Hyundai Motor's AI push fails to offset earnings concerns

• Hyundai Motor Group's operating profit fell 20.8% to 2.85 trillion won
• Global vehicle sales declined 6.9% to 991,885 units
• Shares of Hyundai Motor have dropped more than 20% over the past three months
• Kia's operating profit slipped 4.9% to 2.63 trillion won

According to Hyundai Motor Group's 2026 CEO Investor Day, Kia aims to drive exponential growth and manufacturing innovation by expanding its full electrified vehicle lineup and strengthening future business capabilities ◉ hyundaimotorgroup.com · 2. The company plans to expand its EV lineup to 14 models and achieve annual EV sales of 1 million units by 2030. Additionally, Kia will scale its PBV business with the PV5, PV7, and PV9, targeting 232,000 annual PBV sales by 2030.

Hyundai and Kia are also targeting 3.2% vehicle sales growth in 2026, after missing their 2025 targets ◉ reuters.com · 3. The companies aim to sell a combined 7.51 million vehicles globally in 2026. Hyundai generates about 40% of its revenue from the US market and has benefited from hybrid vehicle sales, which have offset sluggish EV demand following the end of subsidies last September.

In terms of financial performance, Hyundai Motor Group's revenue was $224.1 billion in 2018, with an operating profit margin of 10% targeted by 2030 ◉ en.wikipedia.org · 4. The company has also invested $49 trillion in a five-year plan to support future growth. Kia's 2030 mid-to-long-term business strategy includes targeting global sales of 4.13 million units and a 4.5% market share.

Hyundai Motor Group has also expanded Korea's hydrogen ecosystem with the first group-operated waste-to-hydrogen facility ◉ worldwide.kia.com · 5. The company has also announced its plan to reach net zero by 2045, with a focus on sustainable mobility and reducing carbon emissions ◉ hyundai.com · 6.

Furthermore, Hyundai and Kia have set a record US market share, reaching 10.9% in October 2025 ◉ electrek.co · 7. The companies have been racing past US rivals, scoring their largest market-share jump since the pandemic. This growth is expected to continue, driven by the companies' investments in electrification and manufacturing innovation.