Research analysts who have asked questions during LG Display earnings calls.
DK
Dongwon Kim
KB Securities
4 questions for LPL
HN
Hyon NamKung
Shinhan Investment & Securities
2 questions for LPL
Kyuha Lee
NH Investment & Securities
2 questions for LPL
WS
Won Suk Chung
HI Investment & Securities
2 questions for LPL
JY
Jinny Yoon
UBS
1 question for LPL
MK
Minkyuk Kwan
SK Securities
1 question for LPL
SK
So-Yeon Kim
Kiwoom Securities
1 question for LPL
SK
Suan Kim
Kiwoom Securities
1 question for LPL
SE
Sung Eun Kim
Meritz Securities
1 question for LPL
SK
Sun Kim
Kiwoom Securities
1 question for LPL
SK
Sunwoo Kim
Meritz Securities
1 question for LPL
Recent press releases and 8-K filings for LPL.
LG Energy Solution Secures Mercedes-Benz Battery Supply Deal
LPL
New Projects/Investments
Product Launch
- LG Energy Solution has secured a $1.39 billion battery supply contract with Mercedes-Benz AG.
- This deal, spanning from March 2028 to June 2035, will provide batteries for Mercedes-Benz's mid- and entry-level electric vehicle models.
- The contract represents approximately 8% of LG Energy Solution's 2024 annual sales.
- This partnership supports Mercedes-Benz's electrification strategy and aims to strengthen LG Energy Solution's position in the North American and European markets.
Dec 7, 2025, 11:59 PM
LG Display Reports Return to Profitability and Strategic Asset Disposal in Q3 2025
LPL
Earnings
M&A
New Projects/Investments
- LG Display reported a consolidated profit of W654,986 million for the nine-month period ended September 30, 2025, with basic earnings per share of W1,165, marking a return to profitability from a loss in the prior year.
- The company completed the disposal of two subsidiaries, LG Display Guangzhou Co., Ltd. and LG Display (China) Co., Ltd., for W2,213,606 million in cash, recognizing a gain on disposal of W759,387 million during the first nine months of 2025.
- LG Display plans to reduce its capital expenditures in 2025 to the upper W1 trillion range, a decrease from W2.2 trillion in 2024.
- The separate total liabilities to equity ratio improved to 533% as of September 30, 2025, from 685% at the end of 2024, indicating an improvement in the company's capital structure.
Nov 14, 2025, 11:00 AM
LG Display Reports Strong Q3 2025 Results Driven by OLED Growth and Provides Q4 Guidance
LPL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- LG Display reported Q3 2025 revenue of KRW 6.957 trillion, marking a 25% increase QoQ and 2% YoY.
- The company achieved an operating profit of KRW 431 billion in Q3 2025, improving by over KRW 500 billion QoQ and YoY. Net income for the quarter was KRW 1.2 billion, and EBITDA reached KRW 1.4239 trillion with a 20% margin.
- The strong performance was attributed to increased shipments and a higher proportion of OLED products, which constituted 65% of total revenue in Q3 2025, an increase of 9 percentage points QoQ.
- Financial soundness improved, with the debt-to-equity ratio decreasing to 263% and the net debt-to-equity ratio to 151% QoQ.
- For Q4 2025, total area shipment is projected to grow in the low single digits QoQ, while ASP per square meter is expected to decline in the low single digits QoQ. The annual OLED revenue share is anticipated to be at a low 60% level.
Oct 30, 2025, 5:00 AM
LG Display Reports Strong Q3 2025 Results Driven by OLED Growth
LPL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- LG Display reported Q3 2025 revenue of KRW 6.957 trillion, a 25% QoQ and 2% YoY increase, with an operating profit of KRW 431 billion, improving by over KRW 500 billion QoQ and YoY. Net income for the quarter was KRW 1.2 billion.
- The strong performance was primarily driven by growth in OLED product shipments and an increased OLED revenue share of 65%, up 9 percentage points QoQ. The company also strengthened its financial soundness, with the debt-to-equity ratio at 263% and net debt-to-equity ratio at 151%, both decreasing QoQ.
- For Q4 2025, total area shipment is projected to grow in the low single digit percentage QoQ, while ASP per square meter is expected to decline in the low single digit percentage QoQ. The annual OLED revenue share is projected at a low 60% level.
- Year-to-date Q3 2025 revenue reached KRW 18.6093 trillion and operating profit was KRW 345 billion, an improvement of approximately KRW 1 trillion YoY, with a full-year turnaround anticipated. The company projects large OLED panel shipments to grow to 7 million units in 2026, up from an estimated 6 million units in 2025.
Oct 30, 2025, 5:00 AM
LG Display Reports Strong Q3 2025 Results and Positive Full-Year Outlook
LPL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- LG Display reported Q3 2025 revenue of KRW 6.957 trillion, a 25% QoQ increase, and an operating profit of KRW 431 billion, significantly improving by over KRW 500 billion QoQ and YoY.
- The company's strategic shift to an OLED-centric business model is progressing, with OLED products contributing 65% of total revenue in Q3 2025, up 9 percentage points QoQ.
- Financial soundness strengthened, with the debt-to-equity ratio at 263% and net debt-to-equity ratio at 151%, representing QoQ decreases of 5 percentage points and 4 percentage points, respectively.
- For Q4 2025, total area shipment is projected to grow in the low single digit percentage QoQ, though ASP per square meter is expected to decline in the low single digit percentage QoQ. The company anticipates a full-year turnaround for 2025, with year-to-date Q3 operating profit at KRW 345 billion.
- LG Display projects large OLED panel shipments to grow to 7 million units in 2026 from a projected mid 6 million units in 2025, driven by demand in premium markets and IT OLED. Capex for 2025 is expected to be in the high KRW 1 trillion range, below last year's level.
Oct 30, 2025, 5:00 AM
Quarterly earnings call transcripts for LG Display.
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