Louisiana-Pacific (LPX) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Nov ...

In the latest market close, Louisiana-Pacific (LPX) reached $100.07, with a +0.43% movement compared to the previous day. The stock outpaced the S&P 500's daily loss of 0.92%. Meanwhile, the Dow experienced a drop of 0.96%, and the technology-dominated Nasdaq saw a decrease of 1.6%.The the stock of home construction supplier has fallen by 6.71% in the past month, lagging the Construction sector's loss of 1.67% and the S&P 500's gain of 2.68%.The investment community will be paying close attention to the ear ...

Louisiana-Pacific (LPX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this home construction supplier have returned -0.7%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Building Products - Wood industry, which Louisiana-Pacific falls in, has gained 0.3%. The key question now is: What could be the stock's f ...

Even the greatest investors aren't perfect. Warren Buffett said in his 2021 letter to Berkshire Hathaway shareholders, "I make many mistakes." Like any investor, he has sometimes failed to buy stocks he later wished he had. He has also sold stocks when he should have probably held onto them. We could have some recent examples of the latter type of error. Buffett sold 11 stocks in the second quarter of 2024. However, three of them have soared over 30% since the end of Q2. 1. Liberty Live Group Series A Berks ...

Louisiana-Pacific (LPX) closed at $106.95 in the latest trading session, marking a -1.16% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.97%. Meanwhile, the Dow experienced a rise of 0.3%, and the technology-dominated Nasdaq saw an increase of 1.45%. Heading into today, shares of the home construction supplier had gained 16.03% over the past month, outpacing the Construction sector's gain of 8.21% and the S&P 500's gain of 5.41% in that time. The investment commun ...

Louisiana-Pacific (LPX) ended the recent trading session at $106.81, demonstrating a +0.32% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.25%. Elsewhere, the Dow gained 0.2%, while the tech-heavy Nasdaq added 0.56%. Shares of the home construction supplier have appreciated by 8.89% over the course of the past month, outperforming the Construction sector's gain of 3.49% and the S&P 500's gain of 1.65%. Market participants will be closely foll ...

The latest trading session saw Louisiana-Pacific (LPX) ending at $101.54, denoting a +0.75% adjustment from its last day's close. The stock's change was more than the S&P 500's daily loss of 0.29%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq lost 0.31%. Prior to today's trading, shares of the home construction supplier had gained 9.15% over the past month. This has outpaced the Construction sector's gain of 6.37% and the S&P 500's gain of 1.57% in that time. The investment community will be p ...

The latest trading session saw Louisiana-Pacific (LPX) ending at $94.79, denoting a +0.57% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 0.75% for the day. Elsewhere, the Dow gained 0.58%, while the tech-heavy Nasdaq added 1%. The the stock of home construction supplier has risen by 0.18% in the past month, lagging the Construction sector's gain of 2.7% and the S&P 500's gain of 4.03%. The investment community will be paying close attention to the earn ...

Louisiana-Pacific Corporation (LPX) , or LP, an American building materials manufacturer, has rallied 30.1% in the past six months, outperforming the Zacks Building Products - Wood industry, the Zacks Construction sector and the S&P 500 Index. During the same time frame, the industry declined 10.1% while the sector and the S&P 500 Index grew 6.8% and 9.3%, respectively. Image Source: Zacks Investment Research The company is gaining from growth in new residential construction, a notable rise in repair and re ...

文章核心观点 - 公司应该继续保持良好的增长势头 [1][2] - 公司正专注于通过投资产能扩张、销售团队和营销来进一步提高市场份额 [2][7][8] - 公司与Lennar的合作带动了BuilderSeries产品线的增长,公司可以采用类似的策略与其他建筑商合作以获得更多订单 [2][9][10] - 随着未来几个月利率周期的反转,房地产市场有望复苏,这将有利于公司收入增长 [2][11] - 修缮和翻新市场前景也很有吸引力,现有住房库存老化将支撑中长期收入增长 [2][11] 收入分析和展望 - 第二季度公司销售额同比增长33.2%,主要得益于Siding和OSB业务的价格和销量增长 [3][6] - Siding业务收入同比增长29.7%,主要受益于价格上涨和销量增长 [3] - OSB业务收入同比增长53.3%,主要受益于价格上涨和产品结构改善 [3] - 南美业务销售额同比下降13.2%,主要受到价格下降和销量下降的影响 [4] 利润率分析和展望 - 第二季度公司调整后EBITDA利润率同比扩大1290个基点至28.1% [12] - Siding业务调整后EBITDA利润率同比增加690个基点至25.3% [13] - OSB业务调整后EBITDA利润率同比增加1950个基点至35.6% [14] - 南美业务调整后EBITDA利润率同比下降280个基点至21.7% [14] - 未来利润率有望受益于销量带来的杠杆效应、原材料价格下降以及向高毛利Siding和增值OSB业务转型 [17][18] 估值和评级 - 公司当前估值相比同行James Hardie有折价 [19] - 公司的木质纤维板Siding产品具有价格优势、安装更快捷和耐用性等优势,有望推动估值重新定价 [20] - 综合公司良好的增长前景和估值重新定价的潜力,给予公司买入评级 [20]