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LG Display Co. (LPL)
NYSE:LPL
Earnings Data
Report Date
Apr 29, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
-0.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful structural progress: a clear shift to an OLED-centric portfolio, strong Y-o-Y ASP gains (+49% Y-o-Y), EBITDA strength (KRW 1.162 trillion, 16% margin), and notable debt and inventory reductions. Reported Q4 operating profit was depressed by high one-off costs (high KRW 300 billion range) and a Q4 net loss (KRW 351.2 billion) driven by FX translation. Management expects seasonal weakness in Q1 (shipments down ~low-20% Q-o-Q) and flagged ongoing external uncertainties and potential pricing pressure, but reiterated a disciplined, profitability-first strategy, continued OLED investments, and a guided plan for growth in large panels and mobile. On balance, operational fundamentals and financial improvements outweigh the near-term headwinds, with management framing one-offs as investments in future competitiveness.Company Guidance
Revenue and EBITDA Performance
Revenue rose slightly Q-o-Q to KRW 7.2008 trillion. EBITDA for Q4 was KRW 1.162 trillion with an EBITDA margin of 16%.
Operating Profit Excluding One-Offs
Reported operating profit declined Q-o-Q to KRW 168.5 billion due to one-off costs; excluding nonrecurring items, Q4 operating profit was roughly mid KRW 500 billion, exceeding market expectations and showing both Q-o-Q and Y-o-Y improvement.
OLED Share and Business Upgrade
OLED products accounted for 65% of total revenue in Q4 (unchanged Q-o-Q) and rose 5 percentage points Y-o-Y. Year-to-date OLED share reached 61% (up from 55% last year, +6 percentage points Y-o-Y), reflecting continued structural upgrade toward OLED-centric business.
ASP and Shipment Area Trends (Y-o-Y Strength)
ASP per square meter in Q4 was $1,297, down 5% Q-o-Q but up 49% Y-o-Y, indicating strong upgrade toward higher-value products. Total shipment area rose modestly Q-o-Q to 4.0 million square meters.
Debt Reduction and Improved Financial Ratios
Total debt decreased by KRW 1.886 trillion from end-2024 to KRW 12.664 trillion. Net debt fell by KRW 1.437 trillion Y-o-Y to KRW 11.0910 trillion. Debt-to-equity improved, and net debt-to-equity fell to 141% (decreases of 20 percentage points and 10 percentage points Q-o-Q, respectively; 64 pp and 14 pp Y-o-Y improvements).
Cash, Inventory and CapEx Discipline
Cash and cash equivalents were KRW 1.573 trillion at quarter end (largely unchanged Q-o-Q). Inventory declined Y-o-Y to KRW 2.546 trillion. CapEx was mid KRW 1 trillion in 2025 with planned 2026 CapEx around KRW 2 trillion focused on OLED competitiveness.
Segment Wins and Shipment Targets
Large panel shipments reached mid-6 million in 2025 (+~8% Y-o-Y) and the company targets just over 7 million in 2026 (~+10% Y-o-Y). Smartphone panel shipments were around mid-70 million units in 2025 with plans to outpace that growth in 2026.
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 |
|---|---|---|---|
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% |
Apr 24, 2025 | $2.91 | $2.93 | +0.69% |
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 Apr 29, 2026, TBA (Confirmed).
What is LG Display Co. (LPL) earnings time?
LG Display Co. (LPL) earnings time is at Apr 29, 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 (Q1) is >-0.01.