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北京时间·🕒 发布 14:53:27·⟳ 抓取 14:55:14 +1m47s·⚡ 决策 07-29 14:56:09 +55s·90.0 天前
三星物产披露2026年二季度收入和营业利润同比、环比增长
公司官方披露Q2收入11.995万亿韩元、营业利润1.032万亿韩元，分别较去年同期增加1.973万亿和2790亿韩元。
📄 原文028260↗ 原文
Samsung C&T Q2 2026 Earnings
[Overall Performance – Revenue: KRW 11.995T, Operating Profit: KRW 1.032T] [Revenue] Increased by KRW 1.973T compared t…
不做 三星物产（028260.KS）
常规季度业绩披露虽方向偏正面，但未披露相对一致预期的超预期幅度、全年指引上修或可量化新增催化，盘后追次日开盘缺少可回测正期望，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 medium ↗
关键理由
- 公司官方披露Q2收入11.995万亿韩元、营业利润1.032万亿韩元，分别较去年同期增加1.973万亿和2790亿韩元。
- 增长来自工程建设、贸易投资和时装等多业务板块，属于公司级正面经营结果。
- 但该披露是常规财报口径，未给出相对一致预期的超预期幅度或全年指引上修，短线交易边际不足。
主要风险
- 财报类事件通常在披露日前已有预期，缺少共识差和指引上修时容易被市场视为确认性信息。
- 度假村板块营业利润同比下降，且集团业务过于分散，单季改善难以形成清晰单一交易主线。
原文全文
展开原文 · 3,591 字
[Overall Performance – Revenue: KRW 11.995T, Operating Profit: KRW 1.032T]
[Revenue]
Increased by KRW 1.973T compared to KRW 10.022T in Q2 2025
Increased by KRW 1.529T compared to KRW 10.466T in Q1 2026
[Operating Profit]
Increased by KRW 279B compared to KRW 753B in Q2 2025
Increased by KRW 312B compared to KRW 720B in Q1 2026
< Executive Summary >
Amid heightened global economic uncertainty and changes in the business environment, Samsung C&T maintained stable growth backed by a diversified business portfolio and competitiveness .
– The Engineering & Construction Group recorded year-on-year increases in both revenue and operating profit as large-scale projects entered full-scale execution. The Trading & Investment Group recorded a year-on-year increase in performance, driven by strong trading performance amid favorable market conditions for key industrial materials and a stable business portfolio.
– The Fashion Group recorded increases in both revenue and operating profit year-on-year, supported by improved consumer sentiment, enhanced product competitiveness, and improved operational capabilities. The Resort Group recorded revenue growth due to the expansion of its catering and food service businesses. However, operating profit declined due to lower leisure demand.
< Performance by Group >
[Engineering & Construction Group]
Revenue: KRW 3.988T, Operating Profit: KRW 202B
[Revenue]
Increased by KRW 593B compared to KRW 3.395T in Q2 2025
Increased by KRW 575B compared to KRW 3.413T in Q1 2026
[Operating Profit]
Increased by KRW 84B compared to KRW 118B in Q2 2025
Increased by KRW 91B compared to KRW 111B in Q1 2026
– The Engineering & Construction Group recorded increases in both revenue and operating profit compared to the previous quarter and year-on-year, driven by the full-scale execution of high-tech construction projects and strong progress on overseas plant projects.
[Trading & Investment Group]
Revenue: KRW 4.703T, Operating Profit: KRW 142B
[Revenue]
Increased by KRW 927B compared to KRW 3.776T in Q2 2025
Increased by KRW 589B compared to KRW 4.114T in Q1 2026
[Operating Profit]
Increased by KRW 62B compared to KRW 80B in Q2 2025
Increased by KRW 33B compared to KRW 109B in Q1 2026
– The Trading & Investment Group recorded increases in both revenue and operating profit compared to the previous quarter and year-on-year, driven by strong trading performance in steel, chemicals, and fertilizers, along with stable results from overseas operations and renewable energy development projects.
[Fashion Group]
Revenue: KRW 593B, Operating Profit: KRW 54B
[Revenue]
Increased by KRW 83B compared to KRW 510B in Q2 2025
Increased by KRW 20B compared to KRW 573B in Q1 2026
[Operating Profit]
Increased by KRW 21B compared to KRW 33B in Q2 2025
Increased by KRW 16B compared to KRW 38B in Q1 2026
– The Fashion Group recorded increases in both revenue and operating profit year-on-year, driven by broad-based growth across its own and imported brands.
[Resort Group]
Revenue: KRW 1.092T, Operating Profit: KRW 48B
[Revenue]
Increased by KRW 41B compared to KRW 1.051T in Q2 2025
Increased by KRW 162B compared to KRW 930B in Q1 2026
[Operating Profit]
Decreased by KRW 6B compared to KRW 54B in Q2 2025
Increased by KRW 69B compared to KRW -21B in Q1 2026
– The Resort Group recorded revenue growth due to the expansion of its catering and food service businesses. However, operating profit declined year-on-year due to lower leisure demand.
The post Samsung C&T Q2 2026 Earnings appeared first on Samsung C&T Newsroom .
[Revenue]
Increased by KRW 1.973T compared to KRW 10.022T in Q2 2025
Increased by KRW 1.529T compared to KRW 10.466T in Q1 2026
[Operating Profit]
Increased by KRW 279B compared to KRW 753B in Q2 2025
Increased by KRW 312B compared to KRW 720B in Q1 2026
< Executive Summary >
Amid heightened global economic uncertainty and changes in the business environment, Samsung C&T maintained stable growth backed by a diversified business portfolio and competitiveness .
– The Engineering & Construction Group recorded year-on-year increases in both revenue and operating profit as large-scale projects entered full-scale execution. The Trading & Investment Group recorded a year-on-year increase in performance, driven by strong trading performance amid favorable market conditions for key industrial materials and a stable business portfolio.
– The Fashion Group recorded increases in both revenue and operating profit year-on-year, supported by improved consumer sentiment, enhanced product competitiveness, and improved operational capabilities. The Resort Group recorded revenue growth due to the expansion of its catering and food service businesses. However, operating profit declined due to lower leisure demand.
< Performance by Group >
[Engineering & Construction Group]
Revenue: KRW 3.988T, Operating Profit: KRW 202B
[Revenue]
Increased by KRW 593B compared to KRW 3.395T in Q2 2025
Increased by KRW 575B compared to KRW 3.413T in Q1 2026
[Operating Profit]
Increased by KRW 84B compared to KRW 118B in Q2 2025
Increased by KRW 91B compared to KRW 111B in Q1 2026
– The Engineering & Construction Group recorded increases in both revenue and operating profit compared to the previous quarter and year-on-year, driven by the full-scale execution of high-tech construction projects and strong progress on overseas plant projects.
[Trading & Investment Group]
Revenue: KRW 4.703T, Operating Profit: KRW 142B
[Revenue]
Increased by KRW 927B compared to KRW 3.776T in Q2 2025
Increased by KRW 589B compared to KRW 4.114T in Q1 2026
[Operating Profit]
Increased by KRW 62B compared to KRW 80B in Q2 2025
Increased by KRW 33B compared to KRW 109B in Q1 2026
– The Trading & Investment Group recorded increases in both revenue and operating profit compared to the previous quarter and year-on-year, driven by strong trading performance in steel, chemicals, and fertilizers, along with stable results from overseas operations and renewable energy development projects.
[Fashion Group]
Revenue: KRW 593B, Operating Profit: KRW 54B
[Revenue]
Increased by KRW 83B compared to KRW 510B in Q2 2025
Increased by KRW 20B compared to KRW 573B in Q1 2026
[Operating Profit]
Increased by KRW 21B compared to KRW 33B in Q2 2025
Increased by KRW 16B compared to KRW 38B in Q1 2026
– The Fashion Group recorded increases in both revenue and operating profit year-on-year, driven by broad-based growth across its own and imported brands.
[Resort Group]
Revenue: KRW 1.092T, Operating Profit: KRW 48B
[Revenue]
Increased by KRW 41B compared to KRW 1.051T in Q2 2025
Increased by KRW 162B compared to KRW 930B in Q1 2026
[Operating Profit]
Decreased by KRW 6B compared to KRW 54B in Q2 2025
Increased by KRW 69B compared to KRW -21B in Q1 2026
– The Resort Group recorded revenue growth due to the expansion of its catering and food service businesses. However, operating profit declined year-on-year due to lower leisure demand.
The post Samsung C&T Q2 2026 Earnings appeared first on Samsung C&T Newsroom .
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