Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LPX
Strong SellSinkerLouisiana-Pacific Corporation · Industrials · United States · $5.0B · Avg Vol: $79M/d
COMPANY DESCRIPTION
Louisiana-Pacific Corporation (LPX) is a leading manufacturer of high-performance building products, primarily focusing on oriented strand board (OSB), engineered wood siding, and other structural panels. The company's competitive advantage stems from its large-scale, cost-efficient manufacturing base and strong brand recognition for its SmartSide siding and other differentiated products. LPX holds a significant market share in critical segments of the North American residential construction industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.9B | 2.6B | 2.9B | 2.7B | -11.1% | 2.5B | 2.5B | 2.8B | 1.8% |
| EPS | 13.94 | 2.47 | 5.91 | 2.09 | -46.9% | 0.77 | 1.08 | 3.03 | 20.4% |
| Shares | 71.7M | 72.2M | 70.2M | 69.6M | -2.9% | 69.9M | — | — | — |
| Debt | 395.0M | 378.0M | 380.0M | 379.0M | -1.4% | 377.0M | — | — | — |
| Equity | 1.4B | 1.6B | 1.7B | 1.7B | 6.5% | — | — | — | — |
| Op CF | 1.1B | 316.0M | 605.0M | 382.0M | -30.6% | 258.0M | — | — | — |
| Inv CF | -146.0M | -376.0M | -183.0M | -291.0M | — | — | — | — | — |
| Fin CF | -982.0M | -77.0M | -292.0M | -141.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of LPX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LPX | Louisiana-Pacific Corporation(you) | $5.0B | 17 | Strong Sell |
| BLDR | Builders FirstSource, Inc. | $7.3B | 28 | Sell |
| AAON | AAON, Inc. | $6.3B | 33 | Sell |
| FBIN | Fortune Brands Innovations, Inc. | $5.4B | 43 | Hold |
| MAIR | Madison Air Solutions Corporation | $13.2B | 27 | Sell |
| LII | Lennox International Inc. | $13.6B | 37 | Hold |
| SPXC | SPX Technologies, Inc. | $10.0B | 49 | Hold |
| WMS | Advanced Drainage Systems, Inc. | $10.3B | 56 | Hold |
| AWI | Armstrong World Industries, Inc. | $7.4B | 63 | Hold |
| OC | Owens Corning | $11.3B | 56 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%