Louisiana-Pacific
Makes engineered-wood siding and OSB panels for residential and light-commercial construction.
Something off on this page? Send us feedback.
Profile
Sells branded SmartSide siding and oriented strand board, or OSB, structural panels through construction channels. Siding is the larger reportable business, while commodity and value-added OSB retain a material role.
Engineered-wood siding is sold under SmartSide and ExpertFinish, alongside BuilderSeries lap siding and Outdoor Building Solutions. The Siding segment also includes trim, soffit, and fascia for residential and light-commercial construction.
The OSB segment combines commodity OSB with structural products including FlameBlock, WeatherLogic, TechShield, Legacy, and TopNotch. Products reach builders, remodelers, distributors, dealers, and retail home centers across the Americas.
Operations remain tied to North American home construction, with Siding the larger reportable business and OSB retaining a material commodity-panel role. Manufacturing improvement and building performance form part of the company's documented operating framing.
Company facts
Categories
Key statistics
Year to date −12.8% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Barclays | Reiterate | Overweight | $93 | $92 | |
| Jul 15, 2026 | Truist Financial | Target | $93 | $91 | ||
| Jul 14, 2026 | Barclays | Reiterate | Overweight | $104 | $93 | |
| Jun 23, 2026 | Jefferies | Initiate | Buy | $93 | ||
| May 8, 2026 | Truist Financial | Target | $95 | $93 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.56 | $0.40 | −28.1% | $667.3M | $664.0M | −0.5% | +0.72% |
| May 6, 2026Q1 FY26 | $0.09 | $0.38 | +322.2% | $570.0M | $574.0M | +0.7% | +4.14% |
| Feb 17, 2026Q4 FY25 | −$0.06 | $0.03 | +150.0% | $588.0M | $567.0M | −3.6% | −2.91% |
| Nov 5, 2025Q3 FY25 | $0.37 | $0.36 | −2.7% | $593.8M | $663.0M | +11.7% | −1.23% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $724.0M | $755.0M | $663.0M | $567.0M | $574.0M | $664.0M | |
| Gross profit | $198.0M | $178.0M | $129.0M | $85.0M | $115.0M | $116.0M | |
| Operating income | $120.0M | $80.0M | $18.0M | $6.0M | $37.0M | $31.0M | |
| Net income | $91.0M | $54.0M | $9.0M | −$8.0M | $27.0M | $26.0M | |
| Diluted EPS | $1.30 | $0.77 | $0.13 | −$0.11 | $0.39 | $0.38 | |
| Gross margin | 27.3% | 23.6% | 19.5% | 15.0% | 20.0% | 17.5% | |
| Operating margin | 16.6% | 10.6% | 2.7% | 1.1% | 6.4% | 4.7% |
Fiscal years (4-quarter sums)FY21 $3.92B · FY22 $3.85B · FY23 $2.58B · FY24 $2.94B · FY25 $2.71B
Revenue by product · Q2 FY26
Revenue by geography · Q4 FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $228.0M · Total debt $377.0M · Total assets $2.61B · Shareholders' equity $1.74B
Dividends
Raised for 7 straight years — most recently to $0.30 from $0.28 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Aug 28 | $0.30 | |
| May 14, 2026 | May 14 | May 28 | $0.30 | |
| Feb 27, 2026 | Feb 27 | Mar 13 | $0.30 | raised from $0.28 |
| Nov 14, 2025 | Nov 14 | Nov 21 | $0.28 | |
| Aug 15, 2025 | Aug 15 | Aug 29 | $0.28 | |
| May 20, 2025 | May 20 | Jun 3 | $0.28 | |
| Feb 27, 2025 | Feb 27 | Mar 13 | $0.28 | raised from $0.26 |
| Nov 20, 2024 | Nov 20 | Nov 27 | $0.26 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 69.86M · Float 63.38M · 90.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.44M | 9.22% | 13F | Aug 7, 2026 |
| Berkshire Hathaway Inc | 5.66M | 8.11% | 13F | Aug 14, 2026 |
| 59 North Capital Management, LP | 4.21M | 6.02% | 13F | Aug 14, 2026 |
| FMR LLC | 3.32M | 4.75% | 13F | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 3.20M | 4.58% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 15, 2026 | Lizanne M. Bruce | director | −1,141 | $78.21 |
| Mar 10, 2026 | Lizanne M. Bruce | director | −1,300 | $78.59 |
| Feb 19, 2026 | F. Nicholas Iii Grasberger | director | +20,000 | $85.49 |
| Feb 18, 2026 | William Bradley Southern | director, officer: Chief Executive Officer | −14,166 | $87.85 |
| Feb 17, 2026 | William Bradley Southern | director, officer: Chief Executive Officer | −14,166 | $89.29 |
Peers
- James Hardie Industries (ADR)
Fiber-cement siding and trim rival in North American housing
- West Fraser Timber
Large OSB and engineered-wood supplier to North American housing
- Weyerhaeuser
Integrated wood-products producer with OSB and structural panels
- Boise Cascade
Engineered-wood and plywood producer serving building-material channels
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Louisiana-Pacific | $71.26 | +0.03% | $4.98B | 90.2 | 40.3 | 2.0 | −12.1% |
| James Hardie Industries (ADR) | $29.50 | −1.47% | $17.37B | 118.7 | 21.5 | 3.2 | +63.9% |
| West Fraser Timber | $67.67 | −0.25% | $5.14B | — | 3,768.9 | 0.9 | −7.9% |
| Weyerhaeuser | $23.70 | +0.23% | $17.05B | 35.8 | 56.4 | 2.5 | −0.9% |
| Boise Cascade | $78.75 | 0.00% | $2.77B | 26.7 | 17.9 | 0.4 | +5.2% |
| Median | 35.8 | 39.0 | 1.7 | +2.2% |