LG Electronics has posted its strongest second quarter on record, reporting KRW 23.83 trillion in revenue and KRW 1.58 trillion in operating profit for the April-to-June period. Revenue rose 14.9 percent year over year, while operating profit jumped 147 percent, providing a clear sign that LG’s push beyond one-off consumer-device sales is improving its earnings mix.
The figures, detailed by CFOtech and confirmed in LG Electronics’ July 30 earnings release, build on preliminary results published earlier this month. A one-time refund of U.S. tariffs previously paid on exports helped the bottom line, but LG said profit also rose sharply without that non-recurring benefit.
For buyers of LG PCs, monitors, TVs and appliances, the immediate takeaway is less about a single product launch than the company’s capacity to keep funding premium hardware, webOS services, automotive technology and AI-data-center cooling while the consumer-electronics market remains uneven.
LG’s Home Appliance Solution division generated KRW 7.08 trillion in revenue and KRW 686 billion in operating profit. Quarterly sales cleared KRW 7 trillion for the first time, while the unit’s operating margin neared 10 percent for a second consecutive quarter.
Higher-margin premium appliances, cost controls, supply-chain adjustments and the subscription business all contributed. That subscription model matters because it converts a traditionally transactional appliance sale into recurring service revenue, helping smooth the demand swings that can hit big-ticket consumer purchases.
LG’s Vehicle Solution division produced record second-quarter revenue of KRW 3.03 trillion and operating profit of KRW 191 billion. That is the second straight quarter in which the division topped KRW 3 trillion in sales, underscoring the growing importance of infotainment, displays and electronics supplied to global automakers.
The shift is strategically important: vehicle contracts and platform services tend to have longer revenue cycles than retail TV or appliance purchases. LG’s reported B2B revenue reached KRW 6.50 trillion, up 5 percent from a year earlier and equal to 36 percent of company revenue excluding LG Innotek.
LG is positioning cooling for AI data centers as a future growth line, highlighting its internally developed Coolant Distribution Unit. The opportunity is tangible for enterprise IT: dense GPU deployments turn power and thermal management into deployment constraints, and established HVAC vendors increasingly see data-center cooling as a more durable business than household appliance demand.
LG expects near-term softness in some home-appliance categories, but plans to lean on Global South demand, subscriptions, automotive orders, robotics and commercial cooling. The quarter’s headline profit gain was boosted by tariff refunds; the more consequential result is that LG’s B2B, services and infrastructure-oriented businesses are becoming material contributors rather than side bets.
For buyers of LG PCs, monitors, TVs and appliances, the immediate takeaway is less about a single product launch than the company’s capacity to keep funding premium hardware, webOS services, automotive technology and AI-data-center cooling while the consumer-electronics market remains uneven.
Appliances remain the profit engine
LG’s Home Appliance Solution division generated KRW 7.08 trillion in revenue and KRW 686 billion in operating profit. Quarterly sales cleared KRW 7 trillion for the first time, while the unit’s operating margin neared 10 percent for a second consecutive quarter.Higher-margin premium appliances, cost controls, supply-chain adjustments and the subscription business all contributed. That subscription model matters because it converts a traditionally transactional appliance sale into recurring service revenue, helping smooth the demand swings that can hit big-ticket consumer purchases.
OLED, webOS and vehicles broaden the mix
The company’s Media Entertainment Solution business reported KRW 5.11 trillion in revenue and KRW 219 billion in operating profit. Premium OLED and QNED television demand, sales growth in Global South markets and continued expansion of the webOS platform supported the improvement, with major sporting events also helping TV demand during the quarter.LG’s Vehicle Solution division produced record second-quarter revenue of KRW 3.03 trillion and operating profit of KRW 191 billion. That is the second straight quarter in which the division topped KRW 3 trillion in sales, underscoring the growing importance of infotainment, displays and electronics supplied to global automakers.
The shift is strategically important: vehicle contracts and platform services tend to have longer revenue cycles than retail TV or appliance purchases. LG’s reported B2B revenue reached KRW 6.50 trillion, up 5 percent from a year earlier and equal to 36 percent of company revenue excluding LG Innotek.
AI data-center cooling is the next enterprise bet
LG’s Eco Solution division posted KRW 2.73 trillion in revenue and KRW 236 billion in operating profit, led by overseas air-conditioner sales. Its 8.6 percent operating margin gives the group a growing foothold in commercial HVAC as well as consumer climate products.LG is positioning cooling for AI data centers as a future growth line, highlighting its internally developed Coolant Distribution Unit. The opportunity is tangible for enterprise IT: dense GPU deployments turn power and thermal management into deployment constraints, and established HVAC vendors increasingly see data-center cooling as a more durable business than household appliance demand.
LG expects near-term softness in some home-appliance categories, but plans to lean on Global South demand, subscriptions, automotive orders, robotics and commercial cooling. The quarter’s headline profit gain was boosted by tariff refunds; the more consequential result is that LG’s B2B, services and infrastructure-oriented businesses are becoming material contributors rather than side bets.