[Edaily Reporter Kwon Oh Seok ] POINT MOBILE Co., Ltd.(318020)achieved record-breaking earnings, exceeding expectations, thanks to expanded shipments to global retail giant Amazon and a proactive strategy to secure component inventory. Profitability improved as the company strengthened its foothold in the North American market and secured project orders through its European and Japanese subsidiaries.

POINT MOBILE Co., Ltd. announced on the 10th that it recorded approximately 77.1 billion won in cumulative consolidated revenue and approximately 8.1 billion won in operating profit for the first three quarters of 2026. Revenue increased by 34.7% year-over-year, while operating profit surged by 1,130.7%. Net income for the same period stood at approximately 6.6 billion won, marking a return to a solid profit trajectory.
The primary driver behind this surge in performance was an increase in shipments to Amazon in North America. Led by its flagship product, the industrial mobile computer “PM86,” along with the wearable device “PM5” and the tablet “TR54,” the company supplied these products on a large scale to Amazon’s logistics facilities in the U.S., driving revenue growth.
Order wins by overseas subsidiaries in various regions also contributed to the results. In Europe, the company secured consecutive orders from major retail stores in Poland and for railway infrastructure projects, while the Japanese subsidiary successfully diversified its overseas sales by beginning full-scale deliveries for a project with Yamato, a major local logistics conglomerate.
In particular, the company’s proactive supply chain management (SCM) strategy—securing materials in advance of price increases for key components such as memory semiconductors—proved highly effective. With cost burdens significantly reduced, combined with the cost-saving effects of fixed costs resulting from increased sales and the expansion of high-margin warranty revenue, the cumulative operating profit margin for the third quarter soared to 10.5%.
POINT MOBILE Co., Ltd. emphasized, “Based on stable product supply to major global clients, we will continue to expand our presence in large-scale local projects in Europe and Japan,” adding, “We will thoroughly monitor trends in the supply and demand of core components to maintain our unrivaled cost competitiveness.”