Hyundai Mobis disclosed on July 23 that its Q2 2025 consolidated operating profit rose 12.09% year-over-year to 975.2 billion won, while revenue increased 2.44% to 16.3247 trillion won, marking a quarterly record. The aftermarket service (A/S) business drove profitability despite weak production volumes at automaker clients. The automotive industry faced a downturn during the period, with reduced output at Hyundai Mobis' core customers.
Hyundai Mobis Records 16.3247 Trillion Won in Q2 Revenue
Hyundai Mobis' Q2 operating profit of 975.2 billion won exceeded the analyst consensus of 906.3 billion won compiled by Yonhap Infomax over the past month. Revenue of 16.3247 trillion won fell short of the 16.7295 trillion won forecast. Net profit reached 1.0602 trillion won, up 13.47% year-over-year.
For the first half of 2025, cumulative revenue totaled 31.8852 trillion won and operating profit reached 1.7778 trillion won, representing year-over-year growth of 3.9% and 8.0% respectively.
A/S Segment Contributes 953.4 Billion Won in Operating Profit
The modules and core parts segment recorded Q2 revenue of 12.8942 trillion won, up 2.3% year-over-year, but operating profit plunged 48.2% to 21.8 billion won. Reduced production volumes at automaker clients led to a slight decline in electrification segment sales, while memory semiconductor cost pressures persisted. Increased sales to overseas automakers and expanded supply of high-value electronic components offset these headwinds, enabling revenue growth.
The A/S segment posted Q2 revenue of 3.4304 trillion won, up 3%, and operating profit of 953.4 billion won, up 15.1%. The A/S division accounted for the vast majority of total operating profit. Favorable foreign exchange rates and a one-time customs duty refund contributed to the result.
Non-captive orders totaled $740 million year-to-date through Q2, representing 8.2% of the annual target.
Hyundai Mobis executed 950.8 billion won in research and development (R&D) investment during the first half to secure core mobility technologies. This represents approximately 44% of the annual R&D plan of 2.1631 trillion won.
Hyundai Mobis Announces 1,500 Won Interim Dividend and 500 Billion Won Buyback
Hyundai Mobis continues shareholder return efforts under its mid- to long-term policy. The interim dividend is set at 1,500 won per share, with a record date of August 10.
From May to July, the company purchased approximately 910,000 treasury shares worth 500 billion won. These shares are scheduled for cancellation in August.
FAQ
What was Hyundai Mobis' Q2 2025 operating profit?
Hyundai Mobis reported Q2 2025 consolidated operating profit of 975.2 billion won, up 12.09% year-over-year.
Which business segment contributed most to Hyundai Mobis' Q2 profit?
The aftermarket service (A/S) segment generated 953.4 billion won in operating profit, accounting for the vast majority of total Q2 operating profit, while the modules and core parts segment recorded only 21.8 billion won.
What shareholder return measures did Hyundai Mobis announce?
Hyundai Mobis set an interim dividend of 1,500 won per share with a record date of August 10, and purchased 910,000 treasury shares worth 500 billion won from May to July for cancellation in August.
