LPX

LOUISIANA-PACIFIC CORP

7 filings tracked

materialsbuilding productsLARGE ($10B-200B)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

bearishMay 6

Operating income plunged 71% year-over-year to $34 million.

earnings miss

90%

bearishMay 6

OSB segment shifted from a $54 million profit to a $12 million loss.

margin compression

80%

bullishMay 6

Siding segment achieved a 9% price increase to offset volume declines.

margin expansion

60%

Filing History

10-QMay 6, 2026

The 10-Q paints a picture of a company in a precarious transition, balancing a high-performing specialty business against a failing commodity arm. While the Siding segment proves that LPX can maintain margins through pricing power, the OSB segment's swing to a loss highlights the inherent risks of the building materials industry. The overall impact of the filing is a significant contraction in profitability, with net income falling from $91 million to $27 million year-over-year. Ultimately, the investment thesis now rests on two variables: the speed of the OSB price recovery and the ability of the Siding segment to continue its market share gains. While the balance sheet provides a safety net, the rapid depletion of cash and the rise in inventories suggest that the company is feeling the pressure of a prolonged housing slowdown. Investors are left weighing the ability of a fortress balance sheet to sustain a business that is currently seeing its operating income evaporate.