LG Display Co Ltd. - ADR
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+ FollowMarket Cap$2.55B
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Earnings Call Q3 2026
October 22, 2026 - AI Summary
Q3 performance (mixed growth; margins pressured by FX + chipflation; net income boosted by FX):
- Revenue: KRW 6.277T (+12% QoQ, -10% YoY). YoY decline mainly from lower midsize LCD shipments due to a portfolio realignment toward profitability/OLED.
- Operating profit: KRW 250.6B (slightly +QoQ, -42% YoY) → margin ~4% (EBITDA 19%).
- Net income: KRW 755.6B, helped by a large FX translation gain late in the quarter (won appreciation).
- Key investor takeaway: topline mixed, profitability down YoY, but bottom-line supported by FX—ongoing earnings quality may depend on FX volatility.
OLED-led shipment/price trends (good momentum in large + mobile; still constrained by consumer set demand):
- Area shipments: 3.7M sqm (+4% QoQ). Growth driven by large OLED despite uncertain external environment.
- ASP/price per sqm: $1,250 (+16% QoQ) aided by mobile OLED growth, even with chipflation (components/set prices rising).
- Revenue mix shift (important):
- Mobile share: 42% (+10pp QoQ) as seasonality kicked in.
- IT share: down to 29% (-7pp QoQ) as midsize shipments fell.
- OLED share: reached 67%, +10pp QoQ and +2pp YoY (company view: structural shift to OLED).
Guidance for Q4 (optimistic volume, cautious pricing; risks remain from advanced buying + chipflation-driven demand softness):
- Area shipment forecast: ~+10% QoQ. Seasonality continues, but watch impact from advanced purchases made in 1H and uncertainty in set demand due to chipflation.
- ASP outlook: price per sqm expected to rise only low single digits QoQ—incremental pricing not expected to be significant given softer consumer demand and input-cost pressures.
- Investor takeaway: the quarter likely relies more on volume growth than pricing power.
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$4676.65
183658.3% upside
Current Fair Value
183658.3% upsideUndervalued by 183658.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $2.55 Billion |
|---|---|
| Enterprise Value | $11.88 Trillion |
| Earnings per Share | $226.5 |
| Beta | 1.32 |
| Outstanding Shares | 1,000,000,000 |
Return
| Return on Equity | -9.90% |
|---|---|
| Return on Assets | -2.27% |
| Return on Invested Capital | 2.92% |
Valuation & Multiples
| P/E Ratio | -6.06 |
|---|---|
| PEG | 0.16 |
| Price to Sales | 0.0 |
| Price to Book Ratio | 0.0 |
| Enterprise Value to Revenue | 0.48 |
| Enterprise Value to EBIT | 25.91 |
| Enterprise Value to Net Income | -20 |
| Total Debt to Enterprise | 1.12 |
| Debt to Equity | 2.13 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 5, 2026
EPS Estimate
$0.16
Consensus analyst estimateRevenue Estimate
$4.77 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 27, 2027
EPS Estimate
$0.11
Consensus analyst estimateRevenue Estimate
$4.97 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 32.83% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.08%▼ 7.69% |
|---|---|
| Total Invested | $2.57M▼ 99.15% |
| Investors Holding | 37▼ 159.00% |
About LG Display Co Ltd.
24,430 employees
CEO: Ho Yeong Jung
Established in 1985 and headquartered in Seoul, South Korea, LG Display Co., Ltd. is a global leader specializing in the research, manufacturing, and distribution of advanced display panels. The company primarily focuses on thin-film tra...