三星重工二季度营业利润同比增近六成但低于一致预期逾一成

Samsung Heavy Industries' second-quarter operating profit surged nearly 60% from a year earlier. Still, the result fell more than 10% short of market consensus.
Samsung Heavy Industries (010140.KS) reported preliminary second-quarter operating profit of 325 billion won, up 58.7% from a year earlier, the company said in a regulatory filing on the 24th. Second-quarter revenue reached 3.2307 trillion won, a 20.4% increase from the same period last year.
The company projected that revenue growth and improving profitability would continue into the second half, driven by the full-scale ramp-up of global operations and the resumption of launches at Dock No. 2. Given this, it forecast that achieving this year's annual revenue guidance of 12.8 trillion won, presented at the start of the year, would be manageable.
New orders, which surpassed $10 billion from January to July, also stand a strong chance of meeting the annual target of $13.9 billion. In the shipbuilding division, additional orders are expected centered on liquefied natural gas (LNG) carriers. In the offshore division, following the order last month for the first unit of the Delfin FLNG in Louisiana, the U.S., the possibility of securing an additional order for the second unit within the year is also high.
"In the second half, we will improve productivity and enhance profitability by utilizing 3X (DX, AX, RX), while continuing our efforts to produce tangible results in various U.S. businesses, including floating data centers (FDC) and MRO, which have recently drawn intense market attention," a Samsung Heavy Industries official said.
The issue is that despite achieving double-digit growth in both revenue and operating profit, the results fell well short of the market's heightened expectations. According to FnGuide, domestic securities firms had projected Samsung Heavy Industries' second-quarter revenue at 3.2767 trillion won and operating profit at 374.4 billion won.