LPX
Market read
LPX accounts for 4.0% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
HD, BLDR, EXP moved materially before LPX. LPX crossed its material path threshold at 13:20 ET. HLMN followed.
4 of 18 members in Housing Construction are active. 0 of 1 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.
Research brief
LPX accounts for 4.0% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“This growth was driven by higher sales volume and higher selling prices of $91 million, partially offset by strategic investments in sales and marketing of $11 million, a $9 million increase of selling, general, and administrative expenses, $7 million of mill…”10-K · Feb 17, 2026 ↗
“Price Unit Shipments Siding 9 % (18) % For the three months ended March 31, 2026, Siding net sales decreased year over year by $42 million reflecting higher prices offset by lower volumes.”10-Q · May 6, 2026 ↗
“71 Non-operating income (expense) Non-operating income (expense) is comprised of the following components (dollar amounts in millions): Year Ended December 31, 2025 2024 2023 Interest expense $ ( 17 ) $ ( 14 ) $ ( 17 ) Amortization of debt charges ( 1 ) ( 1 )…”10-K · Feb 17, 2026 ↗
“71 Non-operating income (expense) Non-operating income (expense) is comprised of the following components (dollar amounts in millions): Year Ended December 31, 2025 2024 2023 Interest expense $ ( 17 ) $ ( 14 ) $ ( 17 ) Amortization of debt charges ( 1 ) ( 1 )…”10-K · Feb 17, 2026 ↗
Valuation discipline
Price/sales 1.7× · EV/sales 1.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LPX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded improvement was identified.
“Other net sales decreased by $3 million and $12 million, for the three and six months ended June 30, 2026, respectively, primarily due to a decline in OSB selling prices in South America.”
“The increase in pricing was attributable to both the annual price increase and favorable mix.”
“Adjusted EBITDA for the same periods decreased year over year by $12 million and $20 million, respectively, driven by a decline in South America net sales along with higher costs incurred in that market.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“With the strength of a locally focused sales force, we distribute a comprehensive range of products from suppliers that include some of the leading manufacturers in the industry such as Allura, Arauco, Fiberon, Georgia-Pacific, Huber Engineered Woods, Louisia…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
LPX is currently a Participant in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.