
• Reported GAAP EPS of -$8.84 up 65.47% YoY • JinkoSolar expects Q2 2026 module shipments of 14.0 GW to 16.0 GW, and full year 2026 module shipments of 75.0 GW to 85.0 GW, with ESS shipments more than doubling year-over-year.
Bullish
JinkoSolar achieved significant gross profit margin improvement due to higher module ASPs, maintained strong ESS shipment growth, and solidified industry leadership in high-efficiency module deliveries.
Bearish
JinkoSolar experienced declining module shipments and revenues, alongside net losses and pressure on shipping costs from geopolitical disruptions, further impacted by exchange and fair value losses.