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Net Sales by Segment
Shows revenue by product line (such as siding, structural panels, and specialty products), capturing the combined effect of volumes and pricing. An increasing share from higher‑margin segments or rising prices improves revenue quality; declining sales in a segment can indicate demand weakness or competitive pressure that may compress overall profit.Siding is clearly the revenue anchor and the source of margin resilience: management is offsetting lower volumes with price realization and is investing in higher‑margin ExpertFinish capacity to drive long‑term share gains. OSB is the clear liability—price-led deterioration has turned it into a near-term EBITDA drag and cash‑flow headwind, and management expects continued losses until prices recover. The late‑2025/early‑2026 jump in “Other” looks like a nonrecurring reclassification or one‑time item; watch filings for details before assuming it signals durable revenue improvement.
Date | Other | Eliminations | Siding | OSB | EWP | LPSA |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $41.00M | $0.00 | $441.00M | $182.00M | $0.00 | $0.00 |
Mar 31, 2026 | $46.00M | $0.00 | $360.00M | $168.00M | $0.00 | $0.00 |
Dec 31, 2025 | $47.00M | $0.00 | $384.00M | $136.00M | $0.00 | $0.00 |
Sep 30, 2025 | $2.00M | $0.00 | $443.00M | $179.00M | $0.00 | $39.00M |
Jun 30, 2025 | $2.00M | $0.00 | $460.00M | $250.00M | $0.00 | $43.00M |
Mar 31, 2025 | $2.00M | $0.00 | $402.00M | $267.00M | $0.00 | $52.00M |
Dec 31, 2024 | $2.00M | $0.00 | $362.00M | $267.00M | $0.00 | $50.00M |
Sep 30, 2024 | $2.00M | $0.00 | $420.00M | $253.00M | $0.00 | $47.00M |
Jun 30, 2024 | $2.00M | $0.00 | $415.00M | $351.00M | $0.00 | $46.00M |
Mar 31, 2024 | $8.00M | $0.00 | $361.00M | $313.00M | $0.00 | $47.00M |