LG Display is scheduled to kick off the earnings season for flat panel display makers with Q2 2026 financial reports this week, to be followed by AUO and Samsung in the last week of July, a few more in the first weeks of August, and the Chinese panel makers’ mid-year interim reports, typically by the end of August. Here, we will give a preview of what to expect.
First, let us set the stage with an overview of operating margins in the industry. The chart here shows the operating margins of the larger companies in the industry since 2023. Compared to the severely negative margins in 2022 and 2023, the industry as a whole has been booking a small profit with a wide variance among the players.