The earnings call highlighted strong improvement in operating loss and net income, driven by the shift to OLED and cost reduction. However, there were notable declines in sales and shipment areas due to the end of the LCD TV business and seasonal factors. The positive outlook for OLED and automotive segments suggests a potential rebound in the second half.

Company Guidance

During LG Display's 2025 second-quarter earnings call, guidance for the third quarter highlighted expectations for a low to mid-single-digit percentage decline in shipment area due to product mix changes in mid- to large-panel products and a reduction in low-margin medium panel products. However, the average selling price (ASP) per area is forecasted to increase to mid-20% levels, driven by a seasonal increase in shipments of small- and medium-sized OLED products. The company remains committed to transitioning to an OLED-focused business structure to sustain higher ASP levels, with a projection of continued growth in the OLED portion of total revenue, which increased by 1 percentage point quarter-over-quarter (Q-o-Q) and 3 percentage points year-over-year (Y-o-Y) to reach 56%. The company also emphasized maintaining a CapEx strategy in the low KRW 2 trillion range for the year, focusing on future readiness and business structure enhancement.

Improvement in Operating Loss

Operating loss improved by KRW 480.5 billion in the first half of the year due to restructuring towards an OLED-centered business and cost reduction efforts.

Positive Net Income

Net income turned positive to KRW 890.8 billion, driven by improved FX gains and the sale of the Guangzhou LCD plant stake.

Strong EBITDA Performance

EBITDA for Q2 was KRW 1.539 trillion with an EBITDA margin of approximately 19%, maintaining a mid-teen margin for the seventh consecutive quarter.

Debt Ratio Improvements

Debt ratio decreased by 40 percentage points Q-o-Q to 268%, and net debt-to-equity ratio decreased by 19 percentage points Q-o-Q to 155%.

OLED Business Expansion

The OLED portion of total revenue increased by 1 percentage point Q-o-Q and 3 percentage points Y-o-Y, reaching 56%.

OLED Panel Shipments Growth

OLED TV panel shipments increased Q-o-Q, contributing to the growth of the OLED segment.

Automotive Segment Growth

The Automotive segment grew 1 percentage point Q-o-Q to 10% of total revenue.

CapEx Strategy for Future Readiness

CapEx for the year is expected to be in the low KRW 2 trillion range, focusing on future readiness and business structure enhancement.

LG Display (LPL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LPL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.04 / -	-0.247	―	―	―
Jul 24, 2025	2025 (Q2)	-0.13 / 0.83	-0.367	325.61% (+1.19)
Apr 24, 2025	2025 (Q1)	0.02 / -0.19	-0.721	73.37% (+0.53)
Jan 22, 2025	2024 (Q4)	0.05 / -0.63	0.049	-1389.80% (-0.68)
Oct 23, 2024	2024 (Q3)	-0.13 / -0.25	-0.685	63.94% (+0.44)
Jul 25, 2024	2024 (Q2)	-0.34 / -0.37	-0.813	54.86% (+0.45)
Apr 25, 2024	2024 (Q1)	-0.36 / -0.72	-1.107	34.87% (+0.39)
Jan 24, 2024	2023 (Q4)	-0.04 / 0.05	-1.822	102.69% (+1.87)
Oct 25, 2023	2023 (Q3)	-0.42 / -0.69	-0.696	1.58% (+0.01)	―	―
Jul 26, 2023	2023 (Q2)	-0.69 / -0.81	-0.373	-117.96% (-0.44)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LPL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$3.45	$3.59	+4.06%
Apr 24, 2025	$2.91	$2.93	+0.69%
Jan 22, 2025	$3.30	$3.28	-0.61%
Oct 23, 2024	$3.77	$3.86	+2.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does LG Display Co. (LPL) report earnings?

LG Display Co. (LPL) is schdueled to report earning on Oct 22, 2025, TBA (Confirmed).

What is LG Display Co. (LPL) earnings time?

LG Display Co. (LPL) earnings time is at Oct 22, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LPL EPS forecast?

LPL EPS forecast for the fiscal quarter 2025 (Q3) is 0.04.

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