Louisiana-Pacific Q2 Earnings Call Highlights

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Sat, August 8, 2026 astatine 12:03 PM CDT 7 min read

Key Points

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Second-quarter results weakened: Sales fell $90 cardinal twelvemonth implicit twelvemonth to $664 cardinal and EBITDA dropped $63 cardinal to $79 million, chiefly due to the fact that of little OSB prices and volumes. LP expects OSB EBITDA of astir antagonistic $45 cardinal successful Q3 and antagonistic $120 cardinal for 2026 if prices stay flat.
Siding showed resilience and is expected to rebound: Despite a 4% income diminution and weather, freight and ostentation disruptions, the conception maintained a 26% EBITDA margin. LP forecasts Q3 Siding gross of $460 million–$470 cardinal and EBITDA of $110 million–$120 million, with humble measurement maturation anticipated.
LP is prioritizing Siding concern portion reducing spending elsewhere: The institution chopped its 2026 capital-expenditure outlook by $70 cardinal to astir $320 million, mostly by delaying OSB attraction projects, portion directing astir three-quarters of spending toward Siding capableness expansions.

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Louisiana-Pacific (NYSE:LPX) reported little second-quarter income and EBITDA arsenic anemic oriented strand board, oregon OSB, pricing weighed connected results, portion its Siding conception remained profitable and the institution said it expects that concern to instrumentality to year-over-year maturation successful the 3rd quarter.

Net income for the 2nd 4th were $664 million, down $90 cardinal from the prior-year period, portion EBITDA declined $63 cardinal to $79 million. Adjusted net per stock were $0.40. The institution generated $140 cardinal successful operating currency flow, returned $21 cardinal to shareholders done dividends, and ended the 4th with $228 cardinal successful currency and astir $1 cardinal of full liquidity, including an undrawn $750 cardinal revolver.

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Chief Executive Officer Jason Ringblom said LP continued to absorption connected information and operational ratio amid a lodging marketplace that "feels similar it's stuck successful neutral." He said little OSB prices, reflecting brushed request successful North and South America, accounted for astir of the company's wide gross and EBITDA decline.

Siding Performance and Third-Quarter Outlook

LP's Siding income declined 4% twelvemonth implicit twelvemonth successful the 2nd quarter. A 7% summation successful prices partially offset an 11% alteration successful volumes, compared with what the institution described arsenic its all-time grounds quarterly measurement show a twelvemonth earlier. The conception produced a 26% EBITDA margin, successful enactment with institution guidance.

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