LP Building Solutions: A Good House In A Rough Neighborhood

LP Building Solutions remains a disciplined, returns-driven player, but faces near-term headwinds from a weak U.S. housing market and OSB pricing pressures. LPX's Q4 showed better-than-expected EBITDA, but housing-driven OSB volumes and pricing remain challenged; siding continues as a growth driver with strong margins. Management's 2026 EBITDA guidance is potentially conservative at $430M, with potential upside if housing rebounds; normalized EBITDA valuation supports a $106/share target.

Seeking Alpha • Feb 19, 2026

Louisiana-Pacific Corporation (LPX) Q4 2025 Earnings Call Transcript

Louisiana-Pacific Corporation (LPX) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 17, 2026

LP Building Solutions Reports Fourth Quarter and Full Year 2025 Results, and Provides First Quarter and Full Year Outlook for 2026

NASHVILLE, Tenn.--(BUSINESS WIRE)--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, 2025. Key Highlights for the Fourth Quarter of 2025, Compared to the Fourth Quarter of the Prior Year Siding net sales increased by $23 million, or 6%, to $384 million Oriented Strand Board (OSB) net sales decreased by $132 million to $136 million Consolidated net s.

Business Wire • Feb 17, 2026

Louisiana-Pacific (LPX) Q4 Earnings Top Estimates

Louisiana-Pacific (LPX) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to earnings of $1.03 per share a year ago.

Zacks Investment Research • Feb 17, 2026

What's in Store For These 5 Construction Stocks This Earnings Season?

Heading into the upcoming earnings cycle, the United States construction sector is at crossroads, with housing softness counterbalanced by resilient infrastructure and public works demand. On one side, elevated mortgage rates and affordability constraints continue to weigh on home order activity and volumes, while on the other side, strong public funding support and energy-transition opportunities are sailing the ship forward.

Zacks Investment Research • Feb 16, 2026

LP Building Solutions Announces Increased Quarterly Dividend

NASHVILLE, Tenn.--(BUSINESS WIRE)--LP has declared an increased quarterly cash dividend to common stockholders of $0.30 per share.

Business Wire • Feb 13, 2026

Louisiana-Pacific (LPX) Laps the Stock Market: Here's Why

The latest trading day saw Louisiana-Pacific (LPX) settling at $98.57, representing a +1.65% change from its previous close.

Zacks Investment Research • Feb 10, 2026

Louisiana-Pacific (LPX) Falls More Steeply Than Broader Market: What Investors Need to Know

In the latest trading session, Louisiana-Pacific (LPX) closed at $86.44, marking a -2.25% move from the previous day.

Zacks Investment Research • Jan 30, 2026

LP Building Solutions Announces Board Leadership Succession, Elects F. Nicholas Grasberger III Independent Chairperson

NASHVILLE, Tenn.--(BUSINESS WIRE)--Louisiana-Pacific's Board of Directors has elected F. Nicholas Grasberger III as independent Chairperson of the Board, effective Feb. 19, 2026.

Business Wire • Jan 28, 2026

Louisiana-Pacific (LPX) Stock Sinks As Market Gains: Here's Why

Louisiana-Pacific (LPX) reached $91.25 at the closing of the latest trading day, reflecting a -1.47% change compared to its last close.

Zacks Investment Research • Jan 24, 2026