)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Louisiana-Pacific
Louisiana-Pacific (LPX) investor relations material
Louisiana-Pacific Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
2025 was challenging for the building sector, with tariffs, policy uncertainty, and weak consumer confidence impacting affordability and housing starts, which declined about 10% in Q3 and likely further in Q4.
FY 2025 net sales declined 8% year-over-year to $2.7B, with Q4 net sales down 17% to $567M compared to Q4 2024.
Siding segment showed resilience with 8% sales growth for the year and margin expansion, offsetting declines in OSB.
OSB business faced multi-year price lows and a 30% revenue decline, but cost management led to positive full-year EBITDA of $7M.
Leadership transition occurred, with a new CEO emphasizing continuity in strategy and growth focus.
Financial highlights
Q4 2025 net sales were $567M, Adjusted EBITDA $50M, and Adjusted Diluted EPS $0.03.
Full-year 2025 net sales reached $2.7B, Adjusted EBITDA $436M (down 37%), and Adjusted EPS $2.65.
Siding segment delivered $444M in EBITDA, up 14% year-over-year, with a 26% margin.
OSB segment revenue fell 25%-30% to $832M, with EBITDA down 98% to $7M.
Operating cash flow for FY 2025 was $382M, and capital expenditures totaled $291M.
Outlook and guidance
Q1 2026 Siding net sales expected at $350–$355M (~12% decline year-over-year), with Adjusted EBITDA of $80–$85M (~23% margin).
Q1 2026 OSB Adjusted EBITDA projected at a $25–$30M loss; consolidated Adjusted EBITDA at breakeven.
Full-year 2026 Siding net sales forecast at ~$1.7B (~2% growth), Adjusted EBITDA at $450M (~26% margin), consolidated Adjusted EBITDA at $430M.
OSB segment expected to post a $25–$30M loss for FY 2026, with results anticipated similar to 2025.
Capital expenditures for 2026 expected to total ~$400M, split evenly between maintenance and growth.
OSB breakeven in 2026: What drives recovery?
Explain Q1 2026 Siding sales decline vs. FY growth.
Detail 2026 strategic growth capital investments.
Siding channel inventory normalization timeline
OSB capacity strategy for demand rebound
ExpertFinish margin drivers beyond volume
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Louisiana-Pacific earnings date
Q1 20265 May, 2026
Louisiana-Pacific
Next Louisiana-Pacific earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Louisiana-Pacific Corporation manufactures building materials for residential, industrial, and light commercial construction. Its product offerings include oriented strand board, engineered wood siding, and specialty panels. The company serves builders, remodelers, and distributors across North America. The company is headquartered in Nashville, Tennessee, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage