Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>The third quarter of 2025 earnings report for Louisiana-Pacific Corporation (LP) presents a mixed picture, reflecting both strategic advancements and ongoing challenges.</li><li>On the positive side, LP's Siding business showed resilience in a soft market, with a 5% increase in sales revenue driven primarily by pricing and a favorable mix.</li><li>Notably, the ExpertFinish prefinished siding product, with a 17% increase in sales volume, has contributed significantly, buoyed by the successful launch of a new line of nature-inspired colors.</li></ul>

The third quarter of 2025 earnings report for Louisiana-Pacific Corporation (LP) presents a mixed picture, reflecting both strategic advancements and ongoing challenges.On the positive side, LP's Siding business showed resilience in a soft market, with a 5% increase in sales revenue driven primarily by pricing and a favorable mix.Notably, the ExpertFinish prefinished siding product, with a 17% increase in sales volume, has contributed significantly, buoyed by the successful launch of a new line of nature-inspired colors.

Louisiana-Pacific: How Far Can Its ExpertFinish Capacity Surge Push the Stock?

<ul><li>Louisiana Pacific Corporation reported its second quarter results for 2025, highlighting significant achievements as well as challenges.</li><li>Positively, the Siding segment experienced robust growth, demonstrating the efficacy of LP’s strategic focus in this area.</li><li>Siding revenue increased by 11% year-over-year, achieving record levels in volume, revenue, and EBITDA, driven partly by successful execution in new construction, repair and remodeling (R&R), and off-site construction markets.</li></ul>

Louisiana Pacific Corporation reported its second quarter results for 2025, highlighting significant achievements as well as challenges.Positively, the Siding segment experienced robust growth, demonstrating the efficacy of LP’s strategic focus in this area.Siding revenue increased by 11% year-over-year, achieving record levels in volume, revenue, and EBITDA, driven partly by successful execution in new construction, repair and remodeling (R&R), and off-site construction markets.

Louisiana-Pacific Inside Story: What ExpertFinish & BuilderSeries Mean for Growth!

<ul><li>Louisiana-Pacific Corporation's latest financial performance presents a mixed picture, highlighting both strong areas and challenging aspects of the current market environment.</li><li>In the first quarter of 2025, the company reported net sales of $724 million, a figure consistent with the previous year.</li><li>This stability was achieved despite significant volatility in the U.S. and Canadian economies, which was characterized by uncertainty over tariffs, weakening consumer sentiment, and falling equity markets.</li></ul>

Louisiana-Pacific Corporation's latest financial performance presents a mixed picture, highlighting both strong areas and challenging aspects of the current market environment.In the first quarter of 2025, the company reported net sales of $724 million, a figure consistent with the previous year.This stability was achieved despite significant volatility in the U.S. and Canadian economies, which was characterized by uncertainty over tariffs, weakening consumer sentiment, and falling equity markets.

Louisiana-Pacific Corporation: An Insight Into The Cyclical Strength and Market Positioning in Oriented Strand Board (OSB) & Critical Growth Levers!

<ul><li>Louisiana-Pacific Corporation (LP) reported strong financial and operational results for the fourth quarter and entire fiscal year 2024, with significant achievements in their Siding segment and strategic maneuvers in their Oriented Strand Board (OSB) business.</li><li>Beginning with the positives, LP's Siding division witnessed considerable growth, achieving record net sales and EBITDA.</li><li>Specifically, in Q4, Siding sales grew by 9%, contributing to a full-year increase of 17% to $1.56 billion.</li></ul>

Louisiana-Pacific Corporation (LP) reported strong financial and operational results for the fourth quarter and entire fiscal year 2024, with significant achievements in their Siding segment and strategic maneuvers in their Oriented Strand Board (OSB) business.Beginning with the positives, LP's Siding division witnessed considerable growth, achieving record net sales and EBITDA.Specifically, in Q4, Siding sales grew by 9%, contributing to a full-year increase of 17% to $1.56 billion.

Louisiana-Pacific Corporation: Is The Growth of Engineered Wood Siding & Expansion of SmartSide Market Share Expected To Last?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>LPX is recommended to buy at $104 with a 5-year price target of $255</li><li>The company has developed value-added Oriented Strand Board products and converted mills to produce higher-margin siding</li><li>LPX is expected to deliver mid/high-teens total shareholder return and has opportunities for reinvestment at high returns, focused on wood-based products for construction.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

LPX is recommended to buy at $104 with a 5-year price target of $255The company has developed value-added Oriented Strand Board products and converted mills to produce higher-margin sidingLPX is expected to deliver mid/high-teens total shareholder return and has opportunities for reinvestment at high returns, focused on wood-based products for construction.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Louisiana-Pacific Corp (LPX) - Thursday, Oct 17, 2024

United States

Louisiana-Pacific Corporation manufactures building materials and engineered wood products in the United States, Canada, Chile, and Brazil.  The Company's products are used by homebuilders and light commercial builders. Louisiana Pacific's products include oriented strand board sheathing, flooring, radiant barrier panels,  siding and trim, I-joists, and laminated veneer lumber.

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Louisiana Pacific (LPX US)

Louisiana-Pacific: How Far Can Its ExpertFinish Capacity Surge Push the Stock?

The third quarter of 2025 earnings report for Louisiana-Pacific Corporation (LP) presents a mixed picture, reflecting both strategic advancements...

Baptista Research

Louisiana-Pacific Inside Story: What ExpertFinish & BuilderSeries Mean for Growth!

Louisiana Pacific Corporation reported its second quarter results for 2025, highlighting significant achievements as well as...

Baptista Research

Louisiana-Pacific Corporation: An Insight Into The Cyclical Strength and Market Positioning in Oriented Strand Board (OSB) & Critical Growth Levers!

Louisiana-Pacific Corporation's latest financial performance presents a mixed picture, highlighting both strong areas and challenging aspects of...

Baptista Research

Louisiana-Pacific Corp (LPX) - Thursday, Oct 17, 2024

LPX is expected to deliver mid/high-teens total shareholder return and has opportunities for reinvestment at high returns, focused on wood-based...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Louisiana-Pacific: How Far Can Its ExpertFinish Capacity Surge Push the Stock?

The third quarter of 2025 earnings report for Louisiana-Pacific Corporation (LP) presents a mixed picture, reflecting both strategic advancements...

Baptista Research

Louisiana-Pacific Inside Story: What ExpertFinish & BuilderSeries Mean for Growth!

Louisiana Pacific Corporation reported its second quarter results for 2025, highlighting significant achievements as well as...

Baptista Research

Louisiana-Pacific Corporation: An Insight Into The Cyclical Strength and Market Positioning in Oriented Strand Board (OSB) & Critical Growth Levers!

Louisiana-Pacific Corporation's latest financial performance presents a mixed picture, highlighting both strong areas and challenging aspects of...

Baptista Research

Louisiana-Pacific Corporation: Is The Growth of Engineered Wood Siding & Expansion of SmartSide Market Share Expected To Last?

Louisiana-Pacific Corporation (LP) reported strong financial and operational results for the fourth quarter and entire fiscal year 2024, with...

Baptista Research

Louisiana-Pacific Corp (LPX) - Thursday, Oct 17, 2024

LPX is expected to deliver mid/high-teens total shareholder return and has opportunities for reinvestment at high returns, focused on wood-based...

Value Investors Club (VIC)