The Korea Defense Industry Index

Next earnings report scheduled.

Hanwha Aerospace's Q1 2026 earnings release is scheduled for April 30, 2026. High importance is estimated due to the significant impact of quarterly results on stock volatility; scheduled.

Poongsan is scheduled to release its Q1 2026 earnings on April 30, 2026. Analysts forecast a significant increase in operating profit to around 94-116 billion KRW, driven by high copper prices, which would be a substantial year-over-year increase forecasted.

Announced Q1 2026 results with a KRW 2.04 billion operating loss, a shift to loss from a profit in the previous year, and a 7.1% YoY revenue decrease. Medium importance estimated due to significant earnings decline.

South Korea's Fair Trade Commission extension of antitrust restrictions on the DSME acquisition for three years until May 2, 2029; Medium importance estimated as regulatory hurdles typically cause >5% price impact, scheduled.

Signed a contract with Polish defense company Bumar-Łabędy for the local production and maintenance of the K2PL tank on April 28, 2026. A price impact of ≥5% is estimated due to the strategic expansion in the European defense market.

Preliminary Q1 2026 earnings release with KRW 441.1 billion operating profit (70.6% YoY increase), significantly exceeding market expectations; High importance estimated due to the substantial earnings surprise likely causing >10% price impact, expected.

Announcement of the extension of a contract with Doosan Enerbility from April 30, 2026, to October 30, 2026, on 2026-04-27. The contract for DCS supply is valued at approximately 6.86 billion KRW, representing 10.86% of recent sales, justifying medium importance, scheduled.

HD Hyundai Heavy Industries announced a 160 billion KRW contract for two feeder container ships on 2026-04-27; a price impact of ≥5% is expected due to steady order momentum.

Signed a Memorandum of Understanding (MOU) with U.S. company Bell Textron on April 27, 2026, to jointly develop a next-generation high-speed medium utility helicopter; a low impact (≥1%) is estimated as MOUs represent preliminary cooperation.

Signed a contract with a European shipowner to build two container ships, valued at approximately KRW 357.2 billion, representing 17.86% of 2025 revenue. The contract was announced on April 27, 2026.

Q1 2026 earnings released on April 24, 2026, with revenue of KRW 2.18 trillion (+5.7% YoY) and operating profit of KRW 51.6 billion (+6.2% YoY). Net profit fell 65.3% to KRW 35.4 billion due to non-operating factors.

Announced Q1 2026 earnings on April 24, 2026, with sales of KRW 1.46 trillion (+23.9% YoY) and operating profit of KRW 224.2 billion (+10.5% YoY). A price impact of ≥5% is estimated due to the record-high quarterly performance.

Signed a KRW 334.5 billion contract (5.7% of recent annual sales) for the Ho Chi Minh City Metro Line 2 project on April 23, 2026. A price impact of ≥5% is estimated as the contract value exceeds 5% of annual revenue.