What Louisiana-Pacific (LPX) Said on Its Q3 Earnings Call

Impact · against what's priced in

LPX is facing a divergence between its record-breaking siding performance and a deteriorating OSB business, with mill curtailments signaling a pessimistic outlook for 2027. While siding margins remain healthy despite inflation, the indefinite closure of the Jasper mill suggests structural demand headwinds that outweigh short-term revenue records.

LPX−0.20

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In context

Indefinite curtailment of the Jasper mill and temporary idling of Maniwaki suggest management expects a severe demand drop through FY2027, offsetting the record $473 million in Q3 siding revenue.

Read from the article alone

• earnings
• supply chain
• inflation
• BXC
• LPX
• WY
• building materials
• capacity reduction
• housing
• osb
• siding