LG Display Co. (NYSE:LPL) Shifts Focus to High-Margin OLED Technology

Core Insights - LG Display Co. is transitioning from traditional LCD technology to high-margin OLED technology, which is expected to enhance profitability and competitiveness in the display technology industry [1] Financial Performance - On November 20, 2025, LG Display reported an earnings per share (EPS) of -$0.01, missing the estimated EPS of $0.07 [2][6] - The company's revenue for the period was approximately $4.93 billion, slightly below the estimated $4.99 billion, with a 25% sequential increase in revenue attributed to the focus on OLED technology [2][3] - OLED products now account for 65% of the company's total sales, indicating a successful shift in product strategy [3][6] Valuation Metrics - The company has a negative price-to-earnings (P/E) ratio of -18.70, but its forward P/E ratio for 2025 appears attractive, suggesting potential future profitability [4][6] - The price-to-sales ratio is 0.24, and the enterprise value to sales ratio is 0.69, reflecting the market's valuation of the company's sales [5] - The current ratio of 0.70 suggests potential difficulties in meeting short-term liabilities [5]