Released
FY2026 Q1
Earnings Review034020
BEAT두산에너빌리티
Doosan Enerbility · 전력기기·원자력·가스터빈
Wed, April 29, 2026·After Market Close
Doosan EnerbilityGas turbineNuclearPower equipmentData centerKorea power
01Wall Street Consensus
EPS—
Revenue~4.0조원
02Earnings Results
EPS—흑자전환
Revenue4조2,611억원+13.7% YoY
After-Hours ReactionRegular up
Key Takeaways
- Revenue KRW 4,261.1B — +13.7% YoY
- Operating income KRW 233.5B — +63.9% YoY
- Net income KRW 60.2B — flipped from a KRW 21.2B loss
- Energy & Power Q1 cumulative orders KRW 2,785.7B — +61.9% YoY
- Gas + steam turbine revenue expansion drove growth
- Full revenue recognition of nuclear equipment underway
- Accelerating entry into the North America data-center power supply chain
- Czech Republic new-build nuclear order momentum
Key Checkpoints
- 01New orders in the Energy & Power business
- 02Gas-turbine revenue recognition
- 03Nuclear-equipment revenue
- 04FY2026 order guidance
- 05North America power-export progress
Upside Catalysts
- Filling the gas-turbine big-3 gap in North America
- New nuclear orders in Czech Republic and Poland
- Steam turbines + AI data center demand
Risk Factors
- Order-to-revenue lag
- Nuclear policy shifts
- Raw-material cost volatility
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)