Added to YB: 2025-08-19
Pitch date: 2025-08-16
LPX [bearish]
Louisiana-Pacific Corporation
+14.11%
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.
Market Cap
$6.5B
Pitch Price
$99.20
Price Target
N/A
Dividend
1.28%
EV/EBITDA
16.01
P/E
45.01
EV/Sales
2.44
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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