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Sep 30, 2025
Louisiana-Pacific Q3 2025 Earnings Report
Louisiana-Pacific reported a sharp decline in earnings for Q3 2025 as net income dropped significantly due to lower OSB pricing and volume.
Key Takeaways
Louisiana-Pacific faced a challenging third quarter with notable declines in OSB segment performance, which led to a steep drop in net income and adjusted EBITDA. However, the Siding segment remained resilient with revenue growth, driven by higher selling prices.
Net income fell to $9 million, down from $90 million a year ago
EPS dropped to $0.13 with adjusted EPS at $0.36
Siding segment revenue increased by $22 million to $443 million
OSB segment reported a $74 million revenue decline and a negative adjusted EBITDA
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
LP reaffirmed full-year adjusted EBITDA guidance for Siding while projecting negative EBITDA for OSB in Q4. Total Q4 consolidated adjusted EBITDA is expected to be approximately $32 million.
Positive Outlook
- Q4 2025 siding net sales expected to be ~$370 million
- Q4 siding adjusted EBITDA forecasted at ~$82 million
- Full-year siding adjusted EBITDA reaffirmed at ~$430 million
- Siding expected to maintain strong margin (~26%)
- Stable outlook supported by pricing strength in siding
Challenges Ahead
- Q4 OSB adjusted EBITDA projected to be negative ~$45 million
- OSB performance remains weak due to low market pricing
- Total consolidated adjusted EBITDA guidance for Q4 is modest at $32 million
- Full-year OSB EBITDA is expected to be ~$0
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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