#인수합병 Analysis Reports
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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.
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.
Soosung Webtoon (084180) closed at KRW 672 on 2026-08-14, up +29.98% from the previous close of KRW 517, with trading volume of 376,475 shares. The company posted consolidated revenue of KRW 92.77bn and operating profit of KRW 5.21bn in 2025, turning profitable, and recorded cumulative H1 2026 revenue of KRW 47.24bn and operating profit of KRW 2.34bn. On 2026-08-12, the Korea Exchange newly designated Soosung Webtoon as an administrative issue on grounds that its closing price had remained below KRW 1,000 for 30 consecutive trading days, and the stake of largest shareholder Toomics Holdings fell from 51.00% as of 2025-12-31 to 43.13% as of 2026-08-13, due in part to forced sales (collateral enforcement).
더테크놀로지(043090)는 2026-07-18 코스닥시장 기업심사위원회의 상장폐지 심의·의결과 효력정지 가처분 기각에 따라 2026-08-10 코스닥시장 상장폐지가 확정된 상태다. 2026-07-30~08-07 정리매매 기간(가격제한폭 미적용) 동안 첫날 -82.02%, 기준일인 2026-08-07 -50.95%(전일 210원→103원, 거래량 1,411,104주) 등 연속 폭락했다. 상장폐지의 근본 원인은 2021~2022년 협력업체 대상 허위 매출 계상(총 약 46억원)이며, 2026-05-06 증권선물위원회가 회계처리기준 위반으로 검찰 통보를 의결했다(과징금 2억8,980만원, 감사인 지정 3년). 5년 연속 영업손실을 기록해 온 가운데 2026년 1분기 누적 연결 순이익은 +3.4억원으로 흑자 전환했으나 상장폐지 절차와는 무관하게 진행됐다.
Archer Aviation is a California-based eVTOL aircraft manufacturer primarily developing the four-seat 'Midnight' aircraft; its 2026-08-14 closing price was $6.62 (-5.02% vs. previous day). Based on confirmed financial data, cumulative H1 2026 (through 2026-06-30) revenue was $0, operating loss was -$320.1 million, and net loss was -$299.4 million (SEC 10-Q, accession no. 0001824502-26-000059). On 2026-08-09, Archer entered a definitive equity purchase agreement to acquire 100% of Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu entirely in stock and warrants, with Boeing set to acquire newly issued shares equal to 19.75% of shares outstanding immediately prior to closing (SEC 8-K, accession no. 0001104659-26-093056). FAA Type Certification was reported to have completed Phase 3 of a four-phase process (Archer IR, 2026-05-11).
SK D&D closed at KRW 5,230 on 2026-08-07 (-11.95% from the previous close of KRW 5,940). On 2026-07-28, the board of directors resolved a rights offering of 44,681,000 new shares (approximately 240% of shares outstanding), and on 2026-08-05 the Financial Supervisory Service (FSS) requested a correction to the securities registration statement. The largest shareholder changed to private-equity-affiliated Hahn & Company Development Holdings, LLC (holding a 78.69-79.36% stake, based on the substantial shareholding report as of 2026-07-31) following a 2025 tender offer, and on 2026-06-28 the credit rating on its unsecured bonds was downgraded from BBB (negative) to BBB- (negative).
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.
NextEra Energy is the largest U.S. regulated electric utility holding company, operating two business segments — Florida Power & Light (FPL) and NextEra Energy Resources. It posted Q2 2026 adjusted EPS of $1.15 (+9.5% YoY), and its renewable & storage contracted backlog expanded to approximately 35.1GW (Q2 2026 earnings release, 2026-07-24). On 2026-05-18, it entered into an all-stock merger agreement with Dominion Energy (exchange ratio 0.8138, deal value approximately $67B), which is undergoing regulatory approval; on 2026-08-06, the Virginia governor signaled intent to intervene in the Virginia State Corporation Commission (SCC) review. FY2026 adjusted EPS guidance was maintained at $3.92-$4.02 (company guidance, 2026-07-24).
Bitgwa Jeonja (069540) is an optical transceiver (optical module) manufacturer. It closed at KRW 2,225 on 2026-08-04 (+10.97% vs. the previous day, volume 7,686,853 shares). On a consolidated basis, FY2025 revenue was KRW 31.77bn (+75.2% YoY), but the company posted an operating loss of KRW 16.531bn (operating margin -52.0%) and a net loss of KRW 19.651bn, with an accumulated deficit of KRW 105.9bn (DART FY2025 business report, fiscal year-end 2025-12-31). From June 2024 to January 2026, the largest shareholder changed three times, in order: Lightron Holdings, K-Head Union, and BNS Union; the current largest shareholder, BNS Union, is a union in which KH Philux holds a 92.26% stake (DART shareholder status, as of 2026-03-31; Fieldnews). On 2026-08-04, the same day as the sharp price increase, the payment date for the 18th convertible bond (KRW 16.0bn) was scheduled, but no disclosure or news report explicitly identifying this as the direct cause of the surge has been confirmed.
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).
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).
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).
SK Inc. is the holding company of SK Group, with subsidiaries including SK hynix, SK Telecom, SK Innovation, and SK Square. Its closing price on 2026-08-06 was KRW 509,000 (a market cap of approximately KRW 36.9039 trillion based on 72,502,703 shares outstanding). Consolidated 2025 results showed revenue of KRW 122.7033 trillion, operating profit of KRW 1.8185 trillion, and net income of KRW 1.5975 trillion, turning profitable after two consecutive years of losses in 2023-2024. On 2026-03-10, the board resolved to retire treasury shares equivalent to approximately 20.3% of total shares outstanding (planned retirement value of approximately KRW 4.8343 trillion, scheduled retirement date 2027-01-04); the largest shareholder, Chairman Chey Tae-won, held a 25.66% stake (30.66% including special related parties) as of the 2026-05-19 large shareholding report. On 2026-07-31, a contract was signed to sell a 70.61% stake in SK Siltron to Doosan for KRW 2.3 trillion.
Nu Holdings announced Q2 2026 (April-June) results of total revenue of $5.9 billion (+39% YoY on an FX-neutral basis) and net income of $1.1 billion (+49% YoY, the first time quarterly net income has topped $1 billion) (2026-08-13, Businesswire). Total customers reached 139 million, a net addition of roughly 4 million during the quarter, and the loan portfolio stood at $39.4 billion (+37% YoY). On 2026-08-14, the first trading day after the earnings release, the stock closed at $15.23, up approximately 9.3% from the previous close (system's authoritative price). During the same period, the company also disclosed final approval to commence multiple banking operations in Mexico (2026-07-10) and an agreement to acquire 100% of Banco Porto Real to satisfy Brazilian bank branding requirements (2026-07-20).