LPL

OLED products reached 67% of total revenue in the third quarter. Third quarter revenue reached 6.277 trillion South Korean won.

LG Display Co., Ltd. remains rated as a Hold following my evaluation of its outlook across different horizons. Short-term prospects are weak with a Q3 2026 miss driven by inflationary semiconductor costs and weaker premium product demand. But long-term LPL catalysts still exist in the form of emerging OLED technologies and foldable display opportunities.

LG Display Co., Ltd. (LPL) Q3 2026 Earnings Call Transcript

LG Display NYSE: LPL reported third-quarter 2026 revenue of KRW 6.277 trillion, up 12% from the prior quarter but down 10% from a year earlier, as seasonal demand supported shipments of large-screen and mobile OLED products.

LG Display remains under pressure, with shares down 42% in the last year and no clear signs of a turnaround. Q3 revenue is expected to rise 31% sequentially to $4.97B, but year-over-year growth remains flat, reflecting weak demand and macro headwinds. Apple's extension of inventory holding periods could drive future panel sales for LPL, but immediate impact may be limited.

SEOUL, South Korea, Sept. 20, 2026 /PRNewswire/ -- LG Display, the world's leading innovator of display technologies, announced today its launch of a 24.5-inch 720Hz Gaming OLED panel, leading the esports monitor market paradigm.

LPL Financial is reaffirmed as a long-term buy, driven by robust organic asset growth, investment-grade balance sheet, and resilient earnings trends. LPLA benefits from macro tailwinds—rising equity markets and generational wealth transfer—fueling advisor demand and platform expansion. Despite rich valuation and near-term flat upside, LPLA's quality earnings, safe dividend coverage, and capital-light model support its premium.

SEOUL, South Korea, Aug. 18, 2026 /PRNewswire/ -- LG Display, the world's leading innovator of display technologies, announced today that it has successfully developed a dream OLED patterning method that is free from the conventional fine metal mask (FMM) process, using its own proprietary technology. Its groundbreaking FMM-less method delivers much greater flexibility in mass production as well as brighter panels with longer lifespan and lower power consumption.

LG Display Co., Ltd. (LPL) Q2 2026 Earnings Call Transcript

LG Display NYSE: LPL reported a second-quarter operating loss for fiscal 2026 as seasonal weakness in mobile panels and a one-time workforce restructuring charge offset improved underlying profitability and stronger shipments of medium and large displays.