Louisiana-pacific Corp (LPX) · Nov 2, 2026 · Earnings

Louisiana-Pacific earnings beat as Siding rebounds, OSB losses narrow

Beat — Adjusted EPS $0.39 vs ~$0.20 consensus; revenue $691M vs ~$671M

Louisiana-Pacific earnings beat consensus as Siding returned to volume growth, while OSB losses narrowed and full-year guidance improved.

LP is trying to make Siding—especially SmartSide—a steadier growth engine while absorbing a severe OSB downturn. The prior quarter had already pointed to a third-quarter return to Siding growth, and LP had just expanded SmartSide distribution nationwide, so the direction was partly expected; the surprise is that the rebound arrived with a clear earnings beat.

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Revenue (Financial Statements)	$691M (+4.2%)	$663M	~$671M consensus
Adjusted diluted EPS (EPS reconciliation)	$0.39 (+5.4%)	$0.37	~$0.20 consensus
Siding revenue (Segment results — Siding)	$473M (+6.8%)	$443M	$460–470M guide
Siding Adjusted EBITDA (Segment results — Siding)	$119M (+1.7%)	$117M	$110–120M guide
OSB Adjusted EBITDA (Segment results — OSB)	$(24)M	$(27)M	$(45)M guide
FY2026 consolidated Adjusted EBITDA (Guidance)	$270–280M	—	$255–270M prior guide

Siding delivered the operational proof point LP needed. Siding revenue exceeded the company’s quarterly guide and volume rose to 477 million square feet from 468 million a year earlier, ending the recent volume slide. LP says the gain came from both higher prices and volumes, while the new distribution strategy is intended to widen SmartSide access. 〔0〕 The important caveat is that year-to-date Siding EBITDA was still down $15 million because lower volumes and higher input costs absorbed most of the pricing benefit.

The quarterly earnings beat was broad, not just a tax or one-time item. Adjusted diluted EPS of $0.39 was well above published estimates around $0.20–$0.21, while revenue also topped estimates around $671–674 million. LP’s reported Adjusted EBITDA was flat year over year overall, but the mix improved: Siding grew modestly, OSB’s loss narrowed, and the quarter avoided the prior year’s impairment charge. The underlying signal is therefore better than the headline consolidated EBITDA growth suggests, though not a full earnings recovery.

OSB remains the structural drag, but the damage was less severe than LP had guided. OSB still lost $24 million of Adjusted EBITDA, with structural-solutions shipments down 10% and pricing pressure continuing. Yet that loss was materially better than the $45 million quarterly loss embedded in the prior outlook, helped by lower inventory-reserve adjustments. This is stabilization, not a turnaround: year-to-date OSB Adjusted EBITDA was negative $58 million versus positive $46 million last year.

Full-year guidance moved in the right direction, mainly because the Siding and OSB assumptions improved. LP raised the consolidated Adjusted EBITDA range to $270–280 million from $255–270 million, lifted the Siding EBITDA range modestly, cut the expected OSB loss to $95 million from $120 million, and reduced planned capital spending to roughly $300 million from roughly $320 million. That makes the quarter more than a simple beat: it modestly improves the near-term business path, even though full-year Siding sales are still expected to decline about 1% and OSB remains loss-making.

Bottom line: This was a clearly better quarter than expected and the first convincing sign that Siding’s volume problem is easing. It strengthens LP’s current story, but does not yet overturn the larger picture because OSB and year-to-date performance remain weak.

What to watch next

Q4 earnings report, early February 2027

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

Bull 58%Neu 27%Bear 15%

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Louisiana-Pacific earnings beat as Siding rebounds, OSB losses narrow

What to watch next

More Louisiana-pacific Corp news

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