statement
HL만도's 3Q26 operating profit was 51.5 billion KRW (-45.3% yoy, OPM 2.2%), 46.9% below consensus.
A statement by 현대차증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
3Q26 영업이익은 515억원(-45.3% yoy, OPM 2.2%)으로 컨센서스 46.9% 하회
Discussion
Related claims
LG화학's 3Q26 consolidated revenue was 15.5 trillion won and operating profit was 561.2 billion won.미래에셋증권 이진호 · statement3Q26 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 · statementLG화학's 3Q26 standalone (excluding LG Energy Solution) revenue was 5.9 trillion won and operating loss was 194.8 billion won.미래에셋증권 이진호 · statement3Q26 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 · predictionHD현대마린엔진 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 · statementQ4 2026 results are forecast at revenue of 510.2 billion KRW (YoY +3%, QoQ -9%) and an operating loss of 10.3 billion KRW, a swing to loss for the first time in eight quarters.하나증권 · prediction
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.prediction2026 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).statementCumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.statement3Q26 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).statementThe 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
All claims by 현대차증권