)
LG Display (A034220) investor relations material
LG Display Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved a significant turnaround after four years, improving profitability by over ₩1 trillion year-over-year, driven by business structure upgrades and increased OLED revenue share.
Q4 2025 revenue reached ₩7.2008 trillion, up 4% sequentially but down 8% year-over-year, with solid TV and notebook PC panel shipments.
Operating profit for Q4 2025 was ₩168.5 billion, a 61% decrease from Q3 but up 103% year-over-year, with adjusted operating profit exceeding market expectations.
Net loss of ₩351.2 billion in Q4 2025, mainly due to foreign currency translation losses, after a brief profit in Q3.
Positive impact from favorable Won/Dollar exchange rate, though product mix shift in small-to-medium OLED panels affected results.
Financial highlights
Q4 2025 EBITDA was ₩1.162 trillion, with a 16% EBITDA margin, down 18% sequentially and 11% year-over-year.
Gross margin in Q4 2025 was 13.7%, down from 16.4% in Q3 but up from 11.5% in Q4 2024.
Operating margin for Q4 2025 was 2.3%, down from 6.2% in Q3 but up from 1.1% in Q4 2024.
Total shipment area in Q4 was 4.0 million square meters, up 2% sequentially but down from 6.6 million square meters in Q4 2024.
ASP per square meter was $1,297, down 5% QOQ but up 49% YOY, reflecting OLED business focus.
Outlook and guidance
Q1 shipment area expected to decrease by low 20% level QOQ due to seasonality; ASP per square meter to decline by mid-single digit percent but remain above $1,200, over 50% higher YOY.
Management expects continued profitability improvement, driven by strengthened WOLED lineup and enhanced customer structure.
High seasonality and new product launches anticipated to support future performance.
Continued focus on OLED business expansion, cost innovation, and operational efficiency to stabilize performance amid external uncertainties.
Next LG Display earnings date
Next LG Display earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)