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Jun 30, 2025
Louisiana-Pacific Q2 2025 Earnings Report
Louisiana-Pacific reported its financial results for the second quarter of 2025, with a decrease in consolidated net sales and net income compared to the prior year, primarily due to challenging OSB market conditions, while the Siding segment achieved record sales.
Key Takeaways
Louisiana-Pacific Corporation experienced a challenging second quarter in 2025, with consolidated net sales decreasing by $60 million to $755 million and net income falling by $106 million to $54 million. This decline was largely driven by a significant decrease in OSB net sales due to lower commodity prices. However, the Siding segment demonstrated strong performance, with net sales increasing by 11% to $460 million, setting new records for sales volume, sales revenue, and EBITDA.
Consolidated net sales decreased by $60 million to $755 million in Q2 2025 compared to Q2 2024.
Net income for Q2 2025 was $54 million, a decrease of $106 million year-over-year.
Siding net sales increased by $45 million (11%) to $460 million, driven by higher volumes and prices.
OSB net sales decreased by $101 million to $250 million, primarily due to a decline in prices.
Revenue by Segment
Forward Guidance
LP is providing financial guidance for the third quarter of 2025 and full year 2025, anticipating continued growth in Siding net sales and Adjusted EBITDA, while OSB Adjusted EBITDA is expected to remain negative.
Positive Outlook
- Siding Net Sales Year-Over-Year Growth for Q3 2025 is expected to be approximately $430 million (~3% growth).
- Full Year 2025 Siding Net Sales are projected to be approximately $1.7 billion (~9% growth).
- Siding Adjusted EBITDA for Q3 2025 is estimated at approximately $110 million (~26% margin).
- Full Year 2025 Siding Adjusted EBITDA is expected to be approximately $430 million (~25% margin).
- Total Capital Expenditures for full year 2025 are projected at approximately $350 million, with $180 million for strategic growth and $170 million for sustaining maintenance.
Challenges Ahead
- OSB Adjusted EBITDA for Q3 2025 is expected to be approximately $(45) million.
- Full Year 2025 OSB Adjusted EBITDA is projected to be approximately $(25) million.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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