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Home/Stocks/373220.KS
KRX · Korea · Electrical Equipment & Parts

373220.KS LG Energy Solution

Non-China cells incl. US LFP

Easing At least one of its supply chains is easing. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-27
₩382,500
+2.00% today
1W
−7.6%
1M
+9.1%
3M
+9.9%
YTD
+3.8%
1Y
−9.0%
Off 52w high
−25.6%
Next earnings (est.): 2026-11-03
Market cap₩87.75T≈ $66.22B
P/E (trailing)—Forward 50.0
EV / sales4.7×EV/EBITDA 25.9×
Revenue (TTM)₩25.22TGrowth 28.3% y/y
Margins16.9%gross · op -4.3%
Free cash flow-₩5.89TCash ₩7.17T · debt ₩29.16T
Analyst target₩498,926+30.4% upside · 31 analysts · buy
Riskβ 1.03Short — of float

Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.

373220.KS · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-12EarningsMiss / cut

    Reported EPS -1613 vs 878.92 expected (-283.5% surprise).

  2. 7
    2026-05-14EarningsMiss / cut

    Reported EPS -2889 vs -967.14 expected (-198.7% surprise).

  3. 6
    2026-03-05EarningsMiss / cut

    Reported EPS -3747 vs -695.04 expected (-439.1% surprise).

  4. 5
    2025-11-13EarningsBeat / raise

    Reported EPS 1056 vs 641.73 expected (+64.6% surprise).

  5. 4
    2025-08-14EarningsMiss / cut

    Reported EPS -1271 vs 44.13 expected (-2980.2% surprise).

  6. 3
    2025-05-14EarningsMiss / cut

    Reported EPS -623 vs 124 expected (-602.4% surprise).

  7. 2
    2025-03-05EarningsMiss / cut

    Reported EPS -2905 vs -355.43 expected (-717.3% surprise).

  8. 1
    2024-11-18EarningsMiss / cut

    Reported EPS 569 vs 891.09 expected (-36.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-12878.92-1613.0−283.5%
2026-05-14-967.14-2889.0−198.7%
2026-03-05-695.04-3747.0−439.1%
2025-11-13641.731056.0+64.6%
2025-08-1444.13-1271.0−2980.2%
2025-05-14124.0-623.0−602.4%
2025-03-05-355.43-2905.0−717.3%
2024-11-18891.09569.0−36.1%
2024-08-141008.54-2016.0−299.9%
2024-05-14563.83-2.0−100.3%
2024-03-141928.21-101.0−105.2%
2023-11-141982.571401.0−29.3%
2023-08-142152.521848.0−14.2%
2023-06-231582.332139.0+35.2%
2023-02-241263.251117.0−11.6%
2022-11-141114.26794.0−28.7%
2022-08-16596.93402.0−32.7%
2022-05-16259.711002.0+285.8%

About LG Energy Solution

Website ↗

LG Energy Solution, Ltd. provides energy solutions worldwide. The company offers automotive batteries, which include pouch-type battery cells, modules/packs, and battery management system products for use in electric vehicle batteries; mobility and IT batteries for various applications in IT devices, such as smartphones and laptops, as well as light electric vehicles, electric bicycles, power tools, and wireless earphones; and energy storage systems that are used in power grids, UPS, and commercial and residential applications. It operates in South Korea, China, and the United States. The company also owns lithium ores. LG Energy Solution, Ltd. was founded in 2020 and is headquartered in Seoul, South Korea. LG Energy Solution, Ltd. is a subsidiary of LG Chem, Ltd.

12,612 employees · Seoul, South Korea

Cell capacity is abundant but concentrated in China. Tariffs and foreign-entity rules make non-China supply the scarce version.

Cathode / anode→Cell→System→Grid

What would prove us wrong. Strengthens if non-China cell supply cannot meet US qualified demand.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
FLNC
Fluence Energy
Grid-scale storage systems $5.96+8.45%−20.5%−69.8%
TSLA
Tesla
Megapack storage, Optimus and autonomy $408.2+4.23%+14.2%−9.2%
300750.SZ
CATL
Largest battery cell maker ¥233.0−2.10%−22.8%−35.3%
EOSE
Eos Energy
Zinc-based long-duration storage $1.82+12.65%−40.5%−84.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.