The Korea Defense Industry Index

1Q 2026 earnings release scheduled for 2026-05-07; Medium impact expected as it reveals early-year performance trends.

Hanwha Aerospace Q1 2026 earnings release on April 30, 2026, with consolidated revenue of 5.751 trillion KRW and operating profit of 638.9 billion KRW. Significant profit growth is estimated to have a >10% price impact, expected.

Announced Q1 2026 preliminary results: Sales KRW 179.9B (+19.8% YoY), Operating Profit KRW 21.3B (+20.2% YoY). Both sales and operating profit showed strong growth compared to the previous year.

Poongsan reported Q1 2026 consolidated results with revenue of KRW 1.27 trillion (+9.9% YoY) and operating profit of KRW 90.2 billion (+29.3% YoY). Despite the year-over-year growth, the results missed analyst expectations, causing a negative stock reaction on the day of the announcement.

Announced Q1 2026 consolidated results with revenue of KRW 5.59 trillion and an operating profit of KRW 801.3 billion, exceeding market consensus; importance reflects the significant earnings beat.

Announced Q1 2026 consolidated preliminary earnings: Revenue KRW 215.6B (-4.7% YoY), Operating Profit KRW 21.5B (-6.4% YoY), and Net Profit KRW 24.9B (+16.8% YoY). Low importance estimated as mixed results likely limit price impact to <5% scheduled.

Announced the first operational deployment of its domestically developed Integrated Machinery Control System (ECS) on the Yang Manchun destroyer on April 30, 2026; as a technological milestone, a low price impact is expected.

Satrec Initiative Q1 2026 earnings report on 2026-04-29, with an operating loss of 2.04 billion KRW and a 7.1% revenue decrease year-over-year; the 7.1% revenue decline justifies a medium importance, expected.

Hyundai Rotem signed a cooperation contract with Poland's PGZ Group for the local production of K2PL tanks, a follow-up to the 2nd executive contract. This news led to a stock price increase of over 10% across two trading days.

Announced the issuance of 725,057 new common shares from the exercise of convertible bonds on April 28, 2026, with listing scheduled for May 14, 2026; 1.45% dilution, analysts estimated.

Announced Q1 2026 earnings with an operating profit of 441.1 billion KRW (+70.6% YoY) and net profit of 500.0 billion KRW (+131.8% YoY), significantly exceeding market expectations.

A KRW 357.2 billion contract win from a European shipowner, representing 17.86% of 2025 revenue, is likely to have a significant positive price impact on 2026-04-27 expected.

Reported Q1 2026 results on April 27, 2026, with revenue of KRW 807.1 billion (+17% YoY) and a net loss of KRW 95.8 billion due to losses at subsidiary Philly Shipyard; as the results missed market expectations, a medium price impact is expected.