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267260.KS HD Hyundai Electric
Power & cooling · KOSPI · 한국어 페이지
Ultra-high-voltage transformers for US grid and data center demand. Korean transformer exports explain revenue only partly (US plant, domestic sales).
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Feb 6, 2027
Our estimate
₩994B
₩811B–₩1.2T
vs a year ago
−0.1%
vs consensus
—
Low confidence · within ±5% in 4 of 10 backtested quarters, average error 8.1%. Model: Trade data (Korea Customs Service).
Key supply-chain flow
Korea transformer · converter exports (all) · to Sep 2026
+15%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Korea large transformer exports (>10MVA) Korea Customs Service | Production shipments | C Industry context | 0.47 | Sep 2026 |
Korea transformer · converter exports (all) Korea Customs Service | Production shipments | C Industry context | 0.43 · leads 1Q | Sep 2026 |
Korea → US large transformer exports Korea Customs Service | Production shipments | D Weak link | 0.27 | Sep 2026 |
US data center construction spending (annualized) US Census Bureau (construction spending) | End demand | D Weak link | 0.17 | Aug 2026 |
US planned gas generation capacity (EIA 860M) US EIA | End demand | D Weak link | -0.21 | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.