---
title: "DF engine revenue share expanded from 7% in 2Q26 to 20% in 3Q26, and the revenue share of 2025… — 현대차증권 조선/방산 백주호 — DecisionGateway"
description: "statement by 현대차증권 조선/방산 백주호, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64"
meta:
  "og:description": "statement by 현대차증권 조선/방산 백주호, recorded recently — verbatim quote and source citation."
  "og:image": "https://dgw.tmarket.io/og.jpg"
  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
  "og:image:height": "1024"
  "og:image:width": "1024"
  "og:title": "DF engine revenue share expanded from 7% in 2Q26 to 20% in 3Q26, and the revenue share of 2025… — 현대차증권 조선/방산 백주호 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

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.*

hmsecresearchPublished 2026-11-02 [ Read source](https://t.me/hmsecresearch/6153)

## **Discussion**

## **Related claims**

[**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 · statement](https://dgw.tmarket.io/claims/01a1d939-d013-72d2-9a10-6f0e0fde0666) [**4Q26 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 · prediction](https://dgw.tmarket.io/claims/01a1d939-d031-7099-8f8e-9dc590aaa26c) [**디아이'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 · statement](https://dgw.tmarket.io/claims/01a1d94e-fc04-7c05-af8d-3efa0e4acc5d) [**신세계DF는 임차료 및 할인율 축소로 YoY 흑자전환(OP 253억원)했고, 센트럴시티(OP 312억원)는 ADR이 YoY 27% 상승했다.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceb6-581e-7834-b015-1003994cda07) [**Cumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.**현대차증권 · statement](https://dgw.tmarket.io/claims/01a1d93d-774a-73e0-a9fa-ea798ac0b6ab) [**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%.**현대차증권 조선/방산 백주호 · statement](https://dgw.tmarket.io/claims/01a1d939-cffe-717e-b572-2ac9e1c4954c)

[All claims](https://dgw.tmarket.io/claims)

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64#webpage","@type":"WebPage","description":"statement by 현대차증권 조선/방산 백주호, recorded recently — verbatim quote and source citation.","name":"DF engine revenue share expanded from 7% in 2Q26 to 20% in 3Q26, and the revenue share of 2025… — 현대차증권 조선/방산 백주호 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"DF engine revenue share expanded from 7% in 2Q26 to 20% in…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d939-d020-7507-a5c3-371c543a3a64#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-02","isBasedOn":"https://t.me/hmsecresearch/6153","text":"DF 엔진 매출 비중은 2Q26 7%에서 3Q26 20%로 확대.","url":"/claims/01a1d939-d020-7507-a5c3-371c543a3a64"}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.