Louisiana-Pacific (LPX) Q2 FY26 earnings call

Louisiana-Pacific navigated a challenging Q2 FY26, demonstrating resilience in its Siding segment through normalized channel inventories and continued market share gains, while confronting significant weakness in its OSB business. The company is strategically reallocating capital, reducing OSB CapEx, and investing in Siding capacity expansion to support future growth, leveraging its strong liquidity position amidst market volatility. The call also marked the transition of CFO leadership from Alan Haughie to Aaron Howald.