Earnings summaries and quarterly performance for LG Display.
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
JY
Jong-hyun Yoon
UBS Securities
2 questions for LPL
KP
Kangho Park
Daishin 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
Seong Kim
Kiwoom Securities
1 question for LPL
SK
So-won Kim
Kiwoom 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
WJ
Won-seok Jeong
IM Securities
1 question for LPL
WJ
Wonsok Jeong
IM Securities
1 question for LPL
Recent press releases and 8-K filings for LPL.
LG Display Reports Q4 2025 Earnings and Achieves Full-Year Profitability
LPL
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- LG Display reported revenues of KRW 7,201 billion and an operating profit of KRW 169 billion for the fourth quarter of 2025.
- For the full year 2025, the company achieved annual cumulative revenues of KRW 25.8 trillion and an operating profit of KRW 517 billion, marking its first return to full-year profitability in four years.
- OLED products accounted for a record-high 61% of total revenues in 2025, reflecting the company's strategic shift from LCD to OLED, which was further accelerated by its exit from the large-sized LCD business.
- In 2026, LG Display plans to leverage AX (AI transformation) to continuously enhance its technological and cost competitiveness, while strengthening management and operational efficiency to build a stable and sustainable profit structure.
Jan 28, 2026, 11:25 AM
LG Display Reports Q4 2025 Results with Improved Financial Soundness and Continued OLED Transition
LPL
Earnings
Guidance Update
New Projects/Investments
- LG Display reported Q4 2025 revenue of ₩7.2008 trillion, a slight increase quarter-over-quarter (QOQ). Operating profit declined QOQ to ₩168.5 billion due to one-off costs, but excluding these, operating profit was roughly mid-₩500 billion, exceeding market expectations. The company recorded a net loss of ₩351.2 billion for the quarter, primarily due to foreign currency translation loss.
- The company demonstrated improved financial soundness in Q4 2025, with the debt-to-equity ratio improving to 243% (down 20 percentage points QOQ and 64 percentage points YOY) and the net debt-to-equity ratio improving to 141% (down 10 percentage points QOQ and 14 percentage points YOY). Total debt decreased by ₩1.886 trillion from the end of 2024 to ₩12.664 trillion.
- LG Display continued its strategic shift towards an OLED-centric business structure, with OLED products accounting for a record high 61% of total revenue for FY 2025. This is up from 55% in 2024 and 32% in 2020, supported by the termination of the large LCD business with the sell-off of the Gwangju LCD plant in 2025.
- For Q1 2026, total shipment area is projected to decrease by a low 20% level QOQ, and ASP per square meter is expected to decline by mid-single digits QOQ, but will remain above $1,200, representing more than 50% growth YOY.
- The company's CAPEX for 2025 was mid-₩1 trillion, and it is expected to increase to ₩2 trillion in 2026, focusing on strengthening OLED technological competitiveness and future readiness. However, LG Display is monitoring market conditions before making an 8.6 gen investment decision for IT OLED due to insufficient visibility into demand and external uncertainties.
Jan 28, 2026, 5:00 AM
LG Display Reports Q4 2025 Results with Revenue Growth and Improved Financial Soundness
LPL
Earnings
Guidance Update
New Projects/Investments
- LG Display reported Q4 2025 revenue of ₩7.2008 trillion and an operating profit of ₩168.5 billion, which declined quarter-on-quarter. However, excluding one-off costs in the high ₩300 billion range, Q4 operating profit was approximately mid-₩500 billion, exceeding market expectations.
- The company recorded a net loss of ₩351.2 billion in Q4 2025, mainly due to foreign currency translation loss.
- The OLED-centric business structure continued to strengthen, with OLED products accounting for 65% of total revenue in Q4 2025 and 61% for the full year 2025.
- Financial soundness improved significantly, with total debt decreasing by ₩1.886 trillion from the end of 2024 to ₩12.664 trillion, and the debt-to-equity ratio improving to 243%.
- For Q1 2026, total shipment area is projected to decrease by a low 20% level quarter-on-quarter, while ASP per square meter is expected to decline by a mid-single digit % but remain above $1,200. CAPEX for 2026 is expected at the ₩2 trillion level, up year-on-year, focusing on OLED technology and business strengthening.
Jan 28, 2026, 5:00 AM
LG Display Reports Q4 2025 Results with Continued OLED Transition and Improved Financial Soundness
LPL
Earnings
Guidance Update
New Projects/Investments
- LG Display reported Q4 2025 revenue of \u20a97.2008 trillion and a net loss of \u20a9351.2 billion, primarily due to foreign currency translation loss.
- Operating profit for Q4 2025 was \u20a9168.5 billion; however, excluding one-off costs in the high \u20a9300 billion range for workforce rationalization, incentive payments, and portfolio adjustments, operating profit was roughly mid-\u20a9500 billion, exceeding market expectations and showing QOQ and YOY improvement.
- The company continued its OLED-centric business structure shift, with OLED products accounting for 65% of Q4 2025 total revenue (up 5 percentage points YOY) and a record 61% for the full year 2025.
- Financial soundness strengthened, with the debt-to-equity ratio at 243% and net debt-to-equity ratio at 141% in Q4 2025, both improving QOQ and YOY.
- For Q1 2026, total shipment area is projected to decrease by low 20% QOQ, and ASP per square meter is expected to decline by mid-single digit % QOQ but remain above $1,200 (up over 50% YOY). CAPEX for 2026 is expected at \u20a92 trillion, up YOY, focused on OLED competitiveness and future readiness.
Jan 28, 2026, 5:00 AM
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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