LG Display Reports Q4 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
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Should l Buy LPL?
Source: seekingalpha
- Declining Financial Performance: LG Display's Q4 2025 EBITDA of KRW 1,162 billion represents an 18.4% decrease from KRW 1,424 billion in Q3 2025, indicating pressure on profitability that could affect investor confidence moving forward.
- Widening Net Loss: The net loss of KRW 351 billion in Q4 2025, compared to a net profit of KRW 1 billion in Q3 2025 and a loss of KRW 839 billion in Q4 2024, highlights ongoing challenges in regaining profitability amid competitive market conditions.
- Revenue Decline: Q4 2025 revenue of KRW 7,201 billion reflects an 8.1% year-over-year decline, suggesting weak overall market demand that may further shrink the company's market share in the future.
- OLED Product Growth: With OLED products accounting for a record 61% of total revenues in 2025, the company demonstrates potential for successful transformation, although the exit from the large-sized LCD business may pose short-term challenges.
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Analyst Views on LPL
About LPL
LG Display Co Ltd is a Korea-based company principally engaged in the manufacture and sale of display panels. The Company produces and sells display panels for televisions (TVs), smart phones, monitors, notebooks and tablets. The Company holds liquid crystal display (LCD) and organic light emitting diodes (OLED) technology patents. In addition, the Company manufactures raw materials.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
LG Display Reports Q4 2025 Financial Results
- Declining Financial Performance: LG Display's Q4 2025 EBITDA of KRW 1,162 billion represents an 18.4% decrease from KRW 1,424 billion in Q3 2025, indicating pressure on profitability that could affect investor confidence moving forward.
- Widening Net Loss: The net loss of KRW 351 billion in Q4 2025, compared to a net profit of KRW 1 billion in Q3 2025 and a loss of KRW 839 billion in Q4 2024, highlights ongoing challenges in regaining profitability amid competitive market conditions.
- Revenue Decline: Q4 2025 revenue of KRW 7,201 billion reflects an 8.1% year-over-year decline, suggesting weak overall market demand that may further shrink the company's market share in the future.
- OLED Product Growth: With OLED products accounting for a record 61% of total revenues in 2025, the company demonstrates potential for successful transformation, although the exit from the large-sized LCD business may pose short-term challenges.
See More
LG DISPLAY: CURRENTLY EXPECTS MINIMAL EFFECT FROM RISING MEMORY CHIP PRICES ON ITS OPERATIONS
Limited Impact of Memory Chip Price Increases: The recent rise in memory chip prices is expected to have a minimal effect on the overall business operations of companies in the sector for the time being.
Current Market Conditions: Despite the price increases, the market dynamics suggest that companies are managing to adapt without significant disruptions to their business models.
See More
LG DISPLAY ANTICIPATES CUSTOMER DEMAND FOR PRICE REDUCTIONS AMID RISING MEMORY CHIP COSTS
Customer Expectations: Customers are anticipated to exert pressure on price reductions due to rising costs associated with memory chips.
Impact of Memory Chip Prices: The increase in memory chip prices is expected to influence overall pricing strategies in the market.
See More
LG Display Reports Profit Turnaround for FY 2025
- Profit Turnaround: LG Display reported a net income of 303.807 billion won for FY 2025, a significant recovery from a net loss of 2.409 trillion won in the previous year, indicating strong performance amid market recovery.
- Operating Income Recovery: The operating income for FY 2025 reached 516.977 billion won, contrasting with an operating loss of 560.596 billion won the prior year, showcasing notable improvements in cost control and operational efficiency.
- Sales Decline: Despite the improvements in net and operating income, annual sales fell to 25.81 trillion won from 26.62 trillion won the previous year, reflecting ongoing challenges in market demand.
- Stock Price Fluctuation: LG Display closed at $4.36 on Tuesday, down $0.05, and further declined to $4.29 in after-hours trading, indicating cautious investor sentiment regarding the company's future outlook.
See More
LG Display to Announce Q4 Earnings on January 28
- Earnings Announcement: LG Display is set to release its Q4 2023 earnings report on January 28 before the market opens, drawing significant attention from investors regarding its performance and outlook.
- Earnings Expectations: The consensus EPS estimate stands at $0.12, indicating a cautious market sentiment towards the company's profitability, especially given that there have been no upward revisions in EPS estimates recently.
- Revenue Estimate Fluctuations: Revenue estimates have seen an equal number of upward and downward revisions, totaling five each, with the market expecting revenue of $4.84 billion, reflecting divergent views on the company's revenue growth potential.
- Historical Performance Insights: Historical earnings data and analyst ratings for LG Display highlight ongoing challenges in technological innovation and market competition, prompting investors to closely monitor how the company addresses these issues to maintain market confidence.
See More
South Korea and Poland ETFs Show Strong Performance with Average Returns Over 30%
- South Korea's Economic Rise: With a population of 51.6 million, South Korea ranks as the world's 14th largest economy, and the iShares MSCI South Korea ETF has averaged a 23% return over the past three years, significantly outperforming the S&P 500, indicating strong market potential.
- Poland's Economic Growth: Since gaining independence in 1992, Poland's economy has only experienced one year of negative growth in 2020, with a GDP increase of nearly 7% in 2021 compared to Germany's 3.9%, showcasing its economic resilience and growth potential.
- Investment Opportunities: The iShares MSCI South Korea ETF achieved a remarkable 98% return in 2025, while the iShares MSCI Poland ETF returned 76% in the same year, providing investors with diverse international investment options.
- Optimistic Market Outlook: With average returns of 23% and 37% over three years for these ETFs, averaging 30%, they are expected to maintain growth, making them suitable for investors seeking international exposure.
See More
LG Display Reports Q4 2025 Financial Results
- Declining Financial Performance: LG Display's Q4 2025 EBITDA of KRW 1,162 billion represents an 18.4% decrease from KRW 1,424 billion in Q3 2025, indicating pressure on profitability that could affect investor confidence moving forward.
- Widening Net Loss: The net loss of KRW 351 billion in Q4 2025, compared to a net profit of KRW 1 billion in Q3 2025 and a loss of KRW 839 billion in Q4 2024, highlights ongoing challenges in regaining profitability amid competitive market conditions.
- Revenue Decline: Q4 2025 revenue of KRW 7,201 billion reflects an 8.1% year-over-year decline, suggesting weak overall market demand that may further shrink the company's market share in the future.
- OLED Product Growth: With OLED products accounting for a record 61% of total revenues in 2025, the company demonstrates potential for successful transformation, although the exit from the large-sized LCD business may pose short-term challenges.
See More
LG DISPLAY: CURRENTLY EXPECTS MINIMAL EFFECT FROM RISING MEMORY CHIP PRICES ON ITS OPERATIONS
Limited Impact of Memory Chip Price Increases: The recent rise in memory chip prices is expected to have a minimal effect on the overall business operations of companies in the sector for the time being.
Current Market Conditions: Despite the price increases, the market dynamics suggest that companies are managing to adapt without significant disruptions to their business models.
See More
LG DISPLAY ANTICIPATES CUSTOMER DEMAND FOR PRICE REDUCTIONS AMID RISING MEMORY CHIP COSTS
Customer Expectations: Customers are anticipated to exert pressure on price reductions due to rising costs associated with memory chips.
Impact of Memory Chip Prices: The increase in memory chip prices is expected to influence overall pricing strategies in the market.
See More
LG Display Reports Profit Turnaround for FY 2025
- Profit Turnaround: LG Display reported a net income of 303.807 billion won for FY 2025, a significant recovery from a net loss of 2.409 trillion won in the previous year, indicating strong performance amid market recovery.
- Operating Income Recovery: The operating income for FY 2025 reached 516.977 billion won, contrasting with an operating loss of 560.596 billion won the prior year, showcasing notable improvements in cost control and operational efficiency.
- Sales Decline: Despite the improvements in net and operating income, annual sales fell to 25.81 trillion won from 26.62 trillion won the previous year, reflecting ongoing challenges in market demand.
- Stock Price Fluctuation: LG Display closed at $4.36 on Tuesday, down $0.05, and further declined to $4.29 in after-hours trading, indicating cautious investor sentiment regarding the company's future outlook.
See More
LG Display to Announce Q4 Earnings on January 28
- Earnings Announcement: LG Display is set to release its Q4 2023 earnings report on January 28 before the market opens, drawing significant attention from investors regarding its performance and outlook.
- Earnings Expectations: The consensus EPS estimate stands at $0.12, indicating a cautious market sentiment towards the company's profitability, especially given that there have been no upward revisions in EPS estimates recently.
- Revenue Estimate Fluctuations: Revenue estimates have seen an equal number of upward and downward revisions, totaling five each, with the market expecting revenue of $4.84 billion, reflecting divergent views on the company's revenue growth potential.
- Historical Performance Insights: Historical earnings data and analyst ratings for LG Display highlight ongoing challenges in technological innovation and market competition, prompting investors to closely monitor how the company addresses these issues to maintain market confidence.
See More
South Korea and Poland ETFs Show Strong Performance with Average Returns Over 30%
- South Korea's Economic Rise: With a population of 51.6 million, South Korea ranks as the world's 14th largest economy, and the iShares MSCI South Korea ETF has averaged a 23% return over the past three years, significantly outperforming the S&P 500, indicating strong market potential.
- Poland's Economic Growth: Since gaining independence in 1992, Poland's economy has only experienced one year of negative growth in 2020, with a GDP increase of nearly 7% in 2021 compared to Germany's 3.9%, showcasing its economic resilience and growth potential.
- Investment Opportunities: The iShares MSCI South Korea ETF achieved a remarkable 98% return in 2025, while the iShares MSCI Poland ETF returned 76% in the same year, providing investors with diverse international investment options.
- Optimistic Market Outlook: With average returns of 23% and 37% over three years for these ETFs, averaging 30%, they are expected to maintain growth, making them suitable for investors seeking international exposure.
See More
