#미국 제조 리쇼어링 Analysis Reports
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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.
Centrus Energy Corp focuses primarily on uranium enrichment services (SWU) and HALEU (High-Assay Low-Enriched Uranium) production, recording FY2025 revenue of 448.7 million dollars and net income of 77.8 million dollars. On July 1, 2026, the company finalized a fixed-price contract with the U.S. Department of Energy (DOE) for commercial HALEU production worth up to 1.07 billion dollars including options. Ahead of its Q2 earnings release after market close on August 5, 2026, the Zacks consensus estimates revenue of 143.9 million dollars (-6.8% year-over-year) and diluted EPS of 0.79 dollars. As of July 15, 2026, short interest stood at 25.58% of float, extending an increase for a third consecutive period.
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.
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.
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).
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).
BWX Technologies reported Q2 2026 (announced 2026-08-03) revenue of 901.6 million USD (+18% YoY) and GAAP diluted EPS of 0.97 USD, with Government Operations accounting for 66.7% of revenue and Commercial Operations 33.6%. The same day, the company raised its full-year 2026 revenue outlook to approximately 3.80 billion USD and signed an agreement to divest more than an 80% stake in its medical and stable isotopes businesses to Nordic Capital for up to 800 million USD. As of Q2 2026, the backlog stood at 8.4 billion USD, up 40% year-over-year. The closing price was 169.9 USD as of 2026-08-07, up +1.92% from the prior day (166.7 USD).
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).
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.
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.
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.
Eli Lilly and Company reported Q1 2026 revenue of $19.8 billion (+56% year-over-year), with combined Mounjaro and Zepbound revenue of $12.8 billion. On April 1, 2026, the FDA approved Foundayo (orforglipron), the world's first oral small-molecule GLP-1 receptor agonist, for obesity/overweight indications. On July 16, 2026, Lilly announced it had entered into an agreement to acquire AtaiBeckley Inc. to strengthen its neuroscience pipeline, and on July 14 the FDA converted Retevmo (selpercatinib)'s RET fusion-positive solid tumor indication from accelerated to full approval.
Standard Nuclear, Inc. (NYSE: STDN), an advanced TRISO nuclear fuel manufacturer headquartered in Oak Ridge, Tennessee, completed its initial public offering (IPO) on 2026-07-16 at $15.00 per share, raising approximately $150 million. On 2026-08-14, the company disclosed via SEC Form 8-K the appointment of Seth Cohen, former Chief Counsel for Nuclear Policy at the U.S. Department of Energy (DOE), as an independent director (effective 2026-08-12), expanding the board to five members. On the same date, the closing price rose +10.09% from the previous day to $13.31, with trading volume of 1,229,104 shares — approximately 1.20x the recent 20-day average volume (1,021,549 shares). As of 2026-03-31, the company disclosed a contracted backlog of up to $245 million and a qualified pipeline of approximately $986 million (S-1).
In its semiannual report (DART receipt no. 20260814000512) filed on August 14, 2026, Sungeel HiTech disclosed that H1 2026 (consolidated, cumulative) revenue was KRW 137.7 billion and operating profit turned positive at KRW 6.3 billion, while net loss for the period was KRW 13.5 billion. The closing price on the same day was KRW 38,350, up 7.57% from the previous day, with trading volume of 234,579 shares. As of June 19, 2026, largest shareholder Lee Kang-myung and related parties held a 35.99% stake, and on May 8, 2026 the company received payment for 648,414 new shares (issue price KRW 69,400) from a third-party allotment capital increase, raising working capital for raw material purchases.
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.