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LG Display Co. (LPL)
:LPL
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LG Display
(NYSE:LPL)
Rating:55Neutral
Price Target:
$3.50
▼(-14.22% Downside)
LG Display (LPL) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$3.95B
Dividend YieldN/A
Average Volume (3M)298.47K
Price to Earnings (P/E)―
Beta (1Y)0.92
Revenue Growth3.97%
EPS Growth72.99%
CountryUS
Employees27,352
SectorTechnology
Sector Strength94
IndustryConsumer Electronics
Share Statistics
EPS (TTM)0.73
Shares Outstanding1,000,000,000
10 Day Avg. Volume496,660
30 Day Avg. Volume298,467
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)0.00
Price to Sales (P/S)0.00
P/FCF Ratio0.00
Enterprise Value/Market Cap3.41
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$3.50Price Target Upside-14.22% Downside
Rating ConsensusHold
Number of Analyst Covering0
LG Display Business Overview & Revenue Model
Company DescriptionLG Display Co., Ltd. engages in the design, manufacture, and sale of thin-film transistor liquid crystal display (TFT-LCD) and organic light emitting diode (OLED) technology-based display panels. Its TFT-LCD and OLED technology-based display panels are primarily used in televisions, notebook computers, desktop monitors, tablet computers, mobile devices, and automotive displays. The company also provides display panels for industrial and other applications, including entertainment systems, portable navigation devices, and medical diagnostic equipment. It operates in South Korea, China, rest of Asia, the United States, Poland, and other European countries. The company was formerly known as LG.Philips LCD Co., Ltd. and changed its name to LG Display Co., Ltd. in March 2008. LG Display Co., Ltd. was incorporated in 1985 and is headquartered in Seoul, South Korea.
How the Company Makes MoneyLG Display makes money primarily through the manufacturing and sale of display panels. Its key revenue streams include the sale of TFT-LCD and OLED panels to original equipment manufacturers (OEMs) and consumer electronics companies. The company benefits from its strong relationships with major global brands in the electronics industry, which rely on LG Display's advanced technology for their products. Additionally, LG Display generates income through strategic partnerships and joint ventures aimed at developing next-generation display technologies. The company's revenue is influenced by factors such as technology advancements, production efficiency, market demand, and consumer trends in electronic devices.
LG Display Earnings Call Summary
Earnings Call Date:Jul 24, 2025
(Q2-2025)
| % Change Since: 18.26%|
Next Earnings Date:Oct 22, 2025
Earnings Call Sentiment Neutral
The earnings call reflects a mixed performance for LG Display in Q2 2025. While there are significant improvements in operating loss, net income, and ASP per square meter, challenges remain due to the decline in sales, operating profit loss, and reduced shipment areas. The company's strategic shift to an OLED-centered business and improvements in its financial structure are positive indicators for future performance, but the current period's challenges suggest a balanced outlook.Q2-2025 Updates
Positive Updates
Improvement in Operating Loss
Operating loss improved by KRW 480.5 billion in the first half of 2025 compared to the previous year, driven by a shift to an OLED-centered business, cost reductions, and enhanced operational efficiency.
Positive Net Income
Net income turned positive to KRW 890.8 billion, driven by improved FX gains and other non-operating income, including the gain on the sale of the Guangzhou LCD plant.
Increase in ASP per Square Meter
ASP per square meter increased by 32% Q-o-Q to $1,056 due to the exit from the LCD TV business and a shift towards OLED.
Debt Ratio Improvement
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%.
Continued Growth in OLED Revenue
The OLED portion of total revenue increased by 1 percentage point Q-o-Q and 3 percentage points Y-o-Y, reaching 56%.
Negative Updates
Decline in Sales
Sales declined by 8% Q-o-Q to KRW 5.587 trillion, representing a 17% decline Y-o-Y due to the seasonal off-peak period for smartphones and the termination of the LCD TV business.
Operating Profit Loss
Operating profit posted a loss of KRW 116 billion due to the stronger Korean won exchange rate and the end of the LCD TV business.
Decrease in Shipment Area
Q2 shipment area decreased by 26% Q-o-Q due to the termination of the LCD TV business.
Challenges in Mobile and IT Segments
Revenue from mobile and others declined by 6 percentage points Q-o-Q to 28% due to seasonally weak panel shipments.
Company Guidance
During the LG Display 2025 Q2 Earnings Conference Call, guidance for Q3 was provided, indicating 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 the share of low-margin medium panel products. Conversely, the ASP (Average Selling Price) per area is forecast to increase to mid-20% levels, driven by a seasonal increase in shipments of small- and medium-sized OLED products. The company continues to focus on transitioning to an OLED-centered business structure, which has contributed to maintaining higher ASP levels compared to the past. Additionally, LG Display noted its strategic initiatives, including business restructuring around OLED, technological differentiation, product quality enhancement, and cost innovation, to strengthen core competitiveness and improve financial performance. The debt ratio stood at 268%, and the net debt-to-equity ratio was 155%, reflecting significant decreases of 40 percentage points and 19 percentage points quarter-over-quarter, respectively, suggesting robust financial management amidst ongoing macroeconomic uncertainties.LG Display Financial Statement Overview
Summary
LG Display is facing financial headwinds with declining profitability and significant leverage. However, improvements in operational efficiency and cash flow generation are noted, though challenges in sustaining revenue growth and managing debt levels persist.Income Statement
The TTM (Trailing-Twelve-Months) shows a negative net profit margin and declining revenue growth rate, indicating financial challenges. However, gross profit margin has improved compared to the previous year, suggesting some operational efficiency gains. The company has a history of fluctuating profitability, with recent years showing losses at both EBIT and net income levels.45
Neutral
Balance Sheet
The company's debt-to-equity ratio is relatively high, indicating significant leverage which could pose risks if profitability does not improve. However, the equity ratio remains stable, showing a reasonable proportion of assets funded by equity. Stockholders' equity has decreased over the years, reflecting ongoing financial pressures.50
Neutral
Cash Flow
Free cash flow has improved in the TTM, showing positive growth from the previous period, which is a positive indicator. The operating cash flow to net income ratio is strong, indicating the company's ability to generate cash from operations despite net income losses. However, consistent capital expenditures and fluctuating free cash flow highlight ongoing investment needs and financial volatility.55
Neutral
| Breakdown | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 26.62T | 21.33T | 26.15T | 29.88T | 24.23T |
| Gross Profit | 2.58T | 345.18B | 1.12T | 5.31T | 2.64T |
| EBITDA | 3.84T | 1.60T | 638.00M | 6.34T | 3.90T |
| Net Income | -2.56T | -2.73T | -3.20T | 1.19T | -70.64B |
Balance Sheet | |||||
| Total Assets | 32.86T | 35.76T | 35.69T | 38.15T | 35.07T |
| Cash, Cash Equivalents and Short-Term Investments | 2.03T | 2.40T | 2.10T | 3.57T | 4.23T |
| Total Debt | 14.61T | 16.60T | 15.06T | 12.75T | 14.15T |
| Total Liabilities | 24.79T | 26.99T | 24.37T | 23.39T | 22.33T |
| Stockholders Equity | 6.54T | 7.23T | 9.88T | 13.12T | 11.40T |
Cash Flow | |||||
| Free Cash Flow | 282.03B | -2.45T | -2.90T | 1.98T | -669.91B |
| Operating Cash Flow | 2.41T | 1.68T | 3.01T | 5.75T | 2.29T |
| Investing Cash Flow | -1.36T | -2.59T | -6.70T | -4.26T | -2.32T |
| Financing Cash Flow | -1.33T | 1.35T | 1.95T | -2.47T | 931.83B |
LG Display Technical Analysis
Positive
4.08
Price Trends
3.49
Positive
3.25
Positive
3.30
Positive
Market Momentum
0.17
Negative
75.06
Negative
94.52
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LPL, the sentiment is Positive. The current price of 4.08 is above the 20-day moving average (MA) of 3.68, above the 50-day MA of 3.49, and above the 200-day MA of 3.30, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 75.06 is Negative, neither overbought nor oversold. The STOCH value of 94.52 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LPL.
LG Display Risk Analysis
LG Display disclosed 43 risk factors in its most recent earnings report. LG Display reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
LG Display Peers Comparison
Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Performance Comparison
LPL
LG Display
4.08
0.21
5.43%
AAPL
Apple
220.03
7.71
3.63%
SONY
Sony Group
26.03
9.20
54.66%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.