#관세·통상 Analysis Reports
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In its Q2 2026 earnings announced on 2026-07-31, Newell Brands reported revenue of $1,994 million (+3% year-over-year, above the consensus of $1,978 million), marking the company's first year-over-year quarterly revenue increase since 2021. Adjusted EPS came in at $0.42, significantly above the consensus of $0.20, with a substantial portion attributable to a tariff refund under IEEPA (approximately $126 million pre-tax) that was later ruled invalid. The company disclosed revised 2026 normalized EPS figures of $0.73-$0.77 (up from a prior midpoint of $0.58), and that same week entered into a new five-year asset-based revolving credit facility of up to $800 million, arranged by a JPMorgan-led bank group.
Hyundai Glovis posted consolidated Q2 2026 revenue of KRW 8.7054 trillion (+15.8% year-on-year, a quarterly record), while operating profit fell 8.1% year-on-year to KRW 495 billion (announced 2026-07-23). The profit decline stemmed from bunker fuel cost pressure driven by oil-price increases amid Middle East geopolitical risk, together with reduced contract freight rates in the logistics segment; the company explained that approximately KRW 60 billion of the oil-price-driven cost increase would be deferred and offset in Q3. Full-year 2025 results were a record high, with revenue of KRW 29.5664 trillion (+4.1% year-on-year) and operating profit of KRW 2.0730 trillion (+18.3% year-on-year) (DART business report, received 2026-03-18). The largest shareholder is Chairman Chung Eui-sun and related parties, with a combined stake of 50.36% (DART substantial shareholding report, 2026-03-12).
Jeryong Electric is a KOSDAQ-listed power equipment manufacturer that produces distribution transformers, switchgear, and GIS (gas-insulated switchgear), exporting mainly to the United States (founded in 1986; the current corporate entity was established via a spin-off in 2011). Per the FY2025 business report, revenue was KRW 224.017 billion (-14.7% YoY) and operating profit was KRW 67.027 billion (-31.4%), while H1 2026 (cumulative) revenue was KRW 70.323 billion, operating profit KRW 11.123 billion, and net income KRW 26.086 billion (disclosure receipt no. 20260813001320). On 2025-12-22 the company signed a distribution transformer supply contract with PSE&G in the US, and the contract value was increased to KRW 53.1 billion via a correction disclosure on 2026-01-08. The closing price on 2026-08-14 was KRW 48,700, with a market cap of KRW 781.4 billion.
NVIDIA closed at 225.16 USD on 2026-08-14 (-0.06% vs. the previous day), with a market capitalization of approximately 5.449 trillion USD (Toss Securities stock information, as of 2026-08-15). Per its FY2026 annual report (accession no. 0001045810-26-000021), revenue was 215.938 billion USD (+65.47% YoY), operating income was 130.387 billion USD, and net income was 120.067 billion USD; in Q1 FY2027 (10-Q, accession no. 0001045810-26-000052), revenue continued to grow, reaching 81.615 billion USD (+85.23% YoY). On 2026-08-11, NVIDIA entered into an MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR for an AI computing infrastructure financing platform, announcing a plan to raise more than 500 billion USD in third-party capital (NVIDIA official press release). Q2 FY2027 (period ending 2026-07-26) earnings are scheduled for release on 2026-08-26.
Apple posted FY2026 Q2 (ended 2026-03-28) revenue of $111.2 billion (+17% year-over-year) and diluted EPS of $2.01 (+22%), with gross margin reaching 49.3%, the top end of the company's guided range (48-49%) (Apple 10-Q FY2026 Q2, earnings release 2026-04-30). FY2025 full-year revenue was $416.16 billion (+6% year-over-year) with net income of $112.01 billion, an all-time high (Apple 10-K FY2025, as of 2025-09-27). On 2026-04-20, Apple announced that Tim Cook would step down as CEO to become Executive Chairman, with John Ternus taking over as CEO effective 2026-09-01 (Apple Newsroom). FY2026 Q3 (June quarter) results are scheduled for release on 2026-07-30.
T1 Energy Inc. (NYSE: TE) changed its name from FREYR Battery in February 2025, shifting its business identity from a Norwegian battery gigafactory operation to U.S. (Texas-based) solar module and cell manufacturing. FY2025 revenue surged to $755.3M (from $2.9M the prior year) with a net loss of $(380.8)M, and in Q1 2026 the company recorded revenue of $177.6M along with net income from continuing operations of $3.9M — the first such profit since the business pivot. On 2026-06-03, the company entered into a definitive agreement to acquire battery-related asset KORE Power, Inc. (enterprise value of approximately $32M), and completed the restructuring of Trina Solar-related equity and debt in late 2025, retaining eligibility for the 2026 45X production tax credit (not in violation of FEOC rules).
In its fiscal year 2026 Q3 (period ended 2026-05-28) results announced on 2026-06-24, Micron Technology reported revenue of $41.46 billion (+345.8% year-over-year, +73.6% quarter-over-quarter) and GAAP diluted EPS of $24.67, beating the consensus EPS estimate of $20.28. The company guided Q4 revenue to $50.0 billion (±$1.0 billion) and Non-GAAP gross margin of approximately 86%. Between 2026-07-15 and 2026-07-17, reports of China's CXMT pursuing an $8.5~8.6 billion IPO coincided with reports that the U.S. government was reviewing tighter export restrictions on high-bandwidth memory to China, and the semiconductor sector broadly pulled back as a result; the stock closed at $848.95 on 2026-07-17 (-0.50% from the prior day).
AXT closed at $81.64 on the Nasdaq on 2026-08-14 (+5.41% vs. the previous day). In its Q2 2026 results announced on 2026-07-30, revenue reached a record quarterly high of $47.6 million (+77% quarter-over-quarter, +164% year-over-year), and GAAP operating income turned positive at $10.42 million (versus -$6.70 million in Q2 2025). The company signed long-term indium phosphide (InP) wafer supply agreements with Coherent, Casella, and Lumentum, each including upfront deposits, and its subsidiary Tongmei withdrew its Shanghai Stock Exchange listing application on 2026-06-26, shifting instead toward a Hong Kong Stock Exchange listing.
nVent Electric reported Q2 2026 (April–June) revenue of USD 1.471 billion, up 52.8% year-over-year, driven mainly by growing infrastructure demand for data centers (10-Q, accession no. 0001628280-26-051428, 2026-07-31). The Infrastructure (data center) segment's share of revenue expanded from 12% at the time of the 2018 spin-off to 60% in H1 2026. The closing price as of 2026-08-07 was 164.69 USD, up +0.85% from the prior day (163.30 USD), and a quarterly dividend of USD 0.21 per share was paid on the same day.
Samsung Electronics closed at KRW 263,500 on 2026-07-21 (+4.77% vs. previous day, volume 36,698,805 shares). The same day, the Korea Customs Service announced that semiconductor exports for July 1-20 rose 180.6% year-over-year. Preliminary consolidated results for Q2 2026 showed revenue of KRW 171 trillion and operating profit of KRW 89.4 trillion, both quarterly records, with the DS (semiconductor) division accounting for approximately 94% of total operating profit as of Q1 2026 (Samsung Newsroom Korea). The combined stake of the specially related persons group stood at 19.69% as of 2026-07-10, with the largest shareholder, Samsung Life Insurance, holding 8.51% (DART).
Intel은 2026년 2분기(2026-06-27 마감) 매출 161억 달러로 전년동기 대비 25% 성장해 15년 내 최고 성장률을 기록했으며, Data Center and AI 세그먼트 매출이 63억 달러로 59% 성장하며 실적 개선을 이끌었다(SEC 8-K, 2026-07-23 발표). 다만 미국 정부가 보유한 CHIPS Act 에스크로 주식의 시가평가 손실 약 125억 2,900만 달러가 반영되며 2분기 GAAP 기준 순손실이 약 110억 달러 발생했다. 2026년 상반기 누적 매출은 297억 500만 달러, 순손실은 147억 6,100만 달러이며(시스템 정본 재무 데이터, 접수번호 0000050863-26-000157), 2026-08-07 종가는 101.65달러로 전일 대비 1.84% 상승 마감했다.
Samkee (122350) closed at 1,664 KRW on 2026-08-04, up +30.00% from the previous day, with trading volume of 7,067,144 shares (Toss Securities Open API). The company is an aluminum die-casting-based manufacturer of automotive engine and transmission parts; it announced on 2026-06-24 that it was selected as a developer of the upper-body skeletal structure frame for a global robotics company's humanoid robot, and on 2026-07-02 announced the start of initial-quantity supply (Newspim). For fiscal year 2025, consolidated revenue was KRW 570.539 billion, operating profit was KRW 8.277 billion, and net loss was KRW -10.342 billion (DART business report, as of 2025-12-31).
LG Energy Solution recorded cumulative H1 2026 (semiannual report) revenue of KRW 14.1152 trillion, an operating loss of KRW 94.5 billion, and a net loss of KRW 1.2727 trillion (DART filing no. 20260813000255, as of 2026-06-30). For Q2 2026 alone, revenue was KRW 7.5602 trillion and operating profit was KRW 113.3 billion, returning to profit for the first time in three quarters; however, KRW 241.0 billion of this reflects the U.S. IRA Section 45X (AMPC) production tax credit, and excluding this amount the quarter's underlying operating loss was KRW 127.7 billion (2026-07-30 earnings release). As of 2026-08-14, the closing price was KRW 369,000 (+1.37% vs. the previous day) and market capitalization was KRW 86.346 trillion (Toss Securities Open API, DART, 2026-08-14).
Shin Hwa Dynamics (SHD, 001770) closed at KRW 9,720 on 2026-08-14, up +29.95% from the previous day. On the same day, the company filed its 2026 semi-annual report (receipt no. 20260814001585); cumulative revenue for H1 2026 (Jan–Jun) was KRW 56.408bn, with an operating loss of KRW 0.739bn and a net loss of KRW 0.533bn, turning to a loss from the 2025 full-year profit (operating income KRW 2.738bn, net income KRW 1.969bn). On the prior day, 2026-08-13, the company disclosed a decision to acquire 285,307 treasury shares (approx. 23.49% of total shares outstanding, planned acquisition amount KRW 2.0bn). Shin Hwa Dynamics is a KOSPI-listed micro-cap that manufactures tinplate (tin-coated steel sheet) and supplies it as material for food and beverage cans.
EcoPro BM is a battery materials company that manufactures high-nickel NCA and NCMA cathode materials. It disclosed Q2 2026 (consolidated) revenue of KRW 576.7 billion (-26.0% YoY) and operating profit of KRW 18.0 billion (-63% YoY), marking a second consecutive profitable quarter (Herald Corporation, 2026-07-31). On June 30, 2026, the board resolved a KRW 1.1999 trillion rights offering (9,909,900 new shares, planned issue price KRW 121,200); following two rounds of correction requested by the Financial Supervisory Service, the securities registration statement's effective date was pushed back to 2026-08-25 (news.md, as received 2026-08-09). Of the proceeds, KRW 915.0 billion is earmarked for acquiring a stake in the BNSI nickel smelter in Indonesia (90,000-ton annual capacity, 39% stake held by EcoPro Group); the smelter was 39.2% complete as of 2026-08-11 and is targeting trial operation in December (Newspim, 2026-08-11). The closing price as of the analysis date (2026-08-14) was KRW 116,700.
On August 14, 2026, Seojin System disclosed its confirmed H1 2026 (cumulative) results via its semiannual report (filing no. 20260814004243): consolidated revenue of KRW 690.35 billion, an operating loss of KRW 52.31 billion, and a net loss of KRW 60.68 billion. For FY2025 (consolidated), the company recorded revenue of KRW 1,066.33 billion, operating profit of KRW 1.15 billion, and a net loss of KRW 102.42 billion, with the operating margin plunging to 0.11% (filing no. 20260323001543). During the same period, a substantial portion of the shares held by largest shareholder and CEO Jeon Dong-gyu were pledged as collateral to multiple financial institutions, and on August 7, 2026, an amended disclosure (filing no. 20260807900848) of a share pledge agreement involving a change of largest shareholder was filed. The company carried out a third-party allotment capital increase of KRW 180 billion on April 22-23, 2026, and its Vietnamese subsidiary is contesting a notice of VAT assessment totaling KRW 156.2 billion.
Enchem is a KOSDAQ-listed manufacturer of electrolytes for lithium-ion batteries and EDLCs. For fiscal year 2025, consolidated revenue was KRW 312,794,040,000 and operating loss was KRW 78,386,660,000 (Business Report, DART receipt no. 20260326001049). Cumulative revenue for H1 2026 (as of 2026-06-30) was KRW 186,432,620,000, with an operating loss of KRW 35,781,400,000 (Semiannual Report, DART receipt no. 20260814004135). On 2026-03-25, the largest shareholder changed from Oh Jeong-gang to Wyatt Group Co., Ltd., and around the same time the audit report noted an unqualified opinion together with a disclosure of substantial doubt about the company's ability to continue as a going concern (Semiannual Report; Samil PwC). In December 2025, the company signed a five-year (2026-2030) electrolyte supply agreement with CATL for a total of 350,000 tons, valued at approximately KRW 1.5 trillion (ETNews, 2025-12-23).
Tesla closed at $342.27 on 2026-08-14, up +0.68% from the previous close. Q2 2026 (reported 2026-07-22) revenue was $28.24 billion, up +26% year-over-year, and vehicle deliveries reached a quarterly record of 480,126 units, while operating margin declined to 1.4%. During the same period, the NHTSA upgraded its federal investigation into FSD from a preliminary evaluation to an engineering analysis, and unsupervised robotaxi service expanded to 6 cities across Texas and Florida as of August 2026.
Hubbell Incorporated (NYSE: HUBB) manufactures and sells electrical and utility solutions in the United States and internationally, organized into two segments: Utility Solutions (63% of fiscal 2025 revenue) and Electrical Solutions (37%) (2025 10-K). In Q2 2026 (reported 2026-07-28), revenue rose 15% year-over-year to $1,711.8 million, and adjusted EPS was $5.52, up 12% year-over-year, beating market expectations. The company completed the acquisition of NSI Industries for approximately $3.0 billion on 2026-06-09, and declared a quarterly dividend of $1.42 per share on 2026-07-24 (payable 2026-09-15).
Coca-Cola reported Q1 2026 revenue of $12.5 billion (+11% year-over-year) and adjusted EPS of $0.86 (+18%), and on March 31 of the same year Henrique Braun took office as the new Chief Executive Officer. Q2 2026 results, announced on 2026-07-28, showed revenue of $13.38 billion (+7%) and adjusted EPS of $0.97, exceeding market consensus, and the Board of Directors approved a 64th consecutive annual dividend increase in February 2026, raising the quarterly dividend to $0.53 per share. Meanwhile, an IRS lawsuit related to transfer pricing for fiscal years 2007–2009 is in the appeals process, and in July 2026 a ransomware incident at subsidiary fairlife temporarily halted U.S. production.
Fluence Energy (NASDAQ: FLNC), which sells grid-connected battery energy storage systems (BESS) and optimization software, reported FY2026 Q3 (period ended 2026-06-30, reported 2026-08-05) revenue of $649.8 million, up 7.9% year-over-year, but posted a GAAP net loss of $44.3 million (a swing from a net profit of $6.9 million in the year-ago period). GAAP gross margin plunged to 5.1% (from 14.8% a year earlier) due to delays in bringing new production facilities online and prepayment costs tied to overseas long-term battery cell supply agreements, among other factors, and the company lowered its FY2026 revenue guidance range to $2.9 billion-$3.1 billion (from $3.2 billion-$3.6 billion) and its adjusted EBITDA guidance range to -$30 million to $10 million (from $40 million-$60 million). In the same quarter, new bookings reached a record $1.44 billion (roughly 3x year-over-year), and backlog reached a record high of $6.4 billion.
HD Hyundai Electric is a power equipment specialist supplying ultra-high-voltage transformers, distribution equipment, and rotating machinery, with approximately 70% of its revenue generated overseas (mainly North America). It posted 2025 consolidated revenue of KRW 4.0795 trillion (+22.8% YoY) and operating profit of KRW 995.3 billion (+48.8% YoY), and filed an amended disclosure raising its 2026 order target by 22.8% to $5.185 billion (2026-07-06). The 2026-07-24 closing price was KRW 815,000, down -6.75% from the previous day (KRW 874,000), on a day when the KOSPI overall fell -2.29% amid a surge in international oil prices and US Treasury yields, with the electrical/electronics sector also declining -3.40%.
Wayfair Inc. reported Q2 2026 (period ended June 30) results before market open on 2026-08-04: total net revenue of $3,519 million (+7.5% YoY), US net revenue of $3,125 million (+8.7%, the strongest growth since the pandemic), adjusted EBITDA of $242 million, and adjusted EPS of $0.95, with revenue, EBITDA, and EPS all beating market consensus. Active customers totaled 21.7 million (+3.3%), delivered orders totaled 10.6 million (+6.0%), and free cash flow was $301 million, the highest level since 2020. The same-day closing price was $116.08, up +29.97% from the previous close of $89.31, on volume of 14,568,088 shares.
INNO Instrument is a KOSDAQ-listed company primarily manufacturing and exporting optical fiber fusion splicers. In 2025, it recorded consolidated revenue of KRW 46.58 billion (+13.13% YoY), an operating loss of KRW 7.619 billion (loss narrowed -72.25% YoY), and a net loss of KRW 10.777 billion (disclosed 2026-03-03, Jaekyung Ilbo, Nate News). On March 31, 2026, the CEO changed from Park Cho-young to GAO FEI, and the combined stake of the largest shareholder Jo Bong-il and his specially related parties stood at 28.91% as of 2026-04-07 (DART quarterly report, large-holding disclosure report). The company resolved at its board meeting on 2026-07-31 to consolidate common shares at a ratio of 5-to-1, with an extraordinary general meeting scheduled for 2026-09-10 and new share listing scheduled for 2026-10-14 (Digital Today).
Sandisk Corporation (SNDK) is a NAND flash storage company that was spun off from Western Digital on 2025-02-21 and began independent trading on NASDAQ under 'SNDK' on 2025-02-24. In FY2026 Q3 (2026-01-03 to 2026-04-03, reported 2026-04-30), revenue was $5.95B (+97% QoQ) and GAAP net income was $3,615M, with data-center revenue up +645% year-over-year. The company extended its NAND joint-production agreement with Kioxia through 2034-12-31 on 2026-01-29, and on 2026-04-30 the board approved a $6B share buyback program. The 2026-07-17 closing price was $1,354.82, down -3.99% versus the previous day, with volume of 19,810,859 shares.
Cameco reported Q2 2026 (quarter ended 2026-06-30) revenue of $573.46 million, below the market consensus of $592.27 million, and adjusted EPS of $0.1268, below the consensus of $0.28. The uranium segment's average realized price was $93.13/lb, up 15% year-over-year, while production (Cameco's share) was 3.9 million lb, down 15% year-over-year. On the same day as its earnings release, the company raised its 2026 consolidated revenue guidance range to $3,320-3,570 million, and Westinghouse (49% owned by Cameco) confidentially submitted a draft Form S-1 to the SEC for an initial public offering on 2026-07-31.
Sebang Global Battery is a lead-acid battery manufacturer founded in 1952 that holds the No. 1 position in the domestic market with an estimated share of approximately 39-40% under its Rocket Battery brand (compiled from wisereport and namu.wiki; the exact as-of date for this figure was not obtained). Q1 2026 consolidated revenue was KRW 525.4 billion, down 0.3% year-over-year, while operating profit was KRW 33.2 billion, down 34.2% (or 34.4%, figures conflict across sources) (FnGuide summary, company IR compilation). Subsidiary Sebang Lithium Battery (92.07% stake, DART Business Report, 2025.12) was reported on 2026-06-15 to have signed a North American ESS battery module supply contract worth approximately KRW 1.8 trillion with LG Energy Solution (The Elec, Newsquest). Regarding the company's disposal of treasury shares totaling KRW 12.2 billion for employee bonus purposes in July-August 2026, a minority shareholder coalition raised objections, and the company responded that this followed proper internal procedures (Today Economy, as of 2026-08-03).
Amazon closed at $233.66 on 2026-07-23, down -4.57% from the prior close of $244.85, with trading volume of 47,465,337 shares (Toss Securities Open API, as of 2026-07-23). FY2025 (fiscal year ended 2025-12-31) consolidated revenue was $716,924 million, up +12% year-over-year, and AWS revenue was $128,725 million, up +20% (Amazon 10-K, accession 0001018724-26-000004). Multiple media outlets cited a combination of factors behind the decline: Alphabet's and Tesla's 2026-07-22 announcements of expanded 2026 capital expenditure plans, a report that the US Senate Committee on Small Business had launched an investigation into allegations of Chinese influence over Amazon's Marketplace, and news of layoffs affecting part of the AGI organization. Q2 2026 earnings are scheduled for release on 2026-07-30 and remain unreported as of the analysis date (2026-07-24).
MasTec reported second-quarter 2026 (announced 2026-07-30) revenue of $4.37 billion (+23% year-over-year) and adjusted EBITDA of $384.2 million (+40%), both quarterly records, while its 18-month backlog also reached a record $21.4 billion (+30% year-over-year). The company closed its acquisition of The Superior Group, a data-center-focused electrical contractor, for approximately $1.65 billion on 2026-07-20, and on 2026-08-06 priced $650 million of senior notes due 2036 at a 5.850% coupon. Second-quarter 2026 adjusted EPS of $2.22 came in slightly below the average analyst estimate, and Communications segment revenue grew just 6.2% year-over-year, a relatively lower growth rate than the other segments.
As of July 2026, Merck is a global pharmaceutical company with an oncology and vaccine portfolio centered on the immuno-oncology drug Keytruda, and reported Q2 2026 revenue of $25.310 billion (+6.6% year over year) and Non-GAAP adjusted EPS of $2.90 (+4.7% year over year). Over the same period, Keytruda saw continued regulatory and clinical progress, including meeting the primary endpoint in a Phase 3 endometrial cancer trial (7/15), an expanded bladder cancer indication approval (7/10), and approval of the oral PCSK9 inhibitor LIPFENDRA (7/16). The 2026-07-20 close was $124.40, down -2.43% from the prior close of $127.50, with volume of 7,729,047 shares.
Quanta Services reported Q2 2026 (announced 2026-07-30) revenue of USD 9.56 billion, up 41% year-over-year from USD 6.77 billion. Net income attributable to common stock was USD 451.4 million (GAAP diluted EPS of USD 2.96), with adjusted diluted EPS of USD 4.24. Backlog at quarter-end reached a record USD 53.4 billion, with remaining performance obligations (RPO) of USD 33.6 billion. On the analysis date (2026-07-31), the closing price was USD 667.36, up 1.43% from the prior day, with trading volume of 1,959,293 shares.
TSMC reported Q2 2026 (2Q26, as of 2026-06-30) revenue of US$40.20B (+33.7% YoY), gross margin of 67.7%, and operating margin of 60.3%. At its 2026-07-16 earnings call, the company raised its 2026 full-year revenue growth guidance from the mid-30% range to the low-40% range, raised its CapEx guidance from US$52-56B to US$60-64B, and announced an additional US$100B increase in Arizona fab investment, bringing the cumulative total to US$265B. 2Q26 revenue by application was 66% HPC (High-Performance Computing) and 22% smartphone, with advanced processes of 7nm and below accounting for 77% of total wafer revenue.
Powell Industries (POWL), founded in 1947 and headquartered in Houston, Texas, is a manufacturer of electrical distribution and control equipment (switchgear). In fiscal Q2 2026 (period ended 2026-03-31), the company reported revenue of $296.6 million (+6% YoY) and net income of $45.9 million, while backlog expanded to $1.8 billion (+33% YoY). After the Q2 close, the company disclosed its largest single order in company history — a data center contract worth over $400 million — extending through fiscal year 2028. The company completed a 3-for-1 stock split on 2026-04-02. Fiscal Q3 (period ended 2026-06-30) results are scheduled for release after market close on 2026-08-03 and had not yet been reported as of the reference date (2026-08-02).
Alteogen's business model is licensing out its biopharmaceutical platform technology (Hybrozyme·ALT-B4), which converts intravenous (IV) formulations into subcutaneous (SC) formulations, to multiple global pharmaceutical companies; in 2025 it recorded consolidated revenue of KRW 215.9 billion (+109.9% YoY) and operating profit of KRW 106.9 billion (operating margin 49.5%). On 2026-07-16 the board of directors tentatively postponed pursuit of a KOSPI transfer listing and decided on a bonus issue of 0.3 new shares per common share (30%). The 2026-07-24 closing price was KRW 300,500 (-0.83% vs previous day), with a market capitalization of KRW 16.0869 trillion (based on 53,533,843 shares outstanding).
Vertiv Holdings is a power management and thermal management infrastructure company serving data centers, telecommunications, and industrial facilities. On 2026-07-24, its closing price was 290.36 USD, down -4.50% from the previous close of 304.04 USD, with trading volume of 3,405,162 shares. Q1 2026 (2026-01-01 to 03-31) net sales were 2.65 billion USD, up +30% year-over-year, and the project backlog exceeded 15 billion USD, more than doubling year-over-year (as announced 2026-04-22). No negative company-specific disclosures or earnings releases were identified on the day of the decline, and Q2 2026 earnings are scheduled for release on 2026-07-29.
GE Vernova reported Q2 2026 (announced 2026-07-22) revenue of $11.1 billion (+21.9% YoY), adjusted EPS of $2.47, and adjusted EBITDA margin of 11.3% (vs. 8.5% in the year-ago period). Orders surged to $24.2 billion (organic +88% YoY), and total backlog reached $176.0 billion (+$13.0 billion from the prior quarter). The company raised its FY2026 revenue guidance to $45.5–46.5 billion and its free cash flow guidance to $11.5–12.5 billion (SEC 8-K, 2026-07-22). Meanwhile, the Wind segment continued to post losses with an EBITDA margin of -13.6%, and orders fell 40% YoY to $1.249 billion.
Hyosung Heavy Industries disclosed that its Q2 2026 consolidated operating profit reached KRW 264.3 billion (a record quarterly high, up 60.9% year-over-year), and its order backlog at the end of Q2 stood at KRW 17.5 trillion (up 63.0% year-over-year). Per the 2026 semi-annual report (receipt no. 20260813001554), cumulative first-half revenue was KRW 3.0451 trillion and operating profit was KRW 416.6 billion. In the first half of 2026, 71% of new orders in the Heavy Industries segment originated from the United States, and the company raised its 2026 full-year new order target from KRW 8.4 trillion to KRW 12 trillion.
Johnson & Johnson reported Q2 2026 (quarter ended June 28) revenue of USD 25.31 billion (+6.6% year over year) and Adjusted EPS of USD 2.90 (above the consensus of USD 2.86), and raised its full-year 2026 revenue guidance to a midpoint of USD 101.1 billion (+7.3%) (company release, 2026-07-15). The Innovative Medicine segment drove overall growth through follow-on products such as Darzalex and Tremfya, even as Stelara revenue declined amid biosimilar competition (from USD 10.3 billion in 2024 to USD 6.1 billion in 2025, -42.7%). Over the same period, talc baby powder litigation remained active, with 60,792 cases pending in the New Jersey multidistrict litigation (MDL) as of July 2026, and on 2026-07-10 the Illinois Appellate Court affirmed a USD 45 million damages verdict.
Chipotle Mexican Grill reported Q2 2026 (quarter ended 2026-06-30) revenue of 3.3 billion USD (+9.3% year-over-year), net income of 403.5 million USD, and diluted EPS of 0.32 USD (Source: Chipotle Newsroom press release, 2026-07-29). Same-store sales grew +2.2% year-over-year (average check +1.2%, transactions +1.0%), an improvement from Q1 2026 (+0.5%). During Q2, the company opened 100 new restaurants (including 80 with Chipotlanes), bringing total company-operated restaurants to 4,186, and raised its full-year 2026 same-store sales growth outlook from 'flat' to 'low single-digit increase.' Operating margin for the period declined to 15.7%, down from 18.2% in the prior-year period.
Itron is a smart grid metering and communications infrastructure company serving electric, gas, and water utilities. In Q2 2026 (reported 2026-07-28), revenue declined 7% year-over-year to $563 million, while adjusted gross margin reached a record 41.4% and non-GAAP diluted EPS was $1.59. Annual recurring revenue (ARR) was $417 million, up 21% year-over-year, and backlog remained at approximately $4.4 billion. As of 2026-08-07, the closing price was $103.75 (+0.90% day-over-day, volume 371,225 shares). A cybersecurity incident that occurred on 2026-04-13 was confirmed, per 8-K and 8-K/A filings, to have had no material impact on customer-facing functions.