LOUISIANA-PACIFIC CORP — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
LP reported Q2 2026 net sales of $664M (down $90M YoY), with Siding revenue declining 4% to $441M due to 11% lower volumes despite 7% higher prices, and OSB revenue down 27% to $182M. Net income fell to $26M ($0.38/share) from $54M; Adjusted EBITDA declined $63M to $79M, driven by $35M OSB price impact, $24M Siding volume decline, and $12M inflationary costs. LP reaffirmed full-year Siding guidance (~1% decline to $1.65-1.67B) and anticipates Q3 2026 Siding growth of ~5% to $460-470M; consolidated FY2026 Adjusted EBITDA guided at $255-270M with OSB expected to post a $(120)M loss. Total liquidity remains ~$1B; Q2 capex was $59M and dividends $21M ($0.30/share declared for August payment).
Why this rating
Material earnings miss in core segment; OSB segment in sharp decline (EBITDA -213% YoY). However, Siding (larger division) affirmed; company expects sequential recovery Q3. Moderate scale relative to ~$5.9B market cap; near-term headwinds but not existential.
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