LG Display Co., Ltd. (NYSE: LPL), a manufacturer of thin-film transistor and organic light-emitting diode (OLED) display products, saw its shares decline on Wednesday. The company’s American Depositary Shares (ADS) closed at $4.36, representing an intraday decrease of 1.13%. This move occurred as the company disclosed its unaudited financial results for the final quarter of 2025 and the full fiscal year.
Market Capitalization
As of the market close on January 28, 2026, the market capitalization of LG Display Co., Ltd. is approximately USD 4.18 billion. In local currency terms, this valuation stands at approximately INR 35,210 crore.
Latest Quarterly Results
For the three-month period ending December 31, 2025, LG Display reported consolidated revenue of KRW 7,201 billion. This represents an 8% decrease compared to KRW 7,833 billion in the fourth quarter of 2024. The company posted a net loss of KRW 351 billion for the quarter, compared to a net loss of KRW 839 billion in the prior-year period. Operating profit for the quarter was KRW 169 billion.
Segment Highlights (Revenue Share):
- Mobile and Other Devices: 36%
- IT Devices (Monitors, Laptops, Tablets): 37%
- TV Panels: 19%
- Automobile Panels: 8%
Financial Trends
Full-Year Results Context
For the full fiscal year 2025, LG Display achieved annual cumulative revenues of KRW 25.81 trillion, a contraction from KRW 26.62 trillion in 2024. However, the company reported a net income of KRW 303.8 billion and an operating profit of KRW 517 billion. This marks the company’s first full-year return to profitability since 2022. OLED products reached a record high of 61% of total annual revenues.
Business & Operations Update
LG Display completed the sale of its large-sized LCD plant in Guangzhou in late 2025, accelerating its exit from the commodity LCD market. At the Consumer Electronics Show (CES) in January 2026, the company introduced its “two-track” OLED strategy, focusing on high-brightness “Premium” panels and cost-efficient “Special Edition” OLEDs. In the automotive sector, the company debuted a 51-inch Pillar-to-Pillar (P2P) display and a slidable OLED concept for software-defined vehicles.
M&A or Strategic Moves
The company confirmed ongoing strategic collaborations with global customers for the supply of its Tandem OLED technology. No new mergers or acquisitions were announced alongside the fourth-quarter earnings release.
Equity Analyst Commentary
Institutional research coverage from Daishin Securities and iM Securities noted the company’s shift toward high-value OLED segments. Analysts observed that while the company has returned to annual profitability, the fourth-quarter net loss reflects continued costs associated with business restructuring and external market volatility.
Guidance & Outlook
Management indicated that for 2026, the company will focus on “AI Transformation” (AX) to enhance operational efficiency. Investors are monitoring the scaling of the mobile OLED business and the stabilization of the IT panel segment. The company stated it intends to maintain a sustainable profit structure through cost innovation in its large-sized OLED division.
Performance Summary
LG Display shares declined 1.13% today following the release of Q4 2025 results. While the company reported a quarterly net loss of KRW 351 billion, it achieved its first full-year profit in four years with an operating income of KRW 517 billion. Segment data shows IT and Mobile panels continue to lead revenue contributions.
