LG Energy Solution reports 60% growth in ESS shipments, 160GWh order backlog

energy-storage.news Nov 5, 2026

LG Energy Solution reports 60% growth in ESS shipments, 160GWh order backlog

Curated by Shubham · TechCapsules · Nov 5, 2026

AI-summarised brief · reviewed before publication

LG Energy Solution reported a 28% quarter‑on‑quarter revenue rise to KRW9.6 trillion (US$7.2 billion) in Q3 2026, driven largely by a 60% jump in energy‑storage‑system (ESS) shipments. Operating profit climbed to KRW756 billion, a margin of 7.8%, up from 1.5% the previous quarter. The company’s ESS order backlog reached 160 GWh, with plans to expand North American capacity to over 70 GWh by 2027. New contracts include AI data‑centre customers, and LG ES’s BESS solutions qualify under Nvidia’s AI‑factory program.

💡 Why It Matters

· The surge in ESS shipments signals a rapid shift toward grid‑scale storage, positioning LG ES as a key player in the expanding renewable‑energy infrastructure.
· Its expansion of U.S.
· production capacity underscores a strategic pivot to meet rising demand for stationary storage, potentially reshaping the competitive landscape in the battery industry.

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