Revenue Soars 2846%! Top 10 Companies Leading the 2026 Semi-Annual Earnings Reports!

Attention, everyone! The A-share 2026 semi-annual earnings season is now underway! Per regulations, the period from July to August each year constitutes the earnings reporting season, during which over 5,000 listed companies across the market sequentially disclose their semi-annual financial results. During this phase, institutional funds typically conduct large-scale portfolio adjustments based on fundamental earnings performance: companies exceeding earnings expectations may become targets for aggressive buying, while those falling short may face downward pressure. Accordingly, my team and I have identified the top-performing companies in the latest 2026 semi-annual reports—along with the underlying drivers of their earnings growth. This information is provided for reference only and does not constitute investment advice. 1. Kangmeite Earnings Performance: Expected net profit growth of 21.18% for the 2026 semi-annual report; median net profit of RMB 43 million. Growth Drivers: The company’s core business—display adhesive and sealing materials—has directly benefited from the recovery of the Mini LED and consumer electronics markets. Terminal orders increased steadily throughout H1, driving a steady rise in factory capacity utilization. Meanwhile, refined management practices effectively controlled raw material costs, while continuous product launches and expanded customer channels enabled steady revenue expansion alongside robust net profit growth—indicating strong long-term potential for sustained improvement in its core business. 2. Bairun Co., Ltd. Earnings Performance: Expected net profit growth of 22.73% for the 2026 semi-annual report; median net profit of RMB 478 million. Growth Drivers: Earnings growth stems from simultaneous strength across two major business segments—“alcoholic beverages” and “flavors & fragrances.” In the alcoholic beverage segment, pre-mixed cocktails drove terminal sales through new product launches and deepened digital channel penetration, while whisky operations began contributing stable revenue. In the flavors & fragrances segment, downstream food industry demand remained stable. Revenue rose across both segments, delivering economies of scale and continuously improving overall profitability—clearly signaling an inflection point in corporate operations. 3. Zhenbao Technology Earnings Performance: Expected net profit growth of 29.13% for the 2026 semi-annual report; median net profit of RMB 110 million. Growth Drivers: Riding the wave of semiconductor localization, AI computing power and memory chip capacity expansions have sharply boosted demand for equipment components. The company secured substantial orders from leading wafer fabs. As production capacity continues to ramp up, the proportion of high-margin precision components has increased, driving revenue growth of approximately 28.83%–34.29%. Under the broader trend of domestic substitution, the company’s future growth prospects are further broadened. 4. Yongli Precision Earnings Performance: Expected net profit growth of 70.26% for the 2026 semi-annual report; median net profit of RMB 93.42 million. Growth Drivers: The primary driver behind this sharp profit increase was a one-time, substantial compensation gain recognized from the expropriation of its Jiaxing plant site. Looking at core operations, although revenue from automotive precision tubing faced slight pressure, gross margin improved due to lower steel raw material prices and reduced outsourcing expenses—demonstrating solid earnings resilience. The combination of one-time gains and core operational improvements jointly propelled the net profit growth rate upward. 5. Jihechang Earnings Performance: Expected net profit growth of 77.30% for the 2026 semi-annual report; median net profit of RMB 55 million. Growth Drivers: High industry prosperity in new energy and PCB sectors has triggered explosive demand for electroplating additives.

Industrial Lubricants Weekly News: Quaker Houghton Announces First-Quarter Results Better Than Expected

Reviewed/Published by: lubesgo The 'Industrial Lubricants Weekly News' content is a curated, translated, adapted, and condensed version of industry news; original author information and source links will be provided where applicable. To read more original articles on metalworking fluids and industrial lubricants, please follow our WeChat official account 'lubesgo Industrial Lubricants Intelligence' by clicking the link above. Quaker Houghton (the global leader in industrial process fluids formed by the merger of Quaker Chemical and Houghton International) reported first-quarter comprehensive financial results that exceeded expectations—despite headwinds from the COVID-19 pandemic and Boeing’s decision to suspend production of the 737 MAX aircraft. The company estimates these two factors impacted its results by approximately 4% and 1%, respectively. Headquartered in Conshohocken, Pennsylvania, USA, Quaker Houghton stated that all 34 of its global manufacturing facilities remain operational: “We are fully capable of meeting our customers’ needs.” “Looking ahead, we anticipate Q2 will be the most challenging quarter of the year, as many customers have either shut down their factories or significantly curtailed output—particularly during the first half of the quarter. We do expect gradual and sustained improvement in the second half of the year. However, given the current economic uncertainty caused by the global impact of the pandemic, providing any forward guidance is extremely difficult—and therefore, we are refraining from issuing any guidance at this time.” said Michael F. Barry, Chairman, CEO, and President of Quaker Houghton (NYSE: KWR). First-quarter net sales totaled USD 378.6 million, representing a 79% increase compared to USD 211.2 million in the same quarter last year. This growth reflects additional net sales contributed by the merger with Houghton International (effective August 1, 2019) and the acquisition of Norman Hay’s operations (effective October 1, 2019). [lubesgo note: Norman Hay plc., founded in 1946 and headquartered in the UK, is a specialty chemicals company focused on surface treatment chemicals, impregnation sealants, and stamping plant solutions.] On a pro forma basis—comparing first-quarter net sales to the prior-year quarter’s pro forma net sales of USD 391 million—the decline was approximately 3%. This figure already incorporates adjustments related to Houghton and other items. Excluding contributions from Houghton and Norman Hay, Quaker’s net sales for the quarter would have declined by 11%—driven by a 5% volume decline, a 3% negative foreign exchange impact, and a 3% decline attributable to pricing and product mix.

Quaker Houghton Announces First Quarter 2026 Results

Apr 30, 2026

Quaker Houghton reported Q1 2026 net sales of $480.5 million, an 8% increase year-over-year. It also initiated a cost-saving program targeting $20–30 million by 2028.

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