statement
DF engine revenue share expanded from 7% in 2Q26 to 20% in 3Q26, and the revenue share of 2025 orders rose to about 70%.
A statement by 현대차증권 조선/방산 백주호. Statements are as reported by the cited publishers — not verified by DecisionGateway.
DF 엔진 매출 비중은 2Q26 7%에서 3Q26 20%로 확대.
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The 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 · statement4Q26 engine deliveries are expected to be between 2Q26 and 3Q26 levels, with quarterly deliveries near 2H26 levels while high ASP is maintained.현대차증권 조선/방산 백주호 · 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 · statement신세계DF는 임차료 및 할인율 축소로 YoY 흑자전환(OP 253억원)했고, 센트럴시티(OP 312억원)는 ADR이 YoY 27% 상승했다.하나증권 · statementCumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.현대차증권 · statementHD현대마린엔진 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%.현대차증권 조선/방산 백주호 · statement