Louisiana-Pacific Corporation (LPX) Stock Price & Analysis
Louisiana-Pacific Corporation (LPX) closed at USD 74.85 on Thursday, October 22, 2026, up 3.21% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 72.52; the Oct 22, 2026 session ranged USD 71.92–74.96 on volume of 1,742,676 shares. Market capitalization is $5.23B, with a 52-week range of USD 62.18–100.34 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LPX.md
Key facts (LPX)
- Last four reported quarters (through Jun 30, 2026): revenue $2.47B, net income $54.0M (2.2% margin), free cash flow -$21.0M (SEC filings).
- Valuation: P/E 96.9x (avg 28.3x at the last 3 fiscal year-ends), EV/EBITDA 23.7x, net debt $120M.
- 3 of 80 tracked superinvestors hold LPX (13F, Q2 2026): 0 new, 1 added, 0 reduced, 2 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $89K; 1 not under a Rule 10b5-1 plan ($89K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.07 on a 1–5 scale) (14 analysts), mean target USD 87.79 (range 64–107).
- Total return with dividends: 1Y -16.2% vs S&P 500 +14.9%; 5Y +24.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 0.21, revenue estimate $671M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LPX)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.92B | $3.85B | $2.58B | $2.94B | $2.71B | $2.47B |
| Gross profit | $1.96B | $1.50B | $593M | $832M | $589M | — |
| Operating income | $1.73B | $1.25B | $287M | $530M | $209M | $74.0M |
| Net income | $1.38B | $1.09B | $178M | $420M | $146M | $54.0M |
| EPS (diluted) | $14.09 | $13.87 | $2.46 | $5.89 | $2.08 | — |
| Free cash flow | $1.23B | $730M | $16.0M | $422M | $91.0M | -$21.0M |
| Gross margin | 50.1% | 38.9% | 23.0% | 28.3% | 21.8% | — |
| Operating margin | 44.3% | 32.4% | 11.1% | 18.0% | 7.7% | 3.0% |
| Net margin | 35.2% | 28.2% | 6.9% | 14.3% | 5.4% | 2.2% |
| Revenue growth | +63.2% | -1.6% | -33.0% | +13.9% | -7.9% | — |
| Cash + short-term investments | $358M | $369M | $222M | $340M | $292M | — |
| Total debt | $346M | $346M | $347M | $348M | $348M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LPX)
P/E 96.9x · P/S 2.1x · EV/EBITDA 23.7x · EV/Sales 2.2x · P/B 3.0x · FCF yield -0.40% · Earnings yield 1.03% · Dividend yield (paid, TTM) 1.55% · Buyback yield (TTM) 0.00% · Net debt $120M · EV $5.35B
P/E at fiscal year-ends: Dec 2025 38.7x, Dec 2024 17.5x, Dec 2023 28.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (LPX)
3 of 80 tracked investors hold LPX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Francis Chou | Chou Associates | 0.21% | $463K | Unchanged |
| Warren Buffett | Berkshire Hathaway | 0.15% | $446M | Unchanged |
| First Eagle Investment | First Eagle Investment Management | 0.04% | $23.0M | Added +25.8% |
Insider sales (SEC Form 4, open-market, last ~7 months) (LPX)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-15 | Bruce Lizanne M | Director | 1,141 | $89K | 6.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (LPX)
Consensus Buy (mean 2.07 on a 1–5 scale), 14 analysts; mean target USD 87.79 (low 64, high 107).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | RBC Capital | Target lowered | Outperform | $92 → $84 |
| 2026-10-14 | B of A Securities | Target lowered | Buy | $100 → $85 |
| 2026-10-12 | Goldman Sachs | Target lowered | Sell | $74 → $64 |
| 2026-10-06 | Barclays | Target lowered | Overweight | $92 → $88 |
| 2026-09-02 | DA Davidson | Maintained | Buy | $99 |
| 2026-08-06 | Truist Securities | Target lowered | Buy | $91 → $89 |
| 2026-08-06 | Barclays | Target lowered | Overweight | $93 → $92 |
| 2026-08-06 | Goldman Sachs | Target raised | Sell | $66 → $74 |
| 2026-08-05 | DA Davidson | Target lowered | Buy | $103 → $99 |
| 2026-07-15 | Truist Securities | Target lowered | Buy | $93 → $91 |
| 2026-07-14 | B of A Securities | Target raised | Buy | $85 → $101 |
| 2026-07-14 | Barclays | Target raised | Overweight | $89 → $93 |
Total return (dividends reinvested) (LPX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -16.2% | +24.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -16.3% | +4.5% |
| Volatility (annualized) | 41.5% | 39.4% |
| Max drawdown | -33.7% (Feb 2026→Sep 2026) | -44.5% (Dec 2024→Sep 2026) |
LPX revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Siding | $441.0M | 66.4% | -4.1% |
| OSB | $182.0M | 27.4% | -27.2% |
| Other | $41.0M | 6.2% | -8.9% |
| Total revenue | $664.0M | 100% | — |
LPX revenue by product line (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Siding Solutions | $1.68B | 62.0% | +8.4% |
| OS Bvalueadd | $472.0M | 17.4% | -27.4% |
| OS Bcommodity | $347.0M | 12.8% | -32.5% |
| Otherproducts | $10.0M | 0.4% | +11.1% |
| Total revenue | $2.71B | 100% | — |
LPX revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $2.43B | 89.7% | -6.9% |
| Canada | $669.0M | 24.7% | -0.9% |
| South America | $202.0M | 7.5% | -5.6% |
| Total revenue | $2.71B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LPX company outlook (results filed Aug 5, 2026)
- “Full-Year Guidance, Anticipates Return to Siding Growth in the Third Quarter of 2026 NASHVILLE, Tenn.”
Quoted word-for-word from the SEC 8-K results press release.
LPX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.21 | $0.49 | -56.7% | $671.3M | 13 |
| Next quarter (ends Dec 2026) | $0.09 | $0.32 | -71.2% | $586.3M | 13 |
| Current fiscal year (ends Dec 2026) | $1.08 | $1.77 | -38.9% | $2.49B | 14 |
| Next fiscal year (ends Dec 2027) | $2.86 | $3.57 | -19.9% | $2.75B | 14 |
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 74.85 |
|---|---|
| Change | ▲ 3.21% (up) |
| Previous Close | USD 72.52 |
| Open | USD 71.15 |
| Day Range | USD 71.92 – 74.96 |
| 52-Week Range | USD 62.18 – 100.34 |
| Volume | 1,742,676 shares |
| Market Cap | $5.23B |
| Exchange | NYQ |
Technical Analysis (LPX)
Nexqual's technical model rates LPX "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 73.99 (overbought) |
| vs SMA50 | Above (USD 68.57) |
| MACD | 1.29 (positive) |
Analyst Ratings (LPX)
Wall Street analysts rate LPX "Buy" based on 14 analysts, with a mean price target of USD 87.79 (range USD 64–107), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 87.79 |
| High Target | USD 107 |
| Low Target | USD 64 |
| Buy / Hold / Sell | 12 / 1 / 1 |
Earnings (LPX)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.21 |
| Revenue Estimate | $671.27M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.4 vs est 0.57 ▼ miss |
| 2026-03-31 | USD 0.38 vs est 0.15 ▲ beat |
| 2025-12-31 | USD 0.03 vs est -0.02 ▲ beat |
| 2025-09-30 | USD 0.36 vs est 0.38 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (LPX)
| Total Revenue | $2.47B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -12.10% |
| Gross Margin | +18.02% |
| Operating Margin | +5.27% |
| Profit Margin | +2.19% |
| ROE | +3.10% |
| Debt / Equity | 0.22 |
| Current Ratio | 3.22 |
| Total Cash | $228.00M |
| Total Debt | $377.00M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$21.00M (-0.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (LPX)
Nexqual rates Louisiana-Pacific Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Weak — Revenue -8% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 18%, operating 5% (last 12 months) |
| Balance Sheet | Strong — $228M cash and investments vs $348M debt (Jun 2026, SEC) |
| Cash Flow | Weak — FCF negative: -$21M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Weak — ROE 3%, ROA 2.7% |
Ownership (LPX)
| Insider Ownership | +9.49% |
|---|---|
| Institutional Ownership | +98.23% |
| Shares Outstanding | 69.92M |
| Float | 59.08M |
| Short % of Float | +13.54% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (LPX)
Louisiana-Pacific Corporation is led by Jason P. Ringblom, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:24 UTC.
| CEO, President & Director | Jason P. Ringblom |
|---|---|
| Senior VP & COO | Anthony Hamill |
| Senior VP & CFO | Aaron Howald |
| VP of Corporate Engineering & Director of Technology | David M. Crowe |
| Vice President of Marketing | Lynn Cobb |
Major Backers & Investors (LPX)
Notable institutional backers of Louisiana-Pacific Corporation include Berkshire Hathaway, 59 North Capital Management, LP, FMR, LLC, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Berkshire Hathaway | 8.1% |
| 59 North Capital Management, LP | 6.02% |
| FMR, LLC | 4.75% |
| Price (T.Rowe) Associates Inc | 4.58% |
| Capital Group | 2.53% |
| SmallCap World Fund Inc | 2.45% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.21% |
| Vanguard Group | 8.25% |
| State Street | 3.29% |
| Dimensional Fund Advisors | 2.92% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
From Louisiana-Pacific Corporation's Latest SEC 10-K Filing (filed 2026-02-17)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe we are the largest manufacturer of engineered wood siding in North America.
- Investments as a market leader in this region should enable us to leverage demand while diversifying both our revenue streams and exposure to market cycles.
- We believe that our leadership position in engineered wood siding allows us to benefit from demand growth, particularly as sustainable engineered wood products continue to displace alternative siding materials such as vinyl, fiber cement, and other materials.
- Our facilities are strategically located in the U.S., Canada, Chile, and Brazil to allow us to maintain geographic proximity to our customers and to remain responsive to their changing needs.
Legal & Regulatory Risks (Item 1A, quoted)
- Regulatory and statutory changes applicable to us or our customers, including changes in tax law or effective tax rates, could adversely affect our financial condition and results of operations.
- We are also exposed to changes in tax laws, as well as any future regulations issued and changes in interpretations of tax laws, which can impact our current and future years' tax provisions.
- We have not independently verified the results of third-party research or confirmed assumptions or judgments upon which it may be based, and the forecasted and other forward-looking information contained therein is subject to inherent uncertainties.
- Our cash, cash equivalents and investments could be adversely affected if the financial institutions in which we hold our cash, cash equivalents and investments fail.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt