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Adjusted EBITDA by Segment
Reports each segment’s core profitability after removing one-time items, highlighting which operations drive the company’s earnings and how margins respond to price and cost swings. Stable or growing adjusted EBITDA in key segments indicates pricing power and operational strength, while declines suggest margin pressure from raw-material, energy, or freight cost increases.
LPX’s EBITDA mix has shifted: Siding is now the primary profit engine—price realization and ExpertFinish capacity expansion are offsetting volume headwinds and sustaining healthy margins (management reiterated strong Siding EBITDA guidance). By contrast OSB has flipped to a near‑term drag, sliding into losses through 2025–Q1’26 and driving the bulk of downward guidance (Q2 OSB EBITDA ~‑$10M). Meanwhile corporate and smaller segments have been de‑emphasized/reclassified to near‑zero, so near‑term upside depends on Siding resilience and an OSB price recovery.
LPX Adjusted EBITDA by Segment
| Date | Other | Corporate | Siding | OSB | EWP | LPSA |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | -$13.00M | $0.00 | $113.00M | -$21.00M | $0.00 | $0.00 |
| Mar 31, 2026 | -$7.00M | $0.00 | $101.00M | -$12.00M | $0.00 | $0.00 |
| Dec 31, 2025 | -$8.00M | $0.00 | $97.00M | -$39.00M | $0.00 | $0.00 |
| Sep 30, 2025 | -$13.00M | $0.00 | $117.00M | -$27.00M | $0.00 | $5.00M |
| Jun 30, 2025 | -$10.00M | $0.00 | $125.00M | $19.00M | $0.00 | $9.00M |
| Mar 31, 2025 | -$10.00M | $0.00 | $106.00M | $54.00M | $0.00 | $12.00M |
| Dec 31, 2024 | -$11.00M | $0.00 | $72.00M | $50.00M | $0.00 | $13.00M |
| Sep 30, 2024 | -$3.00M | -$9.00M | $123.00M | $33.00M | $0.00 | $9.00M |
| Jun 30, 2024 | -$2.00M | -$9.00M | $105.00M | $125.00M | $0.00 | $10.00M |
| Mar 31, 2024 | -$1.00M | -$7.00M | $90.00M | $90.00M | $0.00 | $10.00M |
| Dec 31, 2023 | -$2.00M | -$10.00M | $72.00M | $59.00M | $0.00 | $11.00M |
| Sep 30, 2023 | $0.00 | -$7.00M | $71.00M | $120.00M | $0.00 | $6.00M |
| Jun 30, 2023 | -$6.00M | -$9.00M | $59.00M | $37.00M | $0.00 | $13.00M |
| Mar 31, 2023 | -$9.00M | -$9.00M | $67.00M | $5.00M | $0.00 | $12.00M |
| Dec 31, 2022 | -$4.00M | -$9.00M | $88.00M | $13.00M | $0.00 | $12.00M |
| Sep 30, 2022 | -$7.00M | -$11.00M | $90.00M | $113.00M | $0.00 | $14.00M |
| Jun 30, 2022 | -$7.00M | -$9.00M | $78.00M | $403.00M | $0.00 | $26.00M |
| Mar 31, 2022 | -$6.00M | -$9.00M | $83.00M | $505.00M | $38.00M | $25.00M |
| Dec 31, 2021 | -$8.00M | -$15.00M | $49.00M | $231.00M | $28.00M | $21.00M |
| Sep 30, 2021 | -$3.00M | -$8.00M | $73.00M | $381.00M | $42.00M | $37.00M |
| Jun 30, 2021 | -$4.00M | -$7.00M | $77.00M | $565.00M | $18.00M | $34.00M |
| Mar 31, 2021 | -$5.00M | -$6.00M | $90.00M | $354.00M | $7.00M | $21.00M |