April 13, 2026
JinkoSolar (JKS) 4Q25 Preview: Our Cost Driver Model Suggests a “Margin Shocker” is on Tap for JKS’ 1Q26E Guidance
By Gordon L. Johnson II
Investment Thesis Ahead of JKS’s 4Q25 Earnings Report This Thursday, Updating Our Bottom-Up Cost Driver Model for Intra-Quarter Commodity Prices, Global Demand Data, and Our On-the-Ground U.S. Installer Channel Checks, We See a Sizeable Guidance…
tsla$422.24-4.7507%
acb$3.32-0.8955%
tlry$5.32-3.2727%
trn$34.26-2.8912%
cco$2.390%
clf$10.31-5.6725%
eaf$8.98-4.0598%
rio$103.69-5.3837%
x$NA+NA%
csiq$17.88+0.3649%
dq$18.19-2.9867%
fslr$233.37+0.7555%
jks$24.61-0.886%
sedg$61.76+22.9299%
fmgA$21.95-2.8761%
nio$6.1-2.4%
lcid$6.04-3.6683%
rivn$13.79-5.0275%
nue$227.02-2.5038%
stld$229.34-2.2754%
