NYSE$LPL

LG Display Co Ltd - ADR · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

LG Display posted a net loss of 237.0 billion KRW in Q1 2025, continuing to struggle with operating losses despite moderate revenue growth.

LG Display reported weak Q1 2025 results with continued losses in both operating and net income. Despite a positive gross margin, high SG&A costs and limited other income weighed on profitability.

  • Revenue for Q1 2025 was 6,065.3 billion KRW.
  • Net loss amounted to 237.0 billion KRW in the quarter.
  • Operating loss was 79.0 billion KRW, narrowing from the previous year.
  • Gross profit came in at 753.0 billion KRW, reflecting improved cost efficiency.

Headline financials

Total Revenue

$4.11B

Previous: $3.95B+4.1%
EPS (adj)

-$0.45

Previous: -$0.77+41.2%
Net Income

-$161M

Previous: -$589M+72.7%
Operating Income

-$53.6M

Previous: -$353M+84.8%
Gross Profit

$511M

No prior period

Revenue & EPS history

LG Display · Revenue · Quarterly

$4.11B

Q1 2025+4.1%vs Q1 2024
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Revenue by segment

LG Display · $5.53T total across 4 segments · Q1 2026

  • Mobile and other
    $2.12T
  • IT products
    $2T
  • Television panels
    $870B
  • Automotive displays
    $549B

Forward guidance

LG Display expects continued operational challenges in Q2 but plans to strengthen profitability by focusing on premium products and cost control.

Tailwinds

  • Improved gross margin from prior quarters
  • Progress in inventory and cost management
  • Resilient demand in automotive and IT display segments
  • Targeted efforts in OLED product mix optimization
  • Disciplined capital expenditure planned for H1

Headwinds

  • Ongoing net losses weigh on financial health
  • Weak demand in TV panels continues
  • Competitive pressure in LCD segments remains strong
  • FX volatility could increase financial risk
  • High SG&A expenses limit earnings recovery

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.9%

Avg return

Earnings day

-3.4%

Avg return

5 days after

-3.6%

Avg return

30 days after

29%

15 / 51 earnings

Positive

+9.9%

Q4 2017

Best reaction

-12.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.0%-18.0%-12.6%
Q4 2026-8.3%-21.4%-6.1%
Q3 2025-5.3%-3.1%-15.1%
Q2 2025+3.8%+9.6%+24.3%
Q1 2025+0.7%+0.0%+3.4%
Q4 2024-2.7%-3.3%+5.8%
Q3 2024+2.4%-1.9%-8.5%
Q1 2024-2.5%-0.2%-10.4%
Q4 2023-12.4%-11.8%-15.3%
Q3 2023+0.2%+3.2%+10.9%
Q2 2023-3.2%-6.9%-5.0%
Q1 2023-4.0%-6.7%-0.7%
Q4 2022+0.0%-3.9%-11.4%
Q3 2022-6.5%-7.1%+15.3%
Q2 2022+4.9%+2.3%-2.8%
Q1 2022+0.0%-2.7%-4.3%
Q4 2021-10.3%-7.9%-11.4%
Q3 2021+8.6%+8.4%+10.2%
Q2 2021+2.9%+0.0%-6.0%
Q1 2021-5.8%-12.6%-12.6%
Q4 2020-2.8%-3.3%-4.3%
Q3 2020-1.4%-6.2%-1.4%
Q2 2020-7.7%-5.6%+1.8%
Q1 2020-5.3%-1.3%-10.1%
Q4 2019+2.6%+10.0%-6.8%
Q3 2019-5.5%-3.7%-9.0%
Q2 2019-6.2%-11.4%-28.9%
Q1 2019-0.2%-0.6%-19.0%
Q4 2018-3.4%-5.9%+4.1%
Q3 2018-9.9%-11.4%-2.9%
Q2 2018-2.0%+1.3%+3.5%
Q1 2018-4.7%-3.6%-8.4%
Q4 2017+9.9%+9.0%-0.5%
Q3 2017+1.8%+1.4%+11.8%
Q2 2017-5.4%-6.9%-9.9%
Q1 2017-7.4%-8.0%-3.4%
Q4 2016+1.5%-1.9%-6.5%
Q3 2016+0.0%-7.3%-6.9%
Q2 2016+8.9%+8.7%+8.0%
Q1 2016-8.6%
Q4 2015-1.4%
Q3 2015-3.4%
Q4 2014+0.2%
Q2 2011-1.1%
Q1 2011-2.4%
Q4 2010+0.2%
Q3 2010-6.1%
Q4 2009-2.6%
Q4 2008-2.6%
Q4 2007-2.6%
Q1 2010-0.9%

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