- Prev. close
- ₩200,499
- Volume
- 1.3M
- Market cap
- ₩30.1T
Stock and sector context
Tech & Internetoutflow- Sector comparison
- Of 5 covered Tech & Internet stocks in Korean, 4 fell; the average change was -2.88%. LG Electronics moved in the same direction at -7.88%. Estimated sector flow was outflow.
- Variables to watch
- USD/KRWUS interest ratesCloud demandDigital ad spending
- Risks to check
- A reversal after a -7.88% one-day swing
- -58% below the high, the downtrend may continue
- Tighter platform regulation
This compares price changes among covered stocks in the same market. It does not establish why prices moved. Variables and risks are sector reference lists.
Why a candidate
Match 50/100The match score marks how many conditions overlap on a 0 to 100 scale: the 52-week range, valuation metrics, price change and volume. It is not a probability of rising or a forecast return.
Today's read
LG Electronics scores 50 out of 100 on today's InverseOne match ranking, 33 of 60 in the Korean large-cap universe. The gap to its 52-week high is 137%. Today's move of -7.88% came with money flowing out; the broader Tech & Internet sector flow is worth checking. Scores are estimates built from price and volume, a starting point for research rather than a trading signal.
Data basis: 2026-10-12 close, 10-14 00:20 KST updated, For reference only, not advice
Same-sector stocks, Tech & Internet
Lending balance
Little change4,587,807 sh
KRW 0.85T
New 412,266 sh, Returned 394,511 sh
Shares borrowed through securities lending that have not yet been returned. Borrowed shares are often sold afterwards, so the balance is used as a reference for pending sell pressure.
As of 2026-10-12, FSC stock lending data
Company profile
No exceptions notedLG전자(주)
- CEO
- 류재철
- Employees
- 34,144
- Average tenure
- 13.8 years
- Average pay per employee
- ₩117M
- Listed
- 2002-04-22
- Founded
- 2002-04-01
- Auditor
- 한영회계법인
As filed 2026-10-12
Company siteCompany research
Researched 2026-09-05 16:40 KSTThree filings of the same quarter moved group operating profit by 300 million won, while the year on year gap opened up inside the segments.
LG Electronics reports six segments: home appliances (HS), TV and monitors (MS), vehicle components (VS), air conditioning and data centre cooling (ES), the listed subsidiary LG Innotek, and other. Consolidated revenue for the second quarter of 2026 was 23.83 trillion won, operating profit 1.58 trillion won and the operating margin 6.6 percent. The same quarter was disclosed three times, as a provisional filing on 7 July, a corrected filing on 30 July and the half year report on 14 August, and across those three the revenue line lost 3.2 billion won while operating profit gained 300 million won. What did move against a year earlier was the segment mix: of the 939.7 billion won increase in group operating profit, 411.2 billion won came from MS crossing from a 191.7 billion won loss into a 219.4 billion won profit.
Key figures
- Q2 revenue
- 23.83 trillion won
- 2026-06-30
- Operating profit
- 1.58 trillion won
- 2026-06-30
- Operating margin
- 6.6%
- 2026-06-30
- Net profit
- 781.3 billion won
- 2026-06-30
- Basic EPS
- 3,723 won
- 2026-06-30
- MS segment profit
- 219.4 billion won
- 2026-06-30
- Net debt
- 4.13 trillion won
- 2026-06-30
The same quarter was filed three times
The numbers for this quarter reached the market three times over two months. The provisional filing of 7 July carried revenue of 23,829.7 billion won and operating profit of 1,578.8 billion won, and left the pre-tax profit, net profit and owners of the parent lines as dashes. The corrected filing of 30 July cut revenue by 3.2 billion won to 23,826.5 billion won, lifted operating profit by 300 million won to 1,579.1 billion won, and changed the printed year on year growth in operating profit from 146.9 percent to 147.0 percent. The three blank lines were filled in at the same time, at 1,239.4 billion won, 781.3 billion won and 668.0 billion won. The half year report of 14 August repeated those figures, and Han Young, the external auditor, wrote that its review of the first half found nothing that was not fairly presented in all material respects under K-IFRS 1034.
Quarterly consolidated revenue
trillion won23.83 trillion won split across six segments
HS, which covers refrigerators, washing machines and vacuum cleaners, booked 6.99 trillion won. LG Innotek, the listed components subsidiary, added 5.45 trillion won; MS, which runs TVs, monitors, PCs, signage and the webOS platform, 5.11 trillion won; VS, which sells telematics, electric vehicle motors and automotive lamps, 3.03 trillion won; ES, which covers air conditioners, HVAC and data centre cooling, 2.72 trillion won; and other segments 0.53 trillion won. By type of sale the quarter breaks into 22.19 trillion won of goods, 1.03 trillion won of services and other, and 0.60 trillion won of rental and similar income. For the first half, revenue by the region of the consolidated entity runs South Korea 18.51 trillion won, the Americas 12.38 trillion won, Asia and Africa 9.29 trillion won and Europe 7.37 trillion won. The ten largest customers account for 31.4 percent of consolidated revenue. The half year report separately names Best Buy, HOME DEPOT and LOWE'S among the main customers of the consolidated group.
Second quarter 2026 revenue by segment
- HS (home appliances)7.0 trillion won
- LG Innotek5.5 trillion won
- MS (TV, monitors)5.1 trillion won
- VS (vehicle parts)3.0 trillion won
- ES (air conditioning)2.7 trillion won
- Other0.5 trillion won
The year on year gap sits in MS
Group operating profit was 639.4 billion won in the same quarter of 2025 and 1,579.1 billion won this time. Split the 939.7 billion won increase by segment and MS takes 411.2 billion won of it, or 43.8 percent, because its three month result crossed from a loss of 191.7 billion won to a profit of 219.4 billion won. HS follows with 247.5 billion won, LG Innotek with 234.4 billion won and VS with 64.9 billion won. Only two segments earned less than a year earlier: ES, down 14.7 billion won, and the other segment, down 3.6 billion won. Four of the six pushed the group number up and two pulled back, and among the operating divisions the only one that went backwards is ES.
Change in segment operating profit vs a year earlier (100 million won)
- MS (TV)4112
- HS (appliances)2475
- LG Innotek2344
- VS (vehicle)649
- Other-36
- ES (cooling)-147
HS still carries the weight of the profit
Take cost of sales of 17.22 trillion won and selling and administrative expenses of 5.03 trillion won out of revenue of 23.83 trillion won and 1.58 trillion won of operating profit is what remains. Split by segment, HS accounts for 685.9 billion won, or 43 percent of the group, ahead of LG Innotek at 245.8 billion won, ES at 235.8 billion won, MS at 219.4 billion won, VS at 191.2 billion won and other at 1.1 billion won. MS, the largest single contributor to the increase, ranks fourth on the size of the profit itself. Segment margins printed in the company release run HS 9.7 percent, ES 8.6 percent, VS 6.3 percent and MS 4.3 percent, so ES, fifth of six on revenue, sits second on margin. The amounts above come from the segment note in the half year report and the margins from the table in the company release.
Second quarter 2026 operating profit by segment (100 million won)
- HS (appliances)6859
- LG Innotek2458
- ES (cooling)2358
- MS (TV)2194
- VS (vehicle)1912
- Other11
The one off items inside the 6.6 percent margin
An operating margin of 6.6 percent sits above the 3.1 percent of a year earlier and the minus 0.5 percent of two quarters ago, and below the 7.1 percent of the previous quarter. On the earnings call the company said it had received a full refund in the second quarter of tariffs already paid, following the United States Supreme Court ruling, and put the net effect of one off gains less one off costs at about 300 billion won. It did not disclose the size of the refund itself. Below the operating line, the equity method result swung from a gain of 350.5 billion won a year earlier to a loss of 134.6 billion won, leaving net profit of 781.3 billion won, 668.0 billion won attributable to owners of the parent and basic earnings per share of 3,723 won. Cash stood at 10.07 trillion won at the end of the quarter against net debt of 4.13 trillion won, operating cash flow was 2.45 trillion won, the company completed a 100 billion won share buyback in July and said it will cancel the whole amount within the year, and an interim dividend of 500 won per share was paid on 28 August.
Quarterly consolidated operating margin
%First half 2026 revenue by region
- South Korea18.5 trillion won
- Americas12.4 trillion won
- Asia and Africa, other9.3 trillion won
- Europe7.4 trillion won
Common questions
- Do the LG Electronics figures for the second quarter of 2026 differ between the 7 July provisional filing and the 14 August half year report?
- By 3.2 billion won on revenue and 300 million won on operating profit. The provisional filing of 7 July carried revenue of 23,829.7 billion won and operating profit of 1,578.8 billion won; the corrected filing of 30 July restated them to 23,826.5 billion won and 1,579.1 billion won, and the half year report of 14 August repeated those values. The net profit line, left as a dash in the first filing, was filled in at 781.3 billion won in the correction.
- How does the increase in LG Electronics operating profit for the second quarter of 2026 break down by segment?
- Four of the six segments earned more and two earned less. Group operating profit rose 939.7 billion won, from 639.4 billion won to 1,579.1 billion won, with MS adding 411.2 billion won, HS 247.5 billion won, LG Innotek 234.4 billion won and VS 64.9 billion won, while ES lost 14.7 billion won and the other segment 3.6 billion won. MS alone is 43.8 percent of the increase.
- Does the 6.6 percent operating margin LG Electronics reported for the second quarter of 2026 include one off items?
- The company put the net effect at about 300 billion won. On the earnings call it said tariffs already paid had been refunded in full during the second quarter after the United States Supreme Court ruling, and that one off gains less one off costs came to roughly 300 billion won. It did not disclose the size of the refund itself.
Sources
- 1.LG Electronics half year report (June 2026), consolidated income statement and segment note DART, Financial Supervisory Service, as of 2026-08-14
- 2.LG Electronics second quarter 2026 earnings release LG Electronics IR, as of 2026-07-30
- 3.Provisional consolidated operating results, fair disclosure (original filing) DART, Financial Supervisory Service, as of 2026-07-07
- 4.Corrected provisional consolidated operating results, fair disclosure DART, Financial Supervisory Service, as of 2026-07-30
- 5.LG Electronics second quarter 2026 earnings call transcript LG Electronics IR, as of 2026-07-30
- 6.LG Electronics investor relations, earnings materials LG Electronics, as of 2026-09-05
Reference information compiled from public material. Not investment advice; decisions and their consequences rest with the investor.
See research on other stocks →Talk about this stock
Today's talking points
- It sits low in its 52-week range (29).
- It moved 7.9% today, wider than usual.
- It is 137% below its 52-week high.
Three months out, which way do you see it?
Nobody has answered yet. Sign in to be the first.
These are answers picked by members, not investment advice.
These figures are reference estimates built from price and volume: a starting point for narrowing down ideas, not a buy or sell signal.