LG Display: Thin Margins and Trailing Losses as Shares Trade Near 52-Week Low

Thesis

The data supports a picture of a partial operating recovery that has not yet reached the bottom line. Operating income was ₩517.0B in 2025 and ₩638.5B over the trailing twelve months to H1 2026, versus losses of ₩560.6B in 2024 and ₩2.51T in 2023. Trailing free cash flow is positive at ₩1.52T.

The data does not support a clean turnaround story. Trailing net income is a loss of ₩1.35T, return on equity is -21.1%, and liabilities are 259.5% of equity. The share price has fallen 12.8% in one month and 25.1% in three months, so the market appears to be weighing these weaknesses. The data does not give reasons for the decline, and no news headlines are available.

Business overview

LG Display is a KOSPI-listed company in the electronic components sector. It was founded on 1985-02-28 and listed on 2004-07-23. The CEO is listed as 정철동. It has 500,000,000 listed shares and a market capitalization of ₩3.88T.

Revenue was ₩29.88T in 2021 and ₩26.15T in 2022. It fell to ₩21.33T in 2023, rose to ₩26.62T in 2024, and was ₩25.81T in 2025. Trailing revenue is ₩25.30T. The data does not describe products or customers.

Model estimate of fair value

The valuation model has no estimate for this company yet (not enough data, or no positive value with the base case).

Report history

1. Oct 22, 2026Update noteEarningsLG Display Q3 2026 Preliminary Earnings: Operating Profit Down 42% Year on Year, Net Income Swings to Profit
2. Oct 13, 2026InitiationLG Display: Thin Margins and Trailing Losses as Shares Trade Near 52-Week Low