statement
HD현대마린엔진 recorded 3Q26 revenue of 211.4 billion KRW (YoY +93.7%, QoQ +65.0%) and operating profit of 60.3 billion KRW (YoY +197.2%, QoQ +92.7%, OPM 28.5%), beating consensus operating profit of 40 billion KRW by 50.8%.
A statement by 현대차증권 조선/방산 백주호. Statements are as reported by the cited publishers — not verified by DecisionGateway.
3Q26 매출액 2,114억원(YoY +93.7%, QoQ +65.0%), 영업이익 603억원(YoY +197.2%, QoQ +92.7%, OPM 28.5%) 기록.
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3Q26 revenue is expected at 691억원 (YoY -45.8%) with an operating loss of -263억원, in line with estimates, as the absence of new titles accelerates declines in both PC and mobile.현대차증권 인터넷/게임 최승호 · prediction3Q26 revenue was 2.3 trillion KRW (-0.0% yoy, -7.0% qoq) and net profit attributable to owners was -47.1 billion KRW (turn to loss yoy and qoq).현대차증권 · statementHL만도's 3Q26 operating profit was 51.5 billion KRW (-45.3% yoy, OPM 2.2%), 46.9% below consensus.현대차증권 · statement4Q26 실적은 매출액 1,667억원(YoY +92.2%, QoQ +74.9%), 영업이익 308억원(YoY +233.7%, QoQ +110.8%, OPM 18.5%)으로 전망된다.윤동욱 · prediction디아이's 3Q26 results were revenue of 217.7 billion won (YoY +99.6%, QoQ +29.1%) and operating profit of 59.3 billion won (YoY +493.1%, QoQ +49.9%, OPM 27.3%), far exceeding consensus and the analyst's estimates.현대차증권 반도체소부장/로보틱스 윤동욱 · statementThe 3Q26 earnings improvement was driven by fixed-cost leverage from higher engine deliveries, expanded recognition of 2025 high-price orders, and a rising share of LPG DF engines.현대차증권 조선/방산 백주호 · statement