Louisiana-Pacific (LPX)
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-10-29
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-10-29
Research Workspace
Put LPX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating income improves to at least $34 million in Q1 2026: Operating income: $31M.
View ThesisRevenue is contracting — down about 14% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 38%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 34% in its worst 12-month stretch.
View RiskLPX depends on strong recent performance, though its revenue growth turned negative in Q2 FY2026. Revenue fell 12% year over year, and non-GAAP earnings missed consensus by 31%. LPX trades at 63× P/E versus a 17× peer median. Expectations look modest against our view, despite that wide valuation gap. The Q1 2026 operating-income pillar remains under pressure: reported income was $31 million. Our model puts the next-quarter miss probability near 34%. Peer multiples imply a price roughly in line with where it trades (about fair). This read is provisional.
Trailing returns as of 2026-10-29. LPX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering LPX (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for LPX in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LPX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Materials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put LPX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain and grow Siding segment revenue and margins
Weaker results may hinder Siding segment revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $73.46
The last 12 months of price, then the range of analyst 12-month targets from today’s $73.46.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Provide revenue guidance for 2026
Analyst rating supports revenue growth expectations for 2026.
Advances: Provide revenue guidance for 2026
Earnings beat and guidance up support growth objectives.

Advances: Focus on improving operating income
Earnings top and margin rise enhance operating income.