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298040.KS Hyosung Heavy Industries
Power & cooling · KOSPI · 한국어 페이지
Transformers and breakers plus construction. Korean large transformer exports move with revenue (grade B).
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Oct 31, 2026
Our estimate
₩1.9T
₩1.8T–₩2.1T
vs a year ago
+19%
vs consensus
—
Medium confidence · within ±5% in 5 of 10 backtested quarters, average error 5.5%. Model: Trade data (Korea Customs Service).
Key supply-chain flow
Korea large transformer exports (>10MVA) · to Sep 2026
+54%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 | B Linked | 0.51 | Sep 2026 |
Korea → US high-voltage cable exports Korea Customs Service | Production shipments | B Linked | 0.50 | Sep 2026 |
US planned gas generation capacity (EIA 860M) US EIA | End demand | D Weak link | 0.11 | Sep 2026 |
US data center construction spending (annualized) US Census Bureau (construction spending) | End demand | D Weak link | -0.07 | Aug 2026 |
Korea → Malaysia large transformer exports Korea Customs Service | Production shipments | — too little history | — | Aug 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.