Louisiana-Pacific Corporation (LPX) AI Stock Analysis
LPX AI stock analysis summary
AI ResearchLouisiana-Pacific Corporation is a building products manufacturer operating across Siding, OSB, EWP, and South America segments. The company reported trailing twelve month revenue of $2.47B and an operating margin of 5.3%. Operating results have faced pressure, with quarterly revenue falling 12.1% and earnings dropping 51.8% year-over-year in the quarter ended June 30, 2026.
- Market cap
- $4.90B
- Revenue (TTM)
- $2.47B
- P/E
- 91.0x fwd 19.1x
- 1Y return
- -21.2% S&P 500 16.8%
- Avg. target
- $87.79 25.3% vs last close
Bull case
- Analysts estimate FY2027 EPS will increase 164.3% to $2.86 on revenue of $2.75B.
- The balance sheet maintains low leverage with a debt-to-equity ratio of 0.22 and a current ratio of 3.22 as of June 30, 2026.
- The consensus analyst price target of $87.79 implies a 25.3% upside from the recent close of $70.05.
Bear case
- In the quarter ended June 30, 2026, revenue decreased 12.1% and earnings dropped 51.8% year-over-year.
- The trailing P/E multiple of 91.0x is well above the median of its US-listed Industrials peers of 24.8x.
- The dividend payout ratio has risen to 100.8%, while free cash flow contracted to $91.0M in FY2025.
What Louisiana-Pacific does
Established in 1972 and headquartered in Nashville, Tennessee, Louisiana-Pacific Corporation manufactures and markets building products for new home construction, repair, remodeling, and outdoor structures. The company operates through four segments: Siding, Oriented Strand Board (OSB), Engineered Wood Products (EWP), and South America. Its Siding segment provides LP SmartSide trim and siding, LP SmartSide ExpertFinish, LP BuilderSeries lap siding, and LP Outdoor Building Solutions. The OSB segment produces structural panels including LP TechShield radiant barriers, LP WeatherLogic air and water barriers, LP Legacy sub-flooring, and LP FlameBlock fire-rated sheathing. Its EWP segment manufactures laminated veneer lumber and LP SolidStart I-joists for residential and commercial flooring and roofing applications.
Growth and profitability
Revenue reached $3.92B in FY2021 before declining to $2.58B in FY2023. While sales recovered to $2.94B in FY2024, they fell 7.9% to $2.71B in FY2025. Net income dropped from $1.38B in FY2021 to $146.0M in FY2025, with net margin narrowing from 35.2% to 5.4%. Diluted EPS decreased from $13.86 in FY2021 to $2.65 in FY2025. Over the five years from FY2020 to FY2025, revenue generated a CAGR of 2.5%. For the latest quarter ended June 30, 2026, revenue fell 12.1% year-over-year and quarterly earnings declined 51.8%, while trailing twelve month profit margin stood at 2.2%.
Balance sheet and cash flow
As of June 30, 2026, Louisiana-Pacific held $228.0M in cash and short-term investments against $377.0M in total debt, resulting in net debt of $149.0M. Total assets stood at $2.61B, while shareholders' equity was $1.74B. Liquidity is supported by a current ratio of 3.22 and a debt-to-equity ratio of 0.22. During FY2025, operating cash flow was $382.0M and free cash flow was $91.0M. Cash deployment included $291.0M in capital expenditures, $61.0M in share buybacks, and $78.0M in dividends paid.
Valuation and performance
At a share price of $70.05, Louisiana-Pacific has a market capitalization of $4.90B and an enterprise value of $4.75B. The stock trades at a trailing P/E of 91.0x and a forward P/E of 19.1x, compared to the median of its US-listed Industrials peers of 24.8x trailing and 17.2x forward. Its EV/EBITDA multiple is 19.6x compared to the peer median of 13.9x, while price-to-sales is 2.0x versus the peer median of 1.5x. Over the past year, LPX fell 21.2%, underperforming the S&P 500 (SPY) return of 16.8%.
LPX dividend
Louisiana-Pacific pays a quarterly dividend with a forward annual payout of $1.20 per share, yielding 1.71%. The company has paid dividends for 9 consecutive years, delivering a 5-year annualized dividend growth rate of 14.1%. The dividend payout ratio stands at 100.8%, and the last ex-dividend date was August 14, 2026.
What analysts expect
Wall Street coverage consists of 10 Strong Buy, 2 Buy, 1 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target is $87.79, representing a 25.3% premium over the last close of $70.05. Analysts project FY2026 revenue of $2.49B and EPS of $1.08, representing a 59.2% earnings decrease. For FY2027, 14 analysts project revenue of $2.75B and EPS of $2.86. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 3, 2026.
Key risks and what to watch
- Operating margin of 5.3% over the trailing twelve months trails the US-listed Industrials peer median of 11.7%.
- Current fiscal year EPS is estimated to fall 59.2% to $1.08.
- Short interest represents 13.5% of the float, pointing to elevated skepticism in the market.
- The stock has a beta of 1.62 and experienced a 1-year return of -21.2%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this LPX AI stock analysis
This page is an AI-written research summary of Louisiana-Pacific Corporation (LPX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: LPX income statement, LPX balance sheet, LPX key metrics, LPX analyst forecast, LPX chart. See the LPX stock overview for the latest quote and news.
LPX AI stock analysis FAQ
What is Louisiana-Pacific Corporation's dividend yield and payout schedule?
LPX pays a quarterly dividend with a forward annual dividend of $1.20, which equals a 1.71% dividend yield. The company's payout ratio is 100.8% and it has paid dividends for 9 consecutive years.
When does Louisiana-Pacific report its next earnings?
The company is scheduled to report its next earnings on November 3, 2026. For the fiscal year ending December 31, 2026, analysts estimate EPS of $1.08.
How much debt does LPX have?
As of June 30, 2026, Louisiana-Pacific held $377.0M in total debt and $228.0M in cash and short-term investments, leading to net debt of $149.0M and a debt-to-equity ratio of 0.22.
What are Wall Street analysts forecasting for Louisiana-Pacific stock?
Analysts maintain a mean price target of $87.79, which is 25.3% higher than the last closing price of $70.05. The consensus breakdown includes 10 Strong Buy, 2 Buy, 1 Hold, 0 Sell, and 1 Strong Sell ratings.