NYSE$LPL
LG Display Co Ltd - ADR · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
LG Display Q1 sales W5.53T with W147B operating profit amid OLED investment push
LG Display reported Q1 2026 consolidated sales revenue of W5.53 trillion, with gross profit of W765 billion and operating profit of W147 billion. The company posted a net loss attributable to owners of W570.7 billion, or W1,141 loss per share, reflecting seasonal mix and ongoing restructuring. Mobile and other panels led sales at 38.3% of revenue, followed by IT at 36.1%, televisions at 15.7%, and automotive at 9.9%. Average selling price per square meter was $1,244, down quarter over quarter on lower small/medium OLED shipments. LG Display plans 2026 capex in the mid-to-upper W2 trillion range and announced a W1.1 trillion OLED technology investment on April 22.
- Q1 2026 sales revenue was W5.53T with operating profit of W147B and gross profit of W765B.
- Net loss attributable to owners was W570.7B; basic EPS was a W1,141 loss per share.
- Product mix: mobile 38.3%, IT 36.1%, TV 15.7%, auto 9.9% of Q1 sales.
- ASP per square meter was $1,244, down from $1,297 in Q4 on seasonal OLED shipment mix.
- 2026 capex planned at mid-to-upper W2T including W1.1T new OLED technology infrastructure investment.
Headline financials
Revenue & EPS history
LG Display · Revenue · Quarterly
₩5.53T
Revenue by segment
LG Display · ₩5.53T total across 4 segments · Q1 2026
- Mobile and other₩2.12T—38.3%
- IT products₩2T—36.1%
- Television panels₩870B—15.7%
- Automotive displays₩549B—9.9%
Forward guidance
LG Display targets mid-to-upper W2 trillion in 2026 capital expenditures and is expanding OLED-focused capacity with a W1.1 trillion technology investment through June 2028.
Tailwinds
- OLED transition strategy progressing with new W1.1T technology infrastructure investment.
- Automotive and gaming OLED opportunities cited as growth drivers.
Headwinds
- Display panel pricing remains volatile with supply/demand imbalance risk.
- Q1 net loss reflects challenging seasonal mix and large-scale investment cycle.
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 2026
-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
| Quarter | Report date | Reaction (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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