JinkoSolar Holding Co., Ltd. Q2 2026 Earnings Recap

JKS Q2 2026 August 28, 2026

Get alerts when JKS reports next quarter

JinkoSolar’s shares dropped 12.8% after earnings as investors reacted negatively to the company’s lowered full-year module shipment guidance and sequential margin compression amid persistent industry pricing and demand pressures.

Earnings Per Share Miss

$-2.53 vs $-0.75 est.

-237.3% surprise

Revenue Miss

1819145000 vs 2165990000 est.

-16.0% surprise

Market Reaction

Post-Earnings -12.84%

Aug 28 to Sep 4 -11.52%

See JKS alongside your other holdings

Add to your portfolio — free

Key Takeaways

Full-year 2026 module shipment guidance cut to 60–70 GW, emphasizing balancing volume, profitability, and cash flow amid demand uncertainties.
Sequential gross margin decline driven by cost increases from ramping up high-efficiency product lines and low-value order fulfillment.
Net loss widened in the quarter amid supply-demand imbalances and ongoing price pressures across the photovoltaic supply chain.
Energy storage system shipments more than doubled year-over-year in the first half of 2026, though revenue recognition remains in early ramp-up stages.
Continued investment in next-generation TOPCon technology targeting higher efficiency and alignment with upcoming national energy efficiency standards effective January 2027.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit JKS on AllInvestView.

Previous Q3 2025