Jun 2026 (Q2 FY26) — Aug 5, 2026
Louisiana-Pacific Q2 FY26 — Siding Share Gains and Channel Normalization Offset OSB Weakness
Read the full callLouisiana-Pacific earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 664 | −12.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.7 | −5.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 26.0 | −51.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $90.14 on 17 Oct 2025 → $70.69. High $98.57 (9 Feb 2026), low $64.55 (30 Sept 2026).
Overview
Call summaries
Louisiana-Pacific Q2 FY26 — Siding Share Gains and Channel Normalization Offset OSB Weakness
Read the full callLouisiana-Pacific Corporation Q1 FY26 — Strong Siding Performance Offsets OSB Weakness
Read the full callEvery analysed call
Financials
Net profit, year on year: −52% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 722 | 681 | 724 | 755 | 663 | 566 | 574 | 664 |
| Operating profit | 116 | 75 | 120 | 80 | 18 | -9 | 34 | 31 |
| Operating margin | 16.1% | 11.0% | 16.6% | 10.6% | 2.7% | −1.6% | 5.9% | 4.7% |
| Interest | 4 | 2 | 3 | 4 | 4 | 4 | 4 | 4 |
| Profit before tax | 113 | 85 | 116 | 73 | 18 | -12 | 36 | 34 |
| Tax rate | 20.4% | 27.1% | 22.4% | 26.0% | 50.0% | 33.3% | 25.0% | 23.5% |
| Net profit | 90 | 62 | 91 | 54 | 9 | -8 | 27 | 26 |
| EPS ($ per share) | 1.28 | — | 1.30 | 0.77 | 0.13 | — | 0.39 | 0.38 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 153 | 130 | 124 | 102 | 88 | 88 | 86 | 85 |
| Reserves | 1,613 | 966 | 1,206 | 1,239 | 1,371 | 1,479 | 1,615 | 1,621 |
| Total liabilities | 814 | 834 | 842 | 955 | 916 | 880 | 885 | 896 |
| Fixed assets | 1,010 | 965 | 918 | 1,039 | 1,326 | 1,540 | 1,579 | 1,709 |
| Total assets | 2,514 | 1,835 | 2,086 | 2,194 | 2,350 | 2,437 | 2,556 | 2,627 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 511 | 159 | 659 | 1,484 | 1,144 | 316 | 605 | 382 |
| Cash from investing | -238 | -137 | -49 | -247 | -146 | -376 | -183 | -291 |
| Cash from financing | -317 | -717 | -272 | -1,388 | -982 | -77 | -292 | -141 |
| Net cash flow | -49 | -697 | 340 | -164 | 12 | -161 | 118 | -48 |
| Capital expenditure | -214 | -163 | -71 | -254 | -414 | -300 | -183 | -291 |
| Free cash flow | 297 | -4 | 588 | 1,230 | 730 | 16 | 422 | 91 |
Siding grew from 58% to 66% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Siding | 58% | — | 56% | 61% | 67% | 68% | 63% | 66% | -4.1% |
| OSB | 35% | 39% | 37% | 33% | 27% | — | 29% | 27% | -27.2% |
| All Other Segments | <1% | <1% | — | — | — | — | 8% | 6% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
80 filings between Nov 7, 2025 and Sep 1, 2026.
Purchases
$1.96M
2 purchases by 2 insiders
Sales
$15.35M
28 sales by 2 insiders
93% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Southern William Bradley | — | $15.16M | Feb 18, 2026 |
| GRASBERGER F NICHOLAS III | $1.71M | — | Feb 19, 2026 |
| Macadam Stephen E. | $249.8K | — | Nov 7, 2025 |
| Gottung Lizanne C | — | $191.4K | Jun 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Howald Aaron SVP, CFO | Award | 9,083 | $0 |
| Jul 1, 2026 | Hamill Anthony SVP, COO | Tax withheld | 1,064 | $83.7K |
| Jun 15, 2026 | Gottung Lizanne C Director | Other | 378 | $0 |
| Jun 15, 2026 | Gottung Lizanne C Director | Sale | 1,141 | $89.2K |
| May 8, 2026 | Ribieras JeanMichel Director | Award | 1,863 | $0 |
| May 8, 2026 | Macadam Stephen E. Director | Award | 1,863 | $0 |
| May 8, 2026 | GRASBERGER F NICHOLAS III Director | Award | 1,863 | $0 |
| May 8, 2026 | Gottung Lizanne C Director | Award | 1,863 | $0 |
| May 8, 2026 | BARRETT KELLY HEFNER Director | Award | 1,863 | $0 |
| May 8, 2026 | Silberhorn Ty R Director | Award | 1,863 | $0 |
| May 8, 2026 | Bayardo Jose A Director | Award | 1,863 | $0 |
| Apr 7, 2026 | Ringblom Jason Paul Chief Executive Officer | Tax withheld | 1,198 | $83.7K |
| Mar 10, 2026 | Gottung Lizanne C Director | Sale | 1,300 | $102.2K |
| Feb 19, 2026 | GRASBERGER F NICHOLAS III Director | Purchase | 20,000 | $1.71M |
| Feb 18, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 5,581 | $484.8K |
| Feb 18, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 707 | $63.4K |
| Feb 18, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 4,592 | $404.3K |
| Feb 18, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 3,286 | $291.9K |
| Feb 17, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 3,230 | $286.2K |
| Feb 17, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 293 | $25.5K |
| Feb 17, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 9,323 | $834.2K |
| Feb 17, 2026 | Southern William Bradley Chief Executive Officer | Sale 10b5-1 plan | 1,320 | $119.0K |
| Feb 13, 2026 | Sichling Craig M SVP, Chief Commercial Officer | Tax withheld | 173 | $16.2K |
| Feb 13, 2026 | Ringblom Jason Paul President | Tax withheld | 709 | $66.4K |
| Feb 13, 2026 | Daniel Nicole C SVP, General Counsel, Corp Sec | Tax withheld | 592 | $55.4K |
| Feb 13, 2026 | Southern William Bradley Chief Executive Officer | Tax withheld | 2,361 | $221.0K |
| Feb 13, 2026 | Davis Leslie E VP, Controller & CAO | Tax withheld | 115 | $10.8K |
| Feb 13, 2026 | Haughie Alan EVP, CFO | Tax withheld | 887 | $83.0K |
| Feb 12, 2026 | Haughie Alan EVP, CFO | Award | 8,196 | $0 |
| Feb 12, 2026 | Haughie Alan EVP, CFO | Award | 7,988 | $0 |
| Feb 12, 2026 | Sichling Craig M SVP, Chief Commercial Officer | Tax withheld | 691 | $64.9K |
| Feb 12, 2026 | Sichling Craig M SVP, Chief Commercial Officer | Award | 1,603 | $0 |
| Feb 12, 2026 | Ringblom Jason Paul President | Tax withheld | 3,019 | $283.5K |
| Feb 12, 2026 | Sichling Craig M SVP, Chief Commercial Officer | Award | 4,260 | $0 |
| Feb 12, 2026 | Daniel Nicole C SVP, General Counsel, Corp Sec | Award | 5,325 | $0 |
| Feb 12, 2026 | Ringblom Jason Paul President | Award | 7,672 | $0 |
| Feb 12, 2026 | Daniel Nicole C SVP, General Counsel, Corp Sec | Tax withheld | 1,512 | $142.0K |
| Feb 12, 2026 | Daniel Nicole C SVP, General Counsel, Corp Sec | Award | 3,843 | $0 |
| Feb 12, 2026 | Ringblom Jason Paul President | Award | 19,171 | $0 |
| Feb 12, 2026 | Davis Leslie E VP, Controller & CAO | Tax withheld | 124 | $11.6K |
| Feb 12, 2026 | Davis Leslie E VP, Controller & CAO | Award | 419 | $0 |
| Feb 12, 2026 | Davis Leslie E VP, Controller & CAO | Award | 1,385 | $0 |
| Feb 12, 2026 | Southern William Bradley Chief Executive Officer | Tax withheld | 16,475 | $1.55M |
| Feb 12, 2026 | Southern William Bradley Chief Executive Officer | Award | 41,852 | $0 |
| Feb 12, 2026 | Haughie Alan EVP, CFO | Tax withheld | 3,225 | $302.8K |
| Feb 12, 2026 | Hamill Anthony SVP, COO | Award | 6,710 | $0 |
| Feb 10, 2026 | Daniel Nicole C SVP, General Counsel, Corp Sec | Tax withheld | 572 | $55.2K |
| Feb 10, 2026 | Southern William Bradley Chief Executive Officer | Tax withheld | 3,919 | $378.5K |
| Feb 10, 2026 | Sichling Craig M SVP, Chief Commercial Officer | Tax withheld | 224 | $21.6K |
| Feb 10, 2026 | Haughie Alan EVP, CFO | Tax withheld | 1,221 | $117.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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