LPX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03

Price $65.29

Market Cap (MRQ) $4.57B

P/E (TTM) 83.7

EPS (TTM) $0.78

Revenue (TTM) $2.47B

Div Yield 1.4%

ROE (TTM) 3.1%

Debt/Equity 0.2

52W Range $62–$100

LPX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04

range

bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 2

Ex-date	Split	Type
June 9, 1993	2-for-1	Forward
June 8, 1992	3-for-2	Forward

10-Year Performance Revenue, net income, margins and EPS trends

06

Revenue$2.71B

2016-12-31 → 2025-12-31

EPS$2.08

2016-12-31 → 2025-12-31

Free Cash Flow$91M

2016-12-31 → 2025-12-31

Net margin2.2%

2016-12-31 → 2025-12-31

Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric	LPX	5Y avg	Peer Median	Verdict
P/E (TTM)	83.75Y avg ≈19.0	≈19.0	·	·
P/S (TTM)	1.95Y avg ≈1.9	≈1.9	·	·
P/B (MRQ)	2.65Y avg ≈3.9	≈3.9	·	·
EV / EBITDA	15.85Y avg ≈9.3	≈9.3	·	·
Price / FCF (TTM)	-217.65Y avg ≈82.0	≈82.0	·	·
Price / Cash Flow (TTM)	17.75Y avg ≈10.2	≈10.2	·	·
EV / Revenue	2.15Y avg ≈1.9	≈1.9	·	·
EV / FCF	61.65Y avg ≈83.7	≈83.7	·	·
Price / Tangible Book	3.25Y avg ≈4.0	≈4.0	·	·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric	LPX	5Y avg	Peer Median	Verdict
Gross Margin (TTM)	18.0%5Y avg ≈31.5%	≈31.5%	·	·
Operating Margin (TTM)	3.0%5Y avg ≈21.9%	≈21.9%	·	·
EBITDA Margin (TTM)	9.1%5Y avg ≈25.9%	≈25.9%	·	·
Pretax Margin (TTM)	3.1%5Y avg ≈21.1%	≈21.1%	·	·
Net Profit Margin (TTM)	2.2%5Y avg ≈17.0%	≈17.0%	·	·
ROA (TTM)	2.1%5Y avg ≈28.4%	≈28.4%	·	·
ROE (TTM)	3.1%5Y avg ≈45.3%	≈45.3%	·	·
ROIC	7.5%5Y avg ≈35.9%	≈35.9%	·	·

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric	LPX	5Y avg	Peer Median	Verdict
Debt / Equity	0.25Y avg ≈0.2	≈0.2	·	·
Current Ratio (MRQ)	3.25Y avg ≈2.7	≈2.7	·	·
Quick Ratio	1.45Y avg ≈1.5	≈1.5	·	·
Long-Term Debt / Equity	0.25Y avg ≈0.2	≈0.2	·	·
Interest Coverage	12.35Y avg ≈55.6	≈55.6	·	·

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric	LPX	5Y avg	Peer Median	Verdict
Revenue YoY	-7.9%5Y avg ≈6.9%	≈6.9%	·	·
Revenue CAGR 3Y	-11.1%5Y avg ≈-5.9%	≈-5.9%	·	·
Revenue CAGR 5Y	2.5%	·	·	·
EPS YoY	-64.7%5Y avg ≈41.4%	≈41.4%	·	·
Net Income YoY	-65.2%5Y avg ≈28.4%	≈28.4%	·	·
EPS CAGR 3Y	-46.9%5Y avg ≈-30.0%	≈-30.0%	·	·
EPS CAGR 5Y	-14.1%	·	·	·
Net Income CAGR 3Y	-48.8%5Y avg ≈-36.8%	≈-36.8%	·	·
Net Income CAGR 5Y	-21.8%	·	·	·

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric	LPX	5Y avg	Peer Median	Verdict
EPS (Diluted)	$2.085Y avg ≈$7.68	≈$7.68	·	·
Revenue / Share	$38.695Y avg ≈$42.36	≈$42.36	·	·
Cash Flow / Share	$5.465Y avg ≈$9.64	≈$9.64	·	·
Cash / Share	$4.175Y avg ≈$4.29	≈$4.29	·	·

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric	LPX	5Y avg	Peer Median	Verdict
Asset Turnover	1.05Y avg ≈1.4	≈1.4	·	·
Inventory Turnover	5.95Y avg ≈6.7	≈6.7	·	·
Receivables Turnover	21.05Y avg ≈22.0	≈22.0	·	·
Revenue / Employee	≈$629.8K	·	·	·

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13

Dividend Yield1.4%

Payout Ratio53.4%

Annualized Payout≈$1.20Paid quarterly

5Y Div CAGR≈14.1%Per share, split-adjusted

Growth Streak≈6Consecutive years of dividend growth

Ex-date	Amount	Currency	Yield
Aug 14, 2026	$0.30	USD	≈1.6%
May 14, 2026	$0.30	USD	≈1.6%
Feb 27, 2026	$0.30	USD	≈1.3%
Nov 14, 2025	$0.28	USD	≈1.5%
Aug 15, 2025	$0.28	USD	≈1.1%
May 20, 2025	$0.28	USD	≈1.2%
Feb 27, 2025	$0.28	USD	≈1.1%
Nov 20, 2024	$0.26	USD	≈0.93%
Aug 20, 2024	$0.26	USD	≈1.1%
May 21, 2024	$0.26	USD	≈1.1%
Feb 22, 2024	$0.26	USD	≈1.4%
Nov 9, 2023	$0.24	USD	≈1.7%
Aug 10, 2023	$0.24	USD	≈1.5%
May 11, 2023	$0.24	USD	≈1.5%
Mar 9, 2023	$0.24	USD	≈1.6%
Nov 8, 2022	$0.22	USD	≈1.6%
Aug 17, 2022	$0.22	USD	≈1.4%
May 11, 2022	$0.22	USD	≈1.2%
Feb 25, 2022	$0.22	USD	≈1.1%
Nov 5, 2021	$0.18	USD	≈1.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14

Avg Surprise 61.2%

Next Report Nov 03, 2026

Period	Report	EPS Actual	EPS Est	Surprise
June 30, 2026	Aug 4, 2026	$0.40	$0.60	-33.6%
March 31, 2026		$0.38	$0.12	218.0%
Dec. 31, 2025		$0.03	$0.01	197.0%
Sept. 30, 2025		$0.36	$0.42	-14.2%
June 30, 2025		$0.99	$1.06	-6.5%
March 31, 2025		$1.27	$1.19	6.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15

Income Statement 17

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.71B	$2.94B	$2.58B	$3.85B	$3.92B	$2.40B	$2.31B	$2.83B	$2.73B	$2.23B	$1.89B	$1.94B
Cost of Revenue	$2.12B	$2.11B	$1.99B	$2.35B	$1.95B	$1.57B	$2.01B	$2.08B	$2.00B	$1.83B	$1.68B	$1.76B
Gross Profit	$589M	$832M	$593M	$1.50B	$1.96B	$833M	$303M	$744M	$736M	$404M	·	·
SG&A Expense	$329M	$291M	$257M	$264M	$223M	$195M	$230M	$209M	$191M	$185M	$153M	$150M
Operating Expenses	·	·	·	·	·	·	·	·	$2.21B	$2.03B	$1.96B	$2.01B
Operating Income	$209M	$530M	$287M	$1.25B	$1.73B	$615M	$-20M	$526M	$533M	$210M	$-63M	$-78M
Interest Expense	$17M	$14M	$17M	$14M	$15M	$17M	$18M	$19M	$20M	$32M	$31M	$30M
Interest Income	·	·	·	·	·	·	·	$18M	$10M	$8M	$5M	$6M
Other Non-op	$-15M	$9M	$-43M	$-97M	$-22M	$4M	$6M	$-4M	$-14M	$-21M	$-5M	$-3M
Pretax Income	$196M	$560M	$252M	$1.16B	$1.70B	$605M	$-23M	$521M	$510M	$170M	$-89M	$-101M
Income Tax	$50M	$140M	$74M	$274M	$402M	$121M	$-13M	$122M	$119M	$20M	$-3M	$-27M
Net Income	$146M	$420M	$178M	$1.09B	$1.38B	$499M	$-5M	$395M	$390M	$150M	$-88M	$-75M
EPS (Basic)	$2.09	$5.91	$2.47	$13.94	$14.19	$4.48	$-0.04	$2.76	$2.70	$1.04	$-0.62	$-0.53
EPS (Diluted)	$2.08	$5.89	$2.46	$13.87	$14.09	$4.46	$-0.04	$2.73	$2.66	$1.03	$-0.62	$-0.53
Shares (Basic)	70,000,000	71,000,000	72,000,000	78,000,000	97,000,000	111,000,000	123,000,000	143,000,000	144,000,000	143,400,000	142,400,000	141,100,000
Shares (Diluted)	70,000,000	71,000,000	72,000,000	78,000,000	98,000,000	112,000,000	123,000,000	144,000,000	146,000,000	145,300,000	142,400,000	141,100,000
EBITDA	$354M	$656M	$406M	$1.37B	$1.94B	$742M	$103M	$526M	$523M	$204M	$-63M	$-78M

Balance Sheet 29

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$292M	$340M	$222M	$369M	$358M	$535M	$181M	$878M	$928M	$659M	$435M	$533M
Receivables	$127M	$131M	$155M	$127M	$169M	$184M	$164M	$128M	$142M	$108M	$96M	$108M
Inventory	$363M	$357M	$378M	$337M	$278M	$259M	$265M	$273M	$259M	$235M	$222M	$230M
Prepaid Expense	$28M	$27M	$23M	$20M	$17M	$15M	$9M	$8M	$8M	$6M	$7M	$25M
Current Assets	$809M	$855M	$778M	$854M	$890M	$993M	$619M	$1.29B	$1.36B	$1.01B	$769M	$950M
PP&E (Net)	$1.71B	$1.58B	$1.54B	$1.33B	$1.04B	$918M	$965M	$1.01B	$926M	$891M	$862M	$851M
PP&E (Gross)	$3.65B	$3.42B	$3.29B	$3.00B	$2.64B	$2.56B	$2.53B	$2.60B	$2.59B	$2.47B	$2.39B	$2.32B
Accum. Depreciation	$1.94B	$1.84B	$1.75B	$1.67B	$1.60B	$1.64B	$1.56B	$1.59B	$1.66B	$1.58B	$1.53B	$1.46B
Goodwill	$19M	$19M	$19M	$19M	$19M	$25M	$30M	$16M	$16M	$10M	$10M	$10M
Intangibles	·	$30M	$32M	$45M	$49M	$55M	$61M	$51M	$55M	·	·	·
Other Non-current Assets	$25M	$20M	$20M	$24M	$25M	$24M	$69M	$62M	$57M	$22M	$23M	$23M
Total Assets	$2.63B	$2.56B	$2.44B	$2.35B	$2.19B	$2.09B	$1.83B	$2.51B	$2.45B	$2.03B	$2.18B	$2.35B
Accounts Payable	$285M	$287M	$254M	$317M	$304M	$268M	$242M	$234M	$237M	$192M	$140M	$168M
Accrued Liabilities	·	·	·	·	$45M	$44M	$34M	$30M	$24M	$19M	$14M	$16M
Short-term Debt	·	·	·	·	·	·	·	·	·	$0	·	·
Current Liabilities	$291M	$299M	$259M	$336M	$351M	$286M	$244M	$262M	$270M	$229M	$143M	$173M
Capital Leases	$22M	$24M	$25M	$41M	$44M	$32M	$36M	$0	·	·	·	·
Deferred Tax	$177M	$145M	$162M	$113M	$86M	$78M	$73M	$62M	$33M	$28M	$100M	$140M
Other Non-current Liabilities	$33M	$43M	$61M	$53M	$63M	$86M	$125M	$134M	$178M	$192M	$150M	$154M
Total Liabilities	$896M	$885M	$880M	$916M	$955M	$842M	$834M	$814M	·	·	·	·
Long-term Debt	$348M	$348M	$347M	$346M	$346M	$348M	$348M	$352M	$376M	$377M	$754M	$762M
Total Debt	$348M	$348M	$347M	$346M	$346M	$348M	$348M	$352M	$376M	$377M	$754M	$762M
Common Stock	$85M	$86M	$88M	$88M	$102M	$124M	$130M	$153M	$153M	$153M	$153M	$153M
Retained Earnings	$1.62B	$1.61B	$1.48B	$1.37B	$1.24B	$1.21B	$966M	$1.61B	$1.28B	$890M	$724M	$812M
Treasury Stock	$385M	$386M	$386M	$388M	$390M	$397M	$406M	$378M	$178M	$189M	$211M	$225M
AOCI	$-98M	$-122M	$-89M	$-99M	$-174M	$-151M	$-153M	$-146M	$-122M	$-137M	$-146M	$-131M
Stockholders' Equity	$1.73B	$1.67B	$1.56B	$1.43B	$1.24B	$1.23B	$991M	$1.70B	$1.60B	$1.20B	$1.02B	$1.12B
Liabilities + Equity	$2.63B	$2.56B	$2.44B	$2.35B	$2.19B	$2.09B	$1.83B	$2.51B	$2.45B	$2.03B	$2.18B	$2.35B
Shares Outstanding	70,000,000	86,000,000	88,000,000	88,000,000	102,000,000	124,000,000	130,000,000	153,000,000	153,000,000	153,000,000	153,000,000	152,800,000

Cash Flow 20

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$145M	$126M	$119M	$132M	$114M	$102M	$118M	$116M	$123M	$3M	$0	$0
Stock-based Comp	$30M	$20M	$13M	·	·	·	·	$9M	$10M	$13M	$9M	$9M
Deferred Tax	$24M	$-4M	$44M	$1M	$7M	$2M	$10M	$27M	$1M	$-55M	$-2M	$-24M
Amort. of Intangibles	·	$3M	$4M	$5M	$5M	$5M	$5M	$4M	$3M	$3M	$3M	$-3M
Restructuring	$6M	$2M	$8M	$0	$0	$-8M	·	·	·	·	·	·
Other Non-cash	$37M	$63M	$-25M	$-67M	$-14M	$52M	$31M	·	·	·	$110M	$37M
Operating Cash Flow	$382M	$605M	$316M	$1.14B	$1.48B	$659M	$159M	$511M	$474M	$342M	$29M	$-53M
CapEx	$291M	$183M	$300M	$414M	$254M	$71M	$163M	$214M	$149M	$125M	$114M	$80M
Investing Cash Flow	$-291M	$-183M	$-376M	$-146M	$-247M	$-49M	$-137M	$-238M	$-199M	$285M	$-116M	$-64M
Debt Issued	·	·	·	·	·	·	·	$0	$0	$350M	$0	$0
Net Debt Issued	$0	$0	$-80M	$0	$-359M	$-350M	$-5M	$-25M	$-3M	$-392M	$-2M	$-2M
Stock Issued	·	·	·	·	·	·	·	·	$-400.0K	$-100.0K	$700.0K	$0
Stock Repurchased	$61M	$212M	$0	$900M	$1.30B	$200M	$638M	$212M	$0	$0	·	·
Net Stock Activity	$-61M	$-212M	$0	$-900M	$-1.30B	$-200M	$-638M	$-212M	$-400.0K	$-100.0K	$700.0K	$-100.0K
Dividends Paid	$78M	$74M	$69M	$69M	$66M	$65M	$65M	$74M	$0	$0	·	·
Financing Cash Flow	$-141M	$-292M	$-77M	$-982M	$-1.39B	$-272M	$-717M	$-317M	$-9M	$-407M	$-4M	$-4M
Net Change in Cash	$-48M	$118M	$-161M	$12M	$-164M	$340M	$-697M	$-49M	$269M	$224M	$-98M	$-124M
Taxes Paid	$42M	$124M	$65M	$320M	$421M	$70M	$20M	$90M	$-143M	·	·	·
Free Cash Flow	$91M	$422M	$16M	$732M	$1.23B	$582M	$-4M	$296M	$325M	$218M	$-85M	$-133M
Levered FCF	$78M	$412M	$4M	$721M	$1.22B	$568M	$-12M	$284M	$310M	$189M	$-115M	$-155M

Profitability 8

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	21.8%	28.3%	23.0%	38.9%	45.5%	31.1%	13.1%	26.3%	·	·	·	·
Operating Margin	7.7%	18.0%	11.1%	32.4%	40.1%	22.8%	-0.87%	18.6%	19.1%	9.1%	-3.3%	-4.0%
Net Margin	5.4%	14.3%	6.9%	28.2%	30.2%	17.9%	-0.22%	14.0%	14.3%	6.7%	-4.7%	-3.9%
Pretax Margin	7.2%	19.0%	9.8%	30.1%	39.5%	22.3%	-1.0%	18.4%	18.7%	7.6%	-4.7%	-5.2%
EBITDA Margin	13.1%	22.3%	15.7%	35.6%	42.6%	26.6%	4.5%	18.6%	19.1%	9.1%	-3.3%	-4.0%
ROA	5.6%	16.8%	7.4%	47.8%	64.3%	25.4%	-0.23%	15.9%	17.4%	7.1%	-3.9%	-3.1%
ROE	8.4%	25.2%	11.6%	75.3%	105.8%	42.0%	-0.45%	22.5%	27.8%	13.5%	-8.3%	-6.4%
ROIC	7.5%	19.7%	10.7%	53.6%	88.0%	32.1%	-0.65%	19.6%	20.3%	11.5%	-3.5%	-3.0%

Liquidity & Solvency 5

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.8	2.9	3.0	2.5	2.5	3.5	2.5	4.9	5.0	4.4	5.4	5.5
Quick Ratio	1.4	1.6	1.5	1.5	1.6	2.5	1.4	3.8	4.0	3.4	3.7	3.7
Debt / Equity	0.2	0.2	0.2	0.2	0.3	0.3	0.4	0.2	0.2	0.3	0.7	0.7
LT Debt / Equity	0.2	0.2	0.2	0.2	0.3	0.3	0.4	0.2	0.2	0.3	0.7	0.7
Interest Coverage	12.3	37.9	16.9	89.3	121.6	37.4	-1.1	33.3	27.1	6.4	-2.0	-2.6

Efficiency 3

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.0	1.2	1.1	1.7	2.1	1.4	1.1	1.1	1.2	1.1	0.8	0.8
Inventory Turnover	5.9	5.7	5.6	7.7	8.5	7.3	7.5	7.8	7.6	7.6	7.4	7.7
Receivables Turnover	21.0	20.6	18.3	26.0	24.3	16.0	15.8	20.9	21.8	21.8	18.5	20.7

Per Share 7

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$24.73	$23.87	$21.58	$19.97	$14.42	$11.02	$8.85	·	$11.07	$7.79	$6.65	$7.30
Revenue / Share	$38.69	$41.42	$35.85	$49.41	$46.46	$24.89	$18.78	$19.58	$18.67	$15.37	$13.29	$13.71
Cash Flow / Share	$5.46	$8.52	$4.39	$14.67	$15.14	$5.88	$1.29	$3.54	$3.24	$2.36	$0.21	$-0.37
Cash / Share	$4.17	$4.86	$3.08	$5.14	$4.18	$4.78	$1.62	·	$6.40	$4.30	$2.84	$3.49
Dividend / Share	·	·	·	·	·	$0.14	$0.14	$0.13	·	·	·	·
Dividend Paid / Share	$0.28	$0.26	$0.24	$0.22	·	$0.14	$0.14	·	·	·	·	·
EPS (TTM)	$2.08	$5.89	$2.46	$13.87	$14.09	$4.46	$-0.04	$2.73	$2.66	$1.03	$-0.62	$-0.53

Growth Rates 10

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-7.9%	14.0%	-33.0%	-1.6%	63.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-11.1%	-9.1%	2.5%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	2.5%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-64.7%	139.4%	-82.3%	-1.6%	215.9%	·	·	·	·	·	·	·
EPS CAGR 3Y	-46.9%	-25.2%	-18.0%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	-14.1%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-65.2%	136.0%	-83.6%	-21.1%	176.0%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-48.8%	-32.7%	-29.1%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	-21.8%	·	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	3.7%	·	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 17

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.71B	$2.94B	$2.58B	$3.85B	$3.92B	$2.40B	$2.31B	$2.83B	$2.73B	$2.23B	$1.89B	$1.94B
Net Income TTM	$146M	$420M	$178M	$1.09B	$1.38B	$499M	$-5M	$395M	$390M	$150M	$-88M	$-75M
Market Cap	$5.65B	$7.25B	$5.11B	$4.25B	$6.71B	$4.16B	$3.32B	$0	$3.80B	$2.90B	$2.76B	$2.53B
Enterprise Value	$5.71B	$7.26B	$5.24B	$4.22B	$6.70B	$3.97B	$3.49B	$-526M	$3.25B	$2.62B	$3.07B	$2.76B
P/E	38.8	17.6	28.8	4.3	5.6	8.3	-741.8	8.1	9.9	18.4	-29.0	-31.2
P/S	2.1	2.5	2.0	1.1	1.7	1.7	1.4	0.0	1.4	1.3	1.5	1.3
P/B	3.3	4.3	3.3	3.0	5.4	3.4	3.4	·	2.4	2.4	2.7	2.3
P / Tangible Book	3.3	4.5	3.4	3.1	5.7	3.6	·	·	·	·	·	·
P / Cash Flow	14.8	12.0	16.2	3.7	4.5	6.3	20.9	0.0	8.0	8.5	94.4	-47.8
P / FCF	62.1	17.2	319.4	5.8	5.5	7.1	-830.4	0.0	11.7	13.4	-32.6	-19.0
EV / EBITDA	16.1	11.1	12.9	3.1	3.5	5.4	33.9	-1.0	6.2	12.9	-48.6	-35.6
EV / FCF	62.7	17.2	327.2	5.8	5.4	6.8	-872.1	-1.8	10.0	12.1	-36.3	-20.7
EV / Revenue	2.1	2.5	2.0	1.1	1.7	1.7	1.5	-0.2	1.2	1.2	1.6	1.4
Dividend Yield	1.4%	1.0%	1.4%	1.6%	0.98%	1.6%	2.0%	·	0.00%	0.00%	·	·
Earnings Yield	2.6%	5.7%	3.5%	23.4%	18.0%	12.0%	-0.13%	12.3%	10.1%	5.4%	-3.4%	-3.2%
Payout Ratio	53.4%	17.6%	38.8%	6.3%	4.8%	13.0%	-1300.0%	18.9%	·	·	·	·
Annual Payout	$78M	$74M	$69M	$69M	$66M	$65M	$65M	$74M	$0	$0	·	·

Income Statement 15

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$664M	$574M	$566M	$663M	$755M	$724M	$681M	$722M	$814M	$724M	$658M	$728M	$611M	$584M	$705M	$852M
Cost of Revenue	$549M	$459M	$482M	$534M	$577M	$526M	$518M	$530M	$551M	$511M	$499M	$514M	$492M	$483M	$577M	$620M
Gross Profit	$116M	$115M	$85M	$129M	$178M	$197M	$162M	$193M	$263M	$214M	$159M	$214M	$119M	$101M	$128M	$232M
SG&A Expense	$80M	$78M	$80M	$95M	$79M	$75M	$76M	$75M	$71M	$69M	$67M	$58M	$66M	$66M	$68M	$67M
Operating Income	$31M	$34M	$-9M	$18M	$80M	$120M	$75M	$116M	$194M	$145M	$88M	$161M	$8M	$30M	$60M	$172M
Interest Expense	$4M	$4M	$6M	$4M	$4M	$3M	$2M	$4M	$4M	$4M	$7M	$4M	$3M	$3M	$5M	$3M
Other Non-op	$1M	$3M	$-2M	$-1M	$-7M	$-5M	$7M	$-4M	$5M	$1M	$-27M	$0	$-8M	$-8M	$-86M	$-3M
Pretax Income	$34M	$36M	$-11M	$18M	$73M	$116M	$98M	$113M	$201M	$148M	$70M	$160M	$-1M	$23M	$-20M	$172M
Income Tax	$8M	$9M	$-4M	$9M	$19M	$26M	$23M	$23M	$53M	$41M	$8M	$44M	$21M	$1M	$-10M	$44M
Net Income	$26M	$27M	$-8M	$9M	$54M	$91M	$62M	$90M	$160M	$108M	$59M	$118M	$-20M	$21M	$197M	$21M
EPS (Basic)	$0.38	$0.39	$-0.11	$0.13	$0.77	$1.30	$0.91	$1.28	$2.23	$1.49	$0.83	$1.63	$-0.28	$0.29	$0.47	$3.07
EPS (Diluted)	$0.38	$0.39	$-0.12	$0.13	$0.77	$1.30	$0.90	$1.28	$2.23	$1.48	$0.82	$1.63	$-0.28	$0.29	$0.49	$3.05
Shares (Basic)	70,000,000	70,000,000	·	70,000,000	70,000,000	70,000,000	·	70,000,000	72,000,000	72,000,000	·	72,000,000	72,000,000	72,000,000	·	74,000,000
Shares (Diluted)	70,000,000	70,000,000	·	70,000,000	70,000,000	70,000,000	·	71,000,000	72,000,000	72,000,000	·	72,000,000	72,000,000	72,000,000	·	74,000,000
EBITDA	$31M	$72M	·	·	$116M	$155M	·	$116M	$194M	$176M	·	$161M	$8M	$58M	·	$172M

Balance Sheet 26

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$228M	$164M	$292M	$316M	$333M	$256M	$340M	$346M	$317M	$244M	·	$160M	$71M	$126M	·	$469M
Receivables	$143M	$155M	$127M	$158M	$168M	$159M	$131M	$136M	$161M	$180M	·	$181M	$172M	$148M	·	$171M
Inventory	$373M	$416M	$363M	$357M	$370M	$399M	$357M	$372M	$373M	$398M	·	$379M	$407M	$415M	·	$337M
Prepaid Expense	$28M	$26M	$28M	$31M	$24M	$25M	$27M	$30M	$32M	$19M	·	$25M	$21M	$23M	·	$24M
Current Assets	$773M	$760M	$809M	$862M	$895M	$839M	$855M	$885M	$883M	$842M	·	$745M	$671M	$713M	·	$1.00B
PP&E (Net)	$1.73B	$1.72B	$1.71B	$1.67B	$1.64B	$1.61B	$1.58B	$1.57B	$1.54B	$1.53B	·	$1.51B	$1.50B	$1.40B	·	$1.22B
PP&E (Gross)	$3.73B	$3.69B	$3.65B	$3.60B	·	·	$3.42B	·	·	·	·	·	·	·	·	·
Accum. Depreciation	$2.00B	$1.98B	$1.94B	$1.93B	·	·	$1.84B	·	·	·	·	·	·	·	·	·
Goodwill	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M
Intangibles	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$45M	·
Other Non-current Assets	$26M	$25M	$25M	$23M	$23M	$22M	$20M	$21M	$20M	$20M	·	$19M	$24M	$24M	·	$23M
Total Assets	$2.61B	$2.58B	$2.63B	$2.65B	$2.66B	$2.57B	$2.56B	$2.58B	$2.53B	$2.49B	·	$2.38B	$2.30B	$2.26B	·	$2.38B
Accounts Payable	$240M	$233M	$285M	$280M	$290M	$265M	$287M	$282M	$258M	$242M	·	$264M	$262M	$227M	·	$342M
Current Liabilities	$240M	$233M	$291M	$294M	$315M	$277M	$299M	$303M	$261M	$254M	·	$266M	$267M	$229M	·	$430M
Capital Leases	$20M	$21M	$22M	$22M	$22M	$23M	$24M	$25M	$23M	$24M	·	$35M	$33M	$35M	·	$40M
Deferred Tax	$195M	$189M	$177M	$166M	$148M	$149M	$145M	$153M	$158M	$162M	·	$152M	$127M	$115M	·	$107M
Other Non-current Liabilities	$33M	$33M	$33M	$55M	$55M	$55M	$43M	$56M	$57M	$57M	·	$53M	$54M	$56M	·	$69M
Total Liabilities	$863M	$850M	$896M	$910M	$914M	$878M	$885M	$910M	$871M	$869M	·	$878M	$883M	$808M	·	$1.02B
Long-term Debt	·	·	$348M	·	·	·	$348M	·	·	·	·	·	·	·	·	·
Common Stock	$85M	$85M	$85M	$85M	$85M	$85M	$86M	$86M	$87M	$88M	·	$88M	$88M	$88M	·	$88M
Retained Earnings	$1.63B	$1.63B	$1.62B	$1.65B	$1.66B	$1.62B	$1.61B	$1.59B	$1.59B	$1.55B	·	$1.44B	$1.34B	$1.38B	·	$1.40B
Treasury Stock	$386M	$388M	$385M	$386M	$386M	$388M	$386M	$386M	$385M	$386M	·	$387M	$387M	$388M	·	$390M
AOCI	$-103M	$-103M	$-98M	$-108M	$-104M	$-110M	$-122M	$-100M	$-109M	$-104M	·	$-98M	$-78M	$-80M	$-99M	$-190M
Stockholders' Equity	$1.74B	$1.73B	$1.73B	$1.74B	$1.74B	$1.69B	$1.67B	$1.67B	$1.66B	$1.62B	$1.56B	$1.50B	$1.42B	$1.45B	·	$1.36B
Liabilities + Equity	$2.61B	$2.58B	$2.63B	$2.65B	$2.66B	$2.57B	$2.56B	$2.58B	$2.53B	$2.49B	·	$2.38B	$2.30B	$2.26B	·	$2.38B
Shares Outstanding	70,000,000	70,000,000	70,000,000	70,000,000	70,000,000	70,000,000	86,000,000	70,000,000	71,000,000	72,000,000	88,000,000	72,114,051	72,103,762	72,031,465	88,000,000	71,690,061

Cash Flow 17

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$39M	$38M	$38M	$36M	$36M	$35M	$33M	$31M	$31M	$31M	$32M	$30M	$29M	$28M	$33M	$34M
Deferred Tax	$3M	$14M	$8M	$20M	$-4M	$0	$-3M	$-5M	$-5M	$9M	$0	$34M	$12M	$-2M	$-26M	$0
Amort. of Intangibles	$1M	$2M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Restructuring	$1M	$2M	$1M	$1M	$3M	$1M	$-2M	$1M	$1M	$2M	$7M	$2M	$1M	$-2M	·	$4M
Other Non-cash	·	$-117M	·	·	·	$-62M	·	·	·	$-43M	·	·	·	$-166M	·	·
Operating Cash Flow	$140M	$-38M	$67M	$89M	$162M	$64M	$105M	$183M	$212M	$105M	$159M	$187M	$89M	$-119M	$41M	$195M
CapEx	$59M	$61M	$75M	$84M	$68M	$64M	$62M	$44M	$36M	$41M	$64M	$48M	$74M	$114M	$132M	$86M
Investing Cash Flow	$-59M	$-61M	$-75M	$-84M	$-68M	$-64M	$-61M	$-61M	$-20M	$-41M	$-64M	$-41M	$-158M	$-113M	$-132M	$121M
Debt Issued	·	·	·	·	·	·	·	$0	·	·	·	$10M	·	·	·	$0
Stock Repurchased	$0	$0	$0	$0	$0	$61M	$24M	$74M	$102M	$13M	$0	$0	$0	$0	$0	$325M
Net Stock Activity	·	$0	·	·	·	$-61M	·	$-74M	·	$-13M	·	$0	·	$0	·	$-325M
Dividends Paid	$21M	$21M	$20M	$19M	$19M	$20M	$18M	$18M	$19M	$19M	$18M	$17M	$17M	$17M	$15M	$17M
Financing Cash Flow	$-18M	$-29M	$-17M	$-19M	$-18M	$-87M	$-40M	$-95M	$-118M	$-39M	$-16M	$-47M	$13M	$-27M	$-14M	$-342M
Net Change in Cash	$65M	$-128M	$-25M	$-16M	$77M	$-84M	$-6M	$29M	$73M	$22M	$62M	$90M	$-56M	$-257M	$-99M	$-34M
Taxes Paid	$-2M	$11M	$11M	$3M	$13M	$15M	$44M	$11M	$59M	$10M	$16M	$4M	$12M	$33M	$78M	$71M
Free Cash Flow	·	$-99M	·	·	·	$0	·	·	·	$64M	·	·	·	$-233M	·	·
Levered FCF	·	$-102M	·	·	·	$-2M	·	·	·	$61M	·	·	·	$-236M	·	·

Profitability 8

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	17.5%	20.0%	·	·	23.6%	27.2%	·	26.7%	32.3%	29.6%	·	29.4%	19.5%	17.3%	·	27.2%
Operating Margin	4.7%	5.9%	·	·	10.6%	16.6%	·	16.1%	23.8%	20.0%	·	22.1%	1.3%	5.1%	·	20.2%
Net Margin	3.9%	4.7%	·	·	7.1%	12.6%	·	12.5%	19.7%	14.9%	·	16.2%	-3.3%	3.6%	·	26.5%
Pretax Margin	5.1%	6.3%	·	·	9.7%	16.0%	·	15.7%	24.7%	20.4%	·	22.0%	-0.16%	3.9%	·	20.2%
EBITDA Margin	4.7%	12.5%	·	·	15.4%	21.4%	·	16.1%	23.8%	24.3%	·	22.1%	1.3%	9.9%	·	20.2%
ROA	0.99%	1.1%	·	·	2.1%	3.6%	·	3.6%	6.6%	4.5%	·	5.0%	-0.82%	0.85%	·	9.4%
ROE	1.5%	1.6%	·	·	3.2%	5.5%	·	5.7%	10.4%	7.0%	·	8.2%	-1.4%	1.4%	·	16.6%
ROIC	1.4%	1.5%	·	·	3.4%	5.5%	·	5.5%	8.6%	6.5%	·	7.8%	12.4%	2.0%	·	9.4%

Liquidity & Solvency 3

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	3.2	3.3	·	·	2.8	3.0	·	2.9	3.4	3.3	·	2.8	2.5	3.1	·	2.3
Quick Ratio	1.5	1.4	·	·	1.6	1.5	·	1.6	1.8	1.7	·	1.3	0.9	1.2	·	1.5
Interest Coverage	7.8	8.5	·	·	20.0	40.0	·	29.0	48.5	36.2	·	40.2	2.7	10.0	·	57.3

Efficiency 3

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.3	0.2	·	·	0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.2	·	0.4
Inventory Turnover	1.5	1.1	·	·	1.6	1.3	·	1.4	1.4	1.3	·	1.4	1.4	1.2	·	1.9
Receivables Turnover	4.3	3.7	·	·	4.6	4.3	·	4.6	4.9	4.4	·	4.1	3.1	2.5	·	4.1

Per Share 6

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$24.91	$24.71	·	·	$24.89	$24.17	·	$23.80	$23.35	$22.46	·	$20.83	$19.68	$20.13	·	$18.98
Revenue / Share	$9.49	$8.20	·	·	$10.79	$10.34	·	$10.17	$11.31	$10.06	·	$10.11	$8.49	$8.11	·	$11.51
Cash Flow / Share	·	$-0.54	·	·	·	$0.91	·	·	·	$1.46	·	·	·	$-1.65	·	·
Cash / Share	$3.26	$2.34	·	·	$4.76	$3.66	·	$4.94	$4.46	$3.39	·	$2.22	$0.98	$1.75	·	$6.54
Dividend Paid / Share	$0.30	$0.30	$-0.56	$0.30	$0.28	$0.28	$-0.52	$0.28	$0.26	$0.26	$0.26	$0.24	$0.24	$0.24	$0.24	$0.22
EPS (TTM)	$0.78	$1.17	·	$3.48	$4.25	$5.71	·	$5.81	$6.16	$3.65	·	$2.13	$3.55	$8.56	·	$15.70

Valuation (TTM) 12

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$2.47B	$2.56B	·	$2.86B	$2.88B	$2.94B	·	$2.92B	$2.92B	$2.72B	·	$2.63B	$2.75B	$3.27B	·	$3.86B
Net Income TTM	$54M	$82M	·	$244M	$297M	$403M	·	$417M	$445M	$265M	·	$316M	$219M	$623M	·	$1.08B
Market Cap	$5.51B	$5.09B	·	·	$6.02B	$6.44B	·	$7.52B	$5.85B	$6.04B	·	$3.99B	$5.41B	$3.90B	·	$3.67B
P/E	100.8	62.2	·	25.5	20.2	16.1	·	18.5	13.4	23.0	·	25.9	21.1	6.3	·	3.3
P/S	2.2	2.0	·	·	2.1	2.2	·	2.6	2.0	2.2	·	1.5	2.0	1.2	·	1.0
P/B	3.2	2.9	·	·	3.5	3.8	·	4.5	3.5	3.7	·	2.7	3.8	2.7	·	2.7
P / Tangible Book	3.2	3.0	·	3.6	3.5	3.8	·	4.6	3.6	3.8	·	2.7	3.9	2.7	·	2.7
P / Cash Flow	·	-134.0	·	·	·	100.6	·	·	·	57.5	·	·	·	-32.8	·	·
Dividend Yield	1.5%	1.6%	·	·	1.2%	1.2%	·	0.98%	1.2%	1.2%	·	1.7%	1.2%	1.7%	·	1.9%
Earnings Yield	0.99%	1.6%	·	3.9%	4.9%	6.2%	·	5.4%	7.5%	4.3%	·	3.9%	4.7%	15.8%	·	30.7%
Payout Ratio	80.8%	77.8%	·	·	35.2%	22.0%	·	20.0%	11.9%	·	·	14.4%	-85.0%	81.0%	·	7.1%
Annual Payout	$81M	$79M	·	$76M	$75M	$75M	·	$74M	$73M	$71M	·	$66M	$66M	$67M	·	$70M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16

Metric	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$2.71B	$2.94B	$2.58B	$3.85B	$3.92B
Gross Margin %	21.8%	28.3%	23.0%	38.9%	45.5%
Operating Margin %	7.7%	18.0%	11.1%	32.4%	40.1%
Net Income	$146M	$420M	$178M	$1.09B	$1.38B
Diluted EPS	$2.08	$5.89	$2.46	$13.87	$14.09

Metric	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debt / Equity	0.2	0.2	0.2	0.2	0.3
Current Ratio	2.8	2.9	3.0	2.5	2.5
Quick Ratio	1.4	1.6	1.5	1.5	1.6

Metric	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Free Cash Flow	$91M	$422M	$16M	$732M	$1.23B

Institutional owners (13F) 458 filers · $6.1B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 458

Value held $6.1B

New positions 61

Exited positions 48

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
61 (-9 vs prior Q)	48 (-5 vs prior Q)	166 (+21 vs prior Q)	112 (-19 vs prior Q)	+3.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
BlackRock, Inc.	$506,638,336	6,440,864	8.36%	Shares
VANGUARD GROUP INC	$497,142,893	6,155,806	8.20%	Shares
Berkshire Hathaway Inc	$445,592,617	5,664,793	7.35%	Shares
59 North Capital Management, LP	$331,084,188	4,209,054	5.46%	Shares
FMR LLC	$261,054,645	3,318,773	4.31%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$229,829,653	2,921,811	3.79%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$223,704,084	2,843,937	3.69%	Shares
EMINENCE CAPITAL, LP	$184,303,759	2,533,385	3.04%	Shares
STATE STREET CORP	$181,185,930	2,301,635	2.99%	Shares
DIMENSIONAL FUND ADVISORS LP	$160,510,765	2,040,407	2.65%	Shares
Capital World Investors	$139,417,692	1,772,409	2.30%	Shares
CITADEL ADVISORS LLC	$137,767,956	1,751,436	2.27%	Shares
FIDUCIARY MANAGEMENT INC /WI/	$137,743,099	1,751,120	2.27%	Shares
Avantyr Capital Partners, LP	$121,725,563	1,547,490	2.01%	Shares
Maple Rock Capital Partners Inc.	$119,709,429	1,521,859	1.97%	Shares
FRANKLIN RESOURCES INC	$97,072,812	1,234,081	1.60%	Shares
Point72 Asset Management, L.P.	$95,706,723	1,216,714	1.58%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$92,678,862	1,177,902	1.53%	Shares
Channing Capital Management, LLC	$90,601,689	1,151,814	1.49%	Shares
MORGAN STANLEY	$89,554,391	1,138,499	1.48%	Shares
DEPRINCE RACE & ZOLLO INC	$70,168,417	892,047	1.16%	Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$70,077,000	890,879	1.16%	Shares
Holocene Advisors, LP	$61,937,041	787,402	1.02%	Shares
NORGES BANK	$61,669,204	783,997	1.02%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$55,850,488	710,024	0.92%	Shares
PRINCIPAL FINANCIAL GROUP INC	$51,202,468	650,934	0.84%	Shares
AMERICAN CENTURY COMPANIES INC	$51,090,929	649,516	0.84%	Shares
AQR CAPITAL MANAGEMENT LLC	$49,337,360	627,223	0.81%	Shares
NORTHERN TRUST CORP	$47,023,578	597,808	0.78%	Shares
SOUTHERNSUN ASSET MANAGEMENT, LLC	$45,441,725	577,698	0.75%	Shares
FERNBRIDGE CAPITAL MANAGEMENT LP	$44,140,452	561,155	0.73%	Shares
Bank of New York Mellon Corp	$43,844,939	557,398	0.72%	Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$43,787,576	556,650	0.72%	Shares
VAN ECK ASSOCIATES CORP	$36,576,507	464,995	0.60%	Shares
GOLDMAN SACHS GROUP INC	$35,831,383	455,522	0.59%	Shares
AMERIPRISE FINANCIAL INC	$34,473,262	438,256	0.57%	Shares
Balyasny Asset Management L.P.	$34,128,529	433,874	0.56%	Shares
SEGALL BRYANT & HAMILL, LLC	$33,224,489	422,381	0.55%	Shares
VANGUARD FIDUCIARY TRUST CO	$31,652,863	402,401	0.52%	Shares
Hosking Partners LLP	$31,452,201	399,850	0.52%	Shares
Pictet Asset Management Holding SA	$28,740,791	365,380	0.47%	Shares
BANK OF AMERICA CORP /DE/	$26,388,668	335,478	0.44%	Shares
Boston Partners	$25,990,860	330,462	0.43%	Shares
SG Capital Management LLC	$25,875,600	328,955	0.43%	Shares
Capital Research Global Investors	$25,313,103	321,804	0.42%	Shares
Crow's Nest Holdings LP	$25,171,200	320,000	0.42%	Shares
Invesco Ltd.	$24,402,062	310,222	0.40%	Shares
NEW YORK STATE COMMON RETIREMENT FUND	$22,966,596	291,973	0.38%	Shares
First Eagle Investment Management, LLC	$22,953,224	291,803	0.38%	Shares
UBS Group AG	$22,495,266	285,981	0.37%	Shares

Show all 458 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person	March 1, 2006	·	Initial filing	·	SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person	June 20, 2005	·	Initial filing	Passive investment	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 47 insiders · 27 officers · 20 directors

19

Insider	Role	Last activity	Shares owned	Buys 12m	Sells 12m	Net 12m
Jason Paul Ringblom	Chief Executive Officer	April 7, 2026 F	139,791	0	0	$0
William Bradley Southern	Chief Executive Officer	Feb. 18, 2026 S	447,553	0	26	$-15,157,537
Curtis M Stevens	CEO	Feb. 10, 2017 M	298,408	0	0	$0
Richard W Frost	Chief Executive Officer	Jan. 24, 2012 F	307,864	0	0	$0
Mark A Suwyn	Chairman & CEO	Oct. 29, 2004 S	77,236	0	0	$0
Aaron Howald	SVP, CFO	Sept. 1, 2026 A	34,338	0	0	$0
Alan Haughie	EVP, CFO	Feb. 13, 2026 F	143,332	0	0	$0
Michael Emory Kinney	Interim CFO	Sept. 14, 2018 M	20,227	0	0	$0
Sallie B Bailey	Chief Financial Officer	June 12, 2018 M	200,856	0	0	$0
Anthony Hamill	SVP, COO	July 1, 2026 F	23,937	0	0	$0
Craig M Sichling	SVP, Chief Commercial Officer	Feb. 13, 2026 F	8,969	0	0	$0
Leslie E Davis	VP, Controller & CAO	Feb. 13, 2026 F	4,066	0	0	$0
Nicole C Daniel	SVP, General Counsel, Corp Sec	Feb. 13, 2026 F	46,078	0	0	$0
Jimmy Earl Mason	EVP, General Manager, OSB	Feb. 13, 2025 A	32,285	0	0	$0
Michael W Blosser	SVP, Manufacturing Services	May 15, 2024 S	54,898	0	0	$0
Derek Nelson Doyle	VP, Controller & CAO	Feb. 12, 2024 F	5,748	0	0	$0
Robin H Everhart	SVP, CHRO	April 15, 2022 F	27,745	0	0	$0
Neil Sherman	EVP Siding	Feb. 10, 2022 M	103,584	0	0	$0
Michael Sims	SVP Sales and Marketing	Feb. 25, 2021 M	79,262	0	0	$0
Timothy Mann JR	EVP, General Counsel	Feb. 7, 2019 A	27,192	0	0	$0
Rebecca Anne Barckley	Principle Accounting Officer	Feb. 7, 2019 A	12,201	0	0	$0
Brian Eugene Luoma	Executive Vice President	Dec. 8, 2016 S	80,326	0	0	$0
Richard S Olszewski	EVP Sales and Marketing	Feb. 13, 2015 D	14,544	0	0	$0
Jeffrey N Wagner	EVP OSB	Feb. 2, 2015 F	77,708	0	0	$0
Harold N Stanton	Exec VP, Spec. Prod. & Sales	Sept. 8, 2006 I	12,068	0	0	$0
Russell S Pattee	Corp. Controller, Asst. Treas.	Feb. 2, 2006 A	1,000	0	0	$0
Joseph B Kastelic	EVP/SPEC PROD-SALES	Aug. 19, 2004 M	0	0	0	$0
Lizanne C Gottung	Director	June 15, 2026 J	17,517	0	2	$-191,405
Ty R Silberhorn	Director	May 8, 2026 A	3,698	0	0	$0
Jeanmichel Ribieras	Director	May 8, 2026 A	3,697	0	0	$0
Kelly Hefner Barrett	Director	May 8, 2026 A	3,675	0	0	$0
Stephen E. Macadam	Director	May 8, 2026 A	43,080	1	0	$249,792
Jose A Bayardo	Director	May 8, 2026 A	9,616	0	0	$0
Nicholas F Grasberger III	Director	May 8, 2026 A	40,838	1	0	$1,709,800
Ozey K Horton JR	Director	Aug. 14, 2025 S	29,728	0	0	$0
Dustan E Mccoy	Director	May 15, 2025 A	70,594	0	0	$0
Tracy A Embree	Director	May 17, 2024 A	34,776	0	0	$0
Kurt M Landgraf	Director	Aug. 6, 2020 S	28,988	0	0	$0
Gary Cook	Director	May 17, 2020 M	49,784	0	0	$0
Daniel K Frierson	Director	Feb. 3, 2017 M	13,963	0	0	$0
John W Weaver	Director	May 8, 2016 M	30,296	0	0	$0
Archie W Dunham	Director	May 10, 2013 A	646,314	0	0	$0
Paul W Hansen	Director	May 1, 2007 A	13,456	0	0	$0
John C Kerr	Director	May 2, 2006 A	2,316	0	0	$0
Colin D Watson	·	Feb. 10, 2017 M	0	0	0	$0
Brenda J Lauderback	·	May 2, 2005 D	1,685	0	0	$0
Lee C Simpson	·	May 1, 2005 A	21,375	0	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 68 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
ZIG · ETF Series Solutions	3.01%	13,180 NS	July 31, 2026	N-PORT
PYZ · Invesco Exchange-Traded Fund Trust	1.87%	18,453 SH	Oct. 2, 2026	Daily
CVSM · Elevation Series Trust	1.36%	17,757 NS	July 31, 2026	N-PORT
ITB · iShares Trust	0.98%	309,176 SH	Sept. 11, 2026	Daily
NAIL · Direxion Shares ETF Trust	0.76%	55,858 NS	July 31, 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0.70%	143,943 NS	July 31, 2026	N-PORT
ERTH · Invesco Exchange-Traded Fund Trust	0.65%	12,285 SH	Oct. 2, 2026	Daily
IVOV · VANGUARD ADMIRAL FUNDS	0.29%	54,601 SH	Aug. 19, 2026	Daily
ESSC · Strategy Shares	0.24%	1,203 NS	July 31, 2026	N-PORT
BKSE · BNY Mellon ETF Trust	0.20%	2,373 NS	July 31, 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0.18%	17,350 NS	July 31, 2026	N-PORT
NUSC · Nushares ETF Trust	0.17%	30,887 NS	July 31, 2026	N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0.15%	9,646 NS	July 31, 2026	N-PORT
IVOO · VANGUARD ADMIRAL FUNDS	0.14%	102,584 SH	Aug. 19, 2026	Daily
QVMM · Invesco Exchange-Traded Fund Trust …	0.14%	8,841 SH	Oct. 2, 2026	Daily
PTMC · Pacer Funds Trust	0.13%	7,026 NS	July 31, 2026	N-PORT
DFAT · Dimensional ETF Trust	0.12%	237,606 NS	July 31, 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0.11%	915,635 SH	Aug. 19, 2026	Daily
DFAS · Dimensional ETF Trust	0.11%	228,278 NS	July 31, 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0.10%	933 NS	July 31, 2026	N-PORT
RWK · Invesco Exchange-Traded Fund Trust …	0.10%	19,128 SH	Oct. 2, 2026	Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0.07%	8,513 NS	July 31, 2026	N-PORT
VIS · VANGUARD WORLD FUND	0.07%	75,932 SH	Aug. 19, 2026	Daily
FNX · First Trust Exchange-Traded AlphaDE…	0.07%	13,095 NS	July 31, 2026	N-PORT
ESML · iShares Trust	0.07%	28,960 SH	Sept. 11, 2026	Daily
FIDU · FIDELITY COVINGTON TRUST	0.06%	20,538 NS	July 31, 2026	N-PORT
ISCG · iShares Trust	0.06%	9,198 SH	Sept. 11, 2026	Daily
VXF · VANGUARD INDEX FUNDS	0.06%	728,865 SH	Aug. 19, 2026	Daily
VB · VANGUARD INDEX FUNDS	0.06%	1,442,527 SH	Aug. 19, 2026	Daily
SMMD · iShares Trust	0.06%	33,720 SH	Sept. 11, 2026	Daily
IYJ · iShares Trust	0.05%	14,968 SH	Sept. 11, 2026	Daily
EQAL · Invesco Exchange-Traded Fund Trust …	0.04%	5,347 SH	Oct. 2, 2026	Daily
IWS · iShares Trust	0.04%	94,952 SH	Sept. 11, 2026	Daily
WSML · iShares Trust	0.04%	3,885 SH	Sept. 11, 2026	Daily
IWR · iShares Trust	0.03%	261,009 SH	Sept. 11, 2026	Daily
DFUV · Dimensional ETF Trust	0.03%	58,832 NS	July 31, 2026	N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0.02%	1,506 NS	July 31, 2026	N-PORT
VYM · VANGUARD WHITEHALL FUNDS	0.02%	252,259 SH	Aug. 19, 2026	Daily
DFAC · Dimensional ETF Trust	0.02%	132,436 NS	July 31, 2026	N-PORT
DXUV · Dimensional ETF Trust	0.02%	1,281 NS	July 31, 2026	N-PORT
DGRO · iShares Trust	0.02%	100,765 SH	Sept. 11, 2026	Daily
PRF · Invesco Exchange-Traded Fund Trust	0.01%	21,441 SH	Oct. 1, 2026	Daily
DFSU · Dimensional ETF Trust	0.01%	4,215 NS	July 31, 2026	N-PORT
IUSV · iShares Trust	0.01%	54,270 SH	Sept. 11, 2026	Daily
DCOR · Dimensional ETF Trust	0.01%	5,763 NS	July 31, 2026	N-PORT
IWD · iShares Trust	0.01%	140,718 SH	Sept. 11, 2026	Daily
TILT · FlexShares Trust	0.01%	3,078 NS	July 31, 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0.01%	1,995,811 SH	Aug. 19, 2026	Daily
VONE · VANGUARD SCOTTSDALE FUNDS	0.01%	10,345 SH	Aug. 19, 2026	Daily
VONV · VANGUARD SCOTTSDALE FUNDS	0.01%	38,311 SH	Aug. 19, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.01%	5,283 SH	Aug. 19, 2026	Daily
ESGV · VANGUARD WORLD FUND	0.01%	14,376 SH	Aug. 19, 2026	Daily
DFAU · Dimensional ETF Trust	0.01%	15,853 NS	July 31, 2026	N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe…	0.01%	5,389 SH	Oct. 2, 2026	Daily
DFUS · Dimensional ETF Trust	0.01%	19,839 NS	July 31, 2026	N-PORT
IWB · iShares Trust	0.01%	44,435 SH	Sept. 11, 2026	Daily
IYY · iShares Trust	0.01%	2,726 SH	Sept. 11, 2026	Daily
ITOT · iShares Trust	0.01%	84,184 SH	Sept. 11, 2026	Daily
IWV · iShares Trust	0.01%	17,322 SH	Sept. 11, 2026	Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.00%	50,998 SH	Aug. 19, 2026	Daily
FTLS · First Trust Exchange-Traded Fund III	-0.06%	-22,042 NS	July 31, 2026	N-PORT
IJH · iShares Trust	·	2,232,800 SH	Sept. 11, 2026	Daily
IJJ · iShares Trust	·	324,219 SH	Aug. 21, 2026	Daily
IFRA · iShares Trust	·	109,138 SH	Sept. 11, 2026	Daily
XJH · iShares Trust	·	8,695 SH	Sept. 8, 2026	Daily
ISCB · iShares Trust	·	2,866 SH	Sept. 11, 2026	Daily
ISCV · iShares Trust	·	7,658 SH	Sept. 11, 2026	Daily
SMLF · iShares Trust	·	82,624 SH	Sept. 11, 2026	Daily

LPX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21

rating · 19 analysts BUY

Median target $92.00 +40.9%

5 26.3% Strong Buy

10 52.6% Buy

3 15.8% Hold

1 5.3% Sell

0 0.0% Strong Sell

12-Month Price Target

14 analysts · 2026-10-05

Mean target $92.07 +41.0%

← Below all targets Current price $65.29

Low$74.00 Mean$92.07 High$107.00

Latest News Recent headlines mentioning this company

23

Baron Real Estate Fund Sold Louisiana-Pacific Corporation (LPX) in Q1 Yahoo Finance · 3 months, 3 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

LPX Louisiana-Pacific Corporation Common Stock

LPX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

LPX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Financial Health Debt, liquidity, solvency — balance sheet strength

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Institutional owners (13F) 458 filers · $6.1B total · As of Sept. 30, 2026

Activists & 5%+ owners 2 positions

Company insiders 47 insiders · 27 officers · 20 directors

ETF ownership Held by 68 ETFs

LPX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

12-Month Price Target

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals