---
title: "26년 3분기 영업이익은 299억원으로 당사 추정치 및 컨센서스를 상회했다. — 현대차증권 — DecisionGateway"
description: "statement by 현대차증권, recorded recently — verbatim quote and source citation."
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  "og:title": "26년 3분기 영업이익은 299억원으로 당사 추정치 및 컨센서스를 상회했다. — 현대차증권 — DecisionGateway"
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statement

# **26년 3분기 영업이익은 299억원으로 당사 추정치 및 컨센서스를 상회했다.**

A statement by [**현대차증권**](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *26년 3분기 영업이익은 299억원으로 당사 추정치 및 컨센서스 상회*

hmsecresearchPublished 2026-11-03 [ Read source](https://t.me/hmsecresearch/6157)

[**현대차증권 dossier **](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47)

## **Discussion**

## **Related claims**

[**26년 3분기 영업이익은 9,450억원으로 당사 추정치 및 컨센서스 상회**현대차증권 철강/비철금속 박현욱 · statement](https://dgw.tmarket.io/claims/01a1d93e-726a-7f16-b7b7-c6bd17287e94) [**엘앤에프의 2026년 3분기 영업이익은 예상치 20억 원 대비 1425% 낮다.**cjdbj · statement](https://dgw.tmarket.io/claims/01a1cceb-aa90-769c-8dfb-8b23ccdf9151) [**엘앤에프의 2026년 3분기 영업이익은 -265억 원이다.**cjdbj · statement](https://dgw.tmarket.io/claims/01a1cceb-aa25-74dc-97c9-cca7a1ea85c0) [**3분기 영업이익은 컨센서스에 부합했으나, 일회성 HUB 투자 집행과 원가 증가 영향으로 전년 동기 대비 25% 감소했다.**리포트 작성자 · statement](https://dgw.tmarket.io/claims/01a1d4b4-9b67-7d98-b6ac-517758b2945b) [**3Q consolidated controlling net income was KRW 238.6bn, down 64.9% QoQ and 25.9% YoY, missing consensus and the analyst's estimate.**현대차증권 증권 김성훈 · statement](https://dgw.tmarket.io/claims/01a1d937-f4c2-793a-b5bd-f4865e28fb70) [**2026년 매출 12,904.9억원, 영업이익 444.9억원, 영업이익률 3.4%를 기록할 것으로 전망된다.**리포트 작성자 · prediction](https://dgw.tmarket.io/claims/01a1d4b4-9ba8-7426-ba47-58364f9f7f19)

## **More claims by 현대차증권**

[**The next-generation platform order from a US EV OEM expected in 3Q has slipped to early 2027, and 3rd-generation humanoid robot mass production may be delayed versus the 2028 guidance.**prediction](https://dgw.tmarket.io/claims/01a1d93d-7771-7fe8-8ff2-0b8086d02659) [**2026 guidance targets revenue of 9.6 trillion KRW (+1.8%) and an OPM in the low 4% range, with the 2026 order target set at 13.0 trillion KRW (2025 orders 11.9 trillion KRW).**statement](https://dgw.tmarket.io/claims/01a1d93d-775f-7d3f-bf5d-352fa558d17a) [**Cumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.**statement](https://dgw.tmarket.io/claims/01a1d93d-774a-73e0-a9fa-ea798ac0b6ab) [**3Q26 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).**statement](https://dgw.tmarket.io/claims/01a1d93d-772b-7a46-a36e-111d93942be1) [**The target price applies the past 3-year average P/E band of 11.9x and 12-month forward EPS of 4,695 KRW (previously 4,885 KRW), considering entry into the Physical AI value chain including robotaxi and robotics actuators.**statement](https://dgw.tmarket.io/claims/01a1d93d-7719-700c-8dc5-07d1ef2f2eef)

[All claims by 현대차증권](https://dgw.tmarket.io/claims?claimant_id=01a1d932-6310-7a5a-b231-0d6923a65b47)

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