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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
LG Display
LG Display (034220) investor relations material
LG Display Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Q3 revenue rose 12% QoQ to KRW 6,277bn, while operating profit was KRW 250.6bn; revenue fell 10% YoY, mainly amid mid-sized LCD portfolio realignment and weak high-end demand.
Seasonal mobile OLED and large-size shipments supported QoQ improvement despite FX, chipflation and IT-demand pressures.
Financial highlights
Operating profit fell 42% YoY; income before tax was KRW 737bn versus a KRW 459bn loss in Q2'26.
Net income was KRW 755.6bn, versus a KRW 419bn loss in Q2'26, with FX translation gains improving after won appreciation near quarter-end.
EBITDA was KRW 1,214bn, up 39% QoQ and down 15% YoY; EPS was KRW 1,511 versus a loss per share of KRW 838 in Q2'26.
Outlook and guidance
Q4 area shipments are expected to grow ~10% QoQ; seasonality supports shipments, while first-half advance purchases and chipflation-related demand uncertainty warrant monitoring.
Q4 price per square meter is expected to rise by a low-single-digit percentage QoQ amid softer consumer demand, chipflation and higher raw-material costs.
Large OLED shipments are projected in the high-7m range for 2026, ~20% higher YoY, with OLED monitors at ~20% of volume; meaningful growth is planned for next year.
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Latest events from LG Display
- Q4'23 returned to profit as shipments and ASP rose, but FY23 ended in a loss.034220
Q4 2023 - Q2 2026 revenue rose and OLED share hit 58%, but operating loss persisted on one-off costs.034220Q2 2026
- Q1 2026 posted a net loss of KRW 576B despite higher OLED sales and improved margins.034220Q1 2026
- Q4 2025 saw sequential revenue growth but a net loss, with improved OLED-driven fundamentals.034220Q4 2025
- Q3 2025 marked a strong profit turnaround, driven by OLED growth and financial improvements.034220Q3 2025
- OLED growth and asset sales drove a return to profit despite Q2 revenue decline.034220Q2 2025
- Revenue up 43% YoY, losses narrowed, OLED mix rose, China JV sale to TCL CSOT underway.034220Q3 2024
- Q2 revenue up 42% YoY, losses narrowed, OLED mix rose, but liquidity declined.034220Q2 2024
- Q1 2025 saw 15% revenue growth, operating profit return, and a higher OLED sales mix.034220Q1 2025
Next LG Display earnings date
Q4 202621 Jan, 2027
LG Display
Next LG Display earnings date
Q4 202621 Jan, 2027
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Frequently asked questions
LG Display Co., Ltd. is a technology company specializing in the development, manufacturing, and sale of display panels. The company produces a wide range of display technologies, including OLED, LCD, and flexible displays, serving industries such as consumer electronics, automotive, and commercial signage. Its products are used in televisions, smartphones, tablets, laptops, and automotive displays. The company is headquartered in Seoul, South Korea, and its shares are listed on the Korea Exchange (KRX).