LPXLOUISIANA-PACIFIC CORP
Lumber & Wood Products (no Furniture)
- Revenue
- $2.7B
- 7.9% YoY
- Operating margin
- 7.7%
- 57% YoY
- EBITDA
- $347M
- 47% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.3×
- $120M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear262% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear36% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.9B | $3.9B | $2.6B | $2.9B | $2.7B | 7.9% |
| Operating income | $1.7B | $1.3B | $287M | $530M | $209M | 61% |
| Net income | $1.4B | $1.1B | $178M | $420M | $146M | 65% |
| Operating cash flow | $1.5B | $1.1B | $316M | $605M | $382M | 37% |
| Capex | $254M | $414M | $300M | $183M | $291M | 59% |
| Stock-based comp | — | — | $13M | $20M | $30M | 50% |
| Buybacks | $1.3B | $900M | $0 | $212M | $61M | 71% |
| Dividends | $66M | $69M | $69M | $74M | $78M | 5.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $250K · 1
- Open-market sells, 12 mo
- $102K · 1
- Net
- $148K
Pay vs performance
No pay-versus-performance disclosure yet.