LOUISIANA-PACIFIC CORP (LPX) SEC Filings

LOUISIANA-PACIFIC CORP (LPX) reported the initial ownership of its Senior Vice President and Chief Financial Officer, Aaron Howald, on a Form 3. He reports direct ownership of 25,255 shares of common stock, including 3,298 shares underlying unvested restricted stock units granted under the Louisiana-Pacific Corporation 2022 Omnibus Stock Award Plan. He also reports indirect ownership of 3,624 shares of common stock held through a 401(k) plan.

Louisiana-Pacific Corporation (LPX) announced that it will indefinitely curtail oriented strand board (OSB) production at its Jasper, Texas facility beginning in October 2026 in response to soft demand. The Jasper mill has annual OSB production capacity of approximately 475 million square feet on a 3/8-inch basis.

LP expects to incur about $4 million to $6 million of severance and other one-time costs related to the curtailment in 2026, with the estimate subject to change as actions are implemented. The company states it will support affected employees with job search and transition assistance and may consider restarting curtailed capacity if market conditions improve.

T. Rowe Price Associates, Inc. reports beneficial ownership of common stock of Louisiana-Pacific Corporation. The firm reports holding 3,200,102 shares of common stock, representing 4.6% of the class as of June 30, 2026.

T. Rowe Price Associates indicates sole voting power over 3,017,317 shares and sole dispositive power over 3,200,102 shares, with no shared voting or dispositive power. The filing states that ownership is 5 percent or less of the class and explicitly denies beneficial ownership of the securities referred to, notwithstanding the reporting of these positions.

Louisiana-Pacific Corporation reported weaker results for the quarter and six months ended June 30, 2026. Net sales were $664 million for the quarter and $1.239 billion year‑to‑date, with net income of $26 million (diluted EPS $0.38) and $53 million (diluted EPS $0.76), below 2025 levels.

Siding remained profitable but softened: segment net sales were $441 million in Q2 (down 4%), with Adjusted EBITDA of $113 million, as higher prices offset lower volumes. OSB conditions were significantly tougher; segment net sales fell to $182 million (down 27%) and Adjusted EBITDA moved to a $21 million loss, driven by lower prices and volumes. Consolidated Adjusted EBITDA was $79 million for Q2 and $161 million year‑to‑date.

Year‑to‑date operating cash flow declined to $102 million, while capital expenditures reached $120 million. At June 30, 2026, cash and cash equivalents were $228 million and long‑term debt was $348 million, with no borrowings under a $750 million revolving credit facility. U.S. single‑family housing starts were modestly lower, while multi‑family starts increased.

Louisiana-Pacific Corporation reported softer results for the quarter ended June 30, 2026. Net sales were $664 million, down $90 million year over year, with Siding at $441 million (4% lower) and OSB at $182 million. Net income fell to $26 million, or $0.38 per diluted share, and Adjusted EBITDA declined to $79 million, reflecting weaker OSB prices and volumes, lower Siding volumes, and higher input costs, partly offset by higher Siding pricing and the absence of prior-year impairments.

For the first six months of 2026, net sales were $1,239 million and net income $53 million, both down from 2025 as Adjusted EBITDA fell to $161 million. Cash from operating activities was $140 million in the quarter, supporting $59 million of capital spending, $21 million of dividends, and total liquidity of about $1 billion. Management reaffirmed full-year Siding guidance, expects Siding to return to volume and revenue growth in the third quarter, but projects negative OSB Adjusted EBITDA and consolidated Adjusted EBITDA of $50–60 million for the third quarter and $255–270 million for 2026.

Louisiana-Pacific Corporation’s Board of Directors has declared a quarterly cash dividend of $0.30 per share for common stockholders. The dividend is payable on August 28, 2026, to stockholders of record as of August 14, 2026.

Louisiana-Pacific, also known as LP Building Solutions, manufactures engineered wood and other high-performance building products and operates over 20 manufacturing facilities across North and South America.

LOUISIANA-PACIFIC CORP SVP, COO Anthony Hamill reported a routine tax-related share disposition. On July 1, 2026, 1,064 shares of common stock were withheld at $78.66 per share to cover tax obligations. After this transaction, he directly holds 23,937 shares of common stock.

A footnote explains that his current holdings include 156 shares credited as dividend equivalents on outstanding restricted stock units and 94 shares acquired through Louisiana-Pacific Corporation's 2019 Employee Stock Purchase Plan since his last Form 4 filing.

Louisiana-Pacific Corporation director Lizanne M. Bruce reported a combination of restructuring and sale transactions involving the company’s common stock. She completed an open-market sale of 1,141 shares at a price of $78.21 per share. In a separate transaction coded as an “other acquisition or disposition,” 378 shares were transferred to her ex-spouse under a divorce decree, and those securities are noted as not being beneficially owned by her. The filing also notes that her current holdings include 7 additional shares credited as dividend equivalents on outstanding restricted stock units since her prior Form 4.

Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting a proposed sale of 1,141 shares of Common Stock tied to restricted stock vesting under a registered plan. The form lists the vesting date 05/15/2025 and a record field showing $89,237.72 alongside other form data. The securities are listed for trading on NYSE.