以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
LPX
32 atoms · 跨 4 天 · 首见 2026-05-06 · 最近 2026-05-30
三色: 🟦 fact 31 · 🟥 take 1 · stance ▲2/▼4/◆0
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 32
时态: fresh:32
标签: 好数字:31 · 好思考:2 · 好信源:1
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
LPX 的 2027 年订单量被投行集体提升至 60B~70B
¹¹. 但若 LPX 无人问津、一年仅卖出 4000 个 rack，每个 rack 2.5M，其估值将不足 100B
¹. 当前对 LPX 的预期存在鲜明分歧：投行押注订单爆发，而 bear 方则质疑实际销售能否匹配该数字
¹¹. 订单量数字本身无法区分是真实需求还是市场过度乐观
¹.
🟦 客观事实 (facts) (2)
- <a id="atom-917152f9bc232697"></a>🟦 2026-05-18
X·@fi56622380 · 订单量被投行提到60B~70B · 订单需求/业绩指引
最新的瑞银，以及其他投行，纷纷把LPX的订单量提到了60B~70B
tags: 好数字·好信源 · → daily
value: qty=$60-70B
- <a id="atom-d951decf12987d51"></a>🟦 2026-05-30
X·@fi56622380 · 2027订单量 · 订单需求
LPX的27订单量提到了$60B
tags: 好数字 · → daily
value: qty=$60B · date=2027
🟥 空头 takes (bearish) (1)
- <a id="atom-b62e53e14268a1da"></a>🟥 2026-05-15
X·@fi56622380 · 若无人问津仅卖4000个rack 每rack 2.5M则估值不足100B · 出货量/估值
那么如果LPX无人问津，一年只卖出去4000个rack，每个rack 2.5m呢？那groq还不到100B
tags: 好数字·好思考 · → daily
value: rack count=4000 · price=$2.5M per rack
🟦 新闻流 (squawk · 29)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-e2c832da4529be08"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Revenue · 营收
Revenue: $574M (Est. $579.44M) 🔴
tags: 好数字 · → daily
value: qty=$574M · date=Q1 2026
- <a id="atom-7fd2ad980f8d465e"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Adjusted EPS · 盈利能力
Adj. EPS: $0.38 (Est. $0.18) 🟢
tags: 好数字 · → daily
value: qty=$0.38 · date=Q1 2026
- <a id="atom-e046ef10ae168126"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Adjusted EBITDA · 盈利能力
Adjusted EBITDA: $82M
tags: 好数字 · → daily
value: qty=$82M · date=Q1 2026
- <a id="atom-8941f0353d0effbd"></a>🟦 2026-05-06
X·@wallstengine · FY26 Revenue Guidance · 营收/业绩指引
FY26 Guide: Revenue: $1.65B-$1.67B (Est. $2.65B) 🔴
tags: 好数字 · → daily
value: qty=$1.65B-$1.67B · date=FY26
- <a id="atom-85524210a3f2a913"></a>🟦 2026-05-06
X·@wallstengine · FY26 Siding Adjusted EBITDA Guidance · 业绩指引
Siding Adjusted EBITDA: $410M-$425M
tags: 好数字 · → daily
value: qty=$410M-$425M · date=FY26
- <a id="atom-79eebc0460162549"></a>🟦 2026-05-06
X·@wallstengine · FY26 OSB Adjusted EBITDA Guidance · 盈利能力/业绩指引
OSB Adjusted EBITDA: $(40)M
tags: 好数字 · → daily
value: qty=$(40)M · date=FY26
- <a id="atom-c48ca6a67a6120e7"></a>🟦 2026-05-06
X·@wallstengine · FY26 Consolidated Adjusted EBITDA Guidance · 盈利能力/业绩指引
Consolidated Adjusted EBITDA: $345M-$360M
tags: 好数字 · → daily
value: qty=$345M-$360M · date=FY26
- <a id="atom-ed0db4ff482bbb58"></a>🟦 2026-05-06
X·@wallstengine · FY26 Capital Expenditures Guidance · 资本开支/业绩指引
Capital Expenditures: ~$390M
tags: 好数字 · → daily
value: qty=~$390M · date=FY26
- <a id="atom-23c24d75ded2c3e7"></a>🟦 2026-05-06
X·@wallstengine · Q2 2026 Revenue Guidance · 营收/业绩指引
Q226 Guide: Revenue: $435M-$445M (Est. $722.6M) 🔴
tags: 好数字 · → daily
value: qty=$435M-$445M · date=Q2 2026
- <a id="atom-4729b2c721e306c8"></a>🟦 2026-05-06
X·@wallstengine · Q2 2026 Siding Adjusted EBITDA Guidance · 业绩指引
Siding Adjusted EBITDA: $115M-$120M
tags: 好数字 · → daily
value: qty=$115M-$120M · date=Q2 2026
- <a id="atom-76f0b1afd86f4ed4"></a>🟦 2026-05-06
X·@wallstengine · Q2 2026 OSB Adjusted EBITDA Guidance · 盈利能力/业绩指引
OSB Adjusted EBITDA: $(10)M
tags: 好数字 · → daily
value: qty=$(10)M · date=Q2 2026
- <a id="atom-70e8a3ce07612385"></a>🟦 2026-05-06
X·@wallstengine · Q2 2026 Consolidated Adjusted EBITDA Guidance · 盈利能力/业绩指引
Consolidated Adjusted EBITDA: $100M-$105M
tags: 好数字 · → daily
value: qty=$100M-$105M · date=Q2 2026
- <a id="atom-1fc45ae878945538"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Siding Net Sales · 营收
Siding Net Sales: $360M; -10% YoY
tags: 好数字 · → daily
value: qty=$360M · date=Q1 2026
- <a id="atom-b605202eb949be7c"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Siding Adjusted EBITDA · 盈利能力
Siding Adjusted EBITDA: $101M; -5% YoY
tags: 好数字 · → daily
value: qty=$101M · date=Q1 2026
- <a id="atom-440630d993f245e5"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Siding Average Net Selling Price Change · 价格动态
Siding Average Net Selling Price: +9%
tags: 好数字 · → daily
value: qty=+9% · date=Q1 2026
- <a id="atom-6113d59bda8aac19"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Siding Unit Shipments Change · 出货量
Siding Unit Shipments: -18%
tags: 好数字 · → daily
value: qty=-18% · date=Q1 2026
- <a id="atom-4e9bd44223d25589"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 OSB Net Sales · 营收
OSB Net Sales: $168M; -37% YoY
tags: 好数字 · → daily
value: qty=$168M · date=Q1 2026
- <a id="atom-9b8942c15da317ff"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 OSB Adjusted EBITDA · 盈利能力
OSB Adjusted EBITDA: $(12)M
tags: 好数字 · → daily
value: qty=$(12)M · date=Q1 2026
- <a id="atom-573d3fb21b27b636"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 OSB Structural Solutions Average Net Selling Price Change · 价格动态
OSB Structural Solutions Average Net Selling Price: -21%
tags: 好数字 · → daily
value: qty=-21% · date=Q1 2026
- <a id="atom-dc884b5b363b2b03"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 OSB Structural Solutions Unit Shipments Change · 出货量
OSB Structural Solutions Unit Shipments: -18%
tags: 好数字 · → daily
value: qty=-18% · date=Q1 2026
- <a id="atom-b169980618007326"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 OSB Commodity Average Net Selling Price Change · 价格动态
OSB Commodity Average Net Selling Price: -31%
tags: 好数字 · → daily
value: qty=-31% · date=Q1 2026
- <a id="atom-97f2ea401317ee8d"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 OSB Commodity Unit Shipments Change · 出货量
OSB Commodity Unit Shipments: -12%
tags: 好数字 · → daily
value: qty=-12% · date=Q1 2026
- <a id="atom-7c6053efbd693df0"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Net Income · 盈利能力
Net Income: $27M
tags: 好数字 · → daily
value: qty=$27M · date=Q1 2026
- <a id="atom-0f558aa9e1557c73"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Net Income Per Diluted Share · 盈利能力
Net Income Per Diluted Share: $0.39
tags: 好数字 · → daily
value: qty=$0.39 · date=Q1 2026
- <a id="atom-28d95cb9cb352ca9"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Cash Used In Operating Activities · 现金流
Cash Used In Operating Activities: $38M
tags: 好数字 · → daily
value: qty=$38M · date=Q1 2026
- <a id="atom-8b7f9eeb443cf13d"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Capital Expenditures · 资本开支
Capital Expenditures: $61M
tags: 好数字 · → daily
value: qty=$61M · date=Q1 2026
- <a id="atom-d8ee9d9b4f5ffe4d"></a>🟦 2026-05-06
X·@wallstengine · Total Liquidity at Q1 2026 End · 现金流
Total Liquidity: Approximately $900M
tags: 好数字 · → daily
value: qty=~$900M · date=Q1 2026
- <a id="atom-c0e276941b6f7b10"></a>🟦 2026-05-06
X·@wallstengine · Q1 2026 Cash Dividends Paid · 回购分红
Cash Dividends: $21M paid in Q1 2026
tags: 好数字 · → daily
value: qty=$21M · date=Q1 2026
- <a id="atom-bf079aa339e6c239"></a>🟦 2026-05-06
X·@wallstengine · Management Commentary on Macroeconomic Backdrop · 管理层表态/业绩指引
LP’s teams responded to an increasingly volatile macroeconomic backdrop with resilience, operating safely and efficiently to deliver results that met or exceeded our guided ranges.
tags: 好思考 · → daily
⏱ 时间轴 (近 20)
- 🟦 2026-05-30 ·
fact · 2027订单量 · → daily
- 🟦 2026-05-18 ·
fact · 订单量被投行提到60B~70B · → daily
- 🟥 2026-05-15 ·
forecast · 若无人问津仅卖4000个rack 每rack 2.5M则估值不足100B · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Revenue · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Adjusted EPS · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Adjusted EBITDA · → daily
- 🟦 2026-05-06 ·
fact · FY26 Revenue Guidance · → daily
- 🟦 2026-05-06 ·
fact · FY26 Siding Adjusted EBITDA Guidance · → daily
- 🟦 2026-05-06 ·
fact · FY26 OSB Adjusted EBITDA Guidance · → daily
- 🟦 2026-05-06 ·
fact · FY26 Consolidated Adjusted EBITDA Guidance · → daily
- 🟦 2026-05-06 ·
fact · FY26 Capital Expenditures Guidance · → daily
- 🟦 2026-05-06 ·
fact · Q2 2026 Revenue Guidance · → daily
- 🟦 2026-05-06 ·
fact · Q2 2026 Siding Adjusted EBITDA Guidance · → daily
- 🟦 2026-05-06 ·
fact · Q2 2026 OSB Adjusted EBITDA Guidance · → daily
- 🟦 2026-05-06 ·
fact · Q2 2026 Consolidated Adjusted EBITDA Guidance · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Siding Net Sales · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Siding Adjusted EBITDA · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Siding Average Net Selling Price Change · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 Siding Unit Shipments Change · → daily
- 🟦 2026-05-06 ·
fact · Q1 2026 OSB Net Sales · → daily
← 实体目录 · 系统日志