LG Beats Market Expectations in Q3 2025 with Record Vehicle Solutions Performance
LG Electronics announced its preliminary Q3 2025 earnings with KRW 21.88 trillion
in revenue and KRW 688.9 billion in operating profit, surpassing market forecasts thanks
to strong performance in vehicle solutions, home appliances, and subscription services
Q3 2025 Highlights: Revenue and Profit Beat Market Forecasts
LG Electronics Inc (LG) has announced its preliminary earnings for the third quarter of 2025
reporting consolidated revenue of KRW 21.88 trillion and operating profit of KRW 688.9 billion
Despite facing external challenges such as rising U S tariffs, both figures outperformed market
expectations Revenue marked the second-highest Q3 performance in LG’s history, while operating
profit exceeded recent forecasts by over 10% However, operating profit declined year-on-year due
to non-recurring factors, including increased tariff-related costs amid shifting global trade dynamics
Vehicle Solutions and Home Appliances Drive LG’s Growth
ability to outperform market expectations was largely driven by robust performance
in key and future-oriented segments, particularly its vehicle solutions and home appliance businesses
The vehicle solutions division is expected to have achieved record profitability, driven by strong demand
for premium in-vehicle infotainment systems This contributed to improved operating margins, while the
business continues expanding its portfolio into vehicle content platforms beyond traditional hardware
Meanwhile, the home appliance business maintained its leadership in the premium segment despite
continued tariff pressure on U S exports and sluggish global demand recovery This stability was supported
by optimized production, efficient resource allocation, and ongoing growth in subscription-based appliance
services a key pillar of LG’s non-hardware platform expansion
Strengthening B2B and Subscription Services for Sustainable Growth
LG continues to reinforce its business fundamentals through a strategic focus on qualitative growth
emphasizing B2B operations such as HVAC solutions and vehicle systems The company is also expanding
non-hardware platforms, including its appliance subscription model and webOS smart TV platform, which
are gaining traction in the global market In addition, the upcoming IPO of LG Electronics India Limited
is expected to provide substantial funding to accelerate structural improvements and support long-term
growth initiatives
webOS Platform and Global South Expansion
The media and entertainment division faced increased marketing expenses due to intensifying
competition in the global TV market LG plans to enhance the competitiveness of its webOS platform
by growing its advertising capabilities and expanding its digital content offerings
The company is also focusing on the Global South, where demand for televisions remains relatively
stable, offering new opportunities for market penetration and revenue diversification
Eco Solutions Business: A Strategic Growth Engine
LG’s eco solutions business is rapidly expanding into future-focused markets, including commercial
HVAC systems, industrial chillers, and power plant cooling technologies. The company has secured
major projects involving AI-powered data center cooling in North America, Latin America, the Middle
East, and Asia LG is also preparing to commercialize next-generation liquid cooling solutions
for data centers, a technology expected to play a major role in future business expansion and
long-term growth
Final Earnings and Division Details to Be Announced
These results represent preliminary consolidated earnings based on Korean International
Financial Reporting Standards (K-IFRS) and are provided as an investor service Net profit figures
and detailed performance by division will be officially released later this month
A Promising Outlook for LG Electronics
Despite global headwinds, LG Electronics Q3 2025 performance reflects the company’s strategic
agility and strength in innovative, future-oriented businesses With solid foundations in vehicle
solutions, home appliances, and subscription-based services, LG is well-positioned for continued
growth in the evolving global tech landscape
