Despite strong operating profit growth and OLED momentum, the widening net loss raises concerns about underlying profitability. Traders should monitor whether cost efficiencies and premium product mix can offset declining top-line performance in upcoming quarters.
Price Chart
Executive Summary
LG Display reported Q1 2026 earnings with revenue of KRW 5.53 trillion, down 9% year-over-year and 23% quarter-over-quarter. Operating profit surged 338% YoY to KRW 146.7 billion, marking its third consecutive profitable quarter, driven by OLED product mix and cost efficiencies. However, net loss widened to KRW 576 billion from KRW 237 billion a year earlier.
Key Facts
- Q1 2026 revenue: KRW 5,534 billion (-9% YoY, -23% QoQ)
- Operating profit: KRW 146.7 billion (+338% YoY, -13% QoQ)
- Net loss: KRW 576 billion (vs. KRW 237 billion loss in Q1 2025)
- OLED products now 60% of revenue, up 5 points YoY
- Average selling price per area up 55% YoY
Financial Impact
Revenue declined 9% YoY to $4.1 billion (converted), but operating profit improved significantly from KRW 33.5B to KRW 146.7B. Net loss, however, increased substantially to $430 million (converted) from $177 million a year ago.
Risk Factors
- Continued revenue decline despite OLED growth
- Widening net loss despite improved operating profit
- Dependence on high-end product mix amid uncertain macro conditions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-171929 |
| Document: 0001193125-26-171929-index-headers.html | 0001193125-26-171929 |
| Document: 0001193125-26-171929-index.html | 0001193125-26-171929 |
| Document: 0001193125-26-171929.txt | 0001193125-26-171929 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | 6-K | $3.33 $2.91 | ▼ −12.61% | ▼ −12.61% | $3.12 (−6.31%) |
Aug 14, 2026 7w ago | 6-K | $3.50 $3.13 | ▲ +10.57% | ▲ +8.58% | $3.12 (+10.86%) |
Jul 23, 2026 10w ago | 6-K | $3.37 $3.33 | ▼ −1.19% | ▼ −4.50% | $3.12 (−7.42%) |
Jul 22, 2026 10w ago | 6-K | $3.29 $3.37 | ▲ +2.43% | ▼ −0.47% | $3.12 (−5.17%) |
Jul 1, 2026 13w ago | 6-K | $3.65 $2.79 | ▼ −23.56% | ▼ −21.38% | $3.12 (−14.52%) |
Jul 1, 2026 13w ago | 6-K | $3.65 $2.79 | ▼ −23.56% | ▼ −21.38% | $3.12 (−14.52%) |
May 15, 2026 20w ago | 6-K | $4.82 $4.73 | ▲ +1.87% | ▲ +3.99% | $3.12 (+35.27%) |
May 12, 2026 20w ago | 6-K | $4.44 $4.32 | ▼ −2.70% | ▼ −0.98% | $3.12 (−29.73%) |
Apr 28, 2026 22w ago | 20-F | $4.22 $4.88 | ▲ +15.64% | ▲ +10.18% | $3.12 (−26.07%) |
Apr 23, 2026 23w ago | 6-K | $4.28 $4.37 | ▲ +2.10% | ▼ −2.53% | $3.12 (−27.10%) |
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