#배당주 Analysis Reports
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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.
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.
Agnico Eagle Mines (AEM) is a gold producer based in Ontario, Canada, dual-listed on the New York Stock Exchange (NYSE) and the Toronto Stock Exchange (TSX). Q1 2026 adjusted net income reached an all-time high of USD 1,706 million (USD 3.41 per share), driven by a higher realized gold price per ounce, but in early July 2026 a wall failure at the Barnat open pit within the Canadian Malartic mine led to a precautionary suspension of mining, with second-half 2026 production announced to decline by 60,000–80,000 ounces. The company stated it continues to advance expansion projects during the same period, including the consolidation of assets in Finland's Central Lapland region (acquisition of Aurion, Rupert, and the Fingold JV) and the redevelopment of Hope Bay in Ontario.
Dominion Energy is a regulated electric and gas utility serving Virginia, North Carolina, and South Carolina. In Q2 2026 it posted adjusted operating EPS of $0.79 (above consensus of $0.75) and revenue of $4.48 billion, reaffirming its 2026 annual guidance of $3.45-$3.69 per share (2026-07-31 earnings release). On 2026-05-18 it agreed to an all-stock merger with NextEra Energy valued at $67.3 billion, filed for regulatory approval with three state utility commissions, FERC, and the NRC on 2026-07-15, and on 2026-08-06 Virginia's governor announced direct intervention in the proceeding. The Coastal Virginia Offshore Wind project was approximately 81% complete as of 2026-08-03, with total project cost raised to $11.7 billion and final completion delayed to late 2027. On 2026-08-05 the Virginia SCC ordered development of a rate structure to allocate transmission infrastructure costs to large-load users such as data centers.
Exelon reported Q1 2026 results announced on 2026-05-06, with revenue of $7.24B (+7.9% year-over-year) and adjusted EPS of $0.91 (above consensus of $0.87). In its Q2 2026 results announced on 2026-07-30, revenue of $5.97B beat consensus, but adjusted operating income of $0.43 per share slightly missed the consensus of $0.44; on the same day, the company lowered its high-probability data center interconnection pipeline from 18GW to 11GW. Full-year 2025 revenue was $24.26B (+5.3% year-over-year) and net income was $2.77B (+12.5% year-over-year). Moody's downgraded the credit rating of subsidiary PECO from Aa3 to A1 on 2026-07-15.
Southern Company is a utility holding company that supplies electricity and gas across the southeastern United States, including Georgia, Alabama, and Mississippi, and posted second-quarter 2026 adjusted EPS of $1.13 (up $0.21 year-over-year). On July 22, 2026, Georgia Power signed a 25-year, 3.2GW power supply agreement with OpenAI, and data-center-related electricity usage rose 55% year-over-year. In early August 2026, the company issued a total of $2.731 billion in convertible preferred notes, and its credit ratings were upgraded to Moody's Baa1 and S&P BBB+. The company raised its April 2026 quarterly dividend to $0.76 per share (annualized $3.04), extending its streak of dividend increases to 25 consecutive years.
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.
ASML posted Q2 2026 (period ended 2026-06-28) total net sales of €9.3billion, net income of €2.9billion, and gross margin of 54.0%, selling 86 new lithography systems and 5 used systems (announced 2026-07-15). The company raised its full-year 2026 net sales guidance range to €43-45billion with gross margin of 54-56%, and guided Q3 2026 net sales to a range of €11.0-12.0billion. Following reports on 2026-07-27 that a Chinese state-owned enterprise had begun mass production of a domestically made immersion DUV lithography system, ASML's share price fell 6.7% on a closing-price basis. The 2026 interim dividend, payable on 2026-08-05, is €1.88 per share.
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).
Eaton Corporation plc (NYSE: ETN) reported its Q2 FY2026 results on 2026-07-31. Revenue reached a record $8.5B (+21% YoY, +14% organic), and adjusted EPS of $3.15 beat the market consensus of $3.08. The company raised its full-year 2026 adjusted EPS guidance to $13.40-$13.60 (midpoint $13.50) and its organic growth guidance to 11-13%. The board approved a quarterly dividend of $1.10 per share on 2026-07-22 (record date 2026-08-07, payment date 2026-08-28).
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.
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).
Atkore Inc. (ATKR) disclosed on 2026-08-03 that it had signed a definitive merger agreement on 2026-08-02 to be acquired by Italian cable manufacturer Prysmian S.p.A. for $95.00 per share in an all-cash deal (enterprise value of approximately $3.8 billion, EV/2025A EBITDA of 9.8x). On the same day, the company released its fiscal 2026 third-quarter results (period ended 2026-06-26), reporting net sales of $794.8 million (+8.1% year-over-year) and adjusted EPS of $1.92, exceeding consensus of $1.78. GAAP net income fell 98.3% year-over-year to just $0.7 million due to litigation settlement charges and acquisition-related costs. The transaction is targeted to close by year-end 2026, subject to approval by Atkore shareholders and regulatory authorities.
On 2026-01-30, NRG Energy completed its acquisition of an approximately 13GW gas-fired generation portfolio and the demand-response platform CPower from LS Power, expanding total generating capacity to approximately 25GW. Q1 results announced on 2026-05-05 showed revenue of 10.26B USD (YoY +19%), while adjusted EBITDA declined year-over-year to 1.08B USD, reflecting a mild winter in Texas and the impact of Winter Storm Fern in the East. The 2026 adjusted EPS guidance was maintained at 7.90-9.90 USD, and at the 2026-04-30 annual shareholder meeting the roles of Chairman and CEO were separated, with Antonio Carrillo becoming Chairman and Robert J. Gaudette becoming CEO. Q2 results are scheduled to be announced on 2026-08-04.