-Pacific Corporation (NYSE:LPX) Q3 2021 Earnings Conference Call October 2, 2021 11:00 AM ET Company Participants Aaron Howald – Investor Relations Brad Southern – Chief Executive Officer Alan Haughie – Chief Financial Officer Conference Call Participants Ketan Mamtora – BMO Capital Markets Mark Weintraub – Seaport Research Paul Quinn – RBC Capital Markets Sean Steuart – TD Securities John Babcock – Bank of America Kurt Yinger – D.A. Davidson Susan Maklari – Goldman Sachs Operator Thank you for sta ...