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Home/Stocks/267260.KS
KRX · Korea · Electrical Equipment & Parts

267260.KS HD Hyundai Electric

Large power transformers for US utilities

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Transformers & Switchgear · 86
Last close (delayed) · 2026-10-26
₩447,000
−4.89% today
1W
−14.9%
1M
−37.4%
3M
−43.7%
YTD
−41.8%
1Y
−32.6%
Off 52w high
−68.4%
Next earnings (est.): 2026-10-27
Market cap₩16.92T≈ $12.78B
P/E (trailing)—Forward 14.2
EV / sales3.7×EV/EBITDA 13.5×
Revenue (TTM)₩4.34TGrowth 26.0% y/y
Margins34.7%gross · op 25.1%
Free cash flow₩607BCash ₩1.01T · debt ₩182B
Analyst target₩1,070,597+139.5% upside · 23 analysts · buy
Riskβ 1.23Short — of float · yield 1.59%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

267260.KS · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-13EarningsMiss / cut

    Reported EPS 5740 vs 6468.63 expected (-11.3% surprise).

  2. 7
    2026-05-15EarningsBeat / raise

    Reported EPS 5781 vs 5601.01 expected (+3.2% surprise).

  3. 6
    2026-03-13EarningsBeat / raise

    Reported EPS 6807 vs 5863.06 expected (+16.1% surprise).

  4. 5
    2025-11-14EarningsBeat / raise

    Reported EPS 5309 vs 4927.1 expected (+7.8% surprise).

  5. 4
    2025-08-14EarningsMiss / cut

    Reported EPS 3957 vs 4600.26 expected (-14.0% surprise).

  6. 3
    2025-05-15EarningsMiss / cut

    Reported EPS 4281 vs 4442.09 expected (-3.6% surprise).

  7. 2
    2025-03-14EarningsMiss / cut

    Reported EPS 3591 vs 4952.56 expected (-27.5% surprise).

  8. 1
    2024-11-14EarningsMiss / cut

    Reported EPS 3247 vs 3345.67 expected (-3.0% surprise).

Latest headlines

Auto-updated daily

Alternative data that moves 267260.KS

US imports from Korea+49.0% y/yPrice of power transformers (US producer prices)+7.8% y/y

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-136468.635740.0−11.3%
2026-05-155601.015781.0+3.2%
2026-03-135863.066807.0+16.1%
2025-11-144927.15309.0+7.8%
2025-08-144600.263957.0−14.0%
2025-05-154442.094281.0−3.6%
2025-03-144952.563591.0−27.5%
2024-11-143345.673247.0−3.0%
2021-08-17545.0389.0−28.6%
2021-03-15511.0-749.0−246.6%
2020-11-16195.0181.0−7.2%
2020-08-14-177.0-701.51−296.3%
2020-05-15294.0294.0—
2020-03-17-888.0-7554.0−750.7%
2019-11-14-1000.057.0+105.7%
2019-08-14-936.0-4189.0−347.5%
2019-03-15162.0-218.0−234.6%
2018-11-14-5.0-3976.5−79430.0%
2018-08-141149.51148.5−0.1%
2018-05-24662.5-1360.0−305.3%

About HD Hyundai Electric

Website ↗

HD Hyundai Electric Co., Ltd. manufactures and sells electrical equipment in South Korea, North America, rest of Asia, the Middle East, Europe, and internationally. The company offers power and distribution transformers, gas insulated and MV/LV switchgears, high-voltage and low-voltage motors, generator, and MV/LV circuit breakers. It also provides marine solutions, such as marine switchgears, distribution transformers, and rotating machines; battery energy storage system; greentric products comprising SF6-Free GIS, natural ester/synthetic oil-immersed power transformer, engine mounted generators, permanent magnet shaft generators, IE4LV motors, and dry air eco switchgears under the GREENTRIC brand. In addition, the company operates industrial IoT-based application platform; and provides energy solution, and assets management solution. The company was formerly known as Hyundai Electric &…

1,998 employees · Seongnam-si, South Korea

Transformers & Switchgear

86

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ETN
Eaton
Electrical content per data-centre MW $373.1+1.92%−15.2%+18.1%
HUBB
Hubbell
Utility and campus electrical products $459.8+2.62%−1.4%+4.5%
6501.T
Hitachi
Hitachi Energy transformers and HVDC ¥5,533.0−0.52%+1.2%+14.1%
SU.PA
Schneider Electric
Switchgear, power and cooling for data centres €235.5+1.77%−19.1%+1.8%
ABBN.SW
ABB
Electrification, drives and robotics CHF 69.70+2.83%−13.1%+19.4%
298040.KS
Hyosung Heavy Industries
Transformers with US plant ₩1,853,000−1.28%−36.5%+4.0%
010120.KS
LS Electric
Switchgear and transformers ₩152,900−2.55%−26.8%+66.9%
POWL
Powell Industries
Custom switchgear and power-control rooms $157.2+4.15%−17.1%+48.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.