Louisiana-Pacific's Q2 Net Sales Skyrocket: 'Notching Another Record Quarter,' CEO Says
Louisiana-Pacific's Q2 Net Sales Skyrocket: 'Notching Another Record Quarter,' CEO Says
Louisiana-Pacific Corp (NYSE:LPX) reported second-quarter 2024 net sales growth of 33.2% year-over-year to $814 million on Wednesday, beating the consensus of $797.264 million.
路易斯安那太平洋公司（NYSE：LPX）於週三發佈2024財年第二季度淨銷售額，同比增長33.2％，達8.14億美元，超過了7972.64萬美元的共識。
Siding revenue grew 30% YoY due to higher volumes and prices. OSB revenue increased 53% due to higher prices and volumes.
由於產量和價格的提高，壁板收入同比增長30％，而OSB收入同比增長53％。
The gross profit increased 121% YoY to $263 million, and the margin expanded 1,283 bps to 32.3%. Operating margin for the quarter recovered 2,252 bps to 23.8%.
毛利潤同比增長121％，達2.63億美元，利潤率擴大了1283個基礎點，達到32.3％。本季度營業利潤率恢復了2252個基礎點，達到23.8％。
Adjusted EPS was $2.09, up from $0.55 YoY, beating the consensus of $1.93.
調整後的每股收益爲2.09美元，同比增長從0.55美元，超過了1.93美元的共識。
Adjusted EBITDA was $229 million, up from $93 million YoY, and the margin expanded to 28.1% from 15.2%.
調整後的EBITDA爲2.29億美元，同比增長從9300萬美元，利潤率從15.2％擴大到28.1％。
Net cash provided by operating activities for the quarter totaled $212 million, compared to $88 million a year ago. Cash and equivalents totaled $317 million at the end of the quarter.
本季度營運活動提供的淨現金爲2.12億美元，去年同期爲8800萬美元。季末現金及現金等價物共計3170萬美元。
LPX paid $102 million to repurchase 1.2 million of LP's common shares during the quarter and $19 million in cash dividends.
LPX在本季度支付了1.02億美元用於回購120萬股LP普通股以及1900萬美元的股息。
"LP's Siding business continued to gain share and outperform the underlying markets we serve, setting records for sales and EBITDA in the quarter and notching another record quarter for LP SmartSide ExpertFinish Trim & Siding," commented LP Chairperson and CEO Brad Southern.
LP主席暨首席執行官Brad Southern評論道：“LP的壁板業務繼續獲得份額並表現優異，該季度創下銷售額和EBITDA的紀錄，爲LP SmartSide ExpertFinish Trim & Siding收穫另一個季度紀錄。”
Q3 Outlook: LPX expects Siding net sales growth of 16%- 18% YoY and consolidated Adjusted EBITDA of $105 million—$125 million.
第三季度展望：LPX預計壁板淨銷售額同比增長16％-18％，調整後的EBITDA合併爲1.05億美元-1.25億美元。
2024 Outlook, raised: The company expects Siding net sales to grow by 14%-16% (prior 11%-13%) and sees consolidated Adjusted EBITDA of $580 million–$620 million (prior $655 million–$685 million) and capital expenditures of $200 million to $220 million.
2024展望，提高：公司預計壁板淨銷售額將增長14％-16％（前期爲11％-13％），預計合併調整後的EBITDA爲5.8億至6.2億美元（前期爲6.55億至6.85億美元），資本支出爲2,000萬至2,200萬美元。
Price Action: LPX shares are trading lower by 2.1% to $92.00 during the premarket on Wednesday.
週三盤前LPX股票下跌2.1％，至92.00美元。
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圖像由Midjourney通過人工智能創建。