JinkoSolar (NYSE: JKS) reported Q1 EPS of (RMB8.85), RMB5.53 better than the analyst estimate of (RMB14.38). Revenue for the quarter came in at RMB12.25 billion versus the consensus estimate of RMB19.27 billion.

Second Quarter and Full Year 2026 Guidance

The Company\'s business outlook is based on management\'s current views and estimates with respect to market conditions, production capacity, the Company\'s order book and the global economic environment. This outlook is subject to uncertainty on final customer demand and sale schedules. Management\'s views and estimates are subject to change without notice.

For the second quarter of 2026, the Company expects its module shipments to be in the range of 14.0 GW to 16.0 GW.

For full year 2026, the Company estimates its module shipments to be in the range of 75.0 GW to 85.0 GW.

For full year 2026, the Company expects its ESS shipments to be more than doubled year-over-year.

Solar Products Production Capacity

The Company expects its annual integrated production capacity to reach 100 GW, including 14 GW from overseas facilities, by the end of 2026.

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