← BackLOUISIANA-PACIFIC CORP · Lumber & Wood ProductsLPX
Low riskNext report: Around Nov 4 (est.)
The short versionA profitable company with shrinking sales. Institutions are adding.
Going well
- Profitable
- Brings in more cash than it spends
- Buying back shares: share count down 10% in 3 years
Watch out for
- Sales down 12% in the latest quarter vs a year ago
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 5.5% to their holdings in the quarter ending June 2026 (223 bought, 167 sold)
- Held by Warren Buffett (Berkshire Hathaway), Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$72.06-2.3% that day
- Company value
- $5.0B
- Share price times all shares
- Price vs profit (P/E)
- 92.4x
- You pay about $92 for each $1 of yearly profit
- Price vs sales
- 2.0x
- Company value is 2.0 times a year of sales
- Dividend yield
- 0.4%
- Yearly dividend as a share of today's price
- Cash vs value
- 5%
- Cash as a share of company value
- Debt vs value
- 7%
- Debt as a share of company value
From LPX's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$664.0M-12% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.5B, down 14% from the 12 months before. Over 5 years, sales grew about 2.5% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.6%
- PassDebt under half of equityNot relying on borrowed money.0.20x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.5.4%
- MissProfitable every yearSteady profits, not one good year.9 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$91.0M
- PassShare count not growingNot diluting owners. Falling means buybacks.-10.3% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.21.8%
- Revenue
- $2.7B
- -7.9% vs prior year
- 5-year growth
- +2.5%/yr
- revenue, per year
- Total debt
- $348.0M
- 0.20x equity
- Current ratio
- 2.78x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $664.0M
- -12.1% YoY
- EPS
- $0.38
- vs $0.77
- Op. margin
- 4.7%
- -5.9 pts
- Gross margin
- 17.5%
- -6.1 pts
- Free cash flow
- $81.0M
- Share count
- 0.0%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.5
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+5.5%Institutions added 5.5% to their holdings. 223 bought, 167 sold.
Shares held by institutions73.9M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.2x · $348.0M debtShares outstandingLatest reported
70MNext reportAround Nov 4 (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 6
- Results filedFeb 17
- Results filedNov 5, 2025
- Results filedAug 6, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardAaron HowaldSVP, CFO
9,083 shares
- +36% of holdings
- Now owns 34,338 shares
- Filed 2 days after trade
Shares withheld for taxesAnthony HamillSVP, COO
1,064 shares at $78.66 · $84K
- -4% of holdings
- Now owns 23,937 shares
- Filed 5 days after trade
SoldLizanne M BruceDirector
1,141 shares at $78.21 · $89K
- -6% of holdings
- Now owns 17,895 shares
- Not a pre-planned sale
- Filed 1 day after trade
- Also: Other transfer
Stock awardKelly Hefner BarrettDirector
1,863 shares
- +103% of holdings
- Now owns 3,675 shares
- Filed 3 days after trade