Earnings surge by 29,800%! Companies forecasting >500% YoY growth in Q1 2026 earnings (curated list)

Attention, fellow investors! The Q1 earnings disclosure window has officially opened! If you’re still waiting for official announcements before reviewing results, you risk missing the first wave of rallies triggered by better-than-expected earnings—or worse, falling into sharp selloffs caused by earnings disappointments. Veteran investors know well: every March–April, markets rally on Q1 earnings growth stories. Why? Because Q1 is the year’s ‘first report card’—companies delivering strong performance attract aggressive capital inflows and may see their stock prices soar; conversely, those posting early ‘earnings bombs’ often face swift abandonment by investors. So far, 73 companies have issued Q1 earnings previews—and among them, 63 forecast growth. Of these 63, ten project >500% YoY growth, truly qualifying as ‘Growth Kings.’ Below is our curated list of these ten companies—for your reference and study only. Please like and save this post—but note: this content does not constitute any investment recommendation! Data as of: April 9 1. Tianhua New Energy Q1 Earnings Growth Forecast: 29,800% Core Business: R&D, production, and sales of battery-grade lithium hydroxide and lithium carbonate, among other lithium-ion battery materials. Key Highlights: China’s largest and the world’s third-largest producer of battery-grade lithium hydroxide. The company secures stable upstream raw material supply via a global lithium resource footprint spanning Africa, South America, Australia, and major domestic lithium deposits. It also maintains deep industrial synergy and order assurance through its strategic partnership with CATL (its second-largest shareholder). 2. Shannon Microelectronics Q1 Earnings Growth Forecast: 7,730.95% Core Business: Distribution of electronic components; semiconductor design and manufacturing; industrial internet and intelligent manufacturing solutions. Key Highlights: A leading domestic electronic component distributor with deep integration into the AI compute value chain. It maintains close partnerships with global chip giants such as NVIDIA. Benefiting from surging AGI-driven compute demand, its proprietary ‘Haipu Storage’ enterprise SSD and DRAM product lines have entered mass production. 3. Demingli Q1 Earnings Growth Forecast: 5,021.28% Core Business: Focus on storage controller chips and end-to-end storage solutions. Key Highlights: A core domestic supplier of storage controller chips, possessing full-chain, domestically developed capabilities—from controller IC design and firmware algorithms to module manufacturing and end-application optimization. Its product portfolio covers SSDs, embedded storage, memory modules, and mobile storage. Its enterprise SSDs have already entered the supply chains of top-tier internet and server OEMs. 4. Fujie Pharmaceutical Q1 Earnings Growth Forecast: 2,736.34% Core Business: R&D, production, and sales of anti-infective APIs and intermediates. Key Highlights: A leading Chinese specialty API manufacturer and one of the few domestic producers with full vertical integration across carbapenem antibiotics (e.g., meropenem). Leveraging shared technological foundations, it has proactively expanded into lithium battery electrolyte additives and synthetic biology-derived microbial proteins—forging a diversified growth trajectory. 5. OKKYO Q1 Earnings Growth Forecast: 2,509.88% Core Business: R&D, production, and sales of cemented carbide products and CNC cutting tools.

Companies forecasting >100% YoY growth in Q1 2026 earnings (curated list)

We must emphasize this point! The Q1 2026 earnings disclosure season has begun—the true ‘year-opening barometer’ is about to be revealed! As the first operational report of the year, Q1 earnings carry exceptional forward-looking value: they directly validate a company’s growth momentum, order visibility, and operational resilience for the new year—and more importantly, they help anticipate marginal shifts in sector-wide prosperity. Strong Q1 results signal not only stability and resilience but also an early lead in the new year’s race. Conversely, disappointing Q1 results may trigger investor abandonment. Thus, this moment is critical for identifying the year’s key investment themes. Below, we present companies forecasting >100% YoY Q1 2026 earnings growth. This information is for reference only and does not constitute investment advice. Data as of: March 30 Source: Tonghuashun 1. Urovo Q1 Earnings Growth Forecast: 102.82% Core Business: R&D, manufacturing, and sales of smart data terminals, mobile payment devices, and industry-specific digital transformation solutions. Key Highlights: A leading domestic AIDC (Automatic Identification and Data Capture) enterprise, commanding top market share in logistics & express delivery, retail e-commerce, and healthcare sectors. Deeply integrated into Huawei’s HarmonyOS ecosystem, it was among the first to launch smart terminals based on OpenHarmony—offering full-stack delivery capability spanning hardware design to industry-specific software solutions. 2. Tianshan Aluminum Industry Q1 Earnings Growth Forecast: 107.92% Core Business: R&D, manufacturing, and sales of electrolytic aluminum, high-purity aluminum, and aluminum deep-processing products. Key Highlights: One of the few domestic firms with a fully integrated aluminum value chain. With 1.2 million tons of electrolytic aluminum capacity, its battery foil business is scaling rapidly. Leveraging low-cost energy resources in Xinjiang, it enjoys formidable cost advantages in electrolytic aluminum production—and is actively expanding into high-end high-purity aluminum and new-energy battery foil, transforming from a traditional cyclical commodity player into an advanced manufacturer. 3. Weierli Q1 Earnings Growth Forecast: 109.14% Core Business: Environmental engineering and operations services—including landfill leachate treatment and food waste processing. Key Highlights: A leader in landfill leachate treatment in China, ranking among the top in both food waste and leachate treatment subsegments. It masters cutting-edge anaerobic fermentation and biogas purification technologies, playing a pivotal role in national ‘Zero-Waste City’ initiatives—and exemplifying the ‘specialized, refined, distinctive, and innovative’ (SRDI) model in China’s environmental sector. 4. Shandong Heda Q1 Earnings Growth Forecast: 110.00% Core Business: R&D, manufacturing, and sales of cellulose ethers and plant-based empty capsules. Key Highlights: China’s leading non-ionic cellulose ether manufacturer, operating a vertically integrated ‘cellulose ether → plant capsule’ value chain. Through technological breakthroughs, it has broken foreign monopolies in high-end pharmaceutical- and construction-grade cellulose ethers. Its plant capsule production capacity ranks first in China and among the world’s top tier. 5. Kuncai Technology Q1 Earnings Growth Forecast: 193.49% Core Business: R&D, manufacturing, and sales of pearlescent pigments and titanium dioxide products. Key Highlights: The world’s largest pearlescent pigment producer by output and sales volume. Its proprietary ‘hydrochloric acid leaching process’ revolutionizes traditional, highly polluting titanium dioxide production. It has built the world’s first integrated chlorination-based titanium dioxide and iron oxide production line—evolving from a pigment leader into a global frontrunner in premium titanium dioxide markets.

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