Hyundai Mobis (012330)
Hyundai Mobis (012330) is the parts and electronics arm of Hyundai Motor Group and one of the world’s largest auto suppliers, making modules, electrification systems, and electronic control units. In ETFpedia it is the component supplier of the Hyundai robotics value chain, providing the actuators, sensors, and modules that move and control the group’s robots.
| Ticker | 012330 |
|---|---|
| Exchange | KOSPI |
| Sector | Consumer Discretionary · Auto Parts |
| Country | South Korea |
| Wikidata | Q497534 |
| Last updated | 2026-06-08 |
Next event:Next report · H1 2026 반기보고서 (semi-annual report), estimated · Estimated from Korea's 45-day semi-annual filing deadline; not company-confirmed. Last report: Q1 2026 분기보고서 filed 2026-05-15. (source)
Latest reported quarter:Q1 2026 (ended Mar 31, 2026) (reported2026-05-15)
Hyundai Mobis posted Q1 2026 consolidated revenue of ₩15.56 trillion, up 5.5% year over year, with operating profit of ₩0.80 trillion, up 3.3%, and an operating margin of 5.2%. Net income fell 14.4% to ₩0.88 trillion. Growth came from rising orders from non-affiliated global automakers and stronger high-value electronics shipments.
| Revenue | ₩15.56T+5.5%YoY |
|---|---|
| Operating profit | ₩0.80T+3.3%YoY · Operating margin 5.2% |
| Net income | ₩0.88T-14.4%YoY |
Revenue by segment
| Revenue | ₩15.56T+5.5% YoY |
|---|---|
| Operating profit | ₩0.80T · 5.2% marginof revenue+3.3% YoY |
| Net income | ₩0.88T-14.4% YoY |
Recent & upcoming events
- · Q1 2026 revenue up 5.5% on non-affiliate orders.Hyundai Mobis reported Q1 2026 revenue of ₩15.56 trillion and operating profit of ₩0.80 trillion, driven by rising orders from non-affiliated global automakers and expanded high-value automotive electronics shipments; initial costs at new EV-component plants in Slovakia and Spain weighed on profitability. (source)
- · Record R&D spend planned to fund future mobility.A Hyundai Mobis official said the company plans to invest more than ₩2 trillion in R&D for the first time in 2026 to strengthen competitiveness in future-mobility markets, including the electronics and actuation that feed the group's robotics programs. (source)
Consolidated revenue, operating profit, and net income are from Hyundai Mobis's Q1 2026 분기보고서 on DART; margin, order-mix, and R&D commentary are from company IR coverage. Mobis does not separately disclose robotics-component revenue.
Figures are as of 2026-06-08 and reflect the most recent public filings/IR releases; they are updated after each earnings report.
What does Hyundai Mobis do?
Hyundai Mobis builds the parts that go inside Hyundai, Genesis, and Kia vehicles, and it sells those parts to outside automakers too. The product list is the guts of a modern car: chassis, cockpit, and front-end modules; electrification powertrain systems for EVs; electronic control units; sensors and braking systems; and a large after-sales parts operation. It ranks among the top global auto suppliers by revenue. In Q1 2026 it booked ₩15.56 trillion of revenue, up 5.5% year over year, helped by rising orders from non-affiliated global automakers and stronger shipments of high-value electronics (Korea Herald).
What is Hyundai Mobis’s role in the robotics value chain?
A humanoid robot needs the same things a car needs: parts that move, parts that sense, and electronics that decide. The Hyundai robotics value chain puts Hyundai Mobis in the supplier seat for exactly those parts. Mobis co-financed the group’s 2021 Boston Dynamics acquisition, which valued the robot maker at US$1.1 billion (Boston Dynamics), and it supplies the high-performance actuators, sensors, and control modules a robot like Atlas runs on. Actuators are the robot’s muscles; the electronics are its nerves. Mobis already makes both for electric cars, so the engineering carries over.
The transfer is funded. A Hyundai Mobis official said the company plans to spend more than ₩2 trillion on R&D in 2026, a first, to push into future-mobility markets.
Hyundai Mobis plans to invest more than 2 trillion won in R&D for the first time this year to strengthen competitiveness in future mobility markets.
What did Hyundai Mobis report most recently?
In Q1 2026 (the quarter ended March 31, 2026), Hyundai Mobis reported consolidated revenue of ₩15.56 trillion, up 5.5% year over year, and operating profit of ₩0.80 trillion, up 3.3%, for a 5.2% operating margin (DART 분기보고서). Net income fell 14.4% to ₩0.88 trillion. The top line grew on non-affiliate orders and high-value electronics; profit was held back by start-up costs at new EV-component plants in Slovakia and Spain that are now ramping (Seoul Economic Daily).
What are the risks for Hyundai Mobis?
- Group concentration. A large share of Mobis’s volume goes to Hyundai and Kia, so its earnings track group vehicle production and the same tariff and demand cycles.
- Robotics is optionality, not revenue. Mobis does not break out robotics-component sales because they are still small. The value-chain thesis is a forward bet on actuators and sensors scaling with the group’s robot programs.
- Margin pressure from new plants. EV-component plants in Slovakia and Spain carry start-up costs that pressured Q1 2026 profit before they reach full output.
- Cyclicality and FX. As an auto supplier, Mobis is exposed to vehicle demand cycles, raw-material costs, and won swings; Q1 2026 profitability leaned partly on favorable exchange rates.
Related securities, concepts & terms
- Hyundai Motor Robotics Value Chainparent
- Robotics & Physical AIparent
- Hyundai Motor Company (005380)sibling
- Kia Corporation (000270)sibling
Related indices & ETFs
- Akros Hyundai Motor Robotics Value Chain TOP3 Plus Index · AkrosThe proprietary Akros index that frames the Hyundai robotics value-chain concept; Hyundai Mobis is a core component-supplier name.
Frequently asked questions about Hyundai Mobis
What does Hyundai Mobis do?
Hyundai Mobis is the parts and electronics arm of Hyundai Motor Group and one of the world's largest auto suppliers. It makes vehicle modules (chassis, cockpit, front-end), electrification powertrain systems, electronic control units, sensors and braking systems, and runs a large after-sales parts business for Hyundai, Genesis, and Kia. In Q1 2026 it reported revenue of ₩15.56 trillion, up 5.5% year over year (DART 분기보고서).
What is Hyundai Mobis's role in the robotics value chain?
In the Hyundai robotics value chain, Hyundai Mobis supplies the hardware that lets a robot move and sense. It co-financed the group's 2021 Boston Dynamics acquisition and supplies the high-performance actuators, sensors, and electronic control modules that a humanoid needs, the robot equivalent of muscles and nerves. The same electronics, motor, and control expertise it built for electric vehicles transfers directly to robotics (Korea Herald).
What was Hyundai Mobis's latest revenue and profit?
Hyundai Mobis reported Q1 2026 consolidated revenue of ₩15.56 trillion, up 5.5% year over year, with operating profit of ₩0.80 trillion (up 3.3%, a 5.2% operating margin) and net income of ₩0.88 trillion, down 14.4% (DART 분기보고서). Growth came from non-affiliated global automaker orders and high-value electronics, while start-up costs at new EV-component plants weighed on profit.
When does Hyundai Mobis next report earnings?
Korean issuers do not pre-announce earnings dates. Hyundai Mobis's next regulatory filing is the H1 2026 반기보고서 (semi-annual report), due around August 14, 2026 under Korea's 45-day semi-annual deadline. That date is estimated, not company-confirmed. Mobis last filed its Q1 2026 분기보고서 on May 15, 2026 (DART).
Sources & references
- 현대모비스 분기보고서 (2026.03) · Q1 2026 quarterly report · Hyundai Mobis / DART (FSS), 2026-05-15
- Hyundai Mobis posts upbeat Q1 on global orders, FX gains · The Korea Herald, 2026-04-24
- Hyundai Mobis Q1 Operating Profit Rises 3.3% to 802.6 Billion Won · Seoul Economic Daily, 2026-04-24
- Hyundai Motor Group Completes Acquisition of Boston Dynamics from SoftBank · Boston Dynamics, 2021-06-21