NYSE$JKS

JinkoSolar Holding Co Ltd-ADR · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

JinkoSolar reported unaudited Q2 2026 financial results on August 26, 2026, showing sequential revenue growth but year-over-year declines amid industry pressures.

JinkoSolar Holding Co., Ltd. announced its second quarter 2026 results with total revenues of RMB 12.36 billion, down 31.3% year-over-year but up 0.9% sequentially. The company recorded a net loss attributable to ordinary shareholders of RMB 697.3 million, narrower than the prior year's loss, with module shipments of 15,961 MW. Gross margin improved to 4.2% from 2.9% a year ago but declined from 8.3% in Q1 2026.

  • Module shipments reached 15,961 MW, up 16.7% sequentially but down 34.4% YoY, with H1 total at 29.6 GW and ~70% overseas.
  • Revenue of RMB 12.36 billion missed estimates; gross profit RMB 513.1 million with 4.2% margin.
  • Net loss narrowed to RMB 697.3 million (US$102.8 million) from RMB 876.4 million YoY; adjusted net loss RMB 910.8 million.
  • Cumulative shipments exceeded 420 GW, with Tiger Neo series surpassing 250 GW; Q3 shipment guidance 15-17 GW.

Headline financials

Total Revenue

¥1.84B

Previous: ¥2.27B-19.2%
EPS (adj)

-¥13.19

Previous: -¥0.10-13090.0%
Gross margin

4.2%

No prior period
Module shipments (MW)

16.0K

No prior period
Net Income

-¥104M

No prior period
Operating Income

-¥214M

No prior period
Gross Profit

¥76.3M

No prior period

Revenue & EPS history

JinkoSolar · Revenue · Quarterly

¥1.84B

Q2 2026-19.2%vs Q2 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

Company provided Q3 and full-year shipment guidance amid ongoing industry challenges.

Tailwinds

  • Q3 module shipments expected 15-17 GW
  • Full-year 2026 module shipments guided to 60-70 GW with >60% high-efficiency products
  • ESS shipments expected to more than double YoY
  • Annual integrated capacity to reach 100 GW by year-end including 14 GW overseas

Headwinds

  • Industry profitability under pressure from supply-demand dynamics and policy shifts
  • Elevated costs from ramping high-efficiency products impacting margins

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.1%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+3.5%

Avg return

30 days after

43%

20 / 47 earnings

Positive

+39.6%

Q1 2021

Best reaction

-30.6%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2025-3.8%+6.7%+4.2%
Q2 2025-0.6%+10.8%+13.5%
Q1 2025-3.9%+1.6%+4.0%
Q4 2024-0.8%-10.0%-14.7%
Q4 2023-10.5%-16.2%-18.5%
Q3 2023+25.9%+32.9%+25.2%
Q2 2023-3.8%-6.0%-16.9%
Q1 2023+3.9%-0.6%-5.6%
Q4 2022-11.5%-14.1%-16.4%
Q3 2022-0.8%-0.5%-0.1%
Q2 2022+3.4%+3.8%-8.5%
Q1 2022-7.0%-1.8%+7.0%
Q4 2021-0.7%-3.9%-4.0%
Q3 2021-9.0%-22.2%-16.2%
Q2 2021+0.3%-6.6%+10.7%
Q1 2021+39.6%+48.0%+49.9%
Q4 2020-6.4%-5.9%-16.6%
Q3 2020+1.7%-13.7%+11.8%
Q2 2020+18.7%+36.6%+132.8%
Q1 2020-8.8%-10.1%+21.3%
Q4 2019-30.6%-29.8%-10.6%
Q3 2019+17.1%+16.3%+46.9%
Q2 2019+4.0%+11.3%-16.7%
Q1 2019+0.7%+1.5%-12.3%
Q4 2018-11.5%-13.4%-3.0%
Q3 2018+24.4%+25.5%+10.2%
Q2 2018-19.1%-22.8%-18.9%
Q1 2018+0.6%-0.9%+0.1%
Q4 2017-8.7%-10.0%-4.7%
Q3 2017+11.9%+5.4%+1.7%
Q2 2017+6.9%+6.5%-10.0%
Q1 2017-6.3%-7.5%+8.4%
Q4 2016-1.6%-4.7%-5.1%
Q3 2016+2.5%-6.4%+14.8%
Q2 2016-5.8%-6.9%-24.7%
Q1 2016-7.1%-7.4%-14.4%
Q4 2015+3.1%
Q3 2015-2.2%
Q2 2015-21.5%
Q1 2015+1.2%
Q4 2014+1.0%
Q3 2014
Q2 2014
Q4 2013+9.9%
Q4 2012-3.1%
Q4 2009-3.2%
Q4 2011-3.2%
Q4 2010-3.2%
Q3 2010+14.9%
Q1 2010

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