LG Display Co. (LPL)
NYSE:LPL
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Earnings Data
Report Date
Jul 23, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.1Last Year’s EPS
0.62Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: operational fundamentals show meaningful improvement — notably higher OLED mix (60%), a 55% YoY increase in ASP per sqm, positive operating profit and a strong EBITDA margin — indicating progress on structural transformation and premium positioning. However, material near-term weaknesses remain: revenue fell 9% YoY and 23% QoQ, area shipments declined 21% QoQ, and the company reported a large net loss of KRW 575.7 billion driven by FX translation losses. High leverage metrics, ongoing macro uncertainties (memory and energy price pressure, geopolitical risk), expected price declines in Q2 and planned workforce cuts create notable downside risks. Overall the positives around OLED-driven margin and mix improvement are balanced by significant financial and macro headwinds.Company Guidance
Operating Profitability and Strong EBITDA
Operating profit of KRW 146.7 billion in Q1 with an operating margin of 3% and an EBITDA margin of 21%. Management noted the company remained profitable for three months in a row and cited YoY profitability improvement driven by cost innovation and mix improvements.
Successful Shift to OLED and ASP Improvement
OLED products accounted for 60% of total revenue (up 5 percentage points YoY). ASP per square meter was $1,244, up 55% YoY (despite a 4% QoQ decline), reflecting a higher mix of premium OLED panels and improved product mix.
Stable Cash Position and Disciplined CapEx Plan
Cash and cash equivalents of KRW 1.525 trillion were largely unchanged QoQ. Management reiterated a disciplined CapEx approach: 2026 CapEx guidance of ~KRW 2 trillion with a disclosed ~KRW 1.1 trillion investment in new OLED technology infrastructure focused on future-proof tech.
Near-Term Shipment Recovery Guidance
For Q2 management expects total area to grow by a low-10% level QoQ, driven by increased shipments in large-sized panels. Monitor OLED gaming share expected to increase from low-teens last year to around 20% this year, signaling growth in high-margin monitor segment.
Revenue Mix Diversification and Growing Auto Exposure
Revenue breakdown in Q1: IT 37%, Mobile & Others 37% (down 3pp QoQ due to seasonality), TV 16%, Auto 10% (up 3pp QoQ). Auto and high-end segments highlighted as less seasonally sensitive and strategic growth areas.
LPL Earnings History
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 |
|---|---|---|---|
Apr 23, 2026 | $5.37 | $4.28 | -20.30% |
Jan 28, 2026 | $4.36 | $3.97 | -8.94% |
Oct 30, 2025 | $5.10 | $4.82 | -5.49% |
Jul 24, 2025 | $3.45 | $3.59 | +4.06% |
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 Jul 23, 2026, TBA (Confirmed).
What is LG Display Co. (LPL) earnings time?
LG Display Co. (LPL) earnings time is at Jul 23, 2026, 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 2026 (Q2) is -0.1.