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Louisiana-Pacific(LPX) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Q3 2025 vs Q3 2024 - Net sales decreased by 8% to $663 million[12] - Adjusted EBITDA decreased to $82 million from $153 million[12] - Adjusted EPS decreased to $036 from $122[12] Siding Segment - Q3 2025 vs Q3 2024 - Siding sales increased by 5%[12] - Siding net sales increased from $420 million to $443 million[19] - Siding adjusted EBITDA decreased from $123 million to $117 million[19] OSB Segment - Q3 2025 vs Q3 2024 - OSB adjusted EBITDA decreased from $33 million to $(27) million[23] - OSB net sales decreased from $253 million to $179 million[23] Liquidity and Capital Allocation - Total liquidity stands at $11 billion[13] - Return to shareholders was $19 million[12] 2025 Guidance - Siding revenue is expected to be approximately $370 million for Q4, representing approximately 3% growth[27] - Siding adjusted EBITDA is expected to be approximately $82 million for Q4, with a margin of approximately 22%[27] - OSB adjusted EBITDA is expected to be approximately $(45) million for Q4[27] - Total LP adjusted EBITDA is expected to be approximately $32 million for Q4[27]