LG Display Co., Ltd. reported fourth‑quarter 2025 results that showed a 4% quarter‑over‑quarter rise in revenue to 7,201 billion KRW (about $5.4 billion), while the figure fell 8% year‑over‑year. Operating profit reached 169 billion KRW, giving an operating margin of roughly 2.3%. The company posted a net loss of 351 billion KRW, largely driven by foreign‑currency translation losses and one‑off restructuring charges that offset the operating profit.
Segment data revealed that OLED revenue accounted for 65% of total sales, up 6% QoQ, underscoring the company’s successful shift toward high‑margin premium displays. The TV segment generated 3.2 billion KRW, the IT segment 1.1 billion KRW, and the automotive segment 0.8 billion KRW. In contrast, the legacy LCD business saw a 12% decline in revenue, reflecting the ongoing exit from large‑size LCD manufacturing.
CFO Kim Seong‑hyun emphasized that LG Display is becoming a “normalized and competitive company.” He highlighted disciplined cost management and the scaling of OLED production as key to sustaining profitability. The company plans to invest approximately $1.4 billion in OLED technology in 2026 to support this strategy.
For the first quarter of 2026, management guided a shipment‑area decline of low 20% and a mid‑single‑digit drop in average selling price per square meter, while maintaining an ASP above $1,200. Full‑year 2026 revenue guidance remains at 25.8 trillion KRW, with operating profit guidance unchanged at 517 billion KRW, reflecting confidence in the OLED‑centric business model.
Investor sentiment following the release was cautious, reflecting concerns over the net loss and restructuring costs. However, the return to full‑year profitability in 2025 and the continued growth of OLED revenue share suggest a positive long‑term trajectory for the company.
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