LOUISIANA-PACIFIC CORP
LPX · Lumber & Wood Products (No Furniture) · 69.9M shares · -13%/yr ↓ buyback · EDGAR filings ↗
Reference price $78.21 · est. market cap ~$5.5B — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C67Well-capitalized siding/OSB maker in a cyclical trough year with solid returns but sharply lower earnings.
Strengths
- Strong interest coverage (84th pct) and low leverage (D/E 0.20); ROA 5.6% in 78th pct
- Healthy liquidity (current ratio 2.78, 68th pct) and positive FCF ($91M, 67th pct)
Risks
- Revenue down 7.9% (17th pct) and net income down 65% (22nd pct) — deep cyclical decline
- ROE only 8.4% (56th pct) and gross margin in 24th pct; commodity OSB exposure caps the SmartSide moat
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $292M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$2M, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -13%/yr over 4y
- Insider sellingInsider selling — 25 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$12M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
21.8%
Operating margin
7.7%
Net margin
5.4%
Return on equity
8.4%
Return on assets
5.6%
ROIC
7.9%
Revenue growth (QoQ)
1.2%
Net-income growth
-65.2%
Debt / equity
0.2×
Net debt / EBITDA
0.2×
Interest coverage
12.3×
Current ratio
2.8×
Free cash flow
$91M
EBITDA
$354M
Tangible book value
$1.7B
Cash & investments
$292M
Stock comp / revenue
1.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Bruce Lizanne M | Sell | 1.1K | $78.21 |
| 2026-06-15 | Bruce Lizanne M | Other | 378 | — |
| 2026-05-08 | Bayardo Jose A | Grant | 1.9K | — |
| 2026-05-08 | Silberhorn Ty R | Grant | 1.9K | — |
| 2026-05-08 | Ribieras JeanMichel | Grant | 1.9K | — |
| 2026-05-08 | Macadam Stephen E. | Grant | 1.9K | — |
| 2026-05-08 | GRASBERGER F NICHOLAS III | Grant | 1.9K | — |
| 2026-05-08 | Bruce Lizanne M | Grant | 1.9K | — |
| 2026-05-08 | BARRETT KELLY HEFNER | Grant | 1.9K | — |
| 2026-04-07 | Ringblom Jason Paul | Tax withheld | 1.2K | $69.89 |
| 2026-03-10 | Bruce Lizanne M | Sell | 1.3K | $78.59 |
| 2026-02-19 | GRASBERGER F NICHOLAS III | Buy | 20K | $85.49 |
| 2026-02-18 | Southern William Bradley | Sell | 707 | $89.61 |
| 2026-02-18 | Southern William Bradley | Sell | 5.6K | $86.87 |
| 2026-02-18 | Southern William Bradley | Sell | 4.6K | $88.05 |
| 2026-02-18 | Southern William Bradley | Sell | 3.3K | $88.84 |
| 2026-02-17 | Southern William Bradley | Sell | 293 | $87.02 |
| 2026-02-17 | Southern William Bradley | Sell | 3.2K | $88.61 |
| 2026-02-17 | Southern William Bradley | Sell | 9.3K | $89.48 |
| 2026-02-17 | Southern William Bradley | Sell | 1.3K | $90.12 |
| 2026-02-13 | Haughie Alan | Tax withheld | 887 | $93.62 |
| 2026-02-13 | Daniel Nicole C | Tax withheld | 592 | $93.62 |
| 2026-02-13 | Davis Leslie E | Tax withheld | 115 | $93.62 |
| 2026-02-13 | Southern William Bradley | Tax withheld | 2.4K | $93.62 |
| 2026-02-13 | Sichling Craig M | Tax withheld | 173 | $93.62 |
| 2026-02-13 | Ringblom Jason Paul | Tax withheld | 709 | $93.62 |
| 2026-02-12 | Davis Leslie E | Grant | 1.4K | — |
| 2026-02-12 | Davis Leslie E | Tax withheld | 124 | $93.89 |
| 2026-02-12 | Haughie Alan | Tax withheld | 3.2K | $93.89 |
| 2026-02-12 | Sichling Craig M | Grant | 4.3K | — |
| 2026-02-12 | Sichling Craig M | Grant | 1.6K | — |
| 2026-02-12 | Sichling Craig M | Tax withheld | 691 | $93.89 |
| 2026-02-12 | Ringblom Jason Paul | Grant | 19K | — |
| 2026-02-12 | Ringblom Jason Paul | Grant | 7.7K | — |
| 2026-02-12 | Ringblom Jason Paul | Tax withheld | 3.0K | $93.89 |
| 2026-02-12 | Hamill Anthony | Grant | 6.7K | — |
| 2026-02-12 | Daniel Nicole C | Grant | 5.3K | — |
| 2026-02-12 | Daniel Nicole C | Grant | 3.8K | — |
| 2026-02-12 | Daniel Nicole C | Tax withheld | 1.5K | $93.89 |
| 2026-02-12 | Davis Leslie E | Grant | 419 | — |
| 2026-02-12 | Southern William Bradley | Grant | 42K | — |
| 2026-02-12 | Southern William Bradley | Tax withheld | 16K | $93.89 |
| 2026-02-12 | Haughie Alan | Grant | 8.0K | — |
| 2026-02-12 | Haughie Alan | Grant | 8.2K | — |
| 2026-02-10 | Davis Leslie E | Tax withheld | 47 | $96.59 |
| 2026-02-10 | Southern William Bradley | Tax withheld | 3.9K | $96.59 |
| 2026-02-10 | Sichling Craig M | Tax withheld | 224 | $96.59 |
| 2026-02-10 | Haughie Alan | Tax withheld | 1.2K | $96.59 |
| 2026-02-10 | Ringblom Jason Paul | Tax withheld | 1.1K | $96.59 |
| 2026-02-10 | Daniel Nicole C | Tax withheld | 572 | $96.59 |
| 2026-02-08 | Haughie Alan | Tax withheld | 1.3K | $96.97 |
| 2026-02-08 | Daniel Nicole C | Tax withheld | 792 | $96.97 |
| 2026-02-08 | Sichling Craig M | Tax withheld | 169 | $96.97 |
| 2026-02-08 | Davis Leslie E | Tax withheld | 47 | $96.97 |
| 2026-02-08 | Ringblom Jason Paul | Tax withheld | 1.1K | $96.97 |
| 2026-02-08 | Southern William Bradley | Tax withheld | 4.0K | $96.97 |
| 2026-02-03 | Southern William Bradley | Sell | 700 | $85.89 |
| 2026-02-03 | Southern William Bradley | Sell | 3.4K | $86.92 |
| 2026-02-03 | Southern William Bradley | Sell | 5.9K | $87.70 |
| 2026-02-03 | Southern William Bradley | Sell | 9.9K | $88.80 |
| 2026-02-03 | Southern William Bradley | Sell | 532 | $89.78 |
| 2026-02-03 | Southern William Bradley | Sell | 726 | $90.68 |
| 2026-02-03 | Southern William Bradley | Sell | 65 | $91.46 |
| 2026-02-02 | Southern William Bradley | Sell | 7.1K | $85.16 |
| 2026-01-29 | Sichling Craig M | Tax withheld | 27 | $86.44 |
| 2026-01-15 | Southern William Bradley | Sell | 4.0K | $93.71 |
| 2026-01-15 | Southern William Bradley | Sell | 3.8K | $92.21 |
| 2026-01-15 | Southern William Bradley | Sell | 6.4K | $93.19 |
| 2026-01-14 | Southern William Bradley | Sell | 47 | $93.39 |
| 2026-01-14 | Southern William Bradley | Sell | 3.4K | $90.80 |
| 2026-01-14 | Southern William Bradley | Sell | 48K | $91.66 |
| 2026-01-14 | Southern William Bradley | Sell | 3.8K | $92.46 |
| 2025-12-16 | Southern William Bradley | Sell | 1.2K | $85.33 |
| 2025-12-16 | Southern William Bradley | Sell | 101 | $86.04 |
| 2025-12-15 | Southern William Bradley | Sell | 43K | $86.25 |
| 2025-12-05 | Sichling Craig M | Tax withheld | 44 | $82.06 |
| 2025-12-05 | Southern William Bradley | Tax withheld | 839 | $82.06 |
| 2025-11-07 | Macadam Stephen E. | Buy | 3.2K | $78.06 |
| 2025-08-14 | HORTON OZEY K JR | Sell | 500 | $101.00 |
| 2025-08-13 | Daniel Nicole C | Gift | 1.0K | — |
| 2025-06-12 | Gottung Lizanne C | Other | 388 | — |
| 2025-06-11 | Gottung Lizanne C | Sell | 1.2K | $89.52 |
| 2025-05-15 | BARRETT KELLY HEFNER | Grant | 1.5K | — |
| 2025-05-15 | Bayardo Jose A | Grant | 1.5K | — |
| 2025-05-15 | Silberhorn Ty R | Grant | 1.5K | — |
| 2025-05-15 | GRASBERGER F NICHOLAS III | Grant | 1.5K | — |
| 2025-05-15 | Macadam Stephen E. | Grant | 1.5K | — |
| 2025-05-15 | HORTON OZEY K JR | Grant | 1.5K | — |
| 2025-05-15 | MCCOY DUSTAN E | Grant | 1.5K | — |
| 2025-05-15 | Ribieras JeanMichel | Grant | 1.5K | — |
| 2025-05-15 | Gottung Lizanne C | Grant | 1.5K | — |
| 2025-04-07 | Haughie Alan | Grant | 27K | — |
| 2025-04-07 | Ringblom Jason Paul | Grant | 9.0K | — |
| 2025-03-04 | BARRETT KELLY HEFNER | Grant | 290 | — |
| 2025-02-13 | Daniel Nicole C | Grant | 4.5K | — |
| 2025-02-13 | Davis Leslie E | Grant | 1.2K | — |
| 2025-02-13 | MASON JIMMY EARL | Grant | 5.3K | — |
| 2025-02-13 | Southern William Bradley | Grant | 21K | — |
| 2025-02-13 | Ringblom Jason Paul | Grant | 5.3K | — |
| 2025-02-13 | Haughie Alan | Grant | 6.7K | — |
| 2025-02-13 | Southern William Bradley | Grant | 21K | $112.27 |
| 2025-02-13 | Silberhorn Ty R | Grant | 311 | — |
| 2025-02-13 | Ribieras JeanMichel | Grant | 311 | — |
| 2025-02-10 | Davis Leslie E | Tax withheld | 88 | $114.51 |
| 2025-02-10 | MASON JIMMY EARL | Tax withheld | 982 | $114.51 |
| 2025-02-10 | Haughie Alan | Tax withheld | 2.2K | $114.51 |
| 2025-02-10 | Ringblom Jason Paul | Tax withheld | 2.0K | $114.51 |
| 2025-02-10 | Daniel Nicole C | Tax withheld | 1.1K | $114.51 |
| 2025-02-10 | Southern William Bradley | Tax withheld | 7.2K | $114.51 |
| 2025-02-09 | Southern William Bradley | Tax withheld | 125 | $116.62 |
| 2025-02-08 | Haughie Alan | Tax withheld | 1.3K | $115.22 |
| 2025-02-08 | Southern William Bradley | Tax withheld | 3.5K | $115.22 |
| 2025-02-08 | Daniel Nicole C | Tax withheld | 772 | $115.22 |
| 2025-02-08 | Davis Leslie E | Tax withheld | 47 | $115.22 |
| 2025-02-08 | MASON JIMMY EARL | Tax withheld | 1.1K | $115.22 |
| 2025-02-08 | Ringblom Jason Paul | Tax withheld | 1.1K | $115.22 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-01 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-05-05 | Shareholder vote | filing ↗ |
| 2026-05-01 | OtherExhibits | filing ↗ |
| 2026-02-17 | ResultsExhibits | filing ↗ |
| 2026-02-17 | Exec/director change | filing ↗ |
| 2026-02-13 | OtherExhibits | filing ↗ |
| 2026-01-28 | Exec/director changeReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-01 | 2026-05-27 | 0000060519-26-000024 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0000060519-26-000019 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0000060519-26-000021 ↗ |
| 8-K | 2026-05-05 | 2026-05-01 | 0000060519-26-000016 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0000060519-26-000014 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0000060519-26-000010 ↗ |
| 10-K | 2026-02-17 | 2025-12-31 | 0000060519-26-000012 ↗ |
| 8-K/A | 2026-02-17 | 2025-10-30 | 0000060519-26-000008 ↗ |
| 8-K | 2026-02-13 | 2026-02-13 | 0000060519-26-000004 ↗ |
| 8-K | 2026-01-28 | 2026-01-23 | 0000060519-26-000002 ↗ |
| 10-Q/A | 2025-12-12 | 2025-09-30 | 0000060519-25-000039 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0000060519-25-000035 ↗ |