Strategic Contract2026-05-18

Contract end date extended for special alloy supply

SPH

스피어

347700

+0.05

Signal Score

51CNeutral
Score51 / 100

Historical Avg Return (5d)

+0.15%

Data Coverage

100%n=723

Risk-adjusted indicator based on 723 historical DART filings. For informational purposes only — not investment advice.

Financial Impact

NEUTRAL

Key Numbers

  • • Contract Amount: 1,370,036,322 KRW
  • • Contract Amount (USD): 960,148.80 USD
  • • % of Recent Revenue: 53.56%
  • • Original Contract End Date: 2026-05-18
  • • Amended Contract End Date: 2026-06-18
  • • Delivery Completion Rate: 100%
  • • Payment Progress Rate: ~61%

AI Analysis Summary

Sphere Corp. announced an amendment to its special alloy supply contract with a US global aerospace launch company. The contract amount remains 1,370,036,322 KRW (960,148.80 USD), representing 53.56% of recent annual revenue. The contract end date has been extended by one month, from 2026-05-18 to 2026-06-18, due to a payment schedule deferral. Delivery is 100% complete, but payment is only ~61% processed. This amendment primarily adjusts the timeline for payment completion, with no change to the contract value or delivery status, indicating a neutral financial impact.

How This Event Is Evaluated

Strategic Contract Evaluation

Contract events are evaluated by measuring business scale, revenue relevance, counterparty quality, and execution visibility.

AI is used to interpret disclosures and extract structured data.

Signal scores are generated using event-specific methodologies and quantitative models.

  • Contract size relative to company revenue
  • Expected revenue impact
  • Counterparty quality
  • Contract duration and execution period
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This content is for informational purposes only and does not constitute investment advice. Past signal patterns do not guarantee future results. All data is sourced from public DART filings.

AI-processed analysis. Based on: [기재정정]단일판매ㆍ공급계약체결 . Source: Financial Supervisory Service (금융감독원 전자공시시스템). Raw government data is not redistributed. Not investment advice.