Added to YB: 2025-08-19
Pitch date: 2025-08-16
LPX [bearish]
Louisiana-Pacific Corporation
+28.74%
current return
Author Info
No bio for this author
Company Info
Louisiana-Pacific Corporation, together with its subsidiaries, provides building solutions for applications in new home construction, repair and remodeling, and outdoor structure markets in the United States, Canada, and South America.
Market Cap
$4.9B
Pitch Price
$98.42
Price Target
N/A
Dividend
1.71%
EV/EBITDA
15.54
P/E
60.03
EV/Sales
2.00
Sector
Paper and Forest Products
Category
N/A
Deep Dive: Shorting Homebuilders - Louisiana-Pacific Corporation
LPX (short): Leading US engineered wood manufacturer. Q2'25 revenue +2% to $755M, adj EPS $0.99 (-8% vs consensus), EBITDA -38% YoY to $142M. Siding sales +11% w/record volume, while OSB -29% with significant profit drop. $3M tariff cost in Q2 ($12M annually). Better insulated than homebuilders from tariffs, but earnings remain cyclical and tied to housing demand.
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