The Korea Defense Industry Index

2Q 2026 earnings release scheduled.

2Q 2026 earnings release scheduled. Analysts have forecasted a significant miss on operating profit expectations due to suspended domestic deliveries and higher export costs, which may negatively impact the stock price upon confirmation scheduled.

Q2 2026 earnings release, for which a Medium impact is estimated based on historical volatility, is scheduled.

2Q 2026 earnings release on August 18, 2026 scheduled; price impact estimated at 1-5% pending results.

Q2 2026 earnings release scheduled.

Next quarterly earnings release scheduled.

Importance is estimated as Medium as earnings reports often lead to significant price volatility; Q2 2026 earnings release is scheduled.

Q2 2026 earnings release scheduled. Analysts forecast increased YoY revenue and profit, but potentially missing market consensus due to subsidiary losses. Medium importance estimated as earnings results typically drive significant price volatility. Scheduled

Importance is an estimate as the market reaction will depend on the actual results versus expectations; Q2 2026 earnings release scheduled.

Q2 2026 earnings release scheduled for 2026-07-31; analysts forecast operating profit to be slightly below market expectations despite year-over-year growth, with a 5-10% price impact estimated; scheduled

Hanwha Ocean is scheduled to announce its Q2 2026 financial results on July 27, 2026, with some analysts forecasting a significant earnings surprise, scheduled.

Hyundai Rotem is scheduled to release its Q2 2026 earnings results on July 24, 2026. Analysts forecast revenue growth driven by the defense division, but operating profit may fall short of market expectations due to initial costs associated with the second phase of the Poland K2 tank contract, forecasted.

Q2 2026 earnings release scheduled for July 23, 2026. As a key indicator of performance, a significant market impact is expected.

Medium importance is estimated due to the typical 5% price impact of earnings reports; SNT Holdings is scheduled to release its Q2 2026 earnings report on July 23, 2026, expected

SNT Motiv is scheduled to release its Q2 2026 earnings report on July 23, 2026, expected. Medium importance is estimated based on historical price volatility during earnings periods.

One-day production halt at all plants on July 21, 2026, for special safety training following a fatal accident. High importance due to significant operational risk and potential regulatory penalties, scheduled.

Stock price fell over 6% after Kiwoom Securities lowered its target price, citing expectations that Q2 earnings, while improved, would miss market consensus due to subsidiary Philly Shipyard's performance. Forecasted

Signing of 'E-Waste Zero, ESG Management Practice' MOU with E-Soonhwan Governance on July 20, 2026 expected; price impact estimated at 1-5% as an industry-first ESG initiative.

On July 18, 2026, Hanwha's US subsidiary, Hanwha Philly Shipyard, was selected to build two Missile Range Instrumentation Vessels (MRIV) for the U.S. Missile Defense Agency, a project valued at approximately $2 billion.

Chairman Ryu Jin officially stated that the company will not sell its defense business, ending speculation about an acquisition by Hanwha. He also announced new business plans for a golf course and hotel, funded by defense profits.

Analysts from Korea Investment & Securities forecast that Q2 2026 operating profit would be KRW 67.7 billion, 28.8% below the market consensus, due to a temporary suspension of LAH helicopter deliveries and higher export costs forecasted.

On July 16, 2026, the company held a groundbreaking ceremony for the 390MW Shinan-Ui offshore wind farm project, for which it is the lead developer and EPC manager.

Hyundai Motor Securities and other analysts forecast mixed 2Q 2026 earnings results due to production disruptions, with target price lowered to KRW 85,000, forecasted.

Announced a KRW 30 billion joint investment with Hanwha Solutions until 2028 to develop next-generation tandem solar cells for satellites.

Secured a KRW 394.3 billion contract to build two Very Large Crude Carriers (VLCCs) for a North American shipowner, announced on July 15, 2026. The contract was signed on July 14, 2026.

Hanwha Group increased its stake in KAI to 12.44% as of July 14, 2026, and stated its intent for 'management participation,' fueling speculation about a potential merger or acquisition.