NYSE$PKX

Posco - ADR · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

Posco Holdings reported strong Q2 2026 results with revenue of KRW 19.26 trillion and operating profit of KRW 819 billion.

Posco Holdings delivered consolidated revenue of KRW 19,259 billion for Q2 2026, up 9.7% YoY, with operating profit rising 34.9% YoY to KRW 819 billion and net profit surging to KRW 761 billion. Steel segment revenue reached KRW 15,393 billion while rechargeable battery materials turned profitable. Total assets stood at KRW 109,713 billion with net debt at KRW 16,106 billion.

  • Q2 2026 revenue KRW 19,259 billion (+9.7% YoY) and operating profit KRW 819 billion (+34.9% YoY).
  • Net profit KRW 761 billion, EPS KRW 7,785; EBITDA KRW 1,873 billion.
  • Steel revenue KRW 15,393 billion; rechargeable battery materials operating profit KRW 41 billion.
  • Net debt KRW 16,106 billion (25.1% net debt-to-equity); 1H CAPEX KRW 3.7 trillion.

Headline financials

Total Revenue

₩13.5B

No prior period
Net Debt

₩16.1T

No prior period
EBITDA

₩1.87T

No prior period
Operating Margin

4.3%

No prior period
1H 2026 CAPEX

₩3.7T

No prior period
Net Income

₩533M

No prior period
Operating Income

₩573M

No prior period
Total Assets

₩76.8B

No prior period

Revenue & EPS history

Posco · Revenue · Quarterly

₩13.5B

Q2 2026
Beat estimate in 2 of 10 quarters(20%)
ActualEstimate

Revenue by segment

Posco · ₩31.9T total across 3 segments · Q2 2026

  • Infrastructure
    ₩15.5T
  • Steel
    ₩15.4T
  • Rechargeable Battery Materials
    ₩1.05T

Forward guidance

Company highlighted ongoing investments in lithium, rare earths, and low-carbon steel projects with no specific numerical guidance provided.

Tailwinds

  • Lithium business turning profitable.
  • Steel margins recovering.
  • Strategic projects advancing including DLE demo and EAF investment.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.2%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.5%

Avg return

30 days after

49%

29 / 59 earnings

Positive

+6.9%

Q1 2019

Best reaction

-8.5%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-4.1%+7.5%-6.9%
Q4 2024-0.8%-1.9%-15.3%
Q3 2024-3.5%-0.4%-17.1%
Q4 2023+2.6%+6.1%+9.8%
Q3 2023-3.8%-7.8%+7.8%
Q2 2023-5.3%-3.6%-13.8%
Q1 2023+2.1%+1.7%-1.4%
Q4 2022-3.3%-1.8%-4.1%
Q3 2022-5.8%-4.5%+21.4%
Q2 2022-0.2%-1.9%+4.3%
Q1 2022+0.9%-1.4%-4.2%
Q4 2021+1.5%+5.4%-5.1%
Q3 2021-0.9%-1.3%-9.2%
Q2 2021-0.6%-0.7%+2.7%
Q1 2021+0.3%+5.0%+14.1%
Q4 2020+0.1%+5.1%-12.1%
Q3 2020+1.2%+6.0%+11.0%
Q2 2020+0.5%+2.6%+10.5%
Q1 2020-3.0%-2.5%+16.1%
Q4 2019+1.1%-0.7%-6.5%
Q3 2019-0.2%-1.3%-2.7%
Q2 2019+1.8%-1.0%-9.0%
Q1 2019+6.9%+9.8%-0.1%
Q4 2018-1.4%+1.0%+13.8%
Q3 2018+0.7%-7.8%-14.8%
Q2 2018-4.2%-5.2%-2.1%
Q1 2018-2.9%-2.6%+7.6%
Q4 2017+5.4%+10.1%+14.1%
Q3 2017+1.3%+1.5%+5.9%
Q2 2017+5.8%+5.0%+20.2%
Q1 2017-3.0%-5.0%-8.0%
Q4 2016+1.7%+0.2%+9.4%
Q3 2016-0.6%+0.4%-0.5%
Q2 2016+1.3%-0.1%+15.2%
Q1 2016-1.3%
Q4 2015-2.1%
Q3 2015+3.5%
Q2 2015-0.6%
Q1 2015-3.2%
Q4 2014-0.1%
Q3 2014-2.2%
Q2 2014-0.2%
Q1 2014+3.5%
Q4 2013-2.4%
Q3 2013-2.4%
Q2 2013+0.6%
Q1 2013-1.0%
Q4 2012+5.1%
Q3 2012+0.1%
Q2 2012+0.3%
Q1 2012+1.6%
Q4 2011+3.2%
Q3 2011-8.5%
Q2 2011+1.2%
Q1 2011-1.8%
Q4 2010+0.7%
Q3 2010+3.7%
Q2 2010-0.2%
Q1 2010+1.2%

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