JinkoSolar (JKS) Q2 FY26 earnings call

The second quarter saw JinkoSolar navigate a challenging PV market with sequential margin compression and an expanded net loss, despite sequential growth in module shipments and strong ESS performance. The company is strategically optimizing its product and geographic mix, focusing on high-efficiency products like TOPCon 3.0, and leveraging its investment portfolio for long-term value creation, while adjusting full-year shipment guidance to prioritize profitability and cash flow over scale.