LG Display Co., Ltd. (034220.KS) is headquartered in Seoul, South Korea and is widely regarded as one of the world’s major suppliers of advanced display technologies. The company traces its modern corporate form to 1999 and has developed core display capabilities around thin-film transistor liquid crystal display (TFT-LCD) as well ...LG Display Co., Ltd. (034220.KS) is headquartered in Seoul, South Korea and is widely regarded as one of the world’s major suppliers of advanced display technologies. The company traces its modern corporate form to 1999 and has developed core display capabilities around thin-film transistor liquid crystal display (TFT-LCD) as well as organic light-emitting diode (OLED) technologies, including work supporting flexible display form factors.
From a business perspective, LG Display’s core offering is the research, manufacturing, and supply of display panels and related display modules. Its customer base spans large consumer electronics OEMs and component buyers that integrate display panels into televisions, laptops, desktop monitors, tablets, mobile devices, and automotive/industrial infotainment and monitoring systems. Beyond standard consumer products, LG Display also supports specialized and industrial uses, such as entertainment and navigation systems, and medical diagnostic equipment displays, reflecting its panel qualification and application engineering capabilities.
Product and technology focus is centered on high-volume panel production and technology transitions. TFT-LCD panels have historically been a core revenue driver, while OLED has become increasingly important as customers shift toward thinner, higher-contrast display solutions. The company also positions itself in “flexible” display-related solutions to address emerging product form factors and design requirements. This technology mix shapes capital allocation and cost structure: display manufacturing is typically capital intensive, involves complex supply chains for glass, substrates, chemical materials, drivers, and module components, and requires continuous process engineering to maintain yield and performance.
On financial and operational indicators provided for the most recent trailing-twelve-month snapshot, LG Display shows market valuation metrics and profitability ratios that reflect industry cyclicality and investment phases. The dataset includes that margins can be relatively thin (and net profitability can be negative in certain periods), while balance-sheet strength and liquidity ratios indicate a business that must actively manage working capital and capex cycles. Metrics such as free cash flow-related yields and operating return on assets/earnings margins help illustrate that profitability and cash generation can vary with demand, pricing, and production efficiency.
Key leadership includes CEO Chul-Dong Jeong. Operationally, LG Display manufactures across regions including South Korea and China, and supports further assembly activities in multiple countries, aligning with global customer supply requirements.
Overall, LG Display’s strategic intent is to remain a technology leader in display panels by combining large-scale manufacturing, panel performance improvements, and ongoing migration toward next-generation display technologies to meet evolving customer specifications and end-market demand.
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$25810.1B
-3.0%
+1.4%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$226.3B
+108.8%
+29.1%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+12.2%
+40.9%
-7.9%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
+2.0%
+195.1%
-172.4%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
+0.9%
+109.1%
+30.1%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$927.2B
+225.9%
+217.5%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+3.6%
+236.0%
+215.9%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
192.7%
-13.7%
-0.1%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
0.73x
+14.0%
-13.7%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Good morning and good evening. Thank you all for joining the conference call for the LG Display earnings results. This conference will start with a presentation followed by a Q&A session. If you have a question, please press star and one on your phone during the Q&A. Now we will begin the presentation on LG Display's second quarter of fiscal year 2026 earnings results.
Kyu Dong Kim: Good afternoon. This is Kim Kyu Dong, Vice President in charge of Finance and Risk Management at LG Display. Thank you for joining our second quarter 2026 earnings conference call. Joining us today are CFO Kim Sunghyun, Vice President Cho Seunghyun in charge of Business Control and Management, Vice President Kim Jong-deok in charge of Large Display Planning and Management, Ahn Yoo-shin in charge of Medium Display Planning and Management, Vice President Baek Seung-ryong in charge of Small Display Planning and Management, Vice President Song Ki Hwan, head of Auto Marketing, and Lee Ki Young in charge of Business Intelligence. Today's conference call will be conducted in both Korean and English. For more details on the company's performance, please refer to our disclosure, which was released just now, or the investor relations section in the company website. Please refer to the disclaimer before we begin the presentation. Please be informed that the financial figures presented in today's earnings release are consolidated figures prepared in accordance with International Financial Reporting Standards. These figures have not yet been audited by an external auditor and are provided for the convenience of our investors. I will now report on the company's business performance in Q2 2026. The company's production and shipment for mobile products in Q2 declined due to the seasonality, while shipments of medium and large size products increased, driven by pull-in effects from sporting events, etc. With the Won to Dollar exchange rate remaining high, revenue in Q2 rose slightly YoY and QoQ to KRW 5.6121 trillion. As for P&L in Q2, the company recorded an operating loss reflecting one-off costs from intensive workforce restructuring. However, with OLED capability stabilizing and company-wide cost reduction efforts continuing, operating performance, excluding one-off costs, was in the black, improving significantly YoY. Even after accounting for seasonality and one-off costs, the company achieved profit for the first half of the year for the first time in five years since 2021. Operating profit margin was -2% and EBITDA margin 16%. Net income recorded a loss of KRW 418.8 billion due to the impact of FX translation loss, as the exchange rate continued its rise from the previous quarter. Next is area shipment and ASP trends. Second quarter area shipment grew by 12% from the previous quarter to 3.6 million sq m, resulting from an expansion in shipments of medium and large size products, despite some changes in the product mix. Price per square meter fell 13% QoQ to $1,079 …
