Northeast Bank

Why Is Louisiana-Pacific (LPX) Down 10.8% Since Last Earnings Report?

Louisiana-Pacific reported weak Q2 2026 results with earnings missing consensus by 31% and sales missing by 1.5%, driven by lower OSB prices/volumes and softer siding volumes. The stock has declined 10.8% since the earnings report. Management provided Q3 guidance expecting OSB losses of $45 million and consolidated adjusted EBITDA of $50-60 million. Analyst estimates have trended downward 40.5% post-earnings, and the stock received a Zacks Rank #5 (Strong Sell) rating.