POSCO Holdings Inc., a South Korean-based enterprise, operates globally in the production and sale of steel rolled products and plates through its ...
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Est. EPS $1881.41 · Revenue $19.44T · 1 analysts
Est. EPS $1833.59 · Revenue $19.59T · 1 analysts
Est. EPS $6797.89 · Revenue $78.89T · 1 analysts
Est. EPS $1942.28 · Revenue $18.57T · 1 analysts
EPS KRW 2263.75 · Revenue KRW 19.26T
$9000.00 per share
$9000.00 per share
EPS KRW 1544.50 · Revenue KRW 17.88T
EPS KRW 1.53 · Revenue KRW 68.99T
EPS KRW 1300.00 · Revenue KRW 17.26T
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $68986.9B | -5.1% | +7.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $690.7B | -36.9% | +32.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +7.4% | +0.5% | +1.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +2.7% | -21.5% | -4.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.0% | -33.5% | +22.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-1669.3B | -11.4% | +93.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -2.4% | -17.3% | +94.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 51.2% | +10.8% | +3.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.89x | -2.5% | +4.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $105287.7B | +1.8% | +1.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.53 vs 3374.11 | -100.0% | 2263.75 vs 1274.44 | +77.6% |
| Revenue Surprise | $68986.9B vs $69207.1B | -0.3% | $19259.0B vs $18330.3B | +5.1% |
Operator: Greetings, everyone. Thank you for coming to attend the conference call for POSCO Holdings earnings release. Today, we will have a presentation from POSCO Holdings first, and then we will have a Q&A with all of you. [Operator Instructions] So now I'd like to begin the POSCO Holdings 2026 Second Quarter Earnings Release. Seung-Jun Kim: Greetings, everyone. I'm Head of Finance and IR Division at POSCO Holdings. My name is Kim Seung-Jun. Despite the harsh heat, thank you for attending the second quarter earnings for POSCO Holdings. My sincere thanks go to the investors and the analysts. In the second quarter, the Middle East conflict triggered energy supply risk intensified, while the Korean won continued to lose value, business faced headwinds. Nevertheless, POSCO Holdings recorded consolidated revenue of KRW 19.3 trillion and KRW 820 billion in OP, keeping the rising profit curve. Gains were recorded against previous quarter in all key sectors of steel, rechargeable battery materials and energy. Most notable is our Argentina lithium business that turned a first-ever quarterly profit. So the general RBM sector transitioned to a surplus for the first time in 9 quarters. Our steelmaking affiliate, POSCO registered its separate OP of KRW 270 billion, a KRW 60 billion gain over the previous quarter. On third quarter outlook, what is most notable is that POSCO will make more visible performance gains. While some raw material costs will climb, increased production will offset fixed costs. Through effort made to increase sales and sales price, we expect the rise to continue. In the rechargeable battery materials sector, following its first ever quarterly surplus in the second quarter, a temporary slowdown may be observed in the third quarter. Located in the Southern Hemisphere, it is winter in Argentina. This seasonal factor causes pond evaporation to dwindle. By leveraging this off-season, we plan to replace the LP dryer equipment. Hence, a temporary drop in production volume seems inevitable. Starting in the fourth quarter, however, the plant will run at full operation. Additionally, in Q4, long-term supply agreement will kick in, allowing us to deliver certified products. Therefore, we anticipate a more meaningful level up in Q4. Besides the performance gains, the first half of this year demonstrated marked progress in building for future growth. One is Gwangyang's first EAF operation and the other the HyREX demo plant construction start. POSCO Holdings is committed to upholding the 2 pillars of growth, which are profit enhancement by sector and strategic investment for future growth. We'll do our best to continue to grow our corporate value. Now I will give the floor to our IR Office Head to offer more second quarter details. Young-Ah Han: Next, we will move on to Page 3 of the materials, and I will brief you on the business performance of the second quarter 2026. The consolidated revenue of the second quarter was KRW 19.3 trillion, which …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
In-Hwa Chang | Chief Executive Officer & Representative Director | KRW 2,023,420 | Male | 1955 | Active |
In-Hwan Oh | Chief Operating Officer | KRW 1,046,900 | Male | 1958 | Active |
Weon-Jun Yang | Executive Officer & Head of Communication Division | — | Male | 1965 | Active |
Jeong-Bin Park | Executive Officer, Head of Green Infra Business Team & Chief of Investments | — | Male | 1969 | Active |
Young-Jong Kim | Executive Officer & Head of Corporate Legal Team | — | — | 1967 | Active |
Ju-Tae Lee | President, Head of Corporate Strategy Division & Representative Director | — | Male | 1964 | Active |
Ki-Soo Kim | Senior EVice President, Group Chief Technology Officer, Head of New Experience of Technology Hub & Director | — | Male | 1965 | Active |
Seung-Jun Kim | Head of Finance & IR Division | — | Male | 1968 | Active |
Sung-Lae Chun | Senior EVP, Head of Business Synergy Division & Director | — | Male | 1963 | Active |
Sung-Wook Lee | Head of Corporate Compliance Division | — | Male | 1964 | Active |
Young-Ah Han | Head of Investor Relations Office, Executive Officer & Executive VP | — | Female | 1973 | Active |
On August 07, 2026, POSCO Holdings Inc (PKX) shares rose 3.0% to $57.77, marking an increase within a 52-week range of $44.99 to $92.40. This price movement sig
PKX, PARR, SBH, BIP and DINO stand out with attractive EV-to-EBITDA ratios and strong earnings outlook.
POSCO Holdings Inc. (PKX) Q2 2026 Earnings Call Transcript
POSCO NYSE: PKX Holdings reported higher second-quarter earnings as profit improved across its steel, rechargeable battery materials and energy businesses, while its Argentina lithium operation posted its first quarterly operating profit.
POSCO Holdings Inc. remains a 'Buy' based on my assessment of its Investor Day disclosures. At the recent investor event, it reiterated a turnaround of its Argentinian lithium business and consistent shareholder distributions, similar to its 1Q26 call remarks. Management aims to fully close the stock's NAV discount by FY2028, with portfolio reorganization and listed subsidiary stake reduction initiatives.
