LPX Earnings Prediction
The chart below shows how LPX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LPX sees a +1.64% change in stock price 10 days leading up to the earnings, and a +3.00% change 10 days following the report. On the earnings day itself, the stock moves by +0.59%. This data can give you a slight idea of what to expect for the next quarter's release.
LPX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
--
--
--
Gross Margin
--
--
--
Operating Margin
--
--
--
Net Margin
--
--
--
EPS
--
--
--
No Data Available
LPX Earnings Analysis
Louisiana-Pacific Corp Corporation (LPX.N) Earnings Conference Call
Positive
Earnings Per Share Beat: Louisiana-Pacific Corporation reported an EPS of $1.03, exceeding expectations of $0.79, indicating strong financial performance.
Siding Sales Growth: Siding sales grew by 9% in Q4 and 17% for the full year, contributing to record net sales and EBITDA for the siding segment.
Sales and EBITDA Growth: The company achieved $2.9 billion in total sales and $688 million in EBITDA for the full year, representing increases of 14% and 44% respectively.
Shareholder Value Commitment: Louisiana-Pacific Corporation returned $286 million to shareholders through dividends and share repurchases, demonstrating a commitment to shareholder value.
Safety Performance Excellence: The company ended the year with a world-class total incident rate of 0.67, reflecting a strong focus on safety in operations.
EBITDA Margin Achievement: Siding achieved a long-term EBITDA margin target of 25% for the full year, despite a soft market, showcasing operational efficiency.
Capacity Expansion and Innovation: The company plans significant investments in capacity expansion and new product innovation to meet increasing demand, indicating a proactive growth strategy.
Revenue and EBITDA Projections: For 2025, Louisiana-Pacific Corporation expects revenue growth of 7% to 9%, with EBITDA projected between $425 million and $450 million, reflecting confidence in future performance.
Negative
Seasonal Slowdown Impact: Q4 saw a seasonal slowdown due to winter weather, impacting building activity and leading to a decline in OSB prices.
US Housing Starts Decline: Total US housing starts were down 4% for the year and 6% in Q4, indicating a challenging market environment.
Single-Family Starts Volatility: Single-family starts were down 5% in Q4, despite being up 7% for the full year, suggesting volatility in demand.
Decline in Repair Expenditures: Repair and remodeling expenditures were estimated to be down low to mid-single digits, reflecting a soft market for R&R.
OSB Segment Revenue Decline: OSB segment experienced a revenue and EBITDA loss of about $18 million due to lower prices in Q4, highlighting pricing pressures.
OSB Segment Performance Decline: Despite a strong year overall, the OSB segment's performance was below the declared cycle average quarterly EBITDA of $60 million in Q4.
Housing Market Outlook: The company anticipates flat housing starts for 2025, indicating a lack of growth in the market.
Tariff Impact Uncertainty: There is uncertainty regarding tariff impacts, which could affect future guidance and financial performance.
LPX FAQs
How does LPX typically perform around its earnings report dates?
Is Louisiana-Pacific Corp (LPX) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
LPX Earning Call Sentiment
Louisiana-Pacific Corporation (NYSE:LPX) Q4 2024 Earnings Call Transcript
LPX.N
-0.6%Positive
The earnings call reveals strong financial performance, with record sales and EBITDA growth. Despite some uncertainties about tariffs and capacity expansion costs, the company's strategic investments and shareholder returns are promising. The Q&A section reflects optimism, with management highlighting growth across product offerings and a positive outlook for the siding business. The absence of net debt and substantial liquidity further supports a positive sentiment. However, the lack of clarity on tariffs and expansion costs slightly tempers the overall positive outlook.
